Kingsview Wealth Management, LLC Ishares Tr Transaction History

Kingsview Wealth Management, LLC

  • $4.73 Billion
  • Q1 2025

A detailed history of Kingsview Wealth Management, LLC transactions in Ishares Tr stock. As of the latest transaction made, Kingsview Wealth Management, LLC holds 4,387 shares of DVY stock, worth $575,091. This represents 0.01% of its overall portfolio holdings.

Number of Shares
4,387
Previous 4,348 0.9%
Holding current value
$575,091
Previous $570,000 3.33%
% of portfolio
0.01%
Previous 0.01%

Shares

23 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2025

May 02, 2025
BUY
$128.58 - $138.1 $5,014 - $5,385
39 Added 0.9%
4,387 $589,000
Q4 2024

Jan 28, 2025
SELL
$129.55 - $143.41 $582,975 - $645,345
-4,500 Reduced 50.86%
4,348 $570,000
Q3 2024

Nov 12, 2024
BUY
$119.99 - $135.74 $599 - $678
5 Added 0.06%
8,848 $1.2 Million
Q2 2024

Aug 14, 2024
SELL
$115.73 - $125.75 $16,433 - $17,856
-142 Reduced 1.58%
8,843 $1.07 Million
Q1 2024

May 09, 2024
SELL
$113.31 - $123.18 $13,597 - $14,781
-120 Reduced 1.32%
8,985 $1.11 Million
Q4 2023

Feb 08, 2024
SELL
$102.97 - $119.06 $29,037 - $33,574
-282 Reduced 3.0%
9,105 $1.07 Million
Q3 2023

Nov 07, 2023
SELL
$107.44 - $118.16 $1,826 - $2,008
-17 Reduced 0.18%
9,387 $1.01 Million
Q2 2023

Aug 10, 2023
SELL
$108.5 - $119.27 $23,761 - $26,120
-219 Reduced 2.28%
9,404 $1.07 Million
Q4 2022

Feb 13, 2023
SELL
$107.39 - $125.5 $142,076 - $166,036
-1,323 Reduced 12.09%
9,623 $1.16 Million
Q3 2022

Nov 14, 2022
SELL
$107.22 - $127.71 $14,153 - $16,857
-132 Reduced 1.19%
10,946 $1.17 Million
Q2 2022

Aug 16, 2022
BUY
$113.21 - $132.14 $248,495 - $290,047
2,195 Added 24.71%
11,078 $1.3 Million
Q1 2022

Feb 08, 2024
SELL
$119.99 - $129.75 $552,793 - $597,758
-4,607 Reduced 50.6%
4,498 $0
Q4 2021

Feb 17, 2022
BUY
$114.37 - $122.59 $4,460 - $4,781
39 Added 0.44%
8,883 $1.09 Million
Q2 2021

Aug 17, 2021
BUY
$114.14 - $123.06 $4,908 - $5,291
43 Added 0.49%
8,844 $1.04 Million
Q1 2021

May 24, 2021
BUY
$94.76 - $115.39 $52,402 - $63,810
553 Added 6.7%
8,801 $1.01 Million
Q4 2020

Feb 16, 2021
SELL
$81.33 - $97.54 $120,856 - $144,944
-1,486 Reduced 15.27%
8,248 $793,000
Q3 2020

Nov 19, 2020
SELL
$77.43 - $86.72 $40,650 - $45,528
-525 Reduced 5.12%
9,734 $794,000
Q1 2020

May 11, 2020
BUY
$62.67 - $107.3 $12,659 - $21,674
202 Added 2.01%
10,259 $754,000
Q4 2019

Jan 31, 2020
BUY
$98.25 - $105.76 $988,100 - $1.06 Million
10,057 New
10,057 $1.06 Million
Q4 2019

Jan 30, 2020
SELL
$98.25 - $105.76 $986,823 - $1.06 Million
-10,044 Closed
0 $0
Q3 2019

Jan 29, 2020
BUY
$100.87 - $103.22 $78,577 - $80,408
779 Added 8.41%
10,044 $1.02 Million
Q2 2019

Jan 29, 2020
BUY
N/A
5,185 Added 127.08%
9,265 $922,000
Q1 2019

Jan 29, 2020
BUY
N/A
4,080 New
4,080 $401,000

Others Institutions Holding DVY

# of Institutions
1,453
Shares Held
69.7M
Call Options Held
1.1M
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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