Morton Capital Management Llc/Ca Ishares Tr Transaction History

Morton Capital Management Llc/Ca

  • $508 Billion
  • Q3 2024

A detailed history of Morton Capital Management Llc/Ca transactions in Ishares Tr stock. As of the latest transaction made, Morton Capital Management Llc/Ca holds 1,638 shares of DVY stock, worth $218,935. This represents 0.04% of its overall portfolio holdings.

Number of Shares
1,638
Holding current value
$218,935
% of portfolio
0.04%

Shares

5 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2024

Oct 08, 2024
BUY
$119.99 - $135.74 $196,543 - $222,342
1,638 New
1,638 $221 Million
Q1 2024

Apr 12, 2024
SELL
$113.31 - $123.18 $10,537 - $11,455
-93 Reduced 5.37%
1,638 $202 Million
Q4 2023

Jan 18, 2024
BUY
$102.97 - $119.06 $178,241 - $206,092
1,731 New
1,731 $203 Million
Q2 2022

Dec 05, 2023
SELL
$113.21 - $132.14 $185,437 - $216,445
-1,638 Closed
0 $0
Q4 2021

Dec 05, 2023
BUY
$114.37 - $122.59 $187,338 - $200,802
1,638 New
1,638 $201 Million

Others Institutions Holding DVY

# of Institutions
1,360
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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