A detailed history of Kaydan Wealth Management, Inc. transactions in Ishares Tr stock. As of the latest transaction made, Kaydan Wealth Management, Inc. holds 15,290 shares of DVY stock, worth $2.05 Million. This represents 0.66% of its overall portfolio holdings.

Number of Shares
15,290
Previous 15,751 2.93%
Holding current value
$2.05 Million
Previous $1.94 Billion 4.66%
% of portfolio
0.66%
Previous 0.66%

Shares

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

Jul 11, 2024

SELL
$115.73 - $125.75 $53,351 - $57,970
-461 Reduced 2.93%
15,290 $1.85 Billion
Q1 2024

Apr 12, 2024

SELL
$113.31 - $123.18 $6,458 - $7,021
-57 Reduced 0.36%
15,751 $1.94 Billion
Q4 2023

Jan 16, 2024

SELL
$102.97 - $119.06 $29,449 - $34,051
-286 Reduced 1.78%
15,808 $1.85 Billion
Q3 2023

Nov 02, 2023

SELL
$107.44 - $118.16 $8,702 - $9,570
-81 Reduced 0.5%
16,094 $1.73 Billion
Q2 2023

Jul 17, 2023

BUY
$108.5 - $119.27 $2,170 - $2,385
20 Added 0.12%
16,175 $1.83 Billion
Q1 2023

Apr 10, 2023

SELL
$110.68 - $126.38 $93,303 - $106,538
-843 Reduced 4.96%
16,155 $1.89 Billion
Q4 2022

Feb 06, 2023

BUY
$107.39 - $125.5 $1.83 Million - $2.13 Million
16,998 New
16,998 $2.05 Billion
Q3 2022

Feb 24, 2023

SELL
$107.22 - $127.71 $32,594 - $38,823
-304 Reduced 1.74%
17,142 $1.84 Billion
Q2 2022

Feb 24, 2023

BUY
$113.21 - $132.14 $18,226 - $21,274
161 Added 0.93%
17,446 $2.05 Billion
Q1 2022

Feb 24, 2023

BUY
$119.99 - $129.75 $63,354 - $68,508
528 Added 3.15%
17,285 $2.21 Billion
Q4 2021

Feb 24, 2023

SELL
$114.37 - $122.59 $27,563 - $29,544
-241 Reduced 1.42%
16,757 $2.05 Billion

Others Institutions Holding DVY

About ISHARES TR


  • Ticker DVY
  • Sector ETFs
  • Industry ETFs
More about DVY
Track This Portfolio

Track Kaydan Wealth Management, Inc. Portfolio

Follow Kaydan Wealth Management, Inc. and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Kaydan Wealth Management, Inc., based on Form 13F filings with the SEC.

News

Stay updated on Kaydan Wealth Management, Inc. with notifications on news.