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 $31.5 Million. This represents 2.23% of its overall portfolio holdings.

Number of Shares
231,517
Previous 231,157 0.16%
Holding current value
$31.5 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
1,458
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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