Able Wealth Management LLC Ishares Tr Transaction History

Able Wealth Management LLC

  • $169 Billion
  • Q1 2025

A detailed history of Able Wealth Management LLC transactions in Ishares Tr stock. As of the latest transaction made, Able Wealth Management LLC holds 6,356 shares of DVY stock, worth $815,983. This represents 0.5% of its overall portfolio holdings.

Number of Shares
6,356
Previous 6,356 -0.0%
Holding current value
$815,983
Previous $834 Million 2.28%
% of portfolio
0.5%
Previous 0.55%

Shares

4 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2024

Feb 03, 2025
BUY
$129.55 - $143.41 $129 - $143
1 Added 0.02%
6,356 $834 Million
Q2 2024

Nov 01, 2024
SELL
$115.73 - $125.75 $56,591 - $61,491
-489 Reduced 7.14%
6,355 $769 Million
Q1 2024

Nov 01, 2024
BUY
$113.31 - $123.18 $6,232 - $6,774
55 Added 0.81%
6,844 $843 Million
Q4 2023

Feb 20, 2024
BUY
$102.97 - $119.06 $699,063 - $808,298
6,789 New
6,789 $796 Million

Others Institutions Holding DVY

# of Institutions
1,447
Shares Held
70.4M
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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