Certified Advisory Corp Ishares Tr Transaction History

Certified Advisory Corp

  • $778 Million
  • Q2 2024

A detailed history of Certified Advisory Corp transactions in Ishares Tr stock. As of the latest transaction made, Certified Advisory Corp holds 2,240 shares of DVY stock, worth $300,675. This represents 0.03% of its overall portfolio holdings.

Number of Shares
2,240
Previous 3,138 28.62%
Holding current value
$300,675
Previous $386,000 30.05%
% of portfolio
0.03%
Previous 0.06%

Shares

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

Aug 13, 2024
SELL
$115.73 - $125.75 $103,925 - $112,923
-898 Reduced 28.62%
2,240 $270,000
Q1 2024

May 10, 2024
BUY
$113.31 - $123.18 $101,752 - $110,615
898 Added 40.09%
3,138 $386,000
Q3 2023

Nov 13, 2023
BUY
$107.44 - $118.16 $240,665 - $264,678
2,240 New
2,240 $241,000
Q2 2021

Aug 16, 2021
SELL
$114.14 - $123.06 $2,054 - $2,215
-18 Closed
0 $0
Q1 2021

May 10, 2021
SELL
$94.76 - $115.39 $789,824 - $961,775
-8,335 Reduced 99.78%
18 $2,000
Q2 2020

Jul 27, 2020
SELL
$69.37 - $91.69 $220,527 - $291,482
-3,179 Reduced 27.57%
8,353 $674,000
Q1 2020

Apr 27, 2020
SELL
$62.67 - $107.3 $67,683 - $115,884
-1,080 Reduced 8.56%
11,532 $848,000
Q4 2019

Jan 29, 2020
BUY
$98.25 - $105.76 $687 - $740
7 Added 0.06%
12,612 $1.33 Million
Q3 2019

Nov 12, 2019
SELL
$100.87 - $103.22 $54,974 - $56,254
-545 Reduced 4.14%
12,605 $1.29 Million
Q2 2019

Aug 07, 2019
BUY
N/A
158 Added 1.22%
13,150 $1.31 Million
Q1 2019

May 07, 2019
BUY
N/A
914 Added 7.57%
12,992 $1.28 Million
Q4 2018

Feb 04, 2019
BUY
N/A
901 Added 8.06%
12,078 $1.08 Million
Q3 2018

Nov 13, 2018
SELL
N/A
-133 Reduced 1.18%
11,177 $1.12 Million
Q2 2018

Aug 14, 2018
BUY
N/A
21 Added 0.19%
11,310 $1.11 Million
Q1 2018

Apr 30, 2018
BUY
N/A
69 Added 0.61%
11,289 $1.07 Million
Q4 2017

Feb 22, 2018
BUY
N/A
11,220
11,220 $1.11 Million

Others Institutions Holding DVY

# of Institutions
1,319
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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