Jamison Private Wealth Management, Inc. Ishares Tr Transaction History

Jamison Private Wealth Management, Inc.

  • $657 Billion
  • Q3 2024

A detailed history of Jamison Private Wealth Management, Inc. transactions in Ishares Tr stock. As of the latest transaction made, Jamison Private Wealth Management, Inc. holds 3,073 shares of DVY stock, worth $425,395. This represents 0.06% of its overall portfolio holdings.

Number of Shares
3,073
Previous 3,069 0.13%
Holding current value
$425,395
Previous $371 Million 11.81%
% of portfolio
0.06%
Previous 0.06%

Shares

5 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2024

Oct 15, 2024
BUY
$119.99 - $135.74 $479 - $542
4 Added 0.13%
3,073 $415 Million
Q2 2024

Jul 11, 2024
BUY
$115.73 - $125.75 $347 - $377
3 Added 0.1%
3,069 $371 Million
Q1 2024

Apr 26, 2024
BUY
$113.31 - $123.18 $226,959 - $246,729
2,003 Added 188.43%
3,066 $378 Million
Q4 2023

Jan 17, 2024
BUY
$102.97 - $119.06 $1,029 - $1,190
10 Added 0.95%
1,063 $125 Million
Q3 2023

Jan 05, 2024
BUY
$107.44 - $118.16 $113,134 - $124,422
1,053 New
1,053 $113 Million

Others Institutions Holding DVY

# of Institutions
1,335
Shares Held
69.1M
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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