Heritage Wealth Advisors Ishares Tr Transaction History

Heritage Wealth Advisors

  • $2.06 Billion
  • Q3 2024

A detailed history of Heritage Wealth Advisors transactions in Ishares Tr stock. As of the latest transaction made, Heritage Wealth Advisors holds 2,260 shares of DVY stock, worth $293,122. This represents 0.01% of its overall portfolio holdings.

Number of Shares
2,260
Previous 2,260 -0.0%
Holding current value
$293,122
Previous $273,000 11.72%
% of portfolio
0.01%
Previous 0.01%

Shares

15 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2023

Dec 12, 2024
SELL
$102.97 - $119.06 $29,140 - $33,693
-283 Reduced 11.13%
2,260 $264,000
Q4 2023

Feb 09, 2024
SELL
$102.97 - $119.06 $29,140 - $33,693
-283 Reduced 11.13%
2,260 $264,000
Q3 2023

Dec 12, 2024
SELL
$107.44 - $118.16 $32,232 - $35,448
-300 Reduced 10.55%
2,543 $273,000
Q3 2023

Nov 08, 2023
SELL
$107.44 - $118.16 $32,232 - $35,448
-300 Reduced 10.55%
2,543 $273,000
Q2 2023

Dec 12, 2024
BUY
$108.5 - $119.27 $63,255 - $69,534
583 Added 25.8%
2,843 $322,000
Q3 2022

Dec 12, 2024
BUY
$107.22 - $127.71 $62,509 - $74,454
583 Added 25.8%
2,843 $304,000
Q3 2022

Nov 10, 2022
BUY
$107.22 - $127.71 $7,612 - $9,067
71 Added 2.56%
2,843 $305,000
Q2 2022

Aug 04, 2022
BUY
$113.21 - $132.14 $33,963 - $39,641
300 Added 12.14%
2,772 $326,000
Q1 2022

May 11, 2022
BUY
$119.99 - $129.75 $25,437 - $27,507
212 Added 9.38%
2,472 $317,000
Q2 2021

Aug 09, 2021
SELL
$114.14 - $123.06 $85,947 - $92,664
-753 Reduced 24.99%
2,260 $0
Q2 2021

Jul 27, 2021
BUY
$114.14 - $123.06 $85,947 - $92,664
753 Added 33.32%
3,013 $290,000
Q1 2021

Apr 27, 2021
SELL
$94.76 - $115.39 $71,354 - $86,888
-753 Reduced 24.99%
2,260 $0
Q2 2020

Jul 17, 2020
SELL
$69.37 - $91.69 $26 Million - $34.3 Million
-374,363 Reduced 99.2%
3,013 $0
Q2 2020

Jul 17, 2020
BUY
$69.37 - $91.69 $26 Million - $34.3 Million
374,363 Added 12424.93%
377,376 $243,000
Q4 2019

Feb 04, 2020
BUY
$98.25 - $105.76 $296,027 - $318,654
3,013 New
3,013 $0

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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