A detailed history of Catalyst Financial Partners LLC transactions in Ishares Tr stock. As of the latest transaction made, Catalyst Financial Partners LLC holds 5,754 shares of DVY stock, worth $768,964. This represents 0.15% of its overall portfolio holdings.

Number of Shares
5,754
Previous 7,645 24.74%
Holding current value
$768,964
Previous $889 Million 21.74%
% of portfolio
0.15%
Previous 0.23%

Shares

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

Jul 25, 2024

SELL
$115.73 - $125.75 $218,845 - $237,793
-1,891 Reduced 24.74%
5,754 $696 Million
Q4 2023

Feb 06, 2024

SELL
$102.97 - $119.06 $593,107 - $685,785
-5,760 Reduced 42.97%
7,645 $896 Million
Q3 2023

Oct 26, 2023

BUY
$107.44 - $118.16 $644,640 - $708,960
6,000 Added 81.03%
13,405 $1.44 Billion
Q1 2023

Apr 11, 2023

BUY
$110.68 - $126.38 $370,224 - $422,741
3,345 Added 82.39%
7,405 $868 Million
Q4 2022

Jan 19, 2023

BUY
$107.39 - $125.5 $436,003 - $509,530
4,060 New
4,060 $490 Million

Others Institutions Holding DVY

About ISHARES TR


  • Ticker DVY
  • Sector ETFs
  • Industry ETFs
More about DVY
Track This Portfolio

Track Catalyst Financial Partners LLC Portfolio

Follow Catalyst Financial 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 Catalyst Financial Partners LLC, based on Form 13F filings with the SEC.

News

Stay updated on Catalyst Financial Partners LLC with notifications on news.