Independent Wealth Network Inc. Ishares Tr Transaction History

Independent Wealth Network Inc.

$257 Million
Q2 2025

A detailed history of Independent Wealth Network Inc. transactions in Ishares Tr stock. As of the latest transaction made, Independent Wealth Network Inc. holds 8,353 shares of DVY stock, worth $1.2 Million. This represents 0.43% of its overall portfolio holdings.

Number of Shares

8,353

Previous 8,283 0.85%

Holding current value

$1.2 Million

Previous $1.11 Million 0.27%

% of portfolio

0.43%

Previous 0.47%

16 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2025 Jul 16, 2025	BUY	$118.37 - $134.86 $8,285 - $9,440	70 Added 0.85%	8,353 $1.11 Million
Q1 2025 May 02, 2025	SELL	$128.58 - $138.1 $771 - $828	-6 Reduced 0.07%	8,283 $1.11 Million
Q4 2024 Jan 17, 2025	BUY	$129.55 - $143.41 $158,310 - $175,247	1,222 Added 17.29%	8,289 $1.09 Million
Q3 2024 Oct 15, 2024	SELL	$119.99 - $135.74 $29,397 - $33,256	-245 Reduced 3.35%	7,067 $954,000
Q2 2024 Jul 18, 2024	SELL	$115.73 - $125.75 $40,621 - $44,138	-351 Reduced 4.58%	7,312 $884,000
Q1 2024 May 20, 2024	BUY	$113.31 - $123.18 $868,294 - $943,928	7,663 New	7,663 $943,000
Q4 2023 Jan 12, 2024	BUY	$102.97 - $119.06 $118,106 - $136,561	1,147 Added 17.49%	7,705 $903,000
Q3 2023 Oct 11, 2023	SELL	$107.44 - $118.16 $46,843 - $51,517	-436 Reduced 6.23%	6,558 $705,000
Q2 2023 Jul 12, 2023	SELL	$108.5 - $119.27 $77,903 - $85,635	-718 Reduced 9.31%	6,994 $792,000
Q1 2023 Apr 18, 2023	SELL	$110.68 - $126.38 $17,155 - $19,588	-155 Reduced 1.97%	7,712 $903,000
Q4 2022 Jan 25, 2023	BUY	$107.39 - $125.5 $10,202 - $11,922	95 Added 1.22%	7,867 $0
Q3 2022 Oct 17, 2022	BUY	$107.22 - $127.71 $321 - $383	3 Added 0.04%	7,772 $833,000
Q2 2022 Jul 26, 2022	BUY	$113.21 - $132.14 $22,189 - $25,899	196 Added 2.59%	7,769 $914,000
Q1 2022 Apr 20, 2022	SELL	$119.99 - $129.75 $37,196 - $40,222	-310 Reduced 3.93%	7,573 $970,000
Q4 2021 Feb 10, 2022	BUY	$114.37 - $122.59 $59,014 - $63,256	516 Added 7.0%	7,883 $966,000
Q3 2021 Nov 04, 2021	BUY	$112.53 - $119.9 $829,008 - $883,303	7,367 New	7,367 $883,000

Others Institutions Holding DVY

# of Institutions

1,465

Shares Held

72.3M

Call Options Held

1.13M

Put Options Held

114K

View Full List

About ISHARES TR

Ticker DVY
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Independent Wealth Network Inc. Ishares Tr Transaction History