Marcum Wealth, LLC Ishares Tr Transaction History

Marcum Wealth, LLC

$1.14 Billion
Q4 2024

A detailed history of Marcum Wealth, LLC transactions in Ishares Tr stock. As of the latest transaction made, Marcum Wealth, LLC holds 8,062 shares of DVY stock, worth $1.08 Million. This represents 0.09% of its overall portfolio holdings.

Number of Shares

8,062

Holding current value

$1.08 Million

% of portfolio

0.09%

4 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Jan 13, 2025	BUY	$129.55 - $143.41 $1.04 Million - $1.16 Million	8,062 New	8,062 $1.06 Million
Q3 2022 Oct 11, 2022	SELL	$107.22 - $127.71 $27,126 - $32,310	-253 Reduced 11.22%	2,001 $215,000
Q1 2022 Apr 20, 2022	SELL	$119.99 - $129.75 $368,729 - $398,721	-3,073 Reduced 57.69%	2,254 $289,000
Q4 2021 Feb 01, 2022	BUY	$114.37 - $122.59 $609,248 - $653,036	5,327 New	5,327 $653,000

Others Institutions Holding DVY

# of Institutions

1,392

Shares Held

67.1M

Call Options Held

1.1M

Put Options Held

383K

Bank Of America Corp Charlotte, NC

8.33M
Shares

$1.12 Billion
0.09% of portfolio
Morgan Stanley New York, NY

6.21M
Shares

$834 Million
0.06% of portfolio
Pnc Financial Services Group, Inc. Pittsburgh, PA

3.86M
Shares

$518 Million
0.33% of portfolio
Wells Fargo & Company San Francisco, CA

3.69M
Shares

$495 Million
0.11% of portfolio
Northern Trust Corp Chicago, IL

2.96M
Shares

$397 Million
0.07% of portfolio

View Full List

About ISHARES TR

Ticker DVY
Sector ETFs
Industry ETFs

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