Neumann Capital Management, LLC Ishares Tr Transaction History

Neumann Capital Management, LLC

  • $280 Million
  • Q1 2024

A detailed history of Neumann Capital Management, LLC transactions in Ishares Tr stock. As of the latest transaction made, Neumann Capital Management, LLC holds 4,038 shares of DVY stock, worth $484,519. This represents 0.18% of its overall portfolio holdings.

Number of Shares
4,038
Previous 4,038 -0.0%
Holding current value
$484,519
Previous $473,000 5.07%
% of portfolio
0.18%
Previous 0.19%

Shares

10 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2023

May 02, 2023
SELL
$110.68 - $126.38 $55,229 - $63,063
-499 Reduced 11.0%
4,038 $473,000
Q4 2022

Feb 06, 2023
SELL
$117.33 - $125.5 $117 - $125
-1 Reduced 0.02%
4,537 $547,000
Q3 2022

Nov 14, 2022
SELL
N/A
-300 Reduced 6.2%
4,538 $487,000
Q2 2022

Jul 20, 2022
SELL
N/A
-85 Reduced 1.73%
4,838 $569,000
Q1 2022

May 09, 2022
SELL
N/A
-315 Reduced 6.01%
4,923 $631,000
Q4 2021

Feb 03, 2022
SELL
N/A
-400 Reduced 7.09%
5,238 $642,000
Q1 2020

May 13, 2020
SELL
N/A
-600 Reduced 9.62%
5,638 $415,000
Q4 2018

Jan 30, 2019
SELL
N/A
-142 Reduced 2.23%
6,238 $557,000
Q2 2018

Aug 10, 2018
BUY
N/A
180 Added 2.9%
6,380 $624,000
Q2 2017

Aug 07, 2017
BUY
N/A
6,200
6,200 $572,000

Others Institutions Holding DVY

# of Institutions
1,310
Shares Held
68.2M
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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