A detailed history of Dodds Wealth, LLC transactions in Ishares Tr stock. As of the latest transaction made, Dodds Wealth, LLC holds 7,941 shares of DVY stock, worth $1.06 Million. This represents 0.35% of its overall portfolio holdings.

Number of Shares
7,941
Previous 7,851 1.15%
Holding current value
$1.06 Million
Previous $946 Million 11.52%
% of portfolio
0.35%
Previous 0.37%

Shares

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

Oct 25, 2024

BUY
$119.99 - $135.74 $10,799 - $12,216
90 Added 1.15%
7,941 $1.05 Billion
Q2 2024

Jul 25, 2024

BUY
$115.73 - $125.75 $5,439 - $5,910
47 Added 0.6%
7,851 $946 Million
Q1 2024

May 24, 2024

BUY
$113.31 - $123.18 $5,438 - $5,912
48 Added 0.62%
7,804 $961 Million
Q4 2023

Feb 12, 2024

BUY
$102.97 - $119.06 $798,635 - $923,429
7,756 New
7,756 $909 Million

Others Institutions Holding DVY

About ISHARES TR


  • Ticker DVY
  • Sector ETFs
  • Industry ETFs
More about DVY
Track This Portfolio

Track Dodds Wealth, LLC Portfolio

Follow Dodds Wealth, 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 Dodds Wealth, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Dodds Wealth, LLC with notifications on news.