Gerber Kawasaki Wealth & Investment Management Ishares Tr Transaction History

Gerber Kawasaki Wealth & Investment Management

  • $2.16 Billion
  • Q3 2024

A detailed history of Gerber Kawasaki Wealth & Investment Management transactions in Ishares Tr stock. As of the latest transaction made, Gerber Kawasaki Wealth & Investment Management holds 1,731 shares of DVY stock, worth $231,365. This represents 0.01% of its overall portfolio holdings.

Number of Shares
1,731
Previous 1,719 0.7%
Holding current value
$231,365
Previous $207,000 12.56%
% of portfolio
0.01%
Previous 0.01%

Shares

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

Nov 13, 2024
BUY
$119.99 - $135.74 $1,439 - $1,628
12 Added 0.7%
1,731 $233,000
Q2 2024

Aug 13, 2024
BUY
$115.73 - $125.75 $198,939 - $216,164
1,719 New
1,719 $207,000
Q1 2023

May 15, 2023
BUY
$110.68 - $126.38 $3,873 - $4,423
35 Added 1.7%
2,089 $244,000
Q4 2022

Feb 08, 2023
BUY
$107.39 - $125.5 $220,579 - $257,777
2,054 New
2,054 $247,000
Q2 2022

Aug 04, 2022
BUY
$113.21 - $132.14 $195,174 - $227,809
1,724 New
1,724 $202,000
Q4 2021

Feb 11, 2022
SELL
$114.37 - $122.59 $1,029 - $1,103
-9 Closed
0 $0
Q3 2021

Nov 15, 2021
BUY
$112.53 - $119.9 $1,012 - $1,079
9 New
9 $9,000
Q3 2020

Nov 02, 2020
SELL
$77.43 - $86.72 $411,308 - $460,656
-5,312 Closed
0 $0
Q2 2020

Aug 10, 2020
SELL
$69.37 - $91.69 $1.35 Million - $1.78 Million
-19,405 Reduced 78.51%
5,312 $428,000
Q1 2020

May 05, 2020
SELL
$62.67 - $107.3 $11.5 Million - $19.7 Million
-183,806 Reduced 88.15%
24,717 $1.82 Million
Q4 2019

Feb 06, 2020
BUY
$98.25 - $105.76 $1.35 Million - $1.46 Million
13,783 Added 7.08%
208,523 $22 Million
Q3 2019

Nov 07, 2019
BUY
$100.87 - $103.22 $1.26 Million - $1.29 Million
12,513 Added 6.87%
194,740 $19.9 Million
Q2 2019

Aug 09, 2019
BUY
N/A
15,788 Added 9.49%
182,227 $18.1 Million
Q1 2019

May 07, 2019
BUY
N/A
12,142 Added 7.87%
166,439 $16.3 Million
Q4 2018

Feb 08, 2019
SELL
N/A
-6,526 Reduced 4.06%
154,297 $13.8 Million
Q3 2018

Nov 06, 2018
BUY
N/A
36,542 Added 29.4%
160,823 $16.1 Million
Q2 2018

Aug 03, 2018
BUY
N/A
8,237 Added 7.1%
124,281 $12.1 Million
Q1 2018

May 08, 2018
BUY
N/A
28,645 Added 32.77%
116,044 $11 Million
Q4 2017

Feb 06, 2018
BUY
N/A
26,684 Added 43.95%
87,399 $8.61 Million
Q3 2017

Nov 13, 2017
BUY
N/A
14,342 Added 30.93%
60,715 $5.71 Million
Q2 2017

Aug 09, 2017
BUY
N/A
46,373
46,373 $4.24 Million

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

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