Rockwood Wealth Management, LLC Ishares Tr Transaction History

Rockwood Wealth Management, LLC

  • $926 Billion
  • Q4 2024

A detailed history of Rockwood Wealth Management, LLC transactions in Ishares Tr stock. As of the latest transaction made, Rockwood Wealth Management, LLC holds 2,760 shares of DVY stock, worth $370,391. This represents 0.04% of its overall portfolio holdings.

Number of Shares
2,760
Previous 1,898 45.42%
Holding current value
$370,391
Previous $256 Million 40.95%
% of portfolio
0.04%
Previous 0.03%

Shares

3 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2024

Jan 21, 2025
BUY
$129.55 - $143.41 $111,672 - $123,619
862 Added 45.42%
2,760 $361 Million
Q3 2024

Oct 16, 2024
SELL
$119.99 - $135.74 $24,357 - $27,555
-203 Reduced 9.66%
1,898 $256 Million
Q2 2024

Jul 26, 2024
BUY
$115.73 - $125.75 $243,148 - $264,200
2,101 New
2,101 $254 Million

Others Institutions Holding DVY

# of Institutions
1,398
Shares Held
67.1M
Call Options Held
1.1M
Put Options Held
383K
View Full List

About ISHARES TR

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