Northwest Financial Advisors Ishares Tr Transaction History

Northwest Financial Advisors

$71.7 Billion
Q2 2025

A detailed history of Northwest Financial Advisors transactions in Ishares Tr stock. As of the latest transaction made, Northwest Financial Advisors holds 2,698 shares of DVY stock, worth $380,984. This represents 0.5% of its overall portfolio holdings.

Number of Shares

2,698

Previous 2,690 0.3%

Holding current value

$380,984

Previous $361 Million 0.79%

% of portfolio

0.5%

Previous 0.3%

9 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2025 Aug 04, 2025	BUY	$118.37 - $134.86 $946 - $1,078	8 Added 0.3%	2,698 $358 Million
Q1 2025 Apr 11, 2025	BUY	$128.58 - $138.1 $900 - $966	7 Added 0.26%	2,690 $361 Million
Q4 2024 Jan 22, 2025	BUY	$129.55 - $143.41 $1,165 - $1,290	9 Added 0.34%	2,683 $352 Million
Q3 2024 Nov 13, 2024	BUY	$119.99 - $135.74 $34,797 - $39,364	290 Added 12.16%	2,674 $361 Million
Q2 2024 Jan 27, 2025	SELL	$115.73 - $125.75 $94,319 - $102,486	-815 Reduced 25.48%	2,384 $288 Million
Q2 2024 Aug 12, 2024	SELL	$115.73 - $125.75 $94,319 - $102,486	-815 Reduced 25.48%	2,384 $288 Million
Q1 2024 Jan 27, 2025	BUY	$113.31 - $123.18 $58,467 - $63,560	516 Added 19.23%	3,199 $394 Million
Q1 2024 May 09, 2024	SELL	$113.31 - $123.18 $19,149 - $20,817	-169 Reduced 5.02%	3,199 $394 Million
Q4 2023 Feb 07, 2024	BUY	$102.97 - $119.06 $346,802 - $400,994	3,368 New	3,368 $395 Million

Others Institutions Holding DVY

# of Institutions

1,471

Shares Held

70.8M

Call Options Held

1.13M

Put Options Held

114K

View Full List

About ISHARES TR

Ticker DVY
Sector ETFs
Industry ETFs

More about DVY

Track This Portfolio

Portfolio Update

Get notified when there are updates to the investment portfolio of Northwest Financial Advisors, based on Form 13F filings with the SEC.

News

Stay updated on Northwest Financial Advisors with notifications on news.

Account

Northwest Financial Advisors Ishares Tr Transaction History