Disciplined Investments, LLC Ishares Tr Transaction History

Disciplined Investments, LLC

  • $195 Million
  • Q3 2024

Shares

12 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2023

Jul 10, 2023
BUY
$108.5 - $119.27 $325 - $357
3 Added 0.44%
684 $77,000
Q1 2023

May 10, 2023
BUY
$110.68 - $126.38 $332 - $379
3 Added 0.44%
681 $79,000
Q4 2022

Feb 01, 2023
BUY
$107.39 - $125.5 $751 - $878
7 Added 1.04%
678 $81,000
Q3 2022

Nov 03, 2022
SELL
$107.22 - $127.71 $48,785 - $58,108
-455 Reduced 40.41%
671 $72,000
Q2 2022

Aug 09, 2022
BUY
$113.21 - $132.14 $339 - $396
3 Added 0.27%
1,126 $132,000
Q1 2022

Apr 22, 2022
BUY
$119.99 - $129.75 $239 - $259
2 Added 0.18%
1,123 $144,000
Q4 2021

Jan 20, 2022
BUY
$114.37 - $122.59 $571 - $612
5 Added 0.45%
1,121 $137,000
Q2 2021

Aug 02, 2021
BUY
$114.14 - $123.06 $684 - $738
6 Added 0.54%
1,116 $130,000
Q4 2020

Feb 12, 2021
BUY
$81.33 - $97.54 $243 - $292
3 Added 0.27%
1,110 $107,000
Q3 2020

Nov 05, 2020
SELL
$77.43 - $86.72 $6,116 - $6,850
-79 Reduced 6.66%
1,107 $90,000
Q2 2020

Aug 13, 2020
BUY
$69.37 - $91.69 $485 - $641
7 Added 0.59%
1,186 $96,000
Q4 2019

May 19, 2020
BUY
$98.25 - $105.76 $115,836 - $124,691
1,179 New
1,179 $125,000

Others Institutions Holding DVY

# of Institutions
1,359
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
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