Halpern Financial, Inc. Ishares Tr Transaction History

Halpern Financial, Inc.

$389 Billion
Q3 2024

Shares

2 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q1 2024 Apr 09, 2024	SELL	$113.31 - $123.18 $13,937 - $15,151	-123 Reduced 63.73%	70 $8.51 Million
Q4 2023 Jan 19, 2024	BUY	$102.97 - $119.06 $19,873 - $22,978	193 New	193 $22.6 Million

Others Institutions Holding DVY

# of Institutions

1,360

Shares Held

70.5M

Call Options Held

1.1M

Put Options Held

383K

Bank Of America Corp Charlotte, NC

8.33M
Shares

$1.08 Billion
0.09% of portfolio
Morgan Stanley New York, NY

6.21M
Shares

$806 Million
0.06% of portfolio
International Assets Investment Management, LLC Orlando, FL

4.37M
Shares

$567 Million
0.09% of portfolio
Pnc Financial Services Group, Inc. Pittsburgh, PA

3.86M
Shares

$501 Million
0.33% of portfolio
Wells Fargo & Company San Francisco, CA

3.69M
Shares

$479 Million
0.11% of portfolio

About ISHARES TR

Ticker DVY
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