Henrickson Nauta Wealth Advisors, Inc. Ishares Tr Transaction History

Henrickson Nauta Wealth Advisors, Inc.

$242 Million
Q4 2024

A detailed history of Henrickson Nauta Wealth Advisors, Inc. transactions in Ishares Tr stock. As of the latest transaction made, Henrickson Nauta Wealth Advisors, Inc. holds 2,839 shares of DVY stock, worth $376,934. This represents 0.15% of its overall portfolio holdings.

Number of Shares

2,839

Previous 2,914 2.57%

Holding current value

$376,934

Previous $393,000 5.34%

% of portfolio

0.15%

Previous 0.16%

8 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Jan 14, 2025	SELL	$129.55 - $143.41 $9,716 - $10,755	-75 Reduced 2.57%	2,839 $372,000
Q2 2024 Jul 31, 2024	BUY	$115.73 - $125.75 $97,328 - $105,755	841 Added 40.57%	2,914 $352,000
Q1 2024 Apr 15, 2024	SELL	$113.31 - $123.18 $27,760 - $30,179	-245 Reduced 10.57%	2,073 $255,000
Q4 2023 Jan 12, 2024	BUY	$102.97 - $119.06 $32,538 - $37,622	316 Added 15.78%	2,318 $271,000
Q3 2023 Oct 10, 2023	SELL	$107.44 - $118.16 $51,786 - $56,953	-482 Reduced 19.4%	2,002 $215,000
Q3 2022 Oct 26, 2022	BUY	$107.22 - $127.71 $266,334 - $317,231	2,484 New	2,484 $266,000
Q1 2022 May 16, 2022	SELL	$119.99 - $129.75 $28,557 - $30,880	-238 Closed	0 $0
Q4 2021 Feb 11, 2022	BUY	$114.37 - $122.59 $27,220 - $29,176	238 New	238 $29,000

Others Institutions Holding DVY

# of Institutions

1,446

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 Henrickson Nauta Wealth Advisors, Inc., based on Form 13F filings with the SEC.

News

Stay updated on Henrickson Nauta Wealth Advisors, Inc. with notifications on news.

Account

Henrickson Nauta Wealth Advisors, Inc. Ishares Tr Transaction History