Fusion Family Wealth LLC Ishares Tr Transaction History

Fusion Family Wealth LLC

  • $982 Million
  • Q2 2024

A detailed history of Fusion Family Wealth LLC transactions in Ishares Tr stock. As of the latest transaction made, Fusion Family Wealth LLC holds 4,562 shares of DVY stock, worth $605,514. This represents 0.06% of its overall portfolio holdings.

Number of Shares
4,562
Previous 4,504 1.29%
Holding current value
$605,514
Previous $554,000 0.54%
% of portfolio
0.06%
Previous 0.06%

Shares

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

Jul 31, 2024
BUY
$115.73 - $125.75 $6,712 - $7,293
58 Added 1.29%
4,562 $551,000
Q1 2024

May 10, 2024
BUY
$113.31 - $123.18 $226 - $246
2 Added 0.04%
4,504 $554,000
Q4 2023

Jan 29, 2024
BUY
$102.97 - $119.06 $463,570 - $536,008
4,502 New
4,502 $527,000
Q2 2021

Jul 30, 2021
SELL
N/A
-540 Closed
0 $0
Q3 2020

Nov 09, 2020
SELL
N/A
-10 Reduced 1.82%
540 $44,000
Q1 2019

May 10, 2019
SELL
N/A
-497 Reduced 47.47%
550 $54,000
Q4 2018

Jan 18, 2019
SELL
N/A
-253 Reduced 19.46%
1,047 $94,000
Q2 2018

Aug 03, 2018
SELL
N/A
-70 Reduced 5.11%
1,300 $127,000
Q3 2017

Oct 30, 2017
SELL
N/A
-530 Reduced 27.89%
1,370 $128,000
Q2 2017

Aug 07, 2017
BUY
N/A
1,900
1,900 $175,000

Others Institutions Holding DVY

# of Institutions
1,317
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
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