Independent Wealth Network Inc. Ishares Tr Transaction History

Independent Wealth Network Inc.

$218 Million
Q3 2024

A detailed history of Independent Wealth Network Inc. transactions in Ishares Tr stock. As of the latest transaction made, Independent Wealth Network Inc. holds 7,067 shares of DVY stock, worth $944,575. This represents 0.44% of its overall portfolio holdings.

Number of Shares

7,067

Previous 7,312 3.35%

Holding current value

$944,575

Previous $884,000 7.92%

% of portfolio

0.44%

Previous 0.42%

13 transactions

Quarter	Operation	Price Per share	shares change	shares Held
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

1,360

Shares Held

70.5M

Call Options Held

1.1M

Put Options Held

383K

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About ISHARES TR

Ticker DVY
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Independent Wealth Network Inc. Ishares Tr Transaction History