Cascade Financial Partners, LLC Ishares Tr Transaction History

Cascade Financial Partners, LLC

  • $761 Billion
  • Q2 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 15,250 shares of DVY stock, worth $2.02 Million. This represents 0.24% of its overall portfolio holdings.

Number of Shares
15,250
Previous 16,799 9.22%
Holding current value
$2.02 Million
Previous $1.97 Billion 6.56%
% of portfolio
0.24%
Previous 0.28%

Shares

2 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
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
1,317
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
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