Northwest Financial Advisors Ishares Tr Transaction History

Northwest Financial Advisors

  • $126 Billion
  • Q3 2024

A detailed history of Northwest Financial Advisors transactions in Ishares Tr stock. As of the latest transaction made, Northwest Financial Advisors holds 2,674 shares of DVY stock, worth $369,894. This represents 0.29% of its overall portfolio holdings.

Number of Shares
2,674
Previous 2,384 12.16%
Holding current value
$369,894
Previous $288 Million 25.23%
% of portfolio
0.29%
Previous 0.2%

Shares

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

Nov 13, 2024
BUY
$119.99 - $135.74 $34,797 - $39,364
290 Added 12.16%
2,674 $361 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

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
1,359
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
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