Bergan Kdv Wealth Management, LLC Ishares Tr Transaction History

Bergan Kdv Wealth Management, LLC

$999 Million
Q2 2023

A detailed history of Bergan Kdv Wealth Management, LLC transactions in Ishares Tr stock. As of the latest transaction made, Bergan Kdv Wealth Management, LLC holds 250 shares of DVY stock, worth $35,825. This represents 0.0% of its overall portfolio holdings.

Number of Shares

250

Previous 250 -0.0%

Holding current value

$35,825

Previous $29,000 3.45%

% of portfolio

0.0%

Previous 0.0%

11 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2020 Apr 24, 2020	SELL	$62.67 - $107.3 $35,721 - $61,161	-570 Reduced 69.51%	250 $18,000
Q4 2019 Feb 10, 2020	SELL	$98.25 - $105.76 $18,765 - $20,200	-191 Reduced 18.89%	820 $87,000
Q3 2019 Nov 08, 2019	BUY	$100.87 - $103.22 $504 - $516	5 Added 0.5%	1,011 $103,000
Q2 2019 Aug 12, 2019	SELL	N/A	-20 Reduced 1.95%	1,006 $100,000
Q1 2019 May 09, 2019	SELL	N/A	-1,355 Reduced 56.91%	1,026 $101,000
Q4 2018 Feb 01, 2019	BUY	N/A	33 Added 1.41%	2,381 $213,000
Q3 2018 Nov 09, 2018	SELL	N/A	-86 Reduced 3.53%	2,348 $234,000
Q2 2018 Jul 23, 2018	SELL	N/A	-219 Reduced 8.25%	2,434 $238,000
Q1 2018 May 03, 2018	SELL	N/A	-1,150 Reduced 30.24%	2,653 $252,000
Q4 2017 Jan 16, 2018	BUY	N/A	23 Added 0.61%	3,803 $375,000
Q3 2017 Oct 18, 2017	BUY	N/A	3,780	3,780 $354,000

Others Institutions Holding DVY

# of Institutions

1,361

Shares Held

70.5M

Call Options Held

1.1M

Put Options Held

383K

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About ISHARES TR

Ticker DVY
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Bergan Kdv Wealth Management, LLC Ishares Tr Transaction History