Kozak & Associates, Inc. Ishares Tr Transaction History

Kozak & Associates, Inc.

  • $397 Million
  • Q2 2024

A detailed history of Kozak & Associates, Inc. transactions in Ishares Tr stock. As of the latest transaction made, Kozak & Associates, Inc. holds 171 shares of DVY stock, worth $20,614. This represents 0.01% of its overall portfolio holdings.

Number of Shares
171
Previous 170 0.59%
Holding current value
$20,614
Previous $20,000 -0.0%
% of portfolio
0.01%
Previous 0.01%

Shares

6 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2024

Jul 05, 2024
BUY
$115.73 - $125.75 $115 - $125
1 Added 0.59%
171 $20,000
Q1 2024

May 17, 2024
BUY
$113.31 - $123.18 $113 - $123
1 Added 0.59%
170 $20,000
Q4 2023

Jan 17, 2024
SELL
$102.97 - $119.06 $34,803 - $40,242
-338 Reduced 66.67%
169 $19,000
Q2 2022

Oct 12, 2022
BUY
N/A
4 Added 0.8%
507 $60,000
Q4 2021

Mar 11, 2022
BUY
N/A
3 Added 0.6%
503 $62,000
Q3 2021

Nov 16, 2021
BUY
N/A
500 New
500 $61,000

Others Institutions Holding DVY

# of Institutions
1,309
Shares Held
68.2M
Call Options Held
388K
Put Options Held
223K
View Full List

About ISHARES TR

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