IDNA — ISHARES TR

Ownership history in Transform Wealth, LLC  ·  1 quarter on record

This page tracks every 13F SEC filing in which Transform Wealth, LLC reported a position in ISHARES TR (IDNA). Data includes quarterly share count, position size as % of portfolio, estimated market value, and end-of-quarter stock price — sourced directly from SEC EDGAR 13F filings.

Peak position
0.04% (2024 Q4)
Avg. % of fund
0.04%
First filed
2024 Q4
Last filed
2024 Q4
Quarters held
1
Quarter Action Shares Change Chg % % of Fund Mkt Value Price (EOQ)
2024 Q4 INITIATED 31,862 — — 0.04% $721K $22.33
% of Fund (quarterly)    IDNA price (monthly, adj. close)

Other funds also holding IDNA

As of 2025 Q4 — sorted by position size

Portland Global Advisors LLC 3Y 7Y 0.29% Wharton Business Group, LLC 3Y 7Y 0.27% Clearwater Capital Advisors, LLC 3Y 7Y 0.08% Opes Wealth Management LLC 3Y 0.06% C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors 3Y 0.04% FLOW TRADERS U.S. LLC 3Y 7Y 0.04% Avior Wealth Management, LLC 3Y 7Y 0.02% First Heartland Consultants, Inc. 3Y 7Y 0.02% Founders Financial Alliance, LLC 3Y 0.02% Ally Invest Advisors Inc. 3Y 7Y 0.02%
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