Morris Retirement Advisors, LLC Ishares Tr Transaction History

Morris Retirement Advisors, LLC

  • $180 Million
  • Q3 2024

A detailed history of Morris Retirement Advisors, LLC transactions in Ishares Tr stock. As of the latest transaction made, Morris Retirement Advisors, LLC holds 2,483 shares of DVY stock, worth $355,813. This represents 0.19% of its overall portfolio holdings.

Number of Shares
2,483
Previous 2,483 -0.0%
Holding current value
$355,813
Previous $300,000 11.67%
% of portfolio
0.19%
Previous 0.17%

Shares

4 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2023

Jul 17, 2023
SELL
$108.5 - $119.27 $27,016 - $29,698
-249 Reduced 9.11%
2,483 $281,000
Q1 2023

Apr 13, 2023
SELL
$110.68 - $126.38 $60,874 - $69,509
-550 Reduced 16.76%
2,732 $320,000
Q4 2022

Feb 02, 2023
BUY
$107.39 - $125.5 $44,137 - $51,580
411 Added 14.32%
3,282 $395,000
Q4 2020

Feb 01, 2021
BUY
$81.33 - $97.54 $233,498 - $280,037
2,871 New
2,871 $276,000

Others Institutions Holding DVY

# of Institutions
1,361
Shares Held
70.5M
Call Options Held
1.1M
Put Options Held
383K
View Full List

About ISHARES TR

DVY Quotes by TradingView
  • Ticker DVY
  • Sector ETFs
  • Industry ETFs
More about DVY
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