Journey Strategic Wealth LLC Ishares Tr Transaction History

Journey Strategic Wealth LLC

  • $2.71 Billion
  • Q3 2024

A detailed history of Journey Strategic Wealth LLC transactions in Ishares Tr stock. As of the latest transaction made, Journey Strategic Wealth LLC holds 2,589 shares of DVY stock, worth $335,793. This represents 0.01% of its overall portfolio holdings.

Number of Shares
2,589
Previous 2,422 6.9%
Holding current value
$335,793
Previous $293,000 19.11%
% of portfolio
0.01%
Previous 0.01%

Shares

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

Nov 12, 2024
BUY
$119.99 - $135.74 $20,038 - $22,668
167 Added 6.9%
2,589 $349,000
Q2 2024

Aug 14, 2024
BUY
$115.73 - $125.75 $15,855 - $17,227
137 Added 6.0%
2,422 $293,000
Q1 2024

May 13, 2024
SELL
$113.31 - $123.18 $22,662 - $24,636
-200 Reduced 8.05%
2,285 $281,000
Q4 2023

Feb 09, 2024
SELL
$102.97 - $119.06 $3,500 - $4,048
-34 Reduced 1.35%
2,485 $291,000
Q3 2023

Nov 08, 2023
SELL
$107.44 - $118.16 $209,185 - $230,057
-1,947 Reduced 43.6%
2,519 $271,000
Q2 2023

Aug 14, 2023
SELL
$108.5 - $119.27 $10,307 - $11,330
-95 Reduced 2.08%
4,466 $505,000
Q1 2023

May 11, 2023
SELL
$110.68 - $126.38 $15,495 - $17,693
-140 Reduced 2.98%
4,561 $534,000
Q4 2022

Feb 14, 2023
SELL
$107.39 - $125.5 $4,402 - $5,145
-41 Reduced 0.86%
4,701 $566,000
Q3 2022

Nov 14, 2022
BUY
$107.22 - $127.71 $1,179 - $1,404
11 Added 0.23%
4,742 $508,000
Q2 2022

Aug 15, 2022
SELL
$113.21 - $132.14 $187 Million - $219 Million
-1,654,044 Reduced 99.71%
4,731 $557,000
Q1 2022

May 16, 2022
BUY
$119.99 - $129.75 $199 Million - $215 Million
1,654,635 Added 39967.03%
1,658,775 $344 Million
Q4 2021

Feb 14, 2022
BUY
$114.37 - $122.59 $473,491 - $507,522
4,140 New
4,140 $508,000

Others Institutions Holding DVY

# of Institutions
1,360
Shares Held
70.5M
Call Options Held
1.1M
Put Options Held
383K
View Full List

About ISHARES TR

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