Financial Advocates Investment Management Ishares Tr Transaction History

Financial Advocates Investment Management

  • $1.78 Billion
  • Q3 2024

A detailed history of Financial Advocates Investment Management transactions in Ishares Tr stock. As of the latest transaction made, Financial Advocates Investment Management holds 17,241 shares of DVY stock, worth $2.36 Million. This represents 0.13% of its overall portfolio holdings.

Number of Shares
17,241
Previous 12,401 39.03%
Holding current value
$2.36 Million
Previous $1.5 Million 55.2%
% of portfolio
0.13%
Previous 0.09%

Shares

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

Oct 25, 2024
BUY
$119.99 - $135.74 $580,751 - $656,981
4,840 Added 39.03%
17,241 $2.33 Million
Q2 2024

Jul 26, 2024
SELL
$115.73 - $125.75 $39,232 - $42,629
-339 Reduced 2.66%
12,401 $1.5 Million
Q1 2024

May 01, 2024
SELL
$113.31 - $123.18 $514,200 - $558,990
-4,538 Reduced 26.26%
12,740 $1.57 Million
Q4 2023

Feb 08, 2024
SELL
$102.97 - $119.06 $133,346 - $154,182
-1,295 Reduced 6.97%
17,278 $2.03 Million
Q3 2023

Oct 27, 2023
SELL
$107.44 - $118.16 $208,326 - $229,112
-1,939 Reduced 9.45%
18,573 $2 Million
Q2 2023

Aug 07, 2023
SELL
$108.5 - $119.27 $109,910 - $120,820
-1,013 Reduced 4.71%
20,512 $2.32 Million
Q1 2023

May 11, 2023
BUY
$110.68 - $126.38 $808,960 - $923,711
7,309 Added 51.41%
21,525 $2.52 Million
Q4 2022

Feb 14, 2023
BUY
$107.39 - $125.5 $9,987 - $11,671
93 Added 0.66%
14,216 $1.71 Million
Q3 2022

Nov 14, 2022
BUY
$107.22 - $127.71 $367,121 - $437,279
3,424 Added 32.0%
14,123 $1.51 Million
Q2 2022

Aug 12, 2022
BUY
$113.21 - $132.14 $236,835 - $276,436
2,092 Added 24.31%
10,699 $1.26 Million
Q1 2022

May 11, 2022
BUY
$119.99 - $129.75 $141,708 - $153,234
1,181 Added 15.9%
8,607 $1.1 Million
Q4 2021

Feb 14, 2022
SELL
$114.37 - $122.59 $122,375 - $131,171
-1,070 Reduced 12.59%
7,426 $910,000
Q3 2021

Nov 04, 2021
SELL
$112.53 - $119.9 $13,166 - $14,028
-117 Reduced 1.36%
8,496 $975,000
Q2 2021

Aug 03, 2021
BUY
$114.14 - $123.06 $45,313 - $48,854
397 Added 4.83%
8,613 $1 Million
Q1 2021

May 10, 2021
SELL
$94.76 - $115.39 $22,173 - $27,001
-234 Reduced 2.77%
8,216 $937,000
Q4 2020

Feb 12, 2021
BUY
$81.33 - $97.54 $49,204 - $59,011
605 Added 7.71%
8,450 $813,000
Q3 2020

Nov 04, 2020
SELL
$77.43 - $86.72 $129,075 - $144,562
-1,667 Reduced 17.53%
7,845 $640,000
Q2 2020

Aug 14, 2020
BUY
$69.37 - $91.69 $79,844 - $105,535
1,151 Added 13.77%
9,512 $768,000
Q1 2020

Apr 29, 2020
SELL
$62.67 - $107.3 $187,947 - $321,792
-2,999 Reduced 26.4%
8,361 $615,000
Q4 2019

Feb 13, 2020
BUY
$98.25 - $105.76 $173,902 - $187,195
1,770 Added 18.46%
11,360 $1.2 Million
Q3 2019

Nov 13, 2019
BUY
$100.87 - $103.22 $135,871 - $139,037
1,347 Added 16.34%
9,590 $978,000
Q2 2019

Aug 08, 2019
SELL
N/A
-296 Reduced 3.47%
8,243 $821,000
Q1 2019

May 16, 2019
BUY
N/A
218 Added 2.62%
8,539 $838,000
Q4 2018

Feb 14, 2019
SELL
N/A
-997 Reduced 10.7%
8,321 $0
Q3 2018

Nov 14, 2018
SELL
N/A
-516 Reduced 5.25%
9,318 $0
Q2 2018

Aug 09, 2018
SELL
N/A
-350 Reduced 3.44%
9,834 $961,000
Q1 2018

May 11, 2018
BUY
N/A
99 Added 0.98%
10,184 $969,000
Q4 2017

Feb 15, 2018
BUY
N/A
10,085
10,085 $995,000

Others Institutions Holding DVY

# of Institutions
1,360
Shares Held
70.5M
Call Options Held
1.1M
Put Options Held
383K
View Full List

About ISHARES TR

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