A detailed history of Ifp Advisors, Inc transactions in Ishares Tr stock. As of the latest transaction made, Ifp Advisors, Inc holds 14,306 shares of DVY stock, worth $1.91 Million. This represents 0.07% of its overall portfolio holdings.

Number of Shares
14,306
Previous 14,126 1.27%
Holding current value
$1.91 Million
Previous $1.74 Million 0.57%
% of portfolio
0.07%
Previous 0.08%

Shares

35 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2024

Jul 30, 2024

BUY
$115.73 - $125.75 $20,831 - $22,635
180 Added 1.27%
14,306 $1.73 Million
Q1 2024

Jul 30, 2024

SELL
$113.31 - $123.18 $136,198 - $148,062
-1,202 Reduced 7.84%
14,126 $1.74 Million
Q4 2023

Jan 09, 2024

SELL
$102.97 - $119.06 $583,530 - $674,713
-5,667 Reduced 26.99%
15,328 $1.8 Million
Q3 2023

Oct 12, 2023

SELL
$107.44 - $118.16 $668,384 - $735,073
-6,221 Reduced 22.86%
20,995 $2.26 Million
Q2 2023

Aug 04, 2023

SELL
$108.5 - $119.27 $760,368 - $835,844
-7,008 Reduced 20.48%
27,216 $3.08 Million
Q1 2023

Apr 18, 2023

SELL
$110.68 - $126.38 $570,555 - $651,488
-5,155 Reduced 13.09%
34,224 $4.01 Million
Q4 2022

Feb 07, 2023

SELL
$107.39 - $125.5 $6.53 Million - $7.63 Million
-60,804 Reduced 60.69%
39,379 $2.97 Million
Q3 2022

Nov 08, 2022

BUY
$107.22 - $127.71 $172,624 - $205,613
1,610 Added 1.63%
100,183 $7.59 Million
Q2 2022

Sep 06, 2022

BUY
$113.21 - $132.14 $11.1 Million - $12.9 Million
97,829 Added 13149.06%
98,573 $7.46 Million
Q2 2022

Aug 12, 2022

SELL
$113.21 - $132.14 $11.1 Million - $12.9 Million
-97,829 Reduced 99.25%
744 $55,000
Q1 2022

Sep 06, 2022

BUY
$119.99 - $129.75 $8.24 Million - $8.91 Million
68,665 Added 229.59%
98,573 $0
Q1 2022

Aug 08, 2022

BUY
$119.99 - $129.75 $817,851 - $884,376
6,816 Added 29.52%
29,908 $0
Q4 2021

Jan 12, 2022

BUY
$114.37 - $122.59 $127,408 - $136,565
1,114 Added 5.07%
23,092 $2.83 Million
Q3 2021

Oct 06, 2021

SELL
$112.53 - $119.9 $39,272 - $41,845
-349 Reduced 1.56%
21,978 $2.53 Million
Q2 2021

Jul 13, 2021

SELL
$114.14 - $123.06 $9,245 - $9,967
-81 Reduced 0.36%
22,327 $2.6 Million
Q1 2021

Apr 30, 2021

SELL
$94.76 - $115.39 $232,730 - $283,397
-2,456 Reduced 9.88%
22,408 $2.56 Million
Q4 2020

Jan 25, 2021

BUY
$81.33 - $97.54 $154,770 - $185,618
1,903 Added 8.29%
24,864 $2.4 Million
Q3 2020

Oct 29, 2020

BUY
$77.43 - $86.72 $685,178 - $767,385
8,849 Added 62.71%
22,961 $1.87 Million
Q2 2020

Aug 05, 2020

SELL
$69.37 - $91.69 $172,315 - $227,757
-2,484 Reduced 14.97%
14,112 $1.13 Million
Q1 2020

May 12, 2020

SELL
$62.67 - $107.3 $987,052 - $1.69 Million
-15,750 Reduced 48.69%
16,596 $1.24 Million
Q4 2019

Jan 17, 2020

SELL
$98.25 - $105.76 $462,561 - $497,918
-4,708 Reduced 12.71%
32,346 $3.41 Million
Q3 2019

Nov 07, 2019

SELL
$100.87 - $103.22 $1.11 Million - $1.13 Million
-10,959 Reduced 22.83%
37,054 $3.76 Million
Q1 2019

May 15, 2019

SELL
N/A
-82,220 Reduced 63.13%
48,013 $4.71 Million
Q4 2018

Jan 23, 2019

SELL
N/A
-20,819 Reduced 13.78%
130,233 $0
Q3 2018

Oct 25, 2018

SELL
N/A
-1,603 Reduced 1.05%
151,052 $0
Q2 2018

Aug 07, 2018

SELL
N/A
-38,838 Reduced 20.28%
152,655 $0
Q1 2018

Jun 03, 2019

BUY
N/A
32,376 Added 20.35%
191,493 $18.9 Million
Q1 2018

May 09, 2018

SELL
N/A
-32,376 Reduced 16.91%
159,117 $0
Q4 2017

Jan 24, 2018

SELL
N/A
-6,266 Reduced 3.17%
191,493 $0
Q3 2017

Oct 30, 2017

SELL
N/A
-1,757 Reduced 0.88%
197,759 $18.5 Million
Q2 2017

Jun 03, 2019

BUY
N/A
21,104 Added 11.83%
199,516 $18.4 Million
Q1 2017

Jun 03, 2019

BUY
N/A
11,986 Added 7.2%
178,412 $16.3 Million
Q4 2016

Jun 03, 2019

BUY
N/A
98,014 Added 143.27%
166,426 $14.7 Million
Q2 2016

Jun 03, 2019

BUY
N/A
20,399 Added 42.49%
68,412 $5.83 Million
Q1 2016

Jun 03, 2019

BUY
N/A
48,013
48,013 $4.71 Million

Others Institutions Holding DVY

About ISHARES TR


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

Track Ifp Advisors, Inc Portfolio

Follow Ifp Advisors, Inc 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 Ifp Advisors, Inc, based on Form 13F filings with the SEC.

News

Stay updated on Ifp Advisors, Inc with notifications on news.