Loveless Wealth Management LLC Ishares Tr Transaction History

Loveless Wealth Management LLC

  • $153 Million
  • Q2 2022

A detailed history of Loveless Wealth Management LLC transactions in Ishares Tr stock. As of the latest transaction made, Loveless Wealth Management LLC holds 5,705 shares of DVY stock, worth $789,743. This represents 0.44% of its overall portfolio holdings.

Number of Shares
5,705
Previous 5,705 -0.0%
Holding current value
$789,743
Previous $731,000 8.21%
% of portfolio
0.44%
Previous 0.41%

Shares

4 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2022

May 11, 2022
SELL
$119.99 - $129.75 $17,998 - $19,462
-150 Reduced 2.56%
5,705 $731,000
Q2 2021

Jul 28, 2021
SELL
$114.14 - $123.06 $12,555 - $13,536
-110 Reduced 1.84%
5,855 $683,000
Q3 2020

Oct 14, 2020
SELL
$77.43 - $86.72 $15,486 - $17,344
-200 Reduced 3.24%
5,965 $486,000
Q4 2019

Jan 23, 2020
BUY
$98.25 - $105.76 $605,711 - $652,010
6,165 New
6,165 $645,000

Others Institutions Holding DVY

# of Institutions
1,335
Shares Held
69M
Call Options Held
640K
Put Options Held
217K
View Full List

About ISHARES TR

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