Mgb Wealth Management, LLC Ishares Tr Transaction History

Mgb Wealth Management, LLC

  • $354 Billion
  • Q3 2025

A detailed history of Mgb Wealth Management, LLC transactions in Ishares Tr stock. As of the latest transaction made, Mgb Wealth Management, LLC holds 4,731 shares of DVY stock, worth $665,367. This represents 0.19% of its overall portfolio holdings.

Number of Shares
4,731
Previous 4,670 1.31%
Holding current value
$665,367
Previous $620 Million 8.41%
% of portfolio
0.19%
Previous 0.2%

Shares

6 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2025

Nov 12, 2025
BUY
$133.88 - $142.57 $8,166 - $8,696
61 Added 1.31%
4,731 $672 Million
Q2 2025

Aug 14, 2025
SELL
$118.37 - $134.86 $4,853 - $5,529
-41 Reduced 0.87%
4,670 $620 Million
Q1 2025

May 09, 2025
BUY
$128.58 - $138.1 $41,917 - $45,020
326 Added 7.43%
4,711 $633 Million
Q3 2024

Nov 12, 2024
SELL
$119.99 - $135.74 $51,595 - $58,368
-430 Reduced 8.93%
4,385 $592 Million
Q1 2024

May 06, 2024
BUY
$113.31 - $123.18 $58,921 - $64,053
520 Added 12.11%
4,815 $593 Million
Q4 2023

Apr 22, 2024
BUY
$102.97 - $119.06 $442,256 - $511,362
4,295 New
4,295 $503 Million

Others Institutions Holding DVY

# of Institutions
1,487
Shares Held
69.1M
Call Options Held
1.01M
Put Options Held
70.3K
View Full List

About ISHARES TR

DVY Quotes by TradingView
  • Ticker DVY
  • Sector ETFs
  • Industry ETFs
More about DVY
Track This Portfolio

Track Mgb Wealth Management, LLC Portfolio

Follow Mgb Wealth Management, 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 Mgb Wealth Management, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Mgb Wealth Management, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email