Le Jeune Puetz Investment Counsel LLC Ishares Tr Transaction History

Le Jeune Puetz Investment Counsel LLC

  • $272 Million
  • Q1 2023

A detailed history of Le Jeune Puetz Investment Counsel LLC transactions in Ishares Tr stock. As of the latest transaction made, Le Jeune Puetz Investment Counsel LLC holds 5,300 shares of DVY stock, worth $711,419. This represents 0.23% of its overall portfolio holdings.

Number of Shares
5,300
Previous 5,300 -0.0%
Holding current value
$711,419
Previous $639,000 2.82%
% of portfolio
0.23%
Previous 0.24%

Shares

5 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2020

Apr 29, 2020
BUY
$62.67 - $107.3 $43,869 - $75,110
700 Added 15.22%
5,300 $390,000
Q2 2019

Jul 29, 2019
SELL
N/A
-600 Reduced 11.54%
4,600 $458,000
Q1 2019

Apr 23, 2019
SELL
N/A
-119 Reduced 2.24%
5,200 $511,000
Q2 2018

Jul 26, 2018
SELL
N/A
-1,900 Reduced 26.32%
5,319 $520,000
Q3 2017

Oct 20, 2017
BUY
N/A
7,219
7,219 $676,000

Others Institutions Holding DVY

# of Institutions
1,319
Shares Held
64.9M
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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