Heritage Wealth Management, LLC Ishares Tr Transaction History

Heritage Wealth Management, LLC

  • $177 Million
  • Q2 2024

Shares

3 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2022

Feb 13, 2023
BUY
$107.39 - $125.5 $30,498 - $35,642
284 Added 189.33%
434 $52,000
Q2 2021

Aug 11, 2021
SELL
$114.14 - $123.06 $11,870 - $12,798
-104 Reduced 40.94%
150 $17,000
Q1 2021

Jul 16, 2021
BUY
$94.76 - $115.39 $24,069 - $29,309
254 New
254 $29,000

Others Institutions Holding DVY

# of Institutions
1,369
Shares Held
66.3M
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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