Costello Asset Management, Inc Ishares Tr Transaction History

Costello Asset Management, Inc

  • $260 Million
  • Q2 2025

A detailed history of Costello Asset Management, Inc transactions in Ishares Tr stock. As of the latest transaction made, Costello Asset Management, Inc holds 1,388 shares of DVY stock, worth $195,999. This represents 0.07% of its overall portfolio holdings.

Number of Shares
1,388
Previous 1,377 0.8%
Holding current value
$195,999
Previous $184,000 -0.0%
% of portfolio
0.07%
Previous 0.08%

Shares

6 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2025

Jul 24, 2025
BUY
$118.37 - $134.86 $1,302 - $1,483
11 Added 0.8%
1,388 $184,000
Q1 2025

May 09, 2025
BUY
$128.58 - $138.1 $177,054 - $190,163
1,377 New
1,377 $184,000
Q4 2021

Jan 28, 2022
BUY
$114.37 - $122.59 $457 - $490
4 New
4 $0
Q3 2021

Oct 29, 2021
SELL
$112.53 - $119.9 $450 - $479
-4 Closed
0 $0
Q4 2020

Feb 05, 2021
SELL
$81.33 - $97.54 $243 - $292
-3 Reduced 42.86%
4 $0
Q2 2020

Jul 28, 2020
BUY
$69.37 - $91.69 $485 - $641
7 New
7 $1,000

Others Institutions Holding DVY

# of Institutions
1,495
Shares Held
70.8M
Call Options Held
1.12M
Put Options Held
114K
View Full List

About ISHARES TR

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