Flagship Wealth Advisors, LLC Ishares Tr Transaction History

Flagship Wealth Advisors, LLC

  • $265 Billion
  • Q2 2025

A detailed history of Flagship Wealth Advisors, LLC transactions in Ishares Tr stock. As of the latest transaction made, Flagship Wealth Advisors, LLC holds 8,364 shares of DVY stock, worth $1.18 Million. This represents 0.42% of its overall portfolio holdings.

Number of Shares
8,364
Previous 7,375 13.41%
Holding current value
$1.18 Million
Previous $990 Million 12.16%
% of portfolio
0.42%
Previous 0.42%

Shares

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

Aug 07, 2025
BUY
$118.37 - $134.86 $117,067 - $133,376
989 Added 13.41%
8,364 $1.11 Billion
Q1 2025

May 09, 2025
BUY
$128.58 - $138.1 $900 - $966
7 Added 0.1%
7,375 $990 Million
Q4 2024

Feb 10, 2025
BUY
$129.55 - $143.41 $954,524 - $1.06 Million
7,368 New
7,368 $967 Million

Others Institutions Holding DVY

# of Institutions
1,481
Shares Held
70.7M
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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