Lbmc Investment Advisors, LLC Ishares Tr Transaction History

Lbmc Investment Advisors, LLC

  • $1.38 Billion
  • Q2 2025

A detailed history of Lbmc Investment Advisors, LLC transactions in Ishares Tr stock. As of the latest transaction made, Lbmc Investment Advisors, LLC holds 231,517 shares of DVY stock, worth $33.1 Million. This represents 2.23% of its overall portfolio holdings.

Number of Shares
231,517
Previous 231,157 0.16%
Holding current value
$33.1 Million
Previous $30.7 Million 0.21%
% of portfolio
2.23%
Previous 2.43%

Shares

33 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2025

Jul 09, 2025
BUY
$118.37 - $134.86 $42,613 - $48,549
360 Added 0.16%
231,517 $30.7 Million
Q1 2025

Apr 09, 2025
SELL
$128.58 - $138.1 $346,651 - $372,317
-2,696 Reduced 1.15%
231,157 $30.7 Million
Q4 2024

Jan 16, 2025
BUY
$129.55 - $143.41 $164,787 - $182,417
1,272 Added 0.55%
233,853 $30.7 Million
Q3 2024

Oct 08, 2024
SELL
$119.99 - $135.74 $67,314 - $76,150
-561 Reduced 0.24%
232,581 $31.4 Million
Q2 2024

Jul 11, 2024
SELL
$115.73 - $125.75 $437,575 - $475,460
-3,781 Reduced 1.6%
233,142 $28.2 Million
Q1 2024

Apr 12, 2024
SELL
$113.31 - $123.18 $370,863 - $403,168
-3,273 Reduced 1.36%
236,923 $29.2 Million
Q4 2023

Jan 16, 2024
SELL
$102.97 - $119.06 $427,737 - $494,575
-4,154 Reduced 1.7%
240,196 $28.2 Million
Q3 2023

Oct 05, 2023
SELL
$107.44 - $118.16 $282,459 - $310,642
-2,629 Reduced 1.06%
244,350 $26.3 Million
Q2 2023

Jul 17, 2023
SELL
$108.5 - $119.27 $526,984 - $579,294
-4,857 Reduced 1.93%
246,979 $28 Million
Q1 2023

Apr 10, 2023
SELL
$110.68 - $126.38 $275,371 - $314,433
-2,488 Reduced 0.98%
251,836 $29.5 Million
Q4 2022

Jan 10, 2023
SELL
$107.39 - $125.5 $573,140 - $669,793
-5,337 Reduced 2.06%
254,324 $0
Q3 2022

Oct 07, 2022
BUY
$107.22 - $127.71 $362,725 - $432,042
3,383 Added 1.32%
259,661 $27.8 Million
Q2 2022

Jul 07, 2022
SELL
$113.21 - $132.14 $1.34 Million - $1.57 Million
-11,844 Reduced 4.42%
256,278 $30.2 Million
Q1 2022

Apr 11, 2022
BUY
$119.99 - $129.75 $1.07 Million - $1.16 Million
8,915 Added 3.44%
268,122 $34.4 Million
Q4 2021

Mar 17, 2022
BUY
$114.37 - $122.59 $26.6 Million - $28.5 Million
232,455 Added 868.93%
259,207 $31.8 Million
Q3 2021

Nov 15, 2021
SELL
$112.53 - $119.9 $24 Million - $25.6 Million
-213,639 Reduced 88.87%
26,752 $29.4 Million
Q2 2021

Aug 02, 2021
BUY
$114.14 - $123.06 $1.72 Million - $1.85 Million
15,040 Added 6.67%
240,391 $28 Million
Q1 2021

Apr 20, 2021
BUY
$94.76 - $115.39 $571,592 - $696,032
6,032 Added 2.75%
225,351 $25.7 Million
Q4 2020

Jan 21, 2021
SELL
$81.33 - $97.54 $20,413 - $24,482
-251 Reduced 0.11%
219,319 $21.1 Million
Q3 2020

Oct 20, 2020
BUY
$77.43 - $86.72 $2.18 Million - $2.44 Million
28,094 Added 14.67%
219,570 $17.9 Million
Q2 2020

Jul 14, 2020
SELL
$69.37 - $91.69 $881,415 - $1.17 Million
-12,706 Reduced 6.22%
191,476 $15.5 Million
Q1 2020

Apr 21, 2020
BUY
$62.67 - $107.3 $266,660 - $456,561
4,255 Added 2.13%
204,182 $15 Million
Q4 2019

Jan 22, 2020
BUY
$98.25 - $105.76 $675,763 - $727,417
6,878 Added 3.56%
199,927 $21.1 Million
Q3 2019

Oct 24, 2019
BUY
$100.87 - $103.22 $88,160 - $90,214
874 Added 0.45%
193,049 $19.7 Million
Q2 2019

Jul 18, 2019
BUY
N/A
8,488 Added 4.62%
192,175 $19.1 Million
Q1 2019

Apr 26, 2019
BUY
N/A
7,177 Added 4.07%
183,687 $18 Million
Q4 2018

Feb 01, 2019
BUY
N/A
4,153 Added 2.41%
176,510 $15.8 Million
Q3 2018

Nov 08, 2018
SELL
N/A
-10,105 Reduced 5.54%
172,357 $17.2 Million
Q2 2018

Aug 03, 2018
SELL
N/A
-270 Reduced 0.15%
182,462 $17.8 Million
Q1 2018

May 04, 2018
SELL
N/A
-32,689 Reduced 15.17%
182,732 $17.4 Million
Q4 2017

Feb 08, 2018
SELL
N/A
-11,193 Reduced 4.94%
215,421 $21.2 Million
Q3 2017

Nov 08, 2017
SELL
N/A
-3,788 Reduced 1.64%
226,614 $21.2 Million
Q2 2017

Aug 08, 2017
BUY
N/A
230,402
230,402 $21.2 Million

Others Institutions Holding DVY

# of Institutions
1,465
Shares Held
72.3M
Call Options Held
1.13M
Put Options Held
114K
View Full List

About ISHARES TR

DVY Quotes by TradingView
  • Ticker DVY
  • Sector ETFs
  • Industry ETFs
More about DVY
Track This Portfolio

Track Lbmc Investment Advisors, LLC Portfolio

Follow Lbmc Investment Advisors, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Lbmc Investment Advisors, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Lbmc Investment Advisors, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email