N.E.W. Advisory Services LLC Ishares Tr Transaction History

N.E.W. Advisory Services LLC

$1.25 Billion
Q1 2025

A detailed history of N.E.W. Advisory Services LLC transactions in Ishares Tr stock. As of the latest transaction made, N.E.W. Advisory Services LLC holds 480 shares of DVY stock, worth $62,923. This represents 0.01% of its overall portfolio holdings.

Number of Shares

480

Holding current value

$62,923

% of portfolio

0.01%

1 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q1 2025 May 07, 2025	BUY	$128.58 - $138.1 $61,718 - $66,288	480 New	480 $64,000

Others Institutions Holding DVY

# of Institutions

1,453

Shares Held

69.7M

Call Options Held

1.1M

Put Options Held

62.9K

Bank Of America Corp Charlotte, NC

8.21M
Shares

$1.08 Billion
0.09% of portfolio
Morgan Stanley New York, NY

6.38M
Shares

$836 Million
0.06% of portfolio
Pnc Financial Services Group, Inc. Pittsburgh, PA

3.8M
Shares

$498 Million
0.27% of portfolio
Wells Fargo & Company San Francisco, CA

3.66M
Shares

$479 Million
0.11% of portfolio
Northern Trust Corp Chicago, IL

3.09M
Shares

$406 Million
0.06% of portfolio

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About ISHARES TR

Ticker DVY
Sector ETFs
Industry ETFs

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N.E.W. Advisory Services LLC Ishares Tr Transaction History