Johnson & White Wealth Management, LLC IDV Holdings History
Johnson & White Wealth Management, LLC's iShares International Select Dividend ETF Holding Summary
As of 2025-03-31, Johnson & White Wealth Management, LLC held 231,276.00 shares of iShares International Select Dividend ETF(IDV), totaling $7.17 Mil. This investment constitutes 4.02% of their stock portfolio, and Johnson & White Wealth Management, LLC now holds 0.16% of the outstanding iShares International Select Dividend ETF(IDV) stock.
The initial trade took place in 2022Q4. And since then Johnson & White Wealth Management, LLC has made 5 purchases of IDV, at an average price of $27.80, for a total of 626,060.00 shares. In addition, there have been 4 sales at an average price of $27.48 for 394,784.00 shares. Based on historical transaction data and IDV's current price of $35.12, Johnson & White Wealth Management, LLC's estimated gain on his IDV holdings is $1.57 Mil, reflecting a 9.01% gain to date.
Johnson & White Wealth Management, LLC IDV ($35.12) Holding Chart
Johnson & White Wealth Management, LLC IDV ($35.12) Quarterly Buys and Sells
| Period | Bought/Sold (Sh.) | % Change | Qtr. End Shares | Avrg. Price |
|---|---|---|---|---|
| Shares Bought | 0 | Average Price $-/Share | ||
| Shares Sold | 0 | Average Price $-/Share | ||
| Current Price $0.00 | Total Estimated Gain 0 % | |||
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