Kerntke Otto Mc Glone Wealth Management Group Ishares Tr Transaction History

Kerntke Otto Mc Glone Wealth Management Group

  • $125 Million
  • Q2 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 1,574 shares of DVY stock, worth $214,221. This represents 0.17% of its overall portfolio holdings.

Number of Shares
1,574
Previous 1,531 2.81%
Holding current value
$214,221
Previous $205,000 1.95%
% of portfolio
0.17%
Previous 0.18%

Shares

7 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
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
1,458
Shares Held
70.4M
Call Options Held
816K
Put Options Held
62.9K
View Full List

About ISHARES TR

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