Jgp Wealth Management, LLC Ishares Tr Transaction History

Jgp Wealth Management, LLC

  • $688 Million
  • Q1 2024

A detailed history of Jgp Wealth Management, LLC transactions in Ishares Tr stock. As of the latest transaction made, Jgp Wealth Management, LLC holds 76,809 shares of DVY stock, worth $9.28 Million. This represents 1.37% of its overall portfolio holdings.

Number of Shares
76,809
Holding current value
$9.28 Million
% of portfolio
1.37%

Shares

3 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2024

Apr 24, 2024
BUY
$113.31 - $123.18 $8.7 Million - $9.46 Million
76,809 New
76,809 $9.46 Million
Q3 2021

Oct 13, 2021
SELL
N/A
-7,925 Reduced 81.17%
1,839 $211,000
Q2 2021

Aug 12, 2021
BUY
N/A
9,764 New
9,764 $1.14 Million

Others Institutions Holding DVY

# of Institutions
1,309
Shares Held
68.2M
Call Options Held
388K
Put Options Held
223K
View Full List

About ISHARES TR

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