Global Wealth Management Investment Advisory, Inc. Ishares Tr Transaction History

Global Wealth Management Investment Advisory, Inc.

  • $578 Million
  • Q3 2025

A detailed history of Global Wealth Management Investment Advisory, Inc. transactions in Ishares Tr stock. As of the latest transaction made, Global Wealth Management Investment Advisory, Inc. holds 1,975 shares of DVY stock, worth $278,889. This represents 0.05% of its overall portfolio holdings.

Number of Shares
1,975
Holding current value
$278,889
% of portfolio
0.05%

Shares

18 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2025

Oct 27, 2025
BUY
$133.88 - $142.57 $264,413 - $281,575
1,975 New
1,975 $280,000
Q3 2024

Oct 30, 2024
BUY
$119.99 - $135.74 $194,743 - $220,306
1,623 New
1,623 $219,000
Q1 2024

May 10, 2024
BUY
$113.31 - $123.18 $54,162 - $58,880
478 Added 29.45%
2,101 $258,000
Q4 2023

Feb 05, 2024
BUY
$102.97 - $119.06 $20,594 - $23,812
200 Added 14.05%
1,623 $190,000
Q2 2023

Aug 10, 2023
BUY
$108.5 - $119.27 $154,395 - $169,721
1,423 New
1,423 $161,000
Q2 2022

Aug 15, 2022
SELL
$113.21 - $132.14 $5,320 - $6,210
-47 Reduced 3.15%
1,443 $170,000
Q4 2021

Feb 15, 2022
SELL
$114.37 - $122.59 $1,143 - $1,225
-10 Reduced 0.67%
1,490 $183,000
Q2 2021

Aug 11, 2021
SELL
$114.14 - $123.06 $18,034 - $19,443
-158 Reduced 9.53%
1,500 $175,000
Q1 2021

May 17, 2021
SELL
$94.76 - $115.39 $3,790 - $4,615
-40 Reduced 2.36%
1,658 $189,000
Q4 2020

Feb 16, 2021
SELL
$81.33 - $97.54 $23,585 - $28,286
-290 Reduced 14.59%
1,698 $163,000
Q3 2020

Nov 16, 2020
SELL
$77.43 - $86.72 $41,192 - $46,135
-532 Reduced 21.11%
1,988 $162,000
Q2 2020

Aug 12, 2020
SELL
$69.37 - $91.69 $4.94 Million - $6.53 Million
-71,184 Reduced 96.58%
2,520 $203,000
Q1 2020

May 14, 2020
BUY
$62.67 - $107.3 $973,578 - $1.67 Million
15,535 Added 26.71%
73,704 $5.42 Million
Q4 2019

Feb 14, 2020
BUY
$98.25 - $105.76 $269,892 - $290,522
2,747 Added 4.96%
58,169 $6.15 Million
Q3 2019

Nov 14, 2019
BUY
$100.87 - $103.22 $592,712 - $606,520
5,876 Added 11.86%
55,422 $5.65 Million
Q2 2019

Aug 20, 2019
BUY
N/A
10,082 Added 25.55%
49,546 $4.93 Million
Q1 2019

May 10, 2019
BUY
N/A
16,541 Added 72.16%
39,464 $3.88 Million
Q4 2018

Feb 14, 2019
BUY
N/A
22,923 New
22,923 $2.05 Million

Others Institutions Holding DVY

# of Institutions
1,495
Shares Held
70.8M
Call Options Held
1.12M
Put Options Held
114K
View Full List

About ISHARES TR

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