Lowe Wealth Advisors, LLC Ishares Tr Transaction History

Lowe Wealth Advisors, LLC

  • $230 Million
  • Q3 2024

A detailed history of Lowe Wealth Advisors, LLC transactions in Ishares Tr stock. As of the latest transaction made, Lowe Wealth Advisors, LLC holds 667 shares of DVY stock, worth $86,509. This represents 0.04% of its overall portfolio holdings.

Number of Shares
667
Previous 667 -0.0%
Holding current value
$86,509
Previous $80,000 12.5%
% of portfolio
0.04%
Previous 0.04%

Shares

5 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2023

Apr 05, 2023
SELL
$110.68 - $126.38 $11,068 - $12,638
-100 Reduced 13.04%
667 $78,000
Q3 2022

Oct 06, 2022
BUY
$107.22 - $127.71 $8,470 - $10,089
79 Added 11.48%
767 $82,000
Q1 2021

Apr 06, 2021
SELL
$94.76 - $115.39 $5,685 - $6,923
-60 Reduced 8.02%
688 $79,000
Q2 2019

Jul 10, 2019
BUY
N/A
160 Added 27.21%
748 $74,000
Q3 2017

Oct 05, 2017
BUY
N/A
588
588 $55,000

Others Institutions Holding DVY

# of Institutions
1,360
Shares Held
70.5M
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
Track This Portfolio

Track Lowe Wealth Advisors, LLC Portfolio

Follow Lowe Wealth Advisors, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

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

News

Stay updated on Lowe Wealth Advisors, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email