Guardian Wealth Advisors, LLC Ishares Tr Transaction History

Guardian Wealth Advisors, LLC

$1.18 Billion
Q4 2024

A detailed history of Guardian Wealth Advisors, LLC transactions in Ishares Tr stock. As of the latest transaction made, Guardian Wealth Advisors, LLC holds 8,823 shares of DVY stock, worth $1.22 Million. This represents 0.1% of its overall portfolio holdings.

Number of Shares

8,823

Previous 8,762 0.7%

Holding current value

$1.22 Million

Previous $1.18 Million 2.11%

% of portfolio

0.1%

Previous 0.14%

6 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Feb 14, 2025	BUY	$129.55 - $143.41 $7,902 - $8,748	61 Added 0.7%	8,823 $1.16 Million
Q3 2024 Nov 14, 2024	SELL	$119.99 - $135.74 $159,466 - $180,398	-1,329 Reduced 13.17%	8,762 $1.18 Million
Q1 2024 May 15, 2024	BUY	$113.31 - $123.18 $1.12 Million - $1.22 Million	9,891 Added 4945.5%	10,091 $1.24 Million
Q4 2023 Feb 14, 2024	BUY	$102.97 - $119.06 $20,594 - $23,812	200 New	200 $23,000
Q1 2022 May 16, 2022	SELL	$119.99 - $129.75 $1,079 - $1,167	-9 Closed	0 $0
Q4 2021 May 16, 2022	BUY	$114.37 - $122.59 $1,029 - $1,103	9 New	9 $1,000

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

Ticker DVY
Sector ETFs
Industry ETFs

More about DVY

Track This Portfolio

Portfolio Update

Get notified when there are updates to the investment portfolio of Guardian Wealth Advisors, LLC , based on Form 13F filings with the SEC.

News

Stay updated on Guardian Wealth Advisors, LLC with notifications on news.

Account

Guardian Wealth Advisors, LLC Ishares Tr Transaction History