Investment Advisory Group, LLC Ishares Tr Transaction History

Investment Advisory Group, LLC

  • $254 Million
  • Q2 2024

A detailed history of Investment Advisory Group, LLC transactions in Ishares Tr stock. As of the latest transaction made, Investment Advisory Group, LLC holds 14,041 shares of DVY stock, worth $1.86 Million. This represents 0.67% of its overall portfolio holdings.

Number of Shares
14,041
Previous 15,020 6.52%
Holding current value
$1.86 Million
Previous $1.85 Million 8.22%
% of portfolio
0.67%
Previous 0.77%

Shares

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

Jul 31, 2024
SELL
$115.73 - $125.75 $113,299 - $123,109
-979 Reduced 6.52%
14,041 $1.7 Million
Q1 2024

Apr 29, 2024
SELL
$113.31 - $123.18 $13,030 - $14,165
-115 Reduced 0.76%
15,020 $1.85 Million
Q4 2023

Jan 30, 2024
SELL
$102.97 - $119.06 $71,976 - $83,222
-699 Reduced 4.41%
15,135 $1.77 Million
Q3 2023

Oct 16, 2023
SELL
$107.44 - $118.16 $39,967 - $43,955
-372 Reduced 2.3%
15,834 $1.7 Million
Q2 2023

Jul 17, 2023
SELL
$108.5 - $119.27 $8,788 - $9,660
-81 Reduced 0.5%
16,206 $1.84 Million
Q1 2023

May 02, 2023
SELL
$110.68 - $126.38 $17,266 - $19,715
-156 Reduced 0.95%
16,287 $1.91 Million
Q4 2022

Jan 19, 2023
SELL
$117.33 - $125.5 $28,511 - $30,496
-243 Reduced 1.46%
16,443 $0
Q3 2022

Oct 24, 2022
BUY
N/A
193 Added 1.17%
16,686 $1.79 Million
Q2 2022

Jul 18, 2022
SELL
N/A
-46 Reduced 0.28%
16,493 $1.94 Million
Q1 2022

Apr 29, 2022
BUY
N/A
5 Added 0.03%
16,539 $2.12 Million
Q4 2021

Feb 11, 2022
BUY
N/A
16,534 New
16,534 $2.07 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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