Marshall & Sterling Wealth Advisors Inc. Ishares Tr Transaction History

Marshall & Sterling Wealth Advisors Inc.

  • $147 Billion
  • Q1 2025

A detailed history of Marshall & Sterling Wealth Advisors Inc. transactions in Ishares Tr stock. As of the latest transaction made, Marshall & Sterling Wealth Advisors Inc. holds 660 shares of DVY stock, worth $86,572. This represents 0.06% of its overall portfolio holdings.

Number of Shares
660
Previous 661 0.15%
Holding current value
$86,572
Previous $86.7 Million 2.29%
% of portfolio
0.06%
Previous 0.06%

Shares

2 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2025

May 15, 2025
SELL
$128.58 - $138.1 $128 - $138
-1 Reduced 0.15%
660 $88.7 Million
Q4 2024

Feb 14, 2025
BUY
$129.55 - $143.41 $85,632 - $94,794
661 New
661 $86.7 Million

Others Institutions Holding DVY

# of Institutions
1,457
Shares Held
69.7M
Call Options Held
1.1M
Put Options Held
62.9K
View Full List

About ISHARES TR

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