A detailed history of Arkadios Wealth Advisors transactions in Ishares Tr stock. As of the latest transaction made, Arkadios Wealth Advisors holds 9,237 shares of DVY stock, worth $1.21 Million. This represents 0.08% of its overall portfolio holdings.

Number of Shares
9,237
Previous 9,803 5.77%
Holding current value
$1.21 Million
Previous $1.19 Million 5.23%
% of portfolio
0.08%
Previous 0.08%

Shares

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

Oct 24, 2024

SELL
$119.99 - $135.74 $67,914 - $76,828
-566 Reduced 5.77%
9,237 $1.25 Million
Q2 2024

Jul 29, 2024

BUY
$115.73 - $125.75 $371,146 - $403,280
3,207 Added 48.62%
9,803 $1.19 Million
Q1 2024

Apr 30, 2024

SELL
$113.31 - $123.18 $78,523 - $85,363
-693 Reduced 9.51%
6,596 $812,000
Q4 2023

Jan 24, 2024

SELL
$102.97 - $119.06 $76,403 - $88,342
-742 Reduced 9.24%
7,289 $854,000
Q3 2023

Oct 13, 2023

BUY
$107.44 - $118.16 $198,549 - $218,359
1,848 Added 29.89%
8,031 $864,000
Q2 2023

Jul 26, 2023

SELL
$108.5 - $119.27 $29,403 - $32,322
-271 Reduced 4.2%
6,183 $700,000
Q1 2023

May 02, 2023

BUY
$110.68 - $126.38 $42,833 - $48,909
387 Added 6.38%
6,454 $756,000
Q4 2022

Jan 11, 2023

SELL
$107.39 - $125.5 $65,615 - $76,680
-611 Reduced 9.15%
6,067 $0
Q3 2022

Oct 21, 2022

SELL
$107.22 - $127.71 $45,568 - $54,276
-425 Reduced 5.98%
6,678 $716,000
Q2 2022

Jul 14, 2022

BUY
$113.21 - $132.14 $2,490 - $2,907
22 Added 0.31%
7,103 $836,000
Q1 2022

May 02, 2022

BUY
$119.99 - $129.75 $185,144 - $200,204
1,543 Added 27.86%
7,081 $907,000
Q4 2021

Feb 03, 2022

BUY
$114.37 - $122.59 $23,788 - $25,498
208 Added 3.9%
5,538 $679,000
Q3 2021

Oct 19, 2021

SELL
$112.53 - $119.9 $279,411 - $297,711
-2,483 Reduced 31.78%
5,330 $611,000
Q2 2021

Jul 28, 2021

BUY
$114.14 - $123.06 $571,613 - $616,284
5,008 Added 178.54%
7,813 $911,000
Q1 2021

Apr 26, 2021

BUY
$94.76 - $115.39 $23,879 - $29,078
252 Added 9.87%
2,805 $320,000
Q4 2020

Feb 09, 2021

BUY
$81.33 - $97.54 $207,635 - $249,019
2,553 New
2,553 $245,000

Others Institutions Holding DVY

About ISHARES TR


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