Mark Sheptoff Financial Planning, LLC Ishares Tr Transaction History

Mark Sheptoff Financial Planning, LLC

  • $180 Million
  • Q2 2025

A detailed history of Mark Sheptoff Financial Planning, LLC transactions in Ishares Tr stock. As of the latest transaction made, Mark Sheptoff Financial Planning, LLC holds 100 shares of DVY stock, worth $14,121. This represents 0.01% of its overall portfolio holdings.

Number of Shares
100
Previous 100 -0.0%
Holding current value
$14,121
Previous $13,000 -0.0%
% of portfolio
0.01%
Previous 0.01%

Shares

4 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2021

May 11, 2021
SELL
$94.76 - $115.39 $9,476 - $11,539
-100 Reduced 50.0%
100 $11,000
Q3 2020

Nov 12, 2020
SELL
$77.43 - $86.72 $11,614 - $13,008
-150 Reduced 42.86%
200 $16,000
Q2 2020

Aug 10, 2020
SELL
$69.37 - $91.69 $13,874 - $18,338
-200 Reduced 36.36%
350 $28,000
Q3 2017

Nov 09, 2017
BUY
N/A
550
550 $52,000

Others Institutions Holding DVY

# of Institutions
1,495
Shares Held
70.8M
Call Options Held
1.12M
Put Options Held
114K
View Full List

About ISHARES TR

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