Kcs Wealth Advisory Ishares Tr Transaction History

Kcs Wealth Advisory

  • $224 Million
  • Q3 2023

A detailed history of Kcs Wealth Advisory transactions in Ishares Tr stock. As of the latest transaction made, Kcs Wealth Advisory holds 1,897 shares of DVY stock, worth $254,198. This represents 0.09% of its overall portfolio holdings.

Number of Shares
1,897
Holding current value
$254,198
% of portfolio
0.09%

Shares

3 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2023

Nov 02, 2023
BUY
$107.44 - $118.16 $203,813 - $224,149
1,897 New
1,897 $204,000
Q4 2019

Jan 15, 2020
SELL
$98.25 - $105.76 $4,912 - $5,288
-50 Closed
0 $0
Q3 2019

Oct 29, 2019
BUY
$100.87 - $103.22 $5,043 - $5,161
50 New
50 $0

Others Institutions Holding DVY

# of Institutions
1,318
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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