Compass Wealth Management LLC Ishares Tr Transaction History

Compass Wealth Management LLC

  • $392 Billion
  • Q1 2025

A detailed history of Compass Wealth Management LLC transactions in Ishares Tr stock. As of the latest transaction made, Compass Wealth Management LLC holds 416 shares of DVY stock, worth $54,533. This represents 0.01% of its overall portfolio holdings.

Number of Shares
416
Previous 416 -0.0%
Holding current value
$54,533
Previous $54.6 Million 2.29%
% of portfolio
0.01%
Previous 0.01%

Shares

3 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2024

Apr 05, 2024
SELL
$113.31 - $123.18 $25,947 - $28,208
-229 Reduced 35.5%
416 $51.2 Million
Q3 2023

Oct 25, 2023
SELL
$107.44 - $118.16 $21,488 - $23,632
-200 Reduced 23.67%
645 $69.4 Million
Q4 2022

Feb 17, 2023
BUY
$107.39 - $125.5 $90,744 - $106,047
845 New
845 $102 Million

Others Institutions Holding DVY

# of Institutions
1,453
Shares Held
69.7M
Call Options Held
1.1M
Put Options Held
62.9K
View Full List

About ISHARES TR

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