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 $243,097. This represents 0.04% of its overall portfolio holdings.

Number of Shares

4,810

Previous 4,774 0.75%

Holding current value

$243,097

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

106

Shares Held

7.02M

Call Options Held

Put Options Held

View Full List

About ISHARES TR U S DIVID & BUYBACK

Ticker DIVB
Sector ETFs
Industry ETFs

More about DIVB

Track This Portfolio

Portfolio Update

Get notified when there are updates to the investment portfolio of Liberty Wealth Management LLC, based on Form 13F filings with the SEC.

News

Stay updated on Liberty Wealth Management LLC with notifications on news.

Account

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