Crestwood Advisors Group LLC Ishares Tr Transaction History

Crestwood Advisors Group LLC

  • $5.07 Billion
  • Q3 2024

A detailed history of Crestwood Advisors Group LLC transactions in Ishares Tr stock. As of the latest transaction made, Crestwood Advisors Group LLC holds 4,858 shares of DVY stock, worth $630,082. This represents 0.01% of its overall portfolio holdings.

Number of Shares
4,858
Previous 5,863 17.14%
Holding current value
$630,082
Previous $709,000 7.48%
% of portfolio
0.01%
Previous 0.01%

Shares

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

Oct 30, 2024
SELL
$119.99 - $135.74 $120,589 - $136,418
-1,005 Reduced 17.14%
4,858 $656,000
Q2 2024

Aug 01, 2024
SELL
$115.73 - $125.75 $28,932 - $31,437
-250 Reduced 4.09%
5,863 $709,000
Q1 2024

May 08, 2024
BUY
$113.31 - $123.18 $318,627 - $346,382
2,812 Added 85.19%
6,113 $752,000
Q4 2023

Jan 29, 2024
SELL
$102.97 - $119.06 $77,948 - $90,128
-757 Reduced 18.65%
3,301 $386,000
Q3 2023

Nov 15, 2023
BUY
$107.44 - $118.16 $435,991 - $479,493
4,058 New
4,058 $436,000
Q1 2023

May 12, 2023
BUY
$110.68 - $126.38 $237,519 - $271,211
2,146 New
2,146 $251,000

Others Institutions Holding DVY

# of Institutions
1,360
Shares Held
70.5M
Call Options Held
1.1M
Put Options Held
383K
View Full List

About ISHARES TR

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