Hcr Wealth Advisors Ishares Tr Transaction History

Hcr Wealth Advisors

  • $757 Million
  • Q3 2024

A detailed history of Hcr Wealth Advisors transactions in Ishares Tr stock. As of the latest transaction made, Hcr Wealth Advisors holds 3,523 shares of DVY stock, worth $470,884. This represents 0.06% of its overall portfolio holdings.

Number of Shares
3,523
Previous 3,523 -0.0%
Holding current value
$470,884
Previous $426,000 11.5%
% of portfolio
0.06%
Previous 0.06%

Shares

22 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2024

Aug 06, 2024
BUY
$115.73 - $125.75 $27,428 - $29,802
237 Added 7.21%
3,523 $426,000
Q4 2023

Feb 09, 2024
BUY
$102.97 - $119.06 $10,091 - $11,667
98 Added 3.07%
3,286 $385,000
Q3 2023

Oct 20, 2023
SELL
$107.44 - $118.16 $12,355 - $13,588
-115 Reduced 3.48%
3,188 $343,000
Q2 2023

Aug 09, 2023
SELL
$108.5 - $119.27 $45,027 - $49,497
-415 Reduced 11.16%
3,303 $374,000
Q1 2023

May 12, 2023
SELL
$110.68 - $126.38 $33,204 - $37,914
-300 Reduced 7.47%
3,718 $435,000
Q4 2022

Feb 13, 2023
SELL
$107.39 - $125.5 $67,655 - $79,065
-630 Reduced 13.55%
4,018 $484,000
Q3 2022

Nov 07, 2022
SELL
$107.22 - $127.71 $1,072 - $1,277
-10 Reduced 0.21%
4,648 $498,000
Q2 2022

Aug 12, 2022
BUY
$113.21 - $132.14 $11,321 - $13,213
100 Added 2.19%
4,658 $548,000
Q2 2021

Jul 21, 2021
BUY
$114.14 - $123.06 $7,989 - $8,614
70 Added 1.56%
4,558 $532,000
Q1 2021

May 13, 2021
SELL
$94.76 - $115.39 $559,273 - $681,031
-5,902 Reduced 56.8%
4,488 $512,000
Q4 2020

Feb 04, 2021
BUY
$81.33 - $97.54 $12,199 - $14,631
150 Added 1.46%
10,390 $999,000
Q2 2020

Jul 30, 2020
BUY
$69.37 - $91.69 $138 - $183
2 Added 0.02%
10,240 $820,000
Q1 2020

May 08, 2020
SELL
$62.67 - $107.3 $36,661 - $62,770
-585 Reduced 5.41%
10,238 $753,000
Q4 2019

Feb 07, 2020
BUY
$98.25 - $105.76 $576,531 - $620,599
5,868 Added 118.43%
10,823 $1.14 Million
Q3 2019

Nov 07, 2019
SELL
$100.87 - $103.22 $612,583 - $626,855
-6,073 Reduced 55.07%
4,955 $505,000
Q1 2019

May 10, 2019
BUY
N/A
5,993 Added 119.03%
11,028 $1.08 Million
Q4 2018

Jan 31, 2019
SELL
N/A
-415 Reduced 7.61%
5,035 $450,000
Q2 2018

Aug 14, 2018
SELL
N/A
-365 Reduced 6.28%
5,450 $533,000
Q1 2018

May 15, 2018
BUY
N/A
200 Added 3.56%
5,815 $553,000
Q4 2017

Feb 13, 2018
SELL
N/A
-1,999 Reduced 26.25%
5,615 $553,000
Q3 2017

Nov 13, 2017
BUY
N/A
1 Added 0.01%
7,614 $713,000
Q2 2017

Aug 16, 2017
BUY
N/A
7,613
7,613 $702,000

Others Institutions Holding DVY

# of Institutions
1,360
Shares Held
70.5M
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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