A detailed history of Hixon Zuercher, LLC transactions in Ishares Tr stock. As of the latest transaction made, Hixon Zuercher, LLC holds 2,056 shares of DVY stock, worth $266,663. This represents 0.11% of its overall portfolio holdings.

Number of Shares
2,056
Previous 2,056 -0.0%
Holding current value
$266,663
Previous $248,000 11.69%
% of portfolio
0.11%
Previous 0.1%

Shares

6 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2024

Apr 30, 2024

BUY
$113.31 - $123.18 $6,005 - $6,528
53 Added 2.65%
2,056 $253,000
Q3 2023

Oct 25, 2023

SELL
$107.44 - $118.16 $75,745 - $83,302
-705 Reduced 26.03%
2,003 $215,000
Q1 2022

Apr 19, 2022

BUY
$119.99 - $129.75 $3,599 - $3,892
30 Added 1.12%
2,708 $347,000
Q4 2021

Jan 24, 2022

SELL
$114.37 - $122.59 $3,087 - $3,309
-27 Reduced 1.0%
2,678 $328,000
Q1 2021

Oct 13, 2021

BUY
$94.76 - $115.39 $17,246 - $21,000
182 Added 7.21%
2,705 $309,000
Q3 2020

Oct 13, 2021

BUY
$77.43 - $86.72 $195,355 - $218,794
2,523 New
2,523 $206,000

Others Institutions Holding DVY

About ISHARES TR


  • Ticker DVY
  • Sector ETFs
  • Industry ETFs
More about DVY
Track This Portfolio

Track Hixon Zuercher, LLC Portfolio

Follow Hixon Zuercher, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Hixon Zuercher, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Hixon Zuercher, LLC with notifications on news.