Cassaday & CO Wealth Management LLC Ishares Tr Transaction History

Cassaday & CO Wealth Management LLC

  • $2.91 Billion
  • Q2 2024

A detailed history of Cassaday & CO Wealth Management LLC transactions in Ishares Tr stock. As of the latest transaction made, Cassaday & CO Wealth Management LLC holds 5,448 shares of DVY stock, worth $730,032. This represents 0.02% of its overall portfolio holdings.

Number of Shares
5,448
Previous 4,426 23.09%
Holding current value
$730,032
Previous $545,000 20.92%
% of portfolio
0.02%
Previous 0.02%

Shares

3 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2024

Jul 30, 2024
BUY
$115.73 - $125.75 $118,276 - $128,516
1,022 Added 23.09%
5,448 $659,000
Q1 2023

May 03, 2023
SELL
$110.68 - $126.38 $365,354 - $417,180
-3,301 Reduced 42.72%
4,426 $518,000
Q4 2022

Feb 07, 2023
BUY
$107.39 - $125.5 $829,802 - $969,738
7,727 New
7,727 $0

Others Institutions Holding DVY

# of Institutions
1,319
Shares Held
64.9M
Call Options Held
640K
Put Options Held
217K
View Full List

About ISHARES TR

DVY Quotes by TradingView
  • Ticker DVY
  • Sector ETFs
  • Industry ETFs
More about DVY
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