Liberty Wealth Management LLC Ishares Tr U S Divid & Buyback Transaction History

Liberty Wealth Management LLC

$569 Million
Q3 2024

A detailed history of Liberty Wealth Management LLC transactions in Ishares Tr U S Divid & Buyback stock. As of the latest transaction made, Liberty Wealth Management LLC holds 4,810 shares of DIVB stock, worth $229,437. This represents 0.04% of its overall portfolio holdings.

Number of Shares

4,810

Previous 4,774 0.75%

Holding current value

$229,437

Previous $211,000 10.43%

% of portfolio

0.04%

Previous 0.04%

7 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2024 Nov 01, 2024	BUY	$43.97 - $48.45 $1,582 - $1,744	36 Added 0.75%	4,810 $233,000
Q2 2024 Aug 06, 2024	BUY	$42.12 - $44.76 $1,263 - $1,342	30 Added 0.63%	4,774 $211,000
Q1 2024 May 02, 2024	BUY	$40.24 - $44.5 $190,898 - $211,108	4,744 New	4,744 $211,000
Q4 2021 Feb 15, 2022	SELL	$39.39 - $42.96 $175,049 - $190,914	-4,444 Closed	0 $0
Q3 2021 Nov 15, 2021	BUY	$38.69 - $41.05 $657 - $697	17 Added 0.38%	4,444 $174,000
Q2 2021 Aug 13, 2021	SELL	$37.25 - $39.64 $6.31 Million - $6.72 Million	-169,434 Reduced 97.45%	4,427 $174,000
Q2 2021 Aug 13, 2021	BUY	$37.25 - $39.64 $6.48 Million - $6.89 Million	173,861 New	173,861 $4.43 Million

Others Institutions Holding DIVB

# of Institutions

107

Shares Held

7.06M

Call Options Held

Put Options Held

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About ISHARES TR U S DIVID & BUYBACK

Ticker DIVB
Sector ETFs
Industry ETFs

More about DIVB

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Liberty Wealth Management LLC Ishares Tr U S Divid & Buyback Transaction History