Lmg Wealth Partners, LLC Ishares Tr Transaction History

Lmg Wealth Partners, LLC

$437 Billion
Q3 2024

A detailed history of Lmg Wealth Partners, LLC transactions in Ishares Tr stock. As of the latest transaction made, Lmg Wealth Partners, LLC holds 38,268 shares of DVY stock, worth $5.3 Million. This represents 1.18% of its overall portfolio holdings.

Number of Shares

38,268

Previous 38,300 0.08%

Holding current value

$5.3 Million

Previous $4.63 Billion 11.55%

% of portfolio

1.18%

Previous 1.16%

8 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2024 Oct 23, 2024	SELL	$119.99 - $135.74 $3,839 - $4,343	-32 Reduced 0.08%	38,268 $5.17 Billion
Q2 2024 Aug 01, 2024	SELL	$115.73 - $125.75 $14,003 - $15,215	-121 Reduced 0.31%	38,300 $4.63 Billion
Q1 2024 May 03, 2024	BUY	$113.31 - $123.18 $16,543 - $17,984	146 Added 0.38%	38,421 $4.73 Billion
Q4 2023 Jan 23, 2024	BUY	$102.97 - $119.06 $32,641 - $37,742	317 Added 0.84%	38,275 $4.49 Billion
Q3 2023 Oct 16, 2023	BUY	$107.44 - $118.16 $7,950 - $8,743	74 Added 0.2%	37,958 $4.09 Billion
Q2 2023 Jul 27, 2023	BUY	$108.5 - $119.27 $62,930 - $69,176	580 Added 1.55%	37,884 $4.29 Billion
Q1 2023 May 02, 2023	BUY	$110.68 - $126.38 $12,728 - $14,533	115 Added 0.31%	37,304 $4.37 Billion
Q4 2022 Feb 14, 2023	BUY	$107.39 - $125.5 $3.99 Million - $4.67 Million	37,189 New	37,189 $4.62 Billion

Others Institutions Holding DVY

# of Institutions

1,335

Shares Held

69.1M

Call Options Held

640K

Put Options Held

217K

View Full List

About ISHARES TR

Ticker DVY
Sector ETFs
Industry ETFs

More about DVY

Track This Portfolio

Portfolio Update

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

News

Stay updated on Lmg Wealth Partners, LLC with notifications on news.

Account

Lmg Wealth Partners, LLC Ishares Tr Transaction History