A detailed history of Cornerstone Wealth Group, LLC transactions in Ishares Tr stock. As of the latest transaction made, Cornerstone Wealth Group, LLC holds 8,505 shares of DVY stock, worth $1.1 Million. This represents 0.09% of its overall portfolio holdings.

Number of Shares
8,505
Previous 8,525 0.23%
Holding current value
$1.1 Million
Previous $1.03 Million 11.35%
% of portfolio
0.09%
Previous 0.09%

Shares

3 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2024

Oct 25, 2024

SELL
$119.99 - $135.74 $2,399 - $2,714
-20 Reduced 0.23%
8,505 $1.15 Million
Q2 2024

Jul 24, 2024

SELL
$115.73 - $125.75 $29,858 - $32,443
-258 Reduced 2.94%
8,525 $1.03 Million
Q1 2024

Apr 17, 2024

BUY
$113.31 - $123.18 $995,201 - $1.08 Million
8,783 New
8,783 $1.08 Million

Others Institutions Holding DVY

About ISHARES TR


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