A detailed history of Cedar Wealth Management, LLC transactions in Ishares Tr stock. As of the latest transaction made, Cedar Wealth Management, LLC holds 1,944 shares of DVY stock, worth $259,835. This represents 0.08% of its overall portfolio holdings.

Number of Shares
1,944
Previous 1,944 -0.0%
Holding current value
$259,835
Previous $235,000 11.49%
% of portfolio
0.08%
Previous 0.08%

Shares

7 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2023

May 12, 2023

SELL
$110.68 - $126.38 $28,444 - $32,479
-257 Reduced 11.68%
1,944 $227,000
Q4 2021

Feb 11, 2022

BUY
$114.37 - $122.59 $11,894 - $12,749
104 Added 4.96%
2,201 $270,000
Q3 2021

Nov 12, 2021

BUY
$112.53 - $119.9 $2,813 - $2,997
25 Added 1.21%
2,097 $241,000
Q4 2020

Feb 11, 2021

BUY
$81.33 - $97.54 $1,138 - $1,365
14 Added 0.68%
2,072 $199,000
Q1 2020

May 01, 2020

BUY
$62.67 - $107.3 $5,765 - $9,871
92 Added 4.68%
2,058 $151,000
Q3 2019

Oct 24, 2019

BUY
$100.87 - $103.22 $12,709 - $13,005
126 Added 6.85%
1,966 $200,000
Q2 2018

Aug 07, 2018

BUY
N/A
1,840 New
1,840 $180,000

Others Institutions Holding DVY

About ISHARES TR


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

Track Cedar Wealth Management, LLC Portfolio

Follow Cedar Wealth Management, 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 Cedar Wealth Management, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Cedar Wealth Management, LLC with notifications on news.