A detailed history of Addison Advisors LLC transactions in Ishares Tr stock. As of the latest transaction made, Addison Advisors LLC holds 152 shares of DVY stock, worth $20,316. This represents 0.01% of its overall portfolio holdings.

Number of Shares
152
Previous 232 34.48%
Holding current value
$20,316
Previous $28,000 28.57%
% of portfolio
0.01%
Previous 0.01%

Shares

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

Nov 04, 2024

SELL
$119.99 - $135.74 $9,599 - $10,859
-80 Reduced 34.48%
152 $20,000
Q2 2024

Aug 05, 2024

BUY
$115.73 - $125.75 $13,887 - $15,090
120 Added 107.14%
232 $28,000
Q4 2022

Feb 07, 2023

SELL
$107.39 - $125.5 $19,437 - $22,715
-181 Reduced 61.77%
112 $13,000
Q1 2022

Apr 29, 2022

BUY
$119.99 - $129.75 $21,718 - $23,484
181 Added 161.61%
293 $38,000
Q4 2020

Feb 02, 2021

BUY
$81.33 - $97.54 $9,108 - $10,924
112 New
112 $11,000

Others Institutions Holding DVY

About ISHARES TR


  • Ticker DVY
  • Sector ETFs
  • Industry ETFs
More about DVY
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