Aprio Wealth Management, LLC Ishares Tr Transaction History

Aprio Wealth Management, LLC

  • $514 Million
  • Q2 2024

A detailed history of Aprio Wealth Management, LLC transactions in Ishares Tr stock. As of the latest transaction made, Aprio Wealth Management, LLC holds 7,034 shares of DVY stock, worth $944,173. This represents 0.17% of its overall portfolio holdings.

Number of Shares
7,034
Previous 7,034 -0.0%
Holding current value
$944,173
Previous $866,000 1.85%
% of portfolio
0.17%
Previous 0.18%

Shares

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

Apr 10, 2024
SELL
$113.31 - $123.18 $31,953 - $34,736
-282 Reduced 3.85%
7,034 $866,000
Q2 2023

Jul 13, 2023
BUY
$108.5 - $119.27 $30,597 - $33,634
282 Added 4.01%
7,316 $828,000
Q4 2022

Jan 11, 2023
SELL
$107.39 - $125.5 $67,977 - $79,441
-633 Reduced 8.26%
7,034 $0
Q3 2022

Oct 13, 2022
BUY
$107.22 - $127.71 $476,485 - $567,543
4,444 Added 137.88%
7,667 $822,000
Q2 2022

Jul 26, 2022
BUY
$113.21 - $132.14 $364,875 - $425,887
3,223 New
3,223 $379,000

Others Institutions Holding DVY

# of Institutions
1,319
Shares Held
64.9M
Call Options Held
640K
Put Options Held
217K
View Full List

About ISHARES TR

DVY Quotes by TradingView
  • Ticker DVY
  • Sector ETFs
  • Industry ETFs
More about DVY
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