Clientfirst Wealth Management, LLC Ishares Tr Transaction History

Clientfirst Wealth Management, LLC

  • $96.8 Million
  • Q2 2025

A detailed history of Clientfirst Wealth Management, LLC transactions in Ishares Tr stock. As of the latest transaction made, Clientfirst Wealth Management, LLC holds 2,285 shares of DVY stock, worth $325,201. This represents 0.31% of its overall portfolio holdings.

Number of Shares
2,285
Previous 2,285 -0.0%
Holding current value
$325,201
Previous $306,000 0.98%
% of portfolio
0.31%
Previous 0.35%

Shares

2 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2022

Feb 14, 2023
SELL
$107.39 - $125.5 $32,217 - $37,650
-300 Reduced 11.61%
2,285 $275,000
Q4 2021

Apr 01, 2022
BUY
$114.37 - $122.59 $295,646 - $316,895
2,585 New
2,585 $331,000

Others Institutions Holding DVY

# of Institutions
1,468
Shares Held
72.3M
Call Options Held
1.13M
Put Options Held
114K
View Full List

About ISHARES TR

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