A detailed history of Middleton & CO Inc transactions in Ishares Tr stock. As of the latest transaction made, Middleton & CO Inc holds 1,675 shares of DVY stock, worth $231,870. This represents 0.03% of its overall portfolio holdings.

Number of Shares
1,675
Previous 1,675 -0.0%
Holding current value
$231,870
Previous $202,000 11.88%
% of portfolio
0.03%
Previous 0.02%

Shares

3 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2024

Aug 12, 2024

BUY
$115.73 - $125.75 $193,847 - $210,631
1,675 New
1,675 $202,000
Q2 2022

Jul 21, 2022

SELL
$113.21 - $132.14 $181,136 - $211,423
-1,600 Closed
0 $0
Q1 2022

May 12, 2022

BUY
$119.99 - $129.75 $191,984 - $207,600
1,600 New
1,600 $205,000

Others Institutions Holding DVY

About ISHARES TR


  • Ticker DVY
  • Sector ETFs
  • Industry ETFs
More about DVY
Track This Portfolio

Track Middleton & CO Inc Portfolio

Follow Middleton & CO Inc 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 Middleton & CO Inc, based on Form 13F filings with the SEC.

News

Stay updated on Middleton & CO Inc with notifications on news.