Heritage Financial Services, LLC Ishares Tr Transaction History

Heritage Financial Services, LLC

  • $991 Million
  • Q1 2025

A detailed history of Heritage Financial Services, LLC transactions in Ishares Tr stock. As of the latest transaction made, Heritage Financial Services, LLC holds 2,089 shares of DVY stock, worth $283,727. This represents 0.03% of its overall portfolio holdings.

Number of Shares
2,089
Previous 1,970 6.04%
Holding current value
$283,727
Previous $258,000 8.53%
% of portfolio
0.03%
Previous 0.04%

Shares

5 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2025

May 14, 2025
BUY
$128.58 - $138.1 $15,301 - $16,433
119 Added 6.04%
2,089 $280,000
Q3 2024

Oct 23, 2024
BUY
$119.99 - $135.74 $34,797 - $39,364
290 Added 17.26%
1,970 $266,000
Q1 2024

May 14, 2024
BUY
$113.31 - $123.18 $190,360 - $206,942
1,680 New
1,680 $206,000
Q4 2022

Jan 27, 2023
BUY
$107.39 - $125.5 $180,415 - $210,840
1,680 New
1,680 $0
Q4 2021

Aug 26, 2022
BUY
$114.37 - $122.59 $192,141 - $205,951
1,680 New
1,680 $205,000

Others Institutions Holding DVY

# of Institutions
1,451
Shares Held
70.6M
Call Options Held
1.1M
Put Options Held
62.9K
View Full List

About ISHARES TR

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