Jamison Private Wealth Management, Inc. Ishares Tr Transaction History

Jamison Private Wealth Management, Inc.

$656 Billion
Q1 2025

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 3,081 shares of DVY stock, worth $404,134. This represents 0.06% of its overall portfolio holdings.

Number of Shares

3,081

Previous 3,077 0.13%

Holding current value

$404,134

Previous $404 Million 2.42%

% of portfolio

0.06%

Previous 0.06%

7 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2025 Apr 21, 2025	BUY	$128.58 - $138.1 $514 - $552	4 Added 0.13%	3,081 $414 Million
Q4 2024 Jan 21, 2025	BUY	$129.55 - $143.41 $518 - $573	4 Added 0.13%	3,077 $404 Million
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

1,454

Shares Held

69.7M

Call Options Held

1.1M

Put Options Held

62.9K

View Full List

About ISHARES TR

Ticker DVY
Sector ETFs
Industry ETFs

More about DVY

Track This Portfolio

Portfolio Update

Get notified when there are updates to the investment portfolio of Jamison Private Wealth Management, Inc., based on Form 13F filings with the SEC.

News

Stay updated on Jamison Private Wealth Management, Inc. with notifications on news.

Account

Jamison Private Wealth Management, Inc. Ishares Tr Transaction History