Heritage Financial Services, LLC Ishares Tr Transaction History

Heritage Financial Services, LLC

  • $732 Million
  • Q3 2024

A detailed history of Heritage Financial Services, LLC transactions in Ishares Tr stock. As of the latest transaction made, Heritage Financial Services, LLC holds 1,970 shares of DVY stock, worth $255,508. This represents 0.04% of its overall portfolio holdings.

Number of Shares
1,970
Previous 1,680 17.26%
Holding current value
$255,508
Previous $203,000 31.03%
% of portfolio
0.04%
Previous 0.03%

Shares

4 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
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
1,360
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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