Westmount Partners, LLC Ishares Tr Transaction History

Westmount Partners, LLC

$329 Billion
Q4 2024

A detailed history of Westmount Partners, LLC transactions in Ishares Tr stock. As of the latest transaction made, Westmount Partners, LLC holds 2,714 shares of DVY stock, worth $366,281. This represents 0.11% of its overall portfolio holdings.

Number of Shares

2,714

Previous 3,018 10.07%

Holding current value

$366,281

Previous $408 Million 12.59%

% of portfolio

0.11%

Previous 0.12%

9 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Jan 13, 2025	SELL	$129.55 - $143.41 $39,383 - $43,596	-304 Reduced 10.07%	2,714 $356 Million
Q3 2024 Jan 13, 2025	BUY	$119.99 - $135.74 $362,129 - $409,663	3,018 New	3,018 $408 Million
Q2 2024 Jan 28, 2025	BUY	$115.73 - $125.75 $7,290 - $7,922	63 Added 1.99%	3,228 $388 Million
Q1 2024 Jan 28, 2025	SELL	$113.31 - $123.18 $9,971 - $10,839	-88 Reduced 2.71%	3,165 $390 Million
Q4 2023 Jan 28, 2025	SELL	$102.97 - $119.06 $14,518 - $16,787	-141 Reduced 4.15%	3,253 $381 Million
Q3 2023 Jan 28, 2025	SELL	$107.44 - $118.16 $5,372 - $5,908	-50 Reduced 1.45%	3,394 $365 Million
Q2 2023 Jan 28, 2025	BUY	$108.5 - $119.27 $79,205 - $87,067	730 Added 26.9%	3,444 $390 Million
Q1 2023 Jan 29, 2025	BUY	$110.68 - $126.38 $80,796 - $92,257	730 Added 26.9%	3,444 $404 Million
Q4 2022 Jan 28, 2025	BUY	$107.39 - $125.5 $78,394 - $91,615	730 Added 26.9%	3,444 $415 Million

Others Institutions Holding DVY

# of Institutions

1,377

Shares Held

66.8M

Call Options Held

1.1M

Put Options Held

383K

View Full List

About ISHARES TR

Ticker DVY
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Westmount Partners, LLC Ishares Tr Transaction History