A detailed history of Aberdeen Wealth Management LLC transactions in Ishares Tr stock. As of the latest transaction made, Aberdeen Wealth Management LLC holds 17,278 shares of DVY stock, worth $2.1 Million. This represents 1.28% of its overall portfolio holdings.

Number of Shares
17,278
Previous 17,278 -0.0%
Holding current value
$2.1 Million
Previous $2.03 Million 5.09%
% of portfolio
1.28%
Previous 1.53%

Shares

9 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2023

Feb 14, 2024

SELL
$102.97 - $119.06 $205 - $238
-2 Reduced 0.01%
17,278 $2.03 Million
Q4 2022

Feb 14, 2023

SELL
$117.33 - $125.5 $5,866 - $6,275
-50 Reduced 0.29%
17,280 $2.08 Million
Q2 2022

Aug 10, 2022

SELL
N/A
-191 Reduced 1.09%
17,330 $2.04 Million
Q4 2021

Feb 14, 2022

BUY
N/A
17,521 New
17,521 $2.15 Million
Q2 2021

Jul 23, 2021

SELL
N/A
-17,834 Closed
0 $0
Q3 2020

Nov 13, 2020

BUY
N/A
17,834 New
17,834 $1.45 Million
Q2 2020

Aug 13, 2020

SELL
N/A
-17,884 Closed
0 $0
Q1 2020

May 08, 2020

SELL
N/A
-30 Reduced 0.17%
17,884 $1.32 Million
Q4 2019

Feb 14, 2020

BUY
N/A
17,914 New
17,914 $1.89 Million

Others Institutions Holding DVY

About ISHARES TR


  • Ticker DVY
  • Sector ETFs
  • Industry ETFs
More about DVY
Track This Portfolio

Track Aberdeen Wealth Management LLC Portfolio

Follow Aberdeen Wealth Management LLC 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 Aberdeen Wealth Management LLC, based on Form 13F filings with the SEC.

News

Stay updated on Aberdeen Wealth Management LLC with notifications on news.