Mattern Wealth Management LLC Ishares Tr Transaction History

Mattern Wealth Management LLC

  • $402 Million
  • Q2 2024

Shares

11 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2023

Nov 01, 2023
SELL
$107.44 - $118.16 $82,191 - $90,392
-765 Reduced 23.04%
2,555 $275,000
Q2 2023

Jul 26, 2023
SELL
$108.5 - $119.27 $5,425 - $5,963
-50 Reduced 1.48%
3,320 $376,000
Q1 2023

May 05, 2023
SELL
$110.68 - $126.38 $77,476 - $88,466
-700 Reduced 17.2%
3,370 $394,000
Q4 2022

Feb 06, 2023
SELL
$107.39 - $125.5 $2,684 - $3,137
-25 Reduced 0.61%
4,070 $490,000
Q3 2022

Nov 01, 2022
BUY
$107.22 - $127.71 $21,444 - $25,542
200 Added 5.13%
4,095 $439,000
Q2 2022

Jul 25, 2022
BUY
$113.21 - $132.14 $194,721 - $227,280
1,720 Added 79.08%
3,895 $458,000
Q1 2022

Apr 14, 2022
BUY
$119.99 - $129.75 $35,997 - $38,925
300 Added 16.0%
2,175 $279,000
Q3 2021

Oct 13, 2021
BUY
$112.53 - $119.9 $210,993 - $224,812
1,875 New
1,875 $215,000
Q2 2020

Jul 29, 2020
SELL
$69.37 - $91.69 $315,356 - $416,822
-4,546 Closed
0 $0
Q1 2020

May 13, 2020
SELL
$62.67 - $107.3 $75,580 - $129,403
-1,206 Reduced 20.97%
4,546 $334,000
Q4 2019

Feb 12, 2020
BUY
$98.25 - $105.76 $565,134 - $608,331
5,752 New
5,752 $608,000

Others Institutions Holding DVY

# of Institutions
1,319
Shares Held
64.9M
Call Options Held
640K
Put Options Held
217K
View Full List

About ISHARES TR

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  • Ticker DVY
  • Sector ETFs
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