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 $775,201. This represents 0.03% of its overall portfolio holdings.

Number of Shares
5,604
Previous 5,615 0.2%
Holding current value
$775,201
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
1,359
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
Track This Portfolio

Track Nelson, Van Denburg & Campbell Wealth Management Group, LLC Portfolio

Follow Nelson, Van Denburg & Campbell Wealth Management Group, 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 Nelson, Van Denburg & Campbell Wealth Management Group, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Nelson, Van Denburg & Campbell Wealth Management Group, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email