Loring Wolcott & Coolidge Fiduciary Advisors LLP Ishares Tr Transaction History

Loring Wolcott & Coolidge Fiduciary Advisors LLP

  • $10.5 Billion
  • Q2 2024

A detailed history of Loring Wolcott & Coolidge Fiduciary Advisors LLP transactions in Ishares Tr stock. As of the latest transaction made, Loring Wolcott & Coolidge Fiduciary Advisors LLP holds 192 shares of DVY stock, worth $24,862. This represents 0.0% of its overall portfolio holdings.

Number of Shares
192
Previous 192 -0.0%
Holding current value
$24,862
Previous $23,000 -0.0%
% of portfolio
0.0%
Previous 0.0%

Shares

6 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2024

Apr 23, 2024
SELL
$113.31 - $123.18 $21,755 - $23,650
-192 Reduced 50.0%
192 $23,000
Q1 2023

May 02, 2023
SELL
$110.68 - $126.38 $36,967 - $42,210
-334 Reduced 46.52%
384 $44,000
Q4 2022

Feb 14, 2023
BUY
$117.33 - $125.5 $45,054 - $48,192
384 Added 114.97%
718 $89,000
Q3 2022

Oct 25, 2022
SELL
N/A
-109 Reduced 24.6%
334 $36,000
Q2 2022

Jul 26, 2022
BUY
N/A
109 Added 32.63%
443 $52,000
Q2 2021

Aug 13, 2021
BUY
N/A
334 New
334 $39,000

Others Institutions Holding DVY

# of Institutions
1,300
Shares Held
68.2M
Call Options Held
388K
Put Options Held
223K
View Full List

About ISHARES TR

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