Legacy Wealth Planning, LLC Ishares Tr Transaction History

Legacy Wealth Planning, LLC

  • $60.4 Million
  • Q3 2022

A detailed history of Legacy Wealth Planning, LLC transactions in Ishares Tr stock. As of the latest transaction made, Legacy Wealth Planning, LLC holds 5,658 shares of DVY stock, worth $755,456. This represents 1.0% of its overall portfolio holdings.

Number of Shares
5,658
Previous 5,772 1.98%
Holding current value
$755,456
Previous $679,000 10.6%
% of portfolio
1.0%
Previous 0.97%

Shares

11 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2022

Nov 10, 2022
SELL
$107.22 - $127.71 $12,223 - $14,558
-114 Reduced 1.98%
5,658 $607,000
Q2 2022

Jul 26, 2022
BUY
$113.21 - $132.14 $51,736 - $60,387
457 Added 8.6%
5,772 $679,000
Q1 2022

May 10, 2022
BUY
$119.99 - $129.75 $379,528 - $410,399
3,163 Added 146.98%
5,315 $681,000
Q4 2021

Feb 14, 2022
SELL
$114.37 - $122.59 $35,454 - $38,002
-310 Reduced 12.59%
2,152 $264,000
Q3 2021

Nov 22, 2021
BUY
$112.53 - $119.9 $153,490 - $163,543
1,364 Added 124.23%
2,462 $282,000
Q3 2021

Nov 12, 2021
SELL
$112.53 - $119.9 $153,490 - $163,543
-1,364 Reduced 55.4%
1,098 $282,000
Q4 2020

Feb 12, 2021
SELL
$81.33 - $97.54 $24,155 - $28,969
-297 Reduced 10.76%
2,462 $237,000
Q2 2020

Aug 17, 2020
BUY
$69.37 - $91.69 $176,824 - $233,717
2,549 Added 1213.81%
2,759 $223,000
Q1 2020

May 18, 2020
SELL
$62.67 - $107.3 $166,012 - $284,237
-2,649 Reduced 92.65%
210 $210,000
Q1 2020

May 18, 2020
BUY
$62.67 - $107.3 $1,504 - $2,575
24 Added 0.85%
2,859 $210,000
Q4 2019

Feb 12, 2020
BUY
$98.25 - $105.76 $278,538 - $299,829
2,835 New
2,835 $300,000

Others Institutions Holding DVY

# of Institutions
1,335
Shares Held
69.2M
Call Options Held
640K
Put Options Held
217K
View Full List

About ISHARES TR

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