A detailed history of Annis Gardner Whiting Capital Advisors, LLC transactions in Ishares Tr stock. As of the latest transaction made, Annis Gardner Whiting Capital Advisors, LLC holds 1,854 shares of DVY stock, worth $245,933. This represents 0.07% of its overall portfolio holdings.

Number of Shares
1,854
Previous 1,848 0.32%
Holding current value
$245,933
Previous $224 Million 11.98%
% of portfolio
0.07%
Previous 0.06%

Shares

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

Nov 14, 2024

BUY
$119.99 - $135.74 $719 - $814
6 Added 0.32%
1,854 $250 Million
Q2 2024

Aug 12, 2024

SELL
$115.73 - $125.75 $49,763 - $54,072
-430 Reduced 18.88%
1,848 $224 Million
Q1 2024

May 13, 2024

BUY
$113.31 - $123.18 $453 - $492
4 Added 0.18%
2,278 $281 Million
Q4 2023

Feb 09, 2024

BUY
$102.97 - $119.06 $1,132 - $1,309
11 Added 0.49%
2,274 $267 Million
Q3 2023

Nov 08, 2023

BUY
$107.44 - $118.16 $243,136 - $267,396
2,263 New
2,263 $247 Million

Others Institutions Holding DVY

About ISHARES TR


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