Duncan Williams Asset Management, LLC Ishares Tr Transaction History

Duncan Williams Asset Management, LLC

  • $277 Billion
  • Q1 2025

A detailed history of Duncan Williams Asset Management, LLC transactions in Ishares Tr stock. As of the latest transaction made, Duncan Williams Asset Management, LLC holds 1,597 shares of DVY stock, worth $209,478. This represents 0.08% of its overall portfolio holdings.

Number of Shares
1,597
Previous 1,591 0.38%
Holding current value
$209,478
Previous $209 Million 2.69%
% of portfolio
0.08%
Previous 0.08%

Shares

2 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2025

Apr 21, 2025
BUY
$128.58 - $138.1 $771 - $828
6 Added 0.38%
1,597 $215 Million
Q4 2024

Jan 21, 2025
BUY
$129.55 - $143.41 $206,114 - $228,165
1,591 New
1,591 $209 Million

Others Institutions Holding DVY

# of Institutions
1,455
Shares Held
69.7M
Call Options Held
1.1M
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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