Howard Wealth Management, LLC Ishares Tr Transaction History

Howard Wealth Management, LLC

  • $197 Million
  • Q2 2025

A detailed history of Howard Wealth Management, LLC transactions in Ishares Tr stock. As of the latest transaction made, Howard Wealth Management, LLC holds 1,608 shares of DVY stock, worth $218,848. This represents 0.11% of its overall portfolio holdings.

Number of Shares
1,608
Previous 1,605 0.19%
Holding current value
$218,848
Previous $215,000 0.93%
% of portfolio
0.11%
Previous 0.12%

Shares

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

Aug 11, 2025
BUY
$118.37 - $134.86 $355 - $404
3 Added 0.19%
1,608 $213,000
Q1 2025

May 13, 2025
BUY
$128.58 - $138.1 $128 - $138
1 Added 0.06%
1,605 $215,000
Q4 2024

Jan 30, 2025
BUY
$129.55 - $143.41 $259 - $286
2 Added 0.12%
1,604 $210,000
Q3 2024

Nov 08, 2024
BUY
$119.99 - $135.74 $192,223 - $217,455
1,602 New
1,602 $216,000
Q4 2022

Jan 26, 2023
BUY
$107.39 - $125.5 $183,207 - $214,103
1,706 New
1,706 $0
Q2 2022

Aug 09, 2022
SELL
$113.21 - $132.14 $203,325 - $237,323
-1,796 Closed
0 $0
Q1 2022

Apr 20, 2022
BUY
$119.99 - $129.75 $14,638 - $15,829
122 Added 7.29%
1,796 $230,000
Q4 2021

Jan 18, 2022
BUY
$114.37 - $122.59 $191,455 - $205,215
1,674 New
1,674 $205,000
Q1 2021

Apr 23, 2021
SELL
$94.76 - $115.39 $201,175 - $244,972
-2,123 Closed
0 $0
Q4 2020

Feb 02, 2021
SELL
$81.33 - $97.54 $191,613 - $229,804
-2,356 Reduced 52.6%
2,123 $204,000
Q3 2020

Oct 29, 2020
SELL
$77.43 - $86.72 $106,233 - $118,979
-1,372 Reduced 23.45%
4,479 $365,000
Q4 2019

Feb 05, 2020
BUY
$98.25 - $105.76 $574,860 - $618,801
5,851 New
5,851 $618,000

Others Institutions Holding DVY

# of Institutions
1,459
Shares Held
72.3M
Call Options Held
816K
Put Options Held
62.9K
View Full List

About ISHARES TR

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