Jamison Private Wealth Management, Inc. Ishares Tr Transaction History

Jamison Private Wealth Management, Inc.

  • $657 Billion
  • Q3 2024

A detailed history of Jamison Private Wealth Management, Inc. transactions in Ishares Tr stock. As of the latest transaction made, Jamison Private Wealth Management, Inc. holds 3,073 shares of DVY stock, worth $405,328. This represents 0.06% of its overall portfolio holdings.

Number of Shares
3,073
Previous 3,069 0.13%
Holding current value
$405,328
Previous $371 Million 11.81%
% of portfolio
0.06%
Previous 0.06%

Shares

5 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2024

Oct 15, 2024
BUY
$119.99 - $135.74 $479 - $542
4 Added 0.13%
3,073 $415 Million
Q2 2024

Jul 11, 2024
BUY
$115.73 - $125.75 $347 - $377
3 Added 0.1%
3,069 $371 Million
Q1 2024

Apr 26, 2024
BUY
$113.31 - $123.18 $226,959 - $246,729
2,003 Added 188.43%
3,066 $378 Million
Q4 2023

Jan 17, 2024
BUY
$102.97 - $119.06 $1,029 - $1,190
10 Added 0.95%
1,063 $125 Million
Q3 2023

Jan 05, 2024
BUY
$107.44 - $118.16 $113,134 - $124,422
1,053 New
1,053 $113 Million

Others Institutions Holding DVY

# of Institutions
1,359
Shares Held
70.5M
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
Track This Portfolio

Track Jamison Private Wealth Management, Inc. Portfolio

Follow Jamison Private 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 Jamison Private Wealth Management, Inc., based on Form 13F filings with the SEC.

News

Stay updated on Jamison Private Wealth Management, Inc. with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email