Independent Wealth Network Inc. Ishares Tr Transaction History

Independent Wealth Network Inc.

  • $291 Million
  • Q3 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 8,302 shares of DVY stock, worth $1.17 Million. This represents 0.4% of its overall portfolio holdings.

Number of Shares
8,302
Previous 8,353 0.61%
Holding current value
$1.17 Million
Previous $1.11 Million 6.31%
% of portfolio
0.4%
Previous 0.43%

Shares

17 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2025

Oct 15, 2025
SELL
$133.88 - $142.57 $6,827 - $7,271
-51 Reduced 0.61%
8,302 $1.18 Million
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
1,487
Shares Held
69.1M
Call Options Held
1.01M
Put Options Held
70.3K
View Full List

About ISHARES TR

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