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 $176,566. This represents 0.03% of its overall portfolio holdings.

Number of Shares
1,300
Previous 1,290 0.78%
Holding current value
$176,566
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
1,451
Shares Held
70.8M
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
Track This Portfolio

Track Concord Wealth Partners Portfolio

Follow Concord Wealth Partners and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Concord Wealth Partners, based on Form 13F filings with the SEC.

News

Stay updated on Concord Wealth Partners with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email