Lji Wealth Management, LLC Ishares Tr Transaction History

Lji Wealth Management, LLC

  • $489 Billion
  • Q3 2024

A detailed history of Lji Wealth Management, LLC transactions in Ishares Tr stock. As of the latest transaction made, Lji Wealth Management, LLC holds 1,627 shares of DVY stock, worth $219,807. This represents 0.04% of its overall portfolio holdings.

Number of Shares
1,627
Previous 1,737 6.33%
Holding current value
$219,807
Previous $210 Million 4.57%
% of portfolio
0.04%
Previous 0.05%

Shares

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

Nov 06, 2024
SELL
$119.99 - $135.74 $13,198 - $14,931
-110 Reduced 6.33%
1,627 $220 Million
Q4 2023

Feb 13, 2024
BUY
$102.97 - $119.06 $178,858 - $206,807
1,737 New
1,737 $204 Million
Q4 2022

Jan 02, 2024
BUY
$107.39 - $125.5 $178,267 - $208,330
1,660 New
1,660 $200 Million

Others Institutions Holding DVY

# of Institutions
1,369
Shares Held
66.3M
Call Options Held
1.1M
Put Options Held
383K
View Full List

About ISHARES TR

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