Concord Wealth Partners Ishares Tr Transaction History

Concord Wealth Partners

  • $599 Million
  • Q1 2025

A detailed history of Concord Wealth Partners transactions in Ishares Tr stock. As of the latest transaction made, Concord Wealth Partners holds 1,300 shares of DVY stock, worth $170,417. This represents 0.03% of its overall portfolio holdings.

Number of Shares
1,300
Previous 1,290 0.78%
Holding current value
$170,417
Previous $169,000 2.96%
% of portfolio
0.03%
Previous 0.03%

Shares

16 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2025

May 02, 2025
BUY
$128.58 - $138.1 $1,285 - $1,381
10 Added 0.78%
1,300 $174,000
Q4 2024

Jan 23, 2025
BUY
$129.55 - $143.41 $1,684 - $1,864
13 Added 1.02%
1,290 $169,000
Q3 2024

Oct 24, 2024
BUY
$119.99 - $135.74 $1,679 - $1,900
14 Added 1.11%
1,277 $172,000
Q2 2024

Jul 31, 2024
BUY
$115.73 - $125.75 $1,157 - $1,257
10 Added 0.8%
1,263 $152,000
Q1 2024

Apr 30, 2024
BUY
$113.31 - $123.18 $1,133 - $1,231
10 Added 0.8%
1,253 $154,000
Q4 2023

Apr 30, 2024
BUY
$102.97 - $119.06 $2,986 - $3,452
29 Added 2.39%
1,243 $145,000
Q4 2023

Feb 05, 2024
BUY
$102.97 - $119.06 $2,986 - $3,452
29 Added 2.39%
1,243 $145,000
Q3 2023

Apr 30, 2024
SELL
$107.44 - $118.16 $3,115 - $3,426
-29 Reduced 2.33%
1,214 $130,000
Q2 2023

Aug 07, 2023
BUY
$108.5 - $119.27 $976 - $1,073
9 Added 0.75%
1,214 $137,000
Q1 2023

Apr 26, 2023
BUY
$110.68 - $126.38 $82,013 - $93,647
741 Added 159.7%
1,205 $141,000
Q4 2022

Jan 27, 2023
BUY
$107.39 - $125.5 $49,828 - $58,232
464 New
464 $55,000
Q2 2022

Aug 04, 2022
BUY
$113.21 - $132.14 $339 - $396
3 Added 0.78%
386 $45,000
Q1 2022

Apr 20, 2022
BUY
$119.99 - $129.75 $239 - $259
2 Added 0.52%
383 $49,000
Q4 2021

Jan 21, 2022
BUY
$114.37 - $122.59 $43,574 - $46,706
381 New
381 $47,000
Q1 2021

May 13, 2021
SELL
$94.76 - $115.39 $33,166 - $40,386
-350 Closed
0 $0
Q4 2020

Feb 16, 2021
BUY
$81.33 - $97.54 $28,465 - $34,139
350 New
350 $34,000

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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