A detailed history of Bip Wealth, LLC transactions in Ishares Tr stock. As of the latest transaction made, Bip Wealth, LLC holds 6,782 shares of DVY stock, worth $913,535. This represents 0.07% of its overall portfolio holdings.

Number of Shares
6,782
Previous 4,942 37.23%
Holding current value
$913,535
Previous $609 Million 34.78%
% of portfolio
0.07%
Previous 0.04%

Shares

5 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2024

Aug 08, 2024

BUY
$115.73 - $125.75 $212,943 - $231,380
1,840 Added 37.23%
6,782 $821 Million
Q4 2023

Feb 02, 2024

BUY
$102.97 - $119.06 $19,564 - $22,621
190 Added 4.0%
4,942 $579 Million
Q3 2023

Nov 09, 2023

SELL
$107.44 - $118.16 $45,447 - $49,981
-423 Reduced 8.17%
4,752 $512 Million
Q2 2023

Jul 27, 2023

SELL
$108.5 - $119.27 $72,803 - $80,030
-671 Reduced 11.48%
5,175 $586 Million
Q1 2023

May 10, 2023

BUY
$110.68 - $126.38 $647,035 - $738,817
5,846 New
5,846 $685 Million

Others Institutions Holding DVY

About ISHARES TR


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