Courage Miller Partners, LLC Ishares Tr Transaction History

Courage Miller Partners, LLC

  • $284 Million
  • Q1 2024

A detailed history of Courage Miller Partners, LLC transactions in Ishares Tr stock. As of the latest transaction made, Courage Miller Partners, LLC holds 2,208 shares of DVY stock, worth $265,467. This represents 0.1% of its overall portfolio holdings.

Number of Shares
2,208
Previous 2,235 1.21%
Holding current value
$265,467
Previous $261,000 3.83%
% of portfolio
0.1%
Previous 0.1%

Shares

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

Apr 15, 2024
SELL
$113.31 - $123.18 $3,059 - $3,325
-27 Reduced 1.21%
2,208 $271,000
Q4 2023

Jan 19, 2024
SELL
$102.97 - $119.06 $38,407 - $44,409
-373 Reduced 14.3%
2,235 $261,000
Q3 2023

Oct 13, 2023
SELL
$107.44 - $118.16 $6,016 - $6,616
-56 Reduced 2.1%
2,608 $280,000
Q2 2023

Jul 20, 2023
SELL
$108.5 - $119.27 $976 - $1,073
-9 Reduced 0.34%
2,664 $301,000
Q1 2023

Apr 21, 2023
SELL
$110.68 - $126.38 $51,908 - $59,272
-469 Reduced 14.93%
2,673 $313,000
Q4 2022

Jan 27, 2023
SELL
$117.33 - $125.5 $27,220 - $29,116
-232 Reduced 6.88%
3,142 $378,000
Q2 2022

Jul 18, 2022
SELL
N/A
-777 Reduced 18.72%
3,374 $397,000
Q1 2022

May 06, 2022
SELL
N/A
-5 Reduced 0.12%
4,151 $532,000
Q4 2021

Jan 19, 2022
SELL
N/A
-18 Reduced 0.43%
4,156 $509,000
Q3 2021

Nov 05, 2021
SELL
N/A
-110 Reduced 2.57%
4,174 $479,000
Q2 2021

Jul 28, 2021
BUY
N/A
273 Added 6.81%
4,284 $500,000
Q1 2021

Apr 26, 2021
SELL
N/A
-162 Reduced 3.88%
4,011 $458,000
Q4 2020

Jan 28, 2021
BUY
N/A
397 Added 10.51%
4,173 $401,000
Q2 2020

Jul 23, 2020
BUY
N/A
3,776 New
3,776 $304,000
Q1 2020

Apr 14, 2020
SELL
N/A
-3,039 Closed
0 $0
Q4 2019

Jan 15, 2020
BUY
N/A
154 Added 5.34%
3,039 $321,000
Q3 2019

Oct 21, 2019
SELL
N/A
-304 Reduced 9.53%
2,885 $294,000
Q2 2019

Jul 30, 2019
BUY
N/A
59 Added 1.88%
3,189 $317,000
Q1 2019

May 01, 2019
BUY
N/A
27 Added 0.87%
3,130 $307,000
Q4 2018

Jan 25, 2019
BUY
N/A
192 Added 6.6%
3,103 $277,000
Q3 2018

Nov 06, 2018
BUY
N/A
2 Added 0.07%
2,911 $290,000
Q2 2018

Jul 30, 2018
BUY
N/A
195 Added 7.18%
2,909 $284,000
Q1 2018

Apr 27, 2018
BUY
N/A
98 Added 3.75%
2,714 $258,000
Q4 2017

Jan 19, 2018
SELL
N/A
-219 Reduced 7.72%
2,616 $257,000
Q3 2017

Oct 24, 2017
BUY
N/A
2,835
2,835 $265,000

Others Institutions Holding DVY

# of Institutions
1,310
Shares Held
68.2M
Call Options Held
388K
Put Options Held
223K
View Full List

About ISHARES TR

DVY Quotes by TradingView
  • Ticker DVY
  • Sector ETFs
  • Industry ETFs
More about DVY
Track This Portfolio

Track Courage Miller Partners, LLC Portfolio

Follow Courage Miller Partners, LLC 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 Courage Miller Partners, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Courage Miller Partners, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email