A detailed history of Lido Advisors, LLC transactions in Ishares Tr stock. As of the latest transaction made, Lido Advisors, LLC holds 67,558 shares of DVY stock, worth $9.35 Million. This represents 0.04% of its overall portfolio holdings.

Number of Shares
67,558
Previous 70,558 4.25%
Holding current value
$9.35 Million
Previous $8.54 Million 6.9%
% of portfolio
0.04%
Previous 0.05%

Shares

30 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2024

Nov 14, 2024

SELL
$119.99 - $135.74 $359,970 - $407,220
-3,000 Reduced 4.25%
67,558 $9.13 Million
Q2 2024

Aug 14, 2024

BUY
$115.73 - $125.75 $283,307 - $307,836
2,448 Added 3.59%
70,558 $8.54 Million
Q1 2024

May 15, 2024

SELL
$113.31 - $123.18 $259,593 - $282,205
-2,291 Reduced 3.25%
68,110 $8.39 Million
Q4 2023

Feb 14, 2024

SELL
$102.97 - $119.06 $307,365 - $355,394
-2,985 Reduced 4.07%
70,401 $8.25 Million
Q3 2023

Nov 14, 2023

BUY
$107.44 - $118.16 $1.2 Million - $1.31 Million
11,125 Added 17.87%
73,386 $7.9 Million
Q2 2023

Aug 09, 2023

BUY
$108.5 - $119.27 $3.93 Million - $4.32 Million
36,198 Added 138.89%
62,261 $7.05 Million
Q1 2023

May 15, 2023

BUY
$110.68 - $126.38 $1.31 Million - $1.5 Million
11,851 Added 83.39%
26,063 $3.05 Million
Q4 2022

Feb 14, 2023

BUY
$107.39 - $125.5 $363,515 - $424,817
3,385 Added 31.26%
14,212 $1.71 Million
Q3 2022

Nov 14, 2022

SELL
$107.22 - $127.71 $5,361 - $6,385
-50 Reduced 0.46%
10,827 $1.16 Million
Q2 2022

Aug 15, 2022

BUY
$113.21 - $132.14 $79,020 - $92,233
698 Added 6.86%
10,877 $1.28 Million
Q1 2022

May 17, 2022

SELL
$119.99 - $129.75 $9,479 - $10,250
-79 Reduced 0.77%
10,179 $1.3 Million
Q4 2021

Feb 15, 2022

BUY
$114.37 - $122.59 $42,545 - $45,603
372 Added 3.76%
10,258 $1.26 Million
Q3 2021

Feb 15, 2022

SELL
$112.53 - $119.9 $13.6 Million - $14.5 Million
-120,551 Reduced 92.42%
9,886 $1.13 Million
Q3 2021

Nov 12, 2021

BUY
$112.53 - $119.9 $13.6 Million - $14.5 Million
120,749 Added 1246.38%
130,437 $1.13 Million
Q2 2021

Aug 12, 2021

BUY
$114.14 - $123.06 $63,804 - $68,790
559 Added 6.12%
9,688 $1.13 Million
Q1 2021

May 13, 2021

BUY
$94.76 - $115.39 $18,099 - $22,039
191 Added 2.14%
9,129 $1.04 Million
Q4 2020

Feb 08, 2021

SELL
$81.33 - $97.54 $24,561 - $29,457
-302 Reduced 3.27%
8,938 $859,000
Q3 2020

Nov 12, 2020

BUY
$77.43 - $86.72 $71,235 - $79,782
920 Added 11.06%
9,240 $753,000
Q2 2020

Aug 12, 2020

BUY
$69.37 - $91.69 $3,121 - $4,126
45 Added 0.54%
8,320 $672,000
Q4 2019

Feb 07, 2020

BUY
$98.25 - $105.76 $15,916 - $17,133
162 Added 2.0%
8,275 $874,000
Q3 2019

Nov 12, 2019

SELL
$100.87 - $103.22 $1,210 - $1,238
-12 Reduced 0.15%
8,113 $827,000
Q2 2019

Aug 14, 2019

SELL
N/A
-123 Reduced 1.49%
8,125 $808,000
Q1 2019

May 10, 2019

BUY
N/A
231 Added 2.88%
8,248 $809,000
Q4 2018

Feb 14, 2019

BUY
N/A
300 Added 3.89%
8,017 $716,000
Q3 2018

Nov 14, 2018

SELL
N/A
-2,366 Reduced 23.47%
7,717 $778,000
Q2 2018

Aug 14, 2018

BUY
N/A
2,572 Added 34.24%
10,083 $985,000
Q4 2016

Sep 21, 2017

BUY
N/A
187 Added 2.55%
7,511 $665,000
Q3 2016

Sep 21, 2017

BUY
N/A
1,755 Added 31.51%
7,324 $628,000
Q2 2016

Sep 18, 2017

SELL
N/A
-8,173 Reduced 59.47%
5,569 $475,000
Q1 2016

Sep 18, 2017

BUY
N/A
13,742
13,742 $1.12 Million

Others Institutions Holding DVY

About ISHARES TR


  • Ticker DVY
  • Sector ETFs
  • Industry ETFs
More about DVY
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