Gitterman Wealth Management, LLC Ishares Tr Transaction History

Gitterman Wealth Management, LLC

  • $236 Million
  • Q4 2024

A detailed history of Gitterman Wealth Management, LLC transactions in Ishares Tr stock. As of the latest transaction made, Gitterman Wealth Management, LLC holds 1,643 shares of DVY stock, worth $226,257. This represents 0.09% of its overall portfolio holdings.

Number of Shares
1,643
Holding current value
$226,257
% of portfolio
0.09%

Shares

6 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2024

Feb 10, 2025
BUY
$129.55 - $143.41 $212,850 - $235,622
1,643 New
1,643 $215,000
Q2 2023

Aug 08, 2023
SELL
$108.5 - $119.27 $27,125 - $29,817
-250 Reduced 11.19%
1,984 $224,000
Q1 2023

May 12, 2023
SELL
$110.68 - $126.38 $48,256 - $55,101
-436 Reduced 16.33%
2,234 $261,000
Q1 2022

May 12, 2022
SELL
$119.99 - $129.75 $25,557 - $27,636
-213 Reduced 7.39%
2,670 $342,000
Q4 2021

Feb 01, 2022
BUY
$114.37 - $122.59 $24,360 - $26,111
213 Added 7.98%
2,883 $353,000
Q1 2021

May 14, 2021
BUY
$94.76 - $115.39 $253,009 - $308,091
2,670 New
2,670 $305,000

Others Institutions Holding DVY

# of Institutions
1,441
Shares Held
95M
Call Options Held
1.8M
Put Options Held
161K
View Full List

About ISHARES TR

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