Gould Asset Management LLC Ishares Tr Transaction History

Gould Asset Management LLC

  • $411 Million
  • Q1 2024

A detailed history of Gould Asset Management LLC transactions in Ishares Tr stock. As of the latest transaction made, Gould Asset Management LLC holds 7,493 shares of DVY stock, worth $905,079. This represents 0.22% of its overall portfolio holdings.

Number of Shares
7,493
Previous 7,828 4.28%
Holding current value
$905,079
Previous $917,000 0.55%
% of portfolio
0.22%
Previous 0.24%

Shares

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

May 03, 2024
SELL
$113.31 - $123.18 $37,958 - $41,265
-335 Reduced 4.28%
7,493 $922,000
Q4 2023

Feb 02, 2024
BUY
$102.97 - $119.06 $8,237 - $9,524
80 Added 1.03%
7,828 $917,000
Q3 2023

Oct 23, 2023
BUY
$107.44 - $118.16 $1,181 - $1,299
11 Added 0.14%
7,748 $833,000
Q2 2023

Aug 07, 2023
SELL
$108.5 - $119.27 $7,161 - $7,871
-66 Reduced 0.85%
7,737 $876,000
Q1 2023

May 01, 2023
SELL
$110.68 - $126.38 $504,922 - $576,545
-4,562 Reduced 36.89%
7,803 $914,000
Q4 2022

Feb 08, 2023
BUY
$117.33 - $125.5 $92,104 - $98,517
785 Added 6.78%
12,365 $1.49 Million
Q3 2022

Nov 14, 2022
SELL
N/A
-228 Reduced 1.93%
11,580 $1.24 Million
Q2 2022

Aug 10, 2022
SELL
N/A
-875 Reduced 6.9%
11,808 $1.39 Million
Q1 2022

May 13, 2022
SELL
N/A
-940 Reduced 6.9%
12,683 $1.63 Million
Q4 2021

Feb 02, 2022
BUY
N/A
555 Added 4.25%
13,623 $1.67 Million
Q3 2021

Nov 09, 2021
BUY
N/A
40 Added 0.31%
13,068 $1.5 Million
Q2 2021

Aug 05, 2021
SELL
N/A
-1,865 Reduced 12.52%
13,028 $1.52 Million
Q1 2021

May 07, 2021
SELL
N/A
-1,510 Reduced 9.21%
14,893 $1.7 Million
Q4 2020

Feb 02, 2021
SELL
N/A
-935 Reduced 5.39%
16,403 $1.58 Million
Q3 2020

Nov 05, 2020
BUY
N/A
530 Added 3.15%
17,338 $1.41 Million
Q2 2020

Aug 05, 2020
BUY
N/A
1,880 Added 12.59%
16,808 $1.36 Million
Q1 2020

Apr 23, 2020
BUY
N/A
1,290 Added 9.46%
14,928 $1.1 Million
Q4 2019

Jan 17, 2020
SELL
N/A
-245 Reduced 1.76%
13,638 $1.44 Million
Q3 2019

Nov 12, 2019
SELL
N/A
-100 Reduced 0.72%
13,883 $1.42 Million
Q2 2019

Jul 31, 2019
BUY
N/A
30 Added 0.22%
13,983 $1.39 Million
Q1 2019

May 07, 2019
SELL
N/A
-7 Reduced 0.05%
13,953 $1.37 Million
Q4 2018

Feb 04, 2019
SELL
N/A
-130 Reduced 0.92%
13,960 $1.25 Million
Q3 2018

Nov 08, 2018
BUY
N/A
370 Added 2.7%
14,090 $1.41 Million
Q2 2018

Aug 13, 2018
SELL
N/A
-685 Reduced 4.76%
13,720 $1.34 Million
Q1 2018

May 04, 2018
SELL
N/A
-2,005 Reduced 12.22%
14,405 $1.37 Million
Q4 2017

Feb 09, 2018
SELL
N/A
-475 Reduced 2.81%
16,410 $1.62 Million
Q3 2017

Nov 09, 2017
BUY
N/A
16,885
16,885 $1.58 Million

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
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