Callan Family Office, LLC Ishares Tr Transaction History

Callan Family Office, LLC

  • $521 Billion
  • Q2 2024

A detailed history of Callan Family Office, LLC transactions in Ishares Tr stock. As of the latest transaction made, Callan Family Office, LLC holds 39,184 shares of DVY stock, worth $5.26 Million. This represents 0.91% of its overall portfolio holdings.

Number of Shares
39,184
Previous 40,154 2.42%
Holding current value
$5.26 Million
Previous $4.95 Billion 4.16%
% of portfolio
0.91%
Previous 1.16%

Shares

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

Jul 25, 2024
SELL
$115.73 - $125.75 $112,258 - $121,977
-970 Reduced 2.42%
39,184 $4.74 Billion
Q1 2024

May 08, 2024
SELL
$113.31 - $123.18 $211,889 - $230,346
-1,870 Reduced 4.45%
40,154 $4.95 Billion
Q3 2023

Nov 14, 2023
SELL
$107.44 - $118.16 $13,967 - $15,360
-130 Reduced 0.31%
42,024 $4.52 Billion
Q2 2023

Aug 14, 2023
SELL
$108.5 - $119.27 $15,841 - $17,413
-146 Reduced 0.35%
42,154 $4.78 Billion
Q1 2023

May 12, 2023
BUY
$110.68 - $126.38 $887,764 - $1.01 Million
8,021 Added 23.4%
42,300 $4.96 Billion
Q4 2022

Feb 23, 2023
BUY
$107.39 - $125.5 $3.68 Million - $4.3 Million
34,279 New
34,279 $4.13 Billion

Others Institutions Holding DVY

# of Institutions
1,319
Shares Held
64.9M
Call Options Held
640K
Put Options Held
217K
View Full List

About ISHARES TR

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

Track Callan Family Office, LLC Portfolio

Follow Callan Family Office, 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 Callan Family Office, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Callan Family Office, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email