Altus Wealth Group LLC Ishares Tr Transaction History

Altus Wealth Group LLC

  • $209 Million
  • Q1 2025

A detailed history of Altus Wealth Group LLC transactions in Ishares Tr stock. As of the latest transaction made, Altus Wealth Group LLC holds 1,935 shares of DVY stock, worth $247,022. This represents 0.12% of its overall portfolio holdings.

Number of Shares
1,935
Previous 2,236 13.46%
Holding current value
$247,022
Previous $293,000 11.6%
% of portfolio
0.12%
Previous 0.13%

Shares

13 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2025

Apr 25, 2025
SELL
$128.58 - $138.1 $38,702 - $41,568
-301 Reduced 13.46%
1,935 $259,000
Q3 2024

Oct 22, 2024
SELL
$119.99 - $135.74 $71,394 - $80,765
-595 Reduced 21.02%
2,236 $302,000
Q2 2024

Aug 05, 2024
SELL
$115.73 - $125.75 $6,133 - $6,664
-53 Reduced 1.84%
2,831 $342,000
Q1 2024

May 02, 2024
SELL
$113.31 - $123.18 $16,769 - $18,230
-148 Reduced 4.88%
2,884 $355,000
Q4 2023

Jan 29, 2024
SELL
$102.97 - $119.06 $17,504 - $20,240
-170 Reduced 5.31%
3,032 $355,000
Q2 2023

Aug 03, 2023
SELL
$108.5 - $119.27 $48,391 - $53,194
-446 Reduced 12.23%
3,202 $362,000
Q1 2023

May 01, 2023
SELL
$110.68 - $126.38 $10,514 - $12,006
-95 Reduced 2.54%
3,648 $427,000
Q4 2022

Jan 18, 2023
BUY
$107.39 - $125.5 $69,373 - $81,073
646 Added 20.86%
3,743 $0
Q2 2022

Aug 10, 2022
BUY
$113.21 - $132.14 $1,245 - $1,453
11 Added 0.36%
3,097 $355,000
Q1 2022

May 09, 2022
SELL
$119.99 - $129.75 $1,319 - $1,427
-11 Reduced 0.36%
3,086 $395,000
Q3 2021

Nov 08, 2021
BUY
$112.53 - $119.9 $2,475 - $2,637
22 Added 0.72%
3,097 $355,000
Q1 2021

May 14, 2021
SELL
$94.76 - $115.39 $473 - $576
-5 Reduced 0.16%
3,075 $369,000
Q4 2020

Feb 12, 2021
BUY
$81.33 - $97.54 $250,496 - $300,423
3,080 New
3,080 $296,000

Others Institutions Holding DVY

# of Institutions
1,447
Shares Held
70.5M
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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