Long View Wealth Management Ishares Tr Transaction History

Long View Wealth Management

$414 Billion
Q4 2025

A detailed history of Long View Wealth Management transactions in Ishares Tr stock. As of the latest transaction made, Long View Wealth Management holds 2,393 shares of DVY stock, worth $336,551. This represents 0.08% of its overall portfolio holdings.

Number of Shares

2,393

Previous 2,690 11.04%

Holding current value

$336,551

Previous $382 Million 9.04%

% of portfolio

0.08%

Previous 0.1%

9 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2025 Jan 13, 2026	SELL	$138.1 - $143.11 $41,015 - $42,503	-297 Reduced 11.04%	2,393 $348 Million
Q3 2025 Oct 14, 2025	BUY	$133.88 - $142.57 $401 - $427	3 Added 0.11%	2,690 $382 Million
Q2 2025 Jul 11, 2025	BUY	$118.37 - $134.86 $236 - $269	2 Added 0.07%	2,687 $357 Million
Q1 2025 Apr 21, 2025	BUY	$128.58 - $138.1 $385 - $414	3 Added 0.11%	2,685 $361 Million
Q4 2024 Jan 15, 2025	BUY	$129.55 - $143.41 $259 - $286	2 Added 0.07%	2,682 $352 Million

Q3 2024 Oct 09, 2024	BUY	$119.99 - $135.74 $359 - $407	3 Added 0.11%	2,680 $362 Million
Q2 2024 Jul 22, 2024	BUY	$115.73 - $125.75 $347 - $377	3 Added 0.11%	2,677 $324 Million
Q1 2024 Apr 16, 2024	SELL	$113.31 - $123.18 $91,101 - $99,036	-804 Reduced 23.12%	2,674 $329 Million
Q4 2023 Jan 10, 2024	BUY	$102.97 - $119.06 $358,129 - $414,090	3,478 New	3,478 $410 Million

Others Institutions Holding DVY

# of Institutions

1,488

Shares Held

69.2M

Call Options Held

1.01M

Put Options Held

70.3K

View Full List

About ISHARES TR

Ticker DVY
Sector ETFs
Industry ETFs

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Long View Wealth Management Ishares Tr Transaction History