Nelson, Van Denburg & Campbell Wealth Management Group, LLC Ishares Tr Transaction History

Nelson, Van Denburg & Campbell Wealth Management Group, LLC

  • $2.42 Billion
  • Q3 2024

A detailed history of Nelson, Van Denburg & Campbell Wealth Management Group, LLC transactions in Ishares Tr stock. As of the latest transaction made, Nelson, Van Denburg & Campbell Wealth Management Group, LLC holds 5,604 shares of DVY stock, worth $749,030. This represents 0.03% of its overall portfolio holdings.

Number of Shares
5,604
Previous 5,615 0.2%
Holding current value
$749,030
Previous $679,000 11.34%
% of portfolio
0.03%
Previous 0.03%

Shares

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

Nov 08, 2024
SELL
$119.99 - $135.74 $1,319 - $1,493
-11 Reduced 0.2%
5,604 $756,000
Q2 2024

Aug 13, 2024
SELL
$115.73 - $125.75 $69,438 - $75,450
-600 Reduced 9.65%
5,615 $679,000
Q1 2024

Apr 30, 2024
BUY
$113.31 - $123.18 $56,994 - $61,959
503 Added 8.81%
6,215 $765,000
Q4 2023

Jan 30, 2024
BUY
$102.97 - $119.06 $31,508 - $36,432
306 Added 5.66%
5,712 $669,000
Q3 2023

Oct 17, 2023
SELL
$107.44 - $118.16 $5,372 - $5,908
-50 Reduced 0.92%
5,406 $581,000
Q2 2023

Jul 19, 2023
BUY
$108.5 - $119.27 $108 - $119
1 Added 0.02%
5,456 $618,000
Q1 2023

May 10, 2023
SELL
$110.68 - $126.38 $11,842 - $13,522
-107 Reduced 1.92%
5,455 $639,000
Q4 2022

Feb 14, 2023
SELL
$107.39 - $125.5 $236,902 - $276,853
-2,206 Reduced 28.4%
5,562 $670,000
Q3 2022

Oct 26, 2022
BUY
$107.22 - $127.71 $107 - $127
1 Added 0.01%
7,768 $832,000
Q2 2022

Aug 10, 2022
BUY
$113.21 - $132.14 $103,360 - $120,643
913 Added 13.32%
7,767 $913,000
Q1 2022

May 13, 2022
BUY
$119.99 - $129.75 $9,719 - $10,509
81 Added 1.2%
6,854 $878,000
Q4 2021

Feb 14, 2022
BUY
$114.37 - $122.59 $4,574 - $4,903
40 Added 0.59%
6,773 $830,000
Q3 2021

Nov 02, 2021
SELL
$112.53 - $119.9 $99,926 - $106,471
-888 Reduced 11.65%
6,733 $772,000
Q2 2021

Jul 27, 2021
SELL
$114.14 - $123.06 $16,664 - $17,966
-146 Reduced 1.88%
7,621 $888,000
Q1 2021

May 11, 2021
BUY
$94.76 - $115.39 $94 - $115
1 Added 0.01%
7,767 $886,000
Q4 2020

Feb 09, 2021
SELL
$81.33 - $97.54 $10,572 - $12,680
-130 Reduced 1.65%
7,766 $746,000
Q3 2020

Oct 20, 2020
BUY
$77.43 - $86.72 $8,594 - $9,625
111 Added 1.43%
7,896 $643,000
Q2 2020

Jul 02, 2020
BUY
$69.37 - $91.69 $3,954 - $5,226
57 Added 0.74%
7,785 $0
Q1 2020

Apr 01, 2020
SELL
$62.67 - $107.3 $44,307 - $75,861
-707 Reduced 8.38%
7,728 $0
Q4 2019

Feb 11, 2020
BUY
$98.25 - $105.76 $1,277 - $1,374
13 Added 0.15%
8,435 $0
Q3 2019

Oct 09, 2019
SELL
$100.87 - $103.22 $15,231 - $15,586
-151 Reduced 1.76%
8,422 $0
Q2 2019

Aug 14, 2019
BUY
N/A
7 Added 0.08%
8,573 $854,000
Q1 2019

May 08, 2019
SELL
N/A
-279 Reduced 3.15%
8,566 $841,000
Q4 2018

Feb 13, 2019
SELL
N/A
-170 Reduced 1.89%
8,845 $789,000
Q3 2018

Nov 14, 2018
BUY
N/A
5 Added 0.06%
9,015 $899,000
Q2 2018

Aug 16, 2018
SELL
N/A
-248 Reduced 2.68%
9,010 $881,000
Q1 2018

May 15, 2018
SELL
N/A
-824 Reduced 8.17%
9,258 $881,000
Q4 2017

Feb 08, 2018
SELL
N/A
-34 Reduced 0.34%
10,082 $994,000
Q3 2017

Nov 08, 2017
BUY
N/A
1,635 Added 19.28%
10,116 $947,000
Q2 2017

Aug 15, 2017
BUY
N/A
8,481
8,481 $782,000

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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