Moss Adams Wealth Advisors LLC Ishares Tr Transaction History

Moss Adams Wealth Advisors LLC

  • $950 Billion
  • Q1 2025

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 3,013 shares of DVY stock, worth $395,215. This represents 0.04% of its overall portfolio holdings.

Number of Shares
3,013
Previous 3,013 -0.0%
Holding current value
$395,215
Previous $396 Million 2.29%
% of portfolio
0.04%
Previous 0.04%

Shares

6 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2024

Jan 15, 2025
BUY
$129.55 - $143.41 $98,458 - $108,991
760 Added 33.73%
3,013 $396 Million
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
1,455
Shares Held
69.7M
Call Options Held
1.1M
Put Options Held
62.9K
View Full List

About ISHARES TR

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

Track Moss Adams Wealth Advisors LLC Portfolio

Follow Moss Adams Wealth Advisors 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 Moss Adams Wealth Advisors LLC, based on Form 13F filings with the SEC.

News

Stay updated on Moss Adams Wealth Advisors LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email