Montis Financial, LLC Ishares Tr Transaction History

Montis Financial, LLC

$430 Million
Q3 2025

A detailed history of Montis Financial, LLC transactions in Ishares Tr stock. As of the latest transaction made, Montis Financial, LLC holds 4,898 shares of DVY stock, worth $680,087. This represents 0.16% of its overall portfolio holdings.

Number of Shares

4,898

Holding current value

$680,087

% of portfolio

0.16%

1 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q3 2025 Oct 28, 2025	BUY	$133.88 - $142.57 $655,744 - $698,307	4,898 New	4,898 $696,000

Others Institutions Holding DVY

# of Institutions

1,491

Shares Held

70.8M

Call Options Held

1.12M

Put Options Held

114K

Bank Of America Corp Charlotte, NC

7.84M
Shares

$1.09 Billion
0.08% of portfolio
Morgan Stanley New York, NY

6.3M
Shares

$874 Million
0.06% of portfolio
Wells Fargo & Company San Francisco, CA

3.76M
Shares

$522 Million
0.11% of portfolio
Pnc Financial Services Group, Inc. Pittsburgh, PA

3.75M
Shares

$521 Million
0.32% of portfolio
Northern Trust Corp Chicago, IL

3.09M
Shares

$429 Million
0.06% of portfolio

View Full List

About ISHARES TR

Ticker DVY
Sector ETFs
Industry ETFs

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