My Personal Cfo, LLC Ishares Tr Transaction History

My Personal Cfo, LLC

  • $163 Million
  • Q1 2024

A detailed history of My Personal Cfo, LLC transactions in Ishares Tr stock. As of the latest transaction made, My Personal Cfo, LLC holds 21,616 shares of DVY stock, worth $2.74 Million. This represents 1.63% of its overall portfolio holdings.

Number of Shares
21,616
Previous 21,595 0.1%
Holding current value
$2.74 Million
Previous $2.53 Million 5.18%
% of portfolio
1.63%
Previous 1.76%

Shares

12 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2024

Apr 24, 2024
BUY
$113.31 - $123.18 $2,379 - $2,586
21 Added 0.1%
21,616 $2.66 Million
Q4 2023

Jan 22, 2024
BUY
$102.97 - $119.06 $5,766 - $6,667
56 Added 0.26%
21,595 $2.53 Million
Q3 2023

Nov 06, 2023
SELL
$107.44 - $118.16 $11,496 - $12,643
-107 Reduced 0.49%
21,539 $2.32 Million
Q2 2023

Jul 12, 2023
SELL
$108.5 - $119.27 $196,385 - $215,878
-1,810 Reduced 7.72%
21,646 $2.45 Million
Q1 2023

Apr 21, 2023
BUY
$110.68 - $126.38 $1.33 Million - $1.52 Million
11,990 Added 104.57%
23,456 $2.75 Million
Q4 2022

Jan 11, 2023
BUY
$117.33 - $125.5 $184,912 - $197,788
1,576 Added 15.94%
11,466 $0
Q3 2022

Oct 20, 2022
BUY
N/A
8 Added 0.08%
9,890 $2.03 Million
Q3 2022

Oct 18, 2022
SELL
N/A
-8,724 Reduced 46.89%
9,882 $1.06 Million
Q2 2022

Aug 03, 2022
BUY
N/A
18,606 New
18,606 $2.19 Million
Q2 2022

Jul 08, 2022
SELL
N/A
-18,603 Closed
0 $0
Q1 2022

May 12, 2022
BUY
N/A
253 Added 1.38%
18,603 $2.38 Million
Q4 2021

Apr 29, 2022
BUY
N/A
18,350 New
18,350 $2.25 Million

Others Institutions Holding DVY

# of Institutions
1,300
Shares Held
68M
Call Options Held
388K
Put Options Held
223K
View Full List

About ISHARES TR

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