Kerntke Otto Mc Glone Wealth Management Group Ishares Tr Transaction History

Kerntke Otto Mc Glone Wealth Management Group

$131 Million
Q3 2025

A detailed history of Kerntke Otto Mc Glone Wealth Management Group transactions in Ishares Tr stock. As of the latest transaction made, Kerntke Otto Mc Glone Wealth Management Group holds 1,579 shares of DVY stock, worth $222,970. This represents 0.17% of its overall portfolio holdings.

Number of Shares

1,579

Previous 1,574 0.32%

Holding current value

$222,970

Previous $209,000 7.18%

% of portfolio

0.17%

Previous 0.17%

8 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2025 Oct 21, 2025	BUY	$133.88 - $142.57 $669 - $712	5 Added 0.32%	1,579 $224,000
Q2 2025 Jul 16, 2025	BUY	$118.37 - $134.86 $5,089 - $5,798	43 Added 2.81%	1,574 $209,000
Q1 2025 May 01, 2025	SELL	$128.58 - $138.1 $1,542 - $1,657	-12 Reduced 0.78%	1,531 $205,000
Q4 2024 Feb 14, 2025	BUY	$129.55 - $143.41 $2,072 - $2,294	16 Added 1.05%	1,543 $202,000
Q3 2024 Nov 12, 2024	BUY	$119.99 - $135.74 $183,224 - $207,274	1,527 New	1,527 $206,000
Q4 2022 Feb 14, 2023	BUY	$107.39 - $125.5 $167,206 - $195,403	1,557 New	1,557 $187,000
Q3 2021 Nov 09, 2021	SELL	$112.53 - $119.9 $200,078 - $213,182	-1,778 Closed	0 $0
Q2 2021 Aug 04, 2021	BUY	$114.14 - $123.06 $202,940 - $218,800	1,778 New	1,778 $207,000

Others Institutions Holding DVY

# of Institutions

1,489

Shares Held

70.8M

Call Options Held

1.12M

Put Options Held

114K

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About ISHARES TR

Ticker DVY
Sector ETFs
Industry ETFs

More about DVY

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Kerntke Otto Mc Glone Wealth Management Group Ishares Tr Transaction History