Invenio Wealth Partners LLC Ishares Tr Transaction History

Invenio Wealth Partners LLC

  • $202 Billion
  • Q2 2024

A detailed history of Invenio Wealth Partners LLC transactions in Ishares Tr stock. As of the latest transaction made, Invenio Wealth Partners LLC holds 10,178 shares of DVY stock, worth $1.36 Million. This represents 0.61% of its overall portfolio holdings.

Number of Shares
10,178
Previous 10,634 4.29%
Holding current value
$1.36 Million
Previous $1.31 Billion 6.0%
% of portfolio
0.61%
Previous 0.71%

Shares

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

Aug 12, 2024
SELL
$115.73 - $125.75 $52,772 - $57,342
-456 Reduced 4.29%
10,178 $1.23 Billion
Q1 2024

May 09, 2024
SELL
$113.31 - $123.18 $270,584 - $294,153
-2,388 Reduced 18.34%
10,634 $1.31 Billion
Q4 2023

Feb 09, 2024
SELL
$102.97 - $119.06 $225,298 - $260,503
-2,188 Reduced 14.39%
13,022 $1.53 Billion
Q3 2023

Nov 13, 2023
SELL
$107.44 - $118.16 $1.17 Million - $1.28 Million
-10,851 Reduced 41.64%
15,210 $1.64 Billion
Q2 2023

Aug 11, 2023
BUY
$108.5 - $119.27 $2.83 Million - $3.11 Million
26,061 New
26,061 $2.95 Billion

Others Institutions Holding DVY

# of Institutions
1,318
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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