Guardian Wealth Advisors, LLC Ishares Tr Transaction History

Guardian Wealth Advisors, LLC

  • $838 Million
  • Q3 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 8,762 shares of DVY stock, worth $1.18 Million. This represents 0.14% of its overall portfolio holdings.

Number of Shares
8,762
Previous 10,091 13.17%
Holding current value
$1.18 Million
Previous $1.22 Million 3.03%
% of portfolio
0.14%
Previous 0.16%

Shares

5 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
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
1,363
Shares Held
66.4M
Call Options Held
1.1M
Put Options Held
383K
View Full List

About ISHARES TR

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