Moss Adams Wealth Advisors LLC Ishares Tr Transaction History

Moss Adams Wealth Advisors LLC

  • $913 Billion
  • Q3 2024

A detailed history of Moss Adams Wealth Advisors LLC transactions in Ishares Tr stock. As of the latest transaction made, Moss Adams Wealth Advisors LLC holds 2,253 shares of DVY stock, worth $301,135. This represents 0.03% of its overall portfolio holdings.

Number of Shares
2,253
Previous 2,598 13.28%
Holding current value
$301,135
Previous $314 Million 3.2%
% of portfolio
0.03%
Previous 0.04%

Shares

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

Oct 17, 2024
SELL
$119.99 - $135.74 $41,396 - $46,830
-345 Reduced 13.28%
2,253 $304 Million
Q2 2024

Jul 23, 2024
BUY
$115.73 - $125.75 $39,926 - $43,383
345 Added 15.31%
2,598 $314 Million
Q1 2024

May 07, 2024
SELL
$113.31 - $123.18 $1,133 - $1,231
-10 Reduced 0.44%
2,253 $278 Million
Q1 2023

Dec 20, 2023
BUY
$110.68 - $126.38 $1,106 - $1,263
10 Added 0.44%
2,263 $265 Million
Q4 2022

Dec 20, 2023
BUY
$107.39 - $125.5 $241,949 - $282,751
2,253 New
2,253 $272 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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