Glassman Wealth Services Ishares Tr Transaction History

Glassman Wealth Services

  • $585 Million
  • Q3 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 $354,933. This represents 0.06% of its overall portfolio holdings.

Number of Shares
2,569
Previous 2,569 -0.0%
Holding current value
$354,933
Previous $310,000 11.61%
% of portfolio
0.06%
Previous 0.06%

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
$69.37 - $91.69 $6,937 - $9,169
-100 Reduced 3.98%
2,413 $195,000
Q1 2020

May 12, 2020
BUY
$62.67 - $107.3 $6,267 - $10,730
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
1,353
Shares Held
70.3M
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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