First Foundation Advisors Ishares Tr Transaction History

First Foundation Advisors

  • $2.56 Billion
  • Q2 2024

A detailed history of First Foundation Advisors transactions in Ishares Tr stock. As of the latest transaction made, First Foundation Advisors holds 1,782 shares of DVY stock, worth $240,035. This represents 0.01% of its overall portfolio holdings.

Number of Shares
1,782
Previous 2,026 12.04%
Holding current value
$240,035
Previous $249,000 13.65%
% of portfolio
0.01%
Previous 0.01%

Shares

20 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2024

Aug 06, 2024
SELL
$115.73 - $125.75 $28,238 - $30,683
-244 Reduced 12.04%
1,782 $215,000
Q4 2023

Feb 14, 2024
SELL
$102.97 - $119.06 $2,780 - $3,214
-27 Reduced 1.32%
2,026 $237,000
Q3 2023

Nov 15, 2023
SELL
$107.44 - $118.16 $112,489 - $123,713
-1,047 Reduced 33.77%
2,053 $220,000
Q2 2023

Aug 14, 2023
SELL
$108.5 - $119.27 $48,282 - $53,075
-445 Reduced 12.55%
3,100 $351,000
Q1 2023

May 12, 2023
SELL
$110.68 - $126.38 $5,976 - $6,824
-54 Reduced 1.5%
3,545 $415,000
Q3 2022

Nov 10, 2022
BUY
$107.22 - $127.71 $30,236 - $36,014
282 Added 8.5%
3,599 $386,000
Q2 2022

Aug 12, 2022
BUY
$113.21 - $132.14 $45,284 - $52,855
400 Added 13.71%
3,317 $390,000
Q4 2021

Feb 14, 2022
SELL
$114.37 - $122.59 $218,446 - $234,146
-1,910 Reduced 39.57%
2,917 $358,000
Q3 2021

Nov 15, 2021
BUY
$112.53 - $119.9 $237,550 - $253,108
2,111 Added 77.72%
4,827 $554,000
Q2 2021

Aug 13, 2021
BUY
$114.14 - $123.06 $20,659 - $22,273
181 Added 7.14%
2,716 $317,000
Q4 2020

Feb 16, 2021
BUY
$81.33 - $97.54 $813 - $975
10 Added 0.4%
2,535 $244,000
Q3 2020

Nov 12, 2020
SELL
$77.43 - $86.72 $26,248 - $29,398
-339 Reduced 11.84%
2,525 $206,000
Q2 2020

Aug 14, 2020
SELL
$69.37 - $91.69 $20,394 - $26,956
-294 Reduced 9.31%
2,864 $231,000
Q1 2020

May 11, 2020
SELL
$62.67 - $107.3 $58,972 - $100,969
-941 Reduced 22.96%
3,158 $232,000
Q4 2019

Feb 11, 2020
BUY
$98.25 - $105.76 $58,065 - $62,504
591 Added 16.85%
4,099 $433,000
Q3 2019

Nov 12, 2019
BUY
$100.87 - $103.22 $55,075 - $56,358
546 Added 18.43%
3,508 $358,000
Q1 2019

May 13, 2019
BUY
N/A
40 Added 1.37%
2,962 $291,000
Q4 2018

Feb 14, 2019
BUY
N/A
448 Added 18.11%
2,922 $261,000
Q1 2018

May 15, 2018
SELL
N/A
-685 Reduced 21.68%
2,474 $235,000
Q2 2017

Aug 14, 2017
BUY
N/A
3,159
3,159 $291,000

Others Institutions Holding DVY

# of Institutions
1,319
Shares Held
64.9M
Call Options Held
640K
Put Options Held
217K
View Full List

About ISHARES TR

DVY Quotes by TradingView
  • Ticker DVY
  • Sector ETFs
  • Industry ETFs
More about DVY
Track This Portfolio

Track First Foundation Advisors Portfolio

Follow First Foundation Advisors and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of First Foundation Advisors, based on Form 13F filings with the SEC.

News

Stay updated on First Foundation Advisors with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email