Atlas Private Wealth Advisors Ishares Tr Transaction History

Atlas Private Wealth Advisors

$731 Million
Q2 2025

A detailed history of Atlas Private Wealth Advisors transactions in Ishares Tr stock. As of the latest transaction made, Atlas Private Wealth Advisors holds 14,799 shares of DVY stock, worth $2.12 Million. This represents 0.27% of its overall portfolio holdings.

Number of Shares

14,799

Previous 17,151 13.71%

Holding current value

$2.12 Million

Previous $2.28 Million 13.66%

% of portfolio

0.27%

Previous 0.33%

21 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2025 Aug 04, 2025	SELL	$118.37 - $134.86 $278,406 - $317,190	-2,352 Reduced 13.71%	14,799 $1.97 Million
Q1 2025 Apr 17, 2025	BUY	$128.58 - $138.1 $259,988 - $279,238	2,022 Added 13.37%	17,151 $2.28 Million
Q4 2024 Jan 21, 2025	SELL	$129.55 - $143.41 $407,046 - $450,594	-3,142 Reduced 17.2%	15,129 $1.99 Million
Q3 2024 Oct 08, 2024	SELL	$119.99 - $135.74 $70,674 - $79,950	-589 Reduced 3.12%	18,271 $2.47 Million
Q2 2024 Jul 12, 2024	BUY	$115.73 - $125.75 $997,013 - $1.08 Million	8,615 Added 84.09%	18,860 $2.28 Million
Q1 2024 May 03, 2024	SELL	$113.31 - $123.18 $1.16 Million - $1.26 Million	-10,268 Reduced 50.06%	10,245 $1.26 Million
Q4 2023 Jan 10, 2024	SELL	$102.97 - $119.06 $255,983 - $295,983	-2,486 Reduced 10.81%	20,513 $2.4 Million
Q3 2023 Oct 10, 2023	SELL	$107.44 - $118.16 $308,675 - $339,473	-2,873 Reduced 11.1%	22,999 $2.48 Million
Q2 2023 Aug 04, 2023	BUY	$108.5 - $119.27 $1.33 Million - $1.46 Million	12,235 Added 89.72%	25,872 $2.93 Million
Q1 2023 Apr 12, 2023	SELL	$110.68 - $126.38 $71,167 - $81,262	-643 Reduced 4.5%	13,637 $1.6 Million
Q4 2022 Feb 14, 2023	SELL	$107.39 - $125.5 $66,259 - $77,433	-617 Reduced 4.14%	14,280 $1.72 Million
Q3 2022 Nov 14, 2022	BUY	$107.22 - $127.71 $214 - $255	2 Added 0.01%	14,897 $1.6 Million
Q2 2022 Aug 15, 2022	SELL	$113.21 - $132.14 $146,946 - $171,517	-1,298 Reduced 8.02%	14,895 $1.75 Million
Q1 2022 Apr 26, 2022	SELL	$119.99 - $129.75 $10,079 - $10,899	-84 Reduced 0.52%	16,193 $2.08 Million
Q4 2021 Apr 21, 2022	BUY	$114.37 - $122.59 $5,947 - $6,374	52 Added 0.32%	16,277 $2 Million
Q3 2021 Oct 26, 2021	SELL	$112.53 - $119.9 $47,712 - $50,837	-424 Reduced 2.55%	16,225 $1.86 Million
Q2 2021 Aug 02, 2021	SELL	$114.14 - $123.06 $356,573 - $384,439	-3,124 Reduced 15.8%	16,649 $1.94 Million
Q1 2021 Apr 28, 2021	SELL	$94.76 - $115.39 $9,665 - $11,769	-102 Reduced 0.51%	19,773 $2.26 Million
Q4 2020 Jan 29, 2021	SELL	$81.33 - $97.54 $120,124 - $144,066	-1,477 Reduced 6.92%	19,875 $1.91 Million
Q3 2020 Oct 27, 2020	SELL	$77.43 - $86.72 $57,685 - $64,606	-745 Reduced 3.37%	21,352 $1.74 Million
Q2 2020 Aug 14, 2020	BUY	$69.37 - $91.69 $1.53 Million - $2.03 Million	22,097 New	22,097 $1.78 Million

Others Institutions Holding DVY

# of Institutions

1,465

Shares Held

72.3M

Call Options Held

1.13M

Put Options Held

114K

View Full List

About ISHARES TR

Ticker DVY
Sector ETFs
Industry ETFs

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Atlas Private Wealth Advisors Ishares Tr Transaction History