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 $203,873. This represents 0.08% of its overall portfolio holdings.

Number of Shares
1,597
Previous 1,591 0.38%
Holding current value
$203,873
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

About ISHARES TR


  • Ticker DVY
  • Sector ETFs
  • Industry ETFs
More about DVY
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