Crewe Advisors LLC Ishares Tr Transaction History

Crewe Advisors LLC

  • $856 Million
  • Q1 2024

A detailed history of Crewe Advisors LLC transactions in Ishares Tr stock. As of the latest transaction made, Crewe Advisors LLC holds 1,159 shares of DVY stock, worth $139,068. This represents 0.02% of its overall portfolio holdings.

Number of Shares
1,159
Previous 1,121 3.39%
Holding current value
$139,068
Previous $131,000 8.4%
% of portfolio
0.02%
Previous 0.02%

Shares

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

May 13, 2024
BUY
$113.31 - $123.18 $4,305 - $4,680
38 Added 3.39%
1,159 $142,000
Q4 2023

Feb 09, 2024
SELL
$102.97 - $119.06 $39,643 - $45,838
-385 Reduced 25.56%
1,121 $131,000
Q3 2023

Nov 08, 2023
SELL
$107.44 - $118.16 $13,430 - $14,770
-125 Reduced 7.66%
1,506 $162,000
Q2 2023

Jul 28, 2023
SELL
$108.5 - $119.27 $10,416 - $11,449
-96 Reduced 5.56%
1,631 $184,000
Q1 2023

May 12, 2023
BUY
$110.68 - $126.38 $1,106 - $1,263
10 Added 0.58%
1,727 $202,000
Q4 2022

Feb 07, 2023
SELL
$117.33 - $125.5 $10,325 - $11,044
-88 Reduced 4.88%
1,717 $207,000
Q3 2022

Nov 14, 2022
BUY
N/A
500 Added 38.31%
1,805 $194,000
Q2 2022

Aug 02, 2022
SELL
N/A
-70 Reduced 5.09%
1,305 $154,000
Q1 2022

Apr 27, 2022
BUY
N/A
4 Added 0.29%
1,375 $176,000
Q4 2021

Feb 10, 2022
BUY
N/A
9 Added 0.66%
1,371 $168,000
Q3 2021

Oct 29, 2021
SELL
N/A
-675 Reduced 33.14%
1,362 $156,000
Q2 2021

Aug 11, 2021
SELL
N/A
-31 Reduced 1.5%
2,037 $238,000
Q1 2021

Apr 21, 2021
BUY
N/A
577 Added 38.7%
2,068 $236,000
Q4 2020

Jan 27, 2021
SELL
N/A
-1,752 Reduced 54.02%
1,491 $143,000
Q3 2020

Oct 13, 2020
SELL
N/A
-4,077 Reduced 55.7%
3,243 $264,000
Q2 2020

Jul 24, 2020
BUY
N/A
120 Added 1.67%
7,320 $591,000
Q1 2020

May 07, 2020
BUY
N/A
200 Added 2.86%
7,200 $529,000
Q4 2019

Feb 05, 2020
BUY
N/A
75 Added 1.08%
7,000 $740,000
Q3 2019

Nov 06, 2019
BUY
N/A
344 Added 5.23%
6,925 $706,000
Q2 2019

Aug 09, 2019
BUY
N/A
1,483 Added 29.09%
6,581 $655,000
Q4 2018

Feb 05, 2019
SELL
N/A
-567 Reduced 10.01%
5,098 $455,000
Q1 2018

May 07, 2018
SELL
N/A
-61 Reduced 1.07%
5,665 $539,000
Q4 2017

Feb 09, 2018
BUY
N/A
5,726
5,726 $564,000

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
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