Choate Investment Advisors Ishares Tr Transaction History

Choate Investment Advisors

  • $4.12 Billion
  • Q4 2024

A detailed history of Choate Investment Advisors transactions in Ishares Tr stock. As of the latest transaction made, Choate Investment Advisors holds 6,255 shares of DVY stock, worth $830,288. This represents 0.02% of its overall portfolio holdings.

Number of Shares
6,255
Previous 5,820 7.47%
Holding current value
$830,288
Previous $786,000 4.45%
% of portfolio
0.02%
Previous 0.02%

Shares

21 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2024

Feb 10, 2025
BUY
$129.55 - $143.41 $56,354 - $62,383
435 Added 7.47%
6,255 $821,000
Q3 2024

Nov 13, 2024
SELL
$119.99 - $135.74 $176,025 - $199,130
-1,467 Reduced 20.13%
5,820 $786,000
Q2 2024

Aug 08, 2024
BUY
$115.73 - $125.75 $140,843 - $153,037
1,217 Added 20.05%
7,287 $881,000
Q1 2024

May 07, 2024
BUY
$113.31 - $123.18 $155,234 - $168,756
1,370 Added 29.15%
6,070 $747,000
Q1 2023

May 15, 2023
SELL
$110.68 - $126.38 $36,524 - $41,705
-330 Reduced 6.56%
4,700 $550,000
Q4 2022

Feb 14, 2023
SELL
$107.39 - $125.5 $20,941 - $24,472
-195 Reduced 3.73%
5,030 $606,000
Q3 2022

Nov 14, 2022
SELL
$107.22 - $127.71 $7,076 - $8,428
-66 Reduced 1.25%
5,225 $560,000
Q2 2022

Aug 11, 2022
SELL
$113.21 - $132.14 $82,077 - $95,801
-725 Reduced 12.05%
5,291 $622,000
Q4 2021

Feb 07, 2022
SELL
$114.37 - $122.59 $133,698 - $143,307
-1,169 Reduced 16.27%
6,016 $738,000
Q3 2021

Nov 04, 2021
SELL
$112.53 - $119.9 $119,506 - $127,333
-1,062 Reduced 12.88%
7,185 $824,000
Q2 2021

Jul 30, 2021
SELL
$114.14 - $123.06 $69,397 - $74,820
-608 Reduced 6.87%
8,247 $962,000
Q4 2020

Feb 08, 2021
SELL
$81.33 - $97.54 $10,572 - $12,680
-130 Reduced 1.45%
8,855 $851,000
Q3 2020

Oct 26, 2020
SELL
$77.43 - $86.72 $52,342 - $58,622
-676 Reduced 7.0%
8,985 $733,000
Q2 2020

Jul 23, 2020
SELL
$69.37 - $91.69 $53,068 - $70,142
-765 Reduced 7.34%
9,661 $780,000
Q3 2019

Nov 13, 2019
SELL
$100.87 - $103.22 $2,622 - $2,683
-26 Reduced 0.25%
10,426 $1.06 Million
Q1 2019

Apr 29, 2019
BUY
N/A
2,650 Added 33.97%
10,452 $1.03 Million
Q4 2018

Feb 14, 2019
BUY
N/A
7,802 New
7,802 $697,000
Q3 2018

Nov 14, 2018
SELL
N/A
-11,749 Closed
0 $0
Q2 2018

Jul 30, 2018
SELL
N/A
-220 Reduced 1.84%
11,749 $1.15 Million
Q1 2018

May 04, 2018
SELL
N/A
-344 Reduced 2.79%
11,969 $0
Q3 2017

Nov 14, 2017
BUY
N/A
12,313
12,313 $0

Others Institutions Holding DVY

# of Institutions
1,445
Shares Held
70.8M
Call Options Held
1.8M
Put Options Held
161K
View Full List

About ISHARES TR

DVY Quotes by TradingView
  • Ticker DVY
  • Sector ETFs
  • Industry ETFs
More about DVY
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