A detailed history of Rockwood Wealth Management, LLC transactions in Ishares Tr stock. As of the latest transaction made, Rockwood Wealth Management, LLC holds 1,898 shares of DVY stock, worth $246,170. This represents 0.03% of its overall portfolio holdings.

Number of Shares
1,898
Previous 2,101 9.66%
Holding current value
$246,170
Previous $254 Million 0.86%
% of portfolio
0.03%
Previous 0.03%

Shares

2 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
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

About ISHARES TR


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

Track Rockwood Wealth Management, LLC Portfolio

Follow Rockwood Wealth Management, LLC 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 Rockwood Wealth Management, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Rockwood Wealth Management, LLC with notifications on news.