Capasso Planning Partners LLC Ishares Tr Transaction History

Capasso Planning Partners LLC

  • $226 Million
  • Q1 2025

A detailed history of Capasso Planning Partners LLC transactions in Ishares Tr stock. As of the latest transaction made, Capasso Planning Partners LLC holds 1,643 shares of DVY stock, worth $222,889. This represents 0.1% of its overall portfolio holdings.

Number of Shares
1,643
Previous 1,630 0.8%
Holding current value
$222,889
Previous $214,000 2.8%
% of portfolio
0.1%
Previous 0.09%

Shares

5 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2025

Apr 23, 2025
BUY
$128.58 - $138.1 $1,671 - $1,795
13 Added 0.8%
1,643 $220,000
Q4 2024

Feb 07, 2025
BUY
$129.55 - $143.41 $2,072 - $2,294
16 Added 0.99%
1,630 $214,000
Q3 2024

Dec 02, 2024
SELL
$119.99 - $135.74 $14,278 - $16,153
-119 Reduced 6.87%
1,614 $218,000
Q2 2024

Dec 02, 2024
BUY
$115.73 - $125.75 $1,388 - $1,509
12 Added 0.7%
1,733 $209,000
Q1 2024

Apr 23, 2024
BUY
$113.31 - $123.18 $195,006 - $211,992
1,721 New
1,721 $211,000

Others Institutions Holding DVY

# of Institutions
1,459
Shares Held
70.6M
Call Options Held
816K
Put Options Held
62.9K
View Full List

About ISHARES TR

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

Track Capasso Planning Partners LLC Portfolio

Follow Capasso Planning Partners 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 Capasso Planning Partners LLC, based on Form 13F filings with the SEC.

News

Stay updated on Capasso Planning Partners LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email