Moody Lynn & Lieberson, LLC Ishares Tr Transaction History

Moody Lynn & Lieberson, LLC

  • $1.76 Billion
  • Q3 2025

A detailed history of Moody Lynn & Lieberson, LLC transactions in Ishares Tr stock. As of the latest transaction made, Moody Lynn & Lieberson, LLC holds 3,385 shares of DVY stock, worth $477,995. This represents 0.03% of its overall portfolio holdings.

Number of Shares
3,385
Previous 3,600 5.97%
Holding current value
$477,995
Previous $478,000 0.63%
% of portfolio
0.03%
Previous 0.03%

Shares

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

Oct 20, 2025
SELL
$133.88 - $142.57 $28,784 - $30,652
-215 Reduced 5.97%
3,385 $481,000
Q1 2020

Apr 30, 2020
SELL
$62.67 - $107.3 $3,760 - $6,438
-60 Reduced 1.64%
3,600 $265,000
Q2 2019

Jul 23, 2019
SELL
N/A
-200 Reduced 5.18%
3,660 $364,000
Q1 2019

Apr 23, 2019
BUY
N/A
200 Added 5.46%
3,860 $379,000
Q3 2017

Nov 06, 2017
BUY
N/A
3,660
3,660 $343,000

Others Institutions Holding DVY

# of Institutions
1,483
Shares Held
70.7M
Call Options Held
1.12M
Put Options Held
114K
View Full List

About ISHARES TR

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

Track Moody Lynn & Lieberson, LLC Portfolio

Follow Moody Lynn & Lieberson, 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 Moody Lynn & Lieberson, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Moody Lynn & Lieberson, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email