A detailed history of Connectus Wealth, LLC transactions in Ishares Tr stock. As of the latest transaction made, Connectus Wealth, LLC holds 4,040 shares of DVY stock, worth $533,078. This represents 0.01% of its overall portfolio holdings.

Number of Shares
4,040
Previous 6,151 34.32%
Holding current value
$533,078
Previous $721,000 31.07%
% of portfolio
0.01%
Previous 0.01%

Shares

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

May 14, 2024

SELL
$113.31 - $123.18 $239,197 - $260,032
-2,111 Reduced 34.32%
4,040 $497,000
Q4 2023

Feb 14, 2024

SELL
$102.97 - $119.06 $264,632 - $305,984
-2,570 Reduced 29.47%
6,151 $721,000
Q3 2023

Nov 13, 2023

SELL
$107.44 - $118.16 $12,355 - $13,588
-115 Reduced 1.3%
8,721 $938,000
Q2 2023

Aug 14, 2023

SELL
$108.5 - $119.27 $10 Million - $11 Million
-92,596 Reduced 91.29%
8,836 $1 Million
Q1 2023

May 11, 2023

BUY
$110.68 - $126.38 $10.3 Million - $11.7 Million
92,786 Added 1073.17%
101,432 $11.9 Million
Q4 2022

Feb 07, 2023

SELL
$107.39 - $125.5 $38,767 - $45,305
-361 Reduced 4.01%
8,646 $1.04 Million
Q3 2022

Nov 10, 2022

SELL
$107.22 - $127.71 $9.99 Million - $11.9 Million
-93,184 Reduced 91.19%
9,007 $966,000
Q2 2022

Aug 08, 2022

BUY
$113.21 - $132.14 $447,179 - $521,952
3,950 Added 4.02%
102,191 $12.1 Million
Q1 2022

May 06, 2022

BUY
$119.99 - $129.75 $11.8 Million - $12.7 Million
98,241 New
98,241 $12.1 Million

Others Institutions Holding DVY

About ISHARES TR


  • Ticker DVY
  • Sector ETFs
  • Industry ETFs
More about DVY
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