Integris Wealth Management, LLC Ishares Tr Transaction History

Integris Wealth Management, LLC

  • $346 Billion
  • Q2 2024

A detailed history of Integris Wealth Management, LLC transactions in Ishares Tr stock. As of the latest transaction made, Integris Wealth Management, LLC holds 4,136 shares of DVY stock, worth $542,684. This represents 0.14% of its overall portfolio holdings.

Number of Shares
4,136
Previous 4,171 0.84%
Holding current value
$542,684
Previous $514 Million 2.61%
% of portfolio
0.14%
Previous 0.14%

Shares

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

Jul 19, 2024
SELL
$115.73 - $125.75 $4,050 - $4,401
-35 Reduced 0.84%
4,136 $500 Million
Q1 2024

May 03, 2024
SELL
$113.31 - $123.18 $23,681 - $25,744
-209 Reduced 4.77%
4,171 $514 Million
Q4 2023

Feb 09, 2024
BUY
$102.97 - $119.06 $10,194 - $11,786
99 Added 2.31%
4,380 $513 Million
Q3 2023

Nov 08, 2023
BUY
$107.44 - $118.16 $8,487 - $9,334
79 Added 1.88%
4,281 $461 Million
Q1 2023

May 15, 2023
SELL
$110.68 - $126.38 $41,062 - $46,886
-371 Reduced 8.11%
4,202 $492 Million
Q4 2022

Feb 07, 2023
BUY
$107.39 - $125.5 $491,094 - $573,911
4,573 New
4,573 $552 Million

Others Institutions Holding DVY

# of Institutions
1,317
Shares Held
64.9M
Call Options Held
640K
Put Options Held
217K
View Full List

About ISHARES TR

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