Ever Source Wealth Advisors, LLC Ishares Tr Transaction History

Ever Source Wealth Advisors, LLC

  • $1.95 Billion
  • Q2 2025

A detailed history of Ever Source Wealth Advisors, LLC transactions in Ishares Tr stock. As of the latest transaction made, Ever Source Wealth Advisors, LLC holds 432 shares of DVY stock, worth $61,002. This represents 0.0% of its overall portfolio holdings.

Number of Shares
432
Previous 482 10.37%
Holding current value
$61,002
Previous $64,000 10.94%
% of portfolio
0.0%
Previous 0.0%

Shares

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

Aug 13, 2025
SELL
$118.37 - $134.86 $5,918 - $6,743
-50 Reduced 10.37%
432 $57,000
Q1 2024

Jun 11, 2024
BUY
$113.31 - $123.18 $3,625 - $3,941
32 Added 7.11%
482 $59,000
Q1 2023

May 11, 2023
BUY
$110.68 - $126.38 $27,670 - $31,595
250 Added 125.0%
450 $52,000
Q4 2022

Feb 09, 2023
BUY
$107.39 - $125.5 $21,478 - $25,100
200 New
200 $24,000
Q1 2022

May 25, 2022
SELL
$119.99 - $129.75 $88,072 - $95,236
-734 Closed
0 $0
Q4 2021

Feb 07, 2022
BUY
$114.37 - $122.59 $83,947 - $89,981
734 New
734 $90,000

Others Institutions Holding DVY

# of Institutions
1,471
Shares Held
70.8M
Call Options Held
1.13M
Put Options Held
114K
View Full List

About ISHARES TR

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