Henrickson Nauta Wealth Advisors, Inc. Ishares Tr Transaction History

Henrickson Nauta Wealth Advisors, Inc.

  • $230 Million
  • Q1 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 2,073 shares of DVY stock, worth $268,432. This represents 0.11% of its overall portfolio holdings.

Number of Shares
2,073
Previous 2,318 10.57%
Holding current value
$268,432
Previous $271,000 5.9%
% of portfolio
0.11%
Previous 0.13%

Shares

6 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
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
N/A
2,484 New
2,484 $266,000
Q1 2022

May 16, 2022
SELL
N/A
-238 Closed
0 $0
Q4 2021

Feb 11, 2022
BUY
N/A
238 New
238 $29,000

Others Institutions Holding DVY

# of Institutions
1,300
Shares Held
68.2M
Call Options Held
388K
Put Options Held
223K
View Full List

About ISHARES TR

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