Bellwether Advisors, LLC Ishares Tr Transaction History

Bellwether Advisors, LLC

  • $542 Million
  • Q4 2024

A detailed history of Bellwether Advisors, LLC transactions in Ishares Tr stock. As of the latest transaction made, Bellwether Advisors, LLC holds 77 shares of DVY stock, worth $10,572. This represents 0.0% of its overall portfolio holdings.

Number of Shares
77
Holding current value
$10,572
% of portfolio
0.0%

Shares

7 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2024

Feb 14, 2025
BUY
$129.55 - $143.41 $9,975 - $11,042
77 New
77 $10,000
Q4 2022

Feb 13, 2023
SELL
$107.39 - $125.5 $12,886 - $15,060
-120 Reduced 60.91%
77 $9,000
Q2 2022

Aug 05, 2022
SELL
$113.21 - $132.14 $65,775 - $76,773
-581 Reduced 74.68%
197 $23,000
Q4 2021

Jan 28, 2022
BUY
$114.37 - $122.59 $66,448 - $71,224
581 Added 294.92%
778 $95,000
Q3 2021

Nov 12, 2021
SELL
$112.53 - $119.9 $71,681 - $76,376
-637 Reduced 76.38%
197 $22,000
Q2 2021

Aug 10, 2021
SELL
$114.14 - $123.06 $2,739 - $2,953
-24 Reduced 2.8%
834 $97,000
Q4 2020

Jan 29, 2021
BUY
$81.33 - $97.54 $69,781 - $83,689
858 New
858 $82,000

Others Institutions Holding DVY

# of Institutions
1,442
Shares Held
95M
Call Options Held
1.8M
Put Options Held
161K
View Full List

About ISHARES TR

DVY Quotes by TradingView
  • Ticker DVY
  • Sector ETFs
  • Industry ETFs
More about DVY
Track This Portfolio

Track Bellwether Advisors, LLC Portfolio

Follow Bellwether Advisors, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Bellwether Advisors, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Bellwether Advisors, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email