Savvy Advisors, Inc. Ishares Tr Transaction History

Savvy Advisors, Inc.

$815 Million
Q4 2024

A detailed history of Savvy Advisors, Inc. transactions in Ishares Tr stock. As of the latest transaction made, Savvy Advisors, Inc. holds 3,221 shares of DVY stock, worth $444,820. This represents 0.05% of its overall portfolio holdings.

Number of Shares

3,221

Holding current value

$444,820

% of portfolio

0.05%

1 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q4 2024 Feb 13, 2025	BUY	$129.55 - $143.41 $417,280 - $461,923	3,221 New	3,221 $422,000

Others Institutions Holding DVY

# of Institutions

1,445

Shares Held

95M

Call Options Held

1.8M

Put Options Held

161K

Wealthfront Advisers LLC

24.5M
Shares

$3.38 Billion
2.68% of portfolio
Bank Of America Corp Charlotte, NC

8.29M
Shares

$1.15 Billion
0.09% of portfolio
Morgan Stanley New York, NY

6.58M
Shares

$908 Million
0.06% of portfolio
Wells Fargo & Company San Francisco, CA

3.88M
Shares

$535 Million
0.12% of portfolio
Pnc Financial Services Group, Inc. Pittsburgh, PA

3.82M
Shares

$527 Million
0.34% of portfolio

View Full List

About ISHARES TR

Ticker DVY
Sector ETFs
Industry ETFs

More about DVY

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