Sar Wealth Management Group, LLC Ishares Tr Transaction History

Sar Wealth Management Group, LLC

$162 Billion
Q2 2025

A detailed history of Sar Wealth Management Group, LLC transactions in Ishares Tr stock. As of the latest transaction made, Sar Wealth Management Group, LLC holds 1,676 shares of DVY stock, worth $228,103. This represents 0.14% of its overall portfolio holdings.

Number of Shares

1,676

Previous 1,670 0.36%

Holding current value

$228,103

Previous $224 Million 0.74%

% of portfolio

0.14%

Previous 0.15%

7 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2025 Jul 08, 2025	BUY	$118.37 - $134.86 $710 - $809	6 Added 0.36%	1,676 $223 Million
Q1 2025 Apr 11, 2025	BUY	$128.58 - $138.1 $642 - $690	5 Added 0.3%	1,670 $224 Million
Q4 2024 Jan 15, 2025	BUY	$129.55 - $143.41 $777 - $860	6 Added 0.36%	1,665 $219 Million
Q3 2024 Oct 17, 2024	SELL	$119.99 - $135.74 $20,878 - $23,618	-174 Reduced 9.49%	1,659 $224 Million
Q2 2024 Jul 15, 2024	SELL	$115.73 - $125.75 $4.98 Million - $5.41 Million	-43,059 Reduced 95.92%	1,833 $222 Million
Q1 2024 Apr 15, 2024	SELL	$113.31 - $123.18 $73,764 - $80,190	-651 Reduced 1.43%	44,892 $5.53 Billion
Q4 2023 Feb 12, 2024	BUY	$102.97 - $119.06 $4.69 Million - $5.42 Million	45,543 New	45,543 $5.34 Billion

Others Institutions Holding DVY

# of Institutions

1,458

Shares Held

70.4M

Call Options Held

816K

Put Options Held

62.9K

View Full List

About ISHARES TR

Ticker DVY
Sector ETFs
Industry ETFs

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Sar Wealth Management Group, LLC Ishares Tr Transaction History