Mgb Wealth Management, LLC Ishares Tr Transaction History

Mgb Wealth Management, LLC

  • $304 Billion
  • Q2 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 4,670 shares of DVY stock, worth $668,323. This represents 0.2% of its overall portfolio holdings.

Number of Shares
4,670
Previous 4,711 0.87%
Holding current value
$668,323
Previous $633 Million 1.97%
% of portfolio
0.2%
Previous 0.23%

Shares

5 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
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
1,465
Shares Held
72.3M
Call Options Held
1.13M
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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