9258 Wealth Management, LLC Ishares Tr Transaction History

9258 Wealth Management, LLC

  • $664 Million
  • Q3 2024

A detailed history of 9258 Wealth Management, LLC transactions in Ishares Tr stock. As of the latest transaction made, 9258 Wealth Management, LLC holds 1,965 shares of DVY stock, worth $268,595. This represents 0.04% of its overall portfolio holdings.

Number of Shares
1,965
Previous 2,665 26.27%
Holding current value
$268,595
Previous $322,000 17.7%
% of portfolio
0.04%
Previous 0.05%

Shares

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

Nov 12, 2024
SELL
$119.99 - $135.74 $83,993 - $95,018
-700 Reduced 26.27%
1,965 $265,000
Q2 2024

Aug 02, 2024
BUY
$115.73 - $125.75 $98,833 - $107,390
854 Added 47.16%
2,665 $322,000
Q1 2024

May 03, 2024
SELL
$113.31 - $123.18 $16,996 - $18,477
-150 Reduced 7.65%
1,811 $223,000
Q1 2021

May 11, 2021
BUY
$94.76 - $115.39 $185,824 - $226,279
1,961 New
1,961 $224,000
Q1 2020

May 05, 2020
SELL
$62.67 - $107.3 $126,342 - $216,316
-2,016 Closed
0 $0
Q4 2019

Feb 06, 2020
BUY
$98.25 - $105.76 $198,072 - $213,212
2,016 New
2,016 $213,000

Others Institutions Holding DVY

# of Institutions
1,442
Shares Held
95M
Call Options Held
1.8M
Put Options Held
161K
View Full List

About ISHARES TR

DVY Quotes by TradingView
  • Ticker DVY
  • Sector ETFs
  • Industry ETFs
More about DVY
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