A detailed history of 180 Wealth Advisors, LLC transactions in Ishares Tr stock. As of the latest transaction made, 180 Wealth Advisors, LLC holds 3,544 shares of DVY stock, worth $507,429. This represents 0.08% of its overall portfolio holdings.

Number of Shares
3,544
Previous 3,592 1.34%
Holding current value
$507,429
Previous $434,000 10.14%
% of portfolio
0.08%
Previous 0.07%

Shares

27 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2024

Oct 31, 2024

SELL
$119.99 - $135.74 $5,759 - $6,515
-48 Reduced 1.34%
3,544 $478,000
Q2 2024

Jul 16, 2024

SELL
$115.73 - $125.75 $2,777 - $3,018
-24 Reduced 0.66%
3,592 $434,000
Q1 2024

Apr 15, 2024

BUY
$113.31 - $123.18 $3,965 - $4,311
35 Added 0.98%
3,616 $445,000
Q4 2023

Jan 24, 2024

SELL
$102.97 - $119.06 $5,148 - $5,953
-50 Reduced 1.38%
3,581 $419,000
Q3 2023

Oct 31, 2023

BUY
$107.44 - $118.16 $28,686 - $31,548
267 Added 7.94%
3,631 $390,000
Q2 2023

Jul 11, 2023

SELL
$108.5 - $119.27 $9,873 - $10,853
-91 Reduced 2.63%
3,364 $381,000
Q1 2023

Apr 07, 2023

SELL
$110.68 - $126.38 $13,835 - $15,797
-125 Reduced 3.49%
3,455 $404,000
Q4 2022

Feb 02, 2023

BUY
$107.39 - $125.5 $429 - $502
4 Added 0.11%
3,580 $431,000
Q3 2022

Oct 12, 2022

SELL
$107.22 - $127.71 $10,185 - $12,132
-95 Reduced 2.59%
3,576 $383,000
Q2 2022

Jul 11, 2022

SELL
$113.21 - $132.14 $226 - $264
-2 Reduced 0.05%
3,671 $438,000
Q1 2022

Apr 22, 2022

SELL
$119.99 - $129.75 $8,759 - $9,471
-73 Reduced 1.95%
3,673 $480,000
Q4 2021

Jan 26, 2022

SELL
$114.37 - $122.59 $25,961 - $27,827
-227 Reduced 5.71%
3,746 $457,000
Q3 2021

Oct 28, 2021

SELL
$112.53 - $119.9 $15,529 - $16,546
-138 Reduced 3.36%
3,973 $472,000
Q2 2021

Aug 13, 2021

SELL
$114.14 - $123.06 $6,277 - $6,768
-55 Reduced 1.32%
4,111 $486,000
Q1 2021

May 25, 2021

SELL
$94.76 - $115.39 $6,254 - $7,615
-66 Reduced 1.56%
4,166 $505,000
Q4 2020

Jan 27, 2021

SELL
$81.33 - $97.54 $4,310 - $5,169
-53 Reduced 1.24%
4,232 $428,000
Q3 2020

Oct 23, 2020

BUY
$77.43 - $86.72 $8,207 - $9,192
106 Added 2.54%
4,285 $368,000
Q2 2020

Jul 21, 2020

SELL
$69.37 - $91.69 $28,719 - $37,959
-414 Reduced 9.01%
4,179 $347,000
Q1 2020

Apr 09, 2020

SELL
$62.67 - $107.3 $814 - $1,394
-13 Reduced 0.28%
4,593 $326,000
Q4 2019

Jan 17, 2020

SELL
$98.25 - $105.76 $11,200 - $12,056
-114 Reduced 2.42%
4,606 $488,000
Q3 2019

Oct 22, 2019

BUY
$100.87 - $103.22 $706 - $722
7 Added 0.15%
4,720 $476,000
Q2 2019

Aug 05, 2019

SELL
N/A
-13 Reduced 0.28%
4,713 $468,000
Q1 2019

May 14, 2019

BUY
N/A
822 Added 21.06%
4,726 $470,000
Q3 2018

Nov 14, 2018

BUY
N/A
6 Added 0.15%
3,904 $389,000
Q2 2018

Aug 08, 2018

BUY
N/A
1,051 Added 36.92%
3,898 $381,000
Q1 2018

Jun 01, 2018

BUY
N/A
6 Added 0.21%
2,847 $270,000
Q4 2017

Feb 13, 2018

BUY
N/A
2,841
2,841 $280,000

Others Institutions Holding DVY

About ISHARES TR


  • Ticker DVY
  • Sector ETFs
  • Industry ETFs
More about DVY
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