Carson Advisory Inc. Ishares Tr Transaction History

Carson Advisory Inc.

  • $151 Million
  • Q3 2024

A detailed history of Carson Advisory Inc. transactions in Ishares Tr stock. As of the latest transaction made, Carson Advisory Inc. holds 1,731 shares of DVY stock, worth $224,510. This represents 0.15% of its overall portfolio holdings.

Number of Shares
1,731
Previous 1,679 3.1%
Holding current value
$224,510
Previous $203,000 14.78%
% of portfolio
0.15%
Previous 0.15%

Shares

6 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2024

Nov 01, 2024
BUY
$119.99 - $135.74 $6,239 - $7,058
52 Added 3.1%
1,731 $233,000
Q1 2024

May 03, 2024
BUY
$113.31 - $123.18 $190,247 - $206,819
1,679 New
1,679 $206,000
Q2 2023

Jul 28, 2023
BUY
$108.5 - $119.27 $217,108 - $238,659
2,001 New
2,001 $226,000
Q1 2023

May 05, 2023
SELL
$110.68 - $126.38 $2,767 - $3,159
-25 Reduced 1.22%
2,021 $236,000
Q2 2022

Aug 03, 2022
BUY
$113.21 - $132.14 $36,453 - $42,549
322 Added 18.68%
2,046 $241,000
Q4 2021

Feb 08, 2022
BUY
$114.37 - $122.59 $197,173 - $211,345
1,724 New
1,724 $211,000

Others Institutions Holding DVY

# of Institutions
1,360
Shares Held
70.5M
Call Options Held
1.1M
Put Options Held
383K
View Full List

About ISHARES TR

DVY Quotes by TradingView
  • Ticker DVY
  • Sector ETFs
  • Industry ETFs
More about DVY
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