Dumont & Blake Investment Advisors LLC Ishares Tr Transaction History

Dumont & Blake Investment Advisors LLC

  • $358 Million
  • Q2 2025

A detailed history of Dumont & Blake Investment Advisors LLC transactions in Ishares Tr stock. As of the latest transaction made, Dumont & Blake Investment Advisors LLC holds 65,835 shares of DVY stock, worth $8.93 Million. This represents 2.44% of its overall portfolio holdings.

Number of Shares
65,835
Previous 65,885 0.08%
Holding current value
$8.93 Million
Previous $8.75 Million 0.02%
% of portfolio
2.44%
Previous 2.62%

Shares

32 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2025

Jul 29, 2025
SELL
$118.37 - $134.86 $5,918 - $6,743
-50 Reduced 0.08%
65,835 $8.74 Million
Q1 2025

Apr 08, 2025
SELL
$128.58 - $138.1 $34,716 - $37,287
-270 Reduced 0.41%
65,885 $8.75 Million
Q4 2024

Jan 23, 2025
SELL
$129.55 - $143.41 $18,396 - $20,364
-142 Reduced 0.21%
66,155 $8.69 Million
Q3 2024

Oct 23, 2024
SELL
$119.99 - $135.74 $7.96 Million - $9.01 Million
-66,351 Reduced 50.02%
66,297 $8.95 Million
Q2 2024

Jul 23, 2024
BUY
$115.73 - $125.75 $7.65 Million - $8.31 Million
66,119 Added 99.38%
132,648 $16 Million
Q1 2024

Apr 17, 2024
SELL
$113.31 - $123.18 $90,308 - $98,174
-797 Reduced 1.18%
66,529 $8.2 Million
Q4 2023

Jan 23, 2024
SELL
$102.97 - $119.06 $154,763 - $178,947
-1,503 Reduced 2.18%
67,326 $7.89 Million
Q3 2023

Oct 27, 2023
SELL
$107.44 - $118.16 $13,215 - $14,533
-123 Reduced 0.18%
68,829 $7.41 Million
Q2 2023

Aug 03, 2023
SELL
$108.5 - $119.27 $12,803 - $14,073
-118 Reduced 0.17%
68,952 $7.81 Million
Q1 2023

Apr 14, 2023
SELL
$110.68 - $126.38 $77,365 - $88,339
-699 Reduced 1.0%
69,070 $8.09 Million
Q4 2022

Jan 26, 2023
SELL
$107.39 - $125.5 $27,277 - $31,877
-254 Reduced 0.36%
69,769 $8.41 Million
Q3 2022

Oct 24, 2022
BUY
$107.22 - $127.71 $6,969 - $8,301
65 Added 0.09%
70,023 $7.51 Million
Q2 2022

Aug 03, 2022
BUY
$113.21 - $132.14 $45,963 - $53,648
406 Added 0.58%
69,958 $8.23 Million
Q1 2022

Apr 27, 2022
BUY
$119.99 - $129.75 $85,432 - $92,382
712 Added 1.03%
69,552 $8.91 Million
Q4 2021

Jan 31, 2022
BUY
$114.37 - $122.59 $129,809 - $139,139
1,135 Added 1.68%
68,840 $8.44 Million
Q3 2021

Nov 02, 2021
BUY
$112.53 - $119.9 $108,816 - $115,943
967 Added 1.45%
67,705 $7.77 Million
Q2 2021

Jul 22, 2021
BUY
$114.14 - $123.06 $105,122 - $113,338
921 Added 1.4%
66,738 $7.78 Million
Q1 2021

May 03, 2021
BUY
$94.76 - $115.39 $211,030 - $256,973
2,227 Added 3.5%
65,817 $7.51 Million
Q4 2020

Jan 29, 2021
SELL
$81.33 - $97.54 $406 - $487
-5 Reduced 0.01%
63,590 $6.12 Million
Q3 2020

Oct 30, 2020
SELL
$77.43 - $86.72 $7,588 - $8,498
-98 Reduced 0.15%
63,595 $5.19 Million
Q2 2020

Jul 31, 2020
SELL
$69.37 - $91.69 $416 - $550
-6 Reduced 0.01%
63,693 $5.14 Million
Q1 2020

May 05, 2020
SELL
$62.67 - $107.3 $18,487 - $31,653
-295 Reduced 0.46%
63,699 $4.68 Million
Q4 2019

Feb 05, 2020
SELL
$98.25 - $105.76 $23,874 - $25,699
-243 Reduced 0.38%
63,994 $6.76 Million
Q3 2019

Nov 12, 2019
SELL
$100.87 - $103.22 $209,910 - $214,800
-2,081 Reduced 3.14%
64,237 $6.55 Million
Q2 2019

Aug 01, 2019
SELL
N/A
-3,679 Reduced 5.26%
66,318 $6.6 Million
Q1 2019

Apr 04, 2019
SELL
N/A
-229 Reduced 0.33%
69,997 $6.87 Million
Q4 2018

Feb 07, 2019
SELL
N/A
-1,185 Reduced 1.66%
70,226 $6.27 Million
Q3 2018

Oct 19, 2018
SELL
N/A
-11,955 Reduced 14.34%
71,411 $7.12 Million
Q2 2018

Jul 25, 2018
SELL
N/A
-930 Reduced 1.1%
83,366 $8.15 Million
Q1 2018

Apr 26, 2018
SELL
N/A
-685 Reduced 0.81%
84,296 $8.02 Million
Q4 2017

Feb 15, 2018
SELL
N/A
-867 Reduced 1.01%
84,981 $8.38 Million
Q3 2017

Oct 31, 2017
BUY
N/A
85,848
85,848 $8.04 Million

Others Institutions Holding DVY

# of Institutions
1,459
Shares Held
70.6M
Call Options Held
816K
Put Options Held
62.9K
View Full List

About ISHARES TR

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