A detailed history of Apollon Wealth Management, LLC transactions in Ishares Tr stock. As of the latest transaction made, Apollon Wealth Management, LLC holds 6,691 shares of DVY stock, worth $806,600. This represents 0.03% of its overall portfolio holdings.

Number of Shares
6,691
Previous 6,739 0.71%
Holding current value
$806,600
Previous $789,000 4.44%
% of portfolio
0.03%
Previous 0.03%

Shares

12 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2024

May 02, 2024

SELL
$113.31 - $123.18 $5,438 - $5,912
-48 Reduced 0.71%
6,691 $824,000
Q4 2023

Feb 06, 2024

BUY
$102.97 - $119.06 $44,791 - $51,791
435 Added 6.9%
6,739 $789,000
Q3 2023

Nov 14, 2023

SELL
$107.44 - $118.16 $1.15 Million - $1.26 Million
-10,658 Reduced 62.83%
6,304 $678,000
Q2 2023

Aug 04, 2023

BUY
$108.5 - $119.27 $1.17 Million - $1.28 Million
10,761 Added 173.54%
16,962 $1.92 Million
Q1 2023

May 15, 2023

BUY
$110.68 - $126.38 $8,301 - $9,478
75 Added 1.22%
6,201 $726,000
Q4 2022

Feb 15, 2023

BUY
$117.33 - $125.5 $31,092 - $33,257
265 Added 4.52%
6,126 $738,000
Q3 2022

Nov 08, 2022

SELL
N/A
-103 Reduced 1.73%
5,861 $628,000
Q2 2022

Aug 11, 2022

SELL
N/A
-100 Reduced 1.65%
5,964 $702,000
Q1 2022

May 16, 2022

BUY
N/A
853 Added 16.37%
6,064 $777,000
Q4 2021

Feb 14, 2022

BUY
N/A
5,211 New
5,211 $639,000
Q3 2020

Nov 03, 2020

SELL
N/A
-939 Closed
0 $0
Q2 2020

Aug 14, 2020

BUY
N/A
939 New
939 $76,000

Others Institutions Holding DVY

About ISHARES TR


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