High Net Worth Advisory Group LLC Ishares Tr Transaction History

High Net Worth Advisory Group LLC

  • $359 Million
  • Q2 2025

A detailed history of High Net Worth Advisory Group LLC transactions in Ishares Tr stock. As of the latest transaction made, High Net Worth Advisory Group LLC holds 21,962 shares of DVY stock, worth $3.03 Million. This represents 0.81% of its overall portfolio holdings.

Number of Shares
21,962
Previous 22,666 3.11%
Holding current value
$3.03 Million
Previous $3.01 Million 3.06%
% of portfolio
0.81%
Previous 0.89%

Shares

15 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2025

Jul 10, 2025
SELL
$118.37 - $134.86 $83,332 - $94,941
-704 Reduced 3.11%
21,962 $2.92 Million
Q1 2025

Apr 09, 2025
SELL
$128.58 - $138.1 $65,704 - $70,569
-511 Reduced 2.2%
22,666 $3.01 Million
Q4 2024

Jan 21, 2025
BUY
$129.55 - $143.41 $1,943 - $2,151
15 Added 0.06%
23,177 $3.04 Million
Q3 2024

Oct 11, 2024
BUY
$119.99 - $135.74 $2,399 - $2,714
20 Added 0.09%
23,162 $3.13 Million
Q2 2024

Jul 17, 2024
SELL
$115.73 - $125.75 $56,129 - $60,988
-485 Reduced 2.05%
23,142 $2.8 Million
Q1 2024

Apr 11, 2024
BUY
$113.31 - $123.18 $92,121 - $100,145
813 Added 3.56%
23,627 $2.91 Million
Q4 2023

Jan 08, 2024
BUY
$102.97 - $119.06 $33,053 - $38,218
321 Added 1.43%
22,814 $2.67 Million
Q3 2023

Oct 05, 2023
BUY
$107.44 - $118.16 $67,902 - $74,677
632 Added 2.89%
22,493 $2.42 Million
Q2 2023

Jul 07, 2023
SELL
$108.5 - $119.27 $59,132 - $65,002
-545 Reduced 2.43%
21,861 $2.48 Million
Q1 2023

Apr 20, 2023
BUY
$110.68 - $126.38 $553 - $631
5 Added 0.02%
22,406 $2.63 Million
Q4 2022

Feb 14, 2023
SELL
$107.39 - $125.5 $42,311 - $49,447
-394 Reduced 1.73%
22,401 $2.7 Million
Q3 2022

Oct 24, 2022
BUY
$107.22 - $127.71 $20,800 - $24,775
194 Added 0.86%
22,795 $2.44 Million
Q2 2022

Aug 10, 2022
SELL
$113.21 - $132.14 $5,660 - $6,606
-50 Reduced 0.22%
22,601 $2.66 Million
Q1 2022

May 13, 2022
BUY
$119.99 - $129.75 $51,475 - $55,662
429 Added 1.93%
22,651 $2.9 Million
Q4 2021

Apr 27, 2022
BUY
$114.37 - $122.59 $2.54 Million - $2.72 Million
22,222 New
22,222 $2.82 Million

Others Institutions Holding DVY

# of Institutions
1,456
Shares Held
70.5M
Call Options Held
1.1M
Put Options Held
62.9K
View Full List

About ISHARES TR

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