Glassman Wealth Services Ishares Tr Transaction History

Glassman Wealth Services

  • $494 Million
  • Q1 2024

A detailed history of Glassman Wealth Services transactions in Ishares Tr stock. As of the latest transaction made, Glassman Wealth Services holds 2,569 shares of DVY stock, worth $309,692. This represents 0.06% of its overall portfolio holdings.

Number of Shares
2,569
Previous 2,567 0.08%
Holding current value
$309,692
Previous $300,000 5.33%
% of portfolio
0.06%
Previous 0.04%

Shares

5 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2024

May 03, 2024
BUY
$113.31 - $123.18 $226 - $246
2 Added 0.08%
2,569 $316,000
Q4 2023

Feb 09, 2024
BUY
$102.97 - $119.06 $15,857 - $18,335
154 Added 6.38%
2,567 $300,000
Q2 2020

Aug 06, 2020
SELL
N/A
-100 Reduced 3.98%
2,413 $195,000
Q1 2020

May 12, 2020
BUY
N/A
100 Added 4.14%
2,513 $185,000
Q2 2017

Aug 09, 2017
BUY
N/A
2,413
2,413 $223,000

Others Institutions Holding DVY

# of Institutions
1,309
Shares Held
68.2M
Call Options Held
388K
Put Options Held
223K
View Full List

About ISHARES TR

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

Track Glassman Wealth Services Portfolio

Follow Glassman Wealth Services 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 Glassman Wealth Services, based on Form 13F filings with the SEC.

News

Stay updated on Glassman Wealth Services with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email