Hoffman, Alan N Investment Management Ishares Tr Transaction History

Hoffman, Alan N Investment Management

  • $178 Million
  • Q1 2024

A detailed history of Hoffman, Alan N Investment Management transactions in Ishares Tr stock. As of the latest transaction made, Hoffman, Alan N Investment Management holds 2,134 shares of DVY stock, worth $257,765. This represents 0.15% of its overall portfolio holdings.

Number of Shares
2,134
Previous 2,568 16.9%
Holding current value
$257,765
Previous $301,000 12.96%
% of portfolio
0.15%
Previous 0.17%

Shares

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

Apr 09, 2024
SELL
$113.31 - $123.18 $49,176 - $53,460
-434 Reduced 16.9%
2,134 $262,000
Q2 2023

Jul 06, 2023
SELL
$108.5 - $119.27 $21,700 - $23,854
-200 Reduced 7.23%
2,568 $290,000
Q4 2022

Jan 10, 2023
SELL
$117.33 - $125.5 $19,594 - $20,958
-167 Reduced 5.69%
2,768 $334,000
Q3 2021

Oct 12, 2021
SELL
N/A
-30 Reduced 1.01%
2,935 $337,000
Q4 2020

Mar 03, 2021
BUY
N/A
2,965 New
2,965 $285,000

Others Institutions Holding DVY

# of Institutions
1,309
Shares Held
68.2M
Call Options Held
388K
Put Options Held
223K
View Full List

About ISHARES TR

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