Cascade Financial Partners, LLC Ishares Tr Transaction History

Cascade Financial Partners, LLC

  • $798 Billion
  • Q3 2024

A detailed history of Cascade Financial Partners, LLC transactions in Ishares Tr stock. As of the latest transaction made, Cascade Financial Partners, LLC holds 15,650 shares of DVY stock, worth $2.16 Million. This represents 0.27% of its overall portfolio holdings.

Number of Shares
15,650
Previous 15,250 2.62%
Holding current value
$2.16 Million
Previous $1.84 Billion 14.69%
% of portfolio
0.27%
Previous 0.24%

Shares

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

Oct 24, 2024
BUY
$119.99 - $135.74 $47,996 - $54,296
400 Added 2.62%
15,650 $2.12 Billion
Q2 2024

Jul 31, 2024
SELL
$115.73 - $125.75 $179,265 - $194,786
-1,549 Reduced 9.22%
15,250 $1.84 Billion
Q1 2024

May 14, 2024
BUY
$113.31 - $123.18 $1.9 Million - $2.07 Million
16,799 New
16,799 $1.97 Billion

Others Institutions Holding DVY

# of Institutions
1,359
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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