Oak Harbor Wealth Partners, LLC Ishares Tr Transaction History

Oak Harbor Wealth Partners, LLC

  • $395 Million
  • Q3 2025

A detailed history of Oak Harbor Wealth Partners, LLC transactions in Ishares Tr stock. As of the latest transaction made, Oak Harbor Wealth Partners, LLC holds 7,176 shares of DVY stock, worth $1.01 Million. This represents 0.26% of its overall portfolio holdings.

Number of Shares
7,176
Previous 7,176 -0.0%
Holding current value
$1.01 Million
Previous $953,000 6.93%
% of portfolio
0.26%
Previous 0.26%

Shares

14 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2025

Jul 31, 2025
BUY
$118.37 - $134.86 $90,553 - $103,167
765 Added 11.93%
7,176 $953,000
Q1 2025

May 12, 2025
SELL
$128.58 - $138.1 $6,429 - $6,905
-50 Reduced 0.77%
6,411 $860,000
Q4 2024

Feb 07, 2025
SELL
$129.55 - $143.41 $38,865 - $43,023
-300 Reduced 4.44%
6,461 $848,000
Q3 2024

Nov 06, 2024
SELL
$119.99 - $135.74 $35,877 - $40,586
-299 Reduced 4.24%
6,761 $913,000
Q2 2024

Jul 18, 2024
BUY
$115.73 - $125.75 $115 - $125
1 Added 0.01%
7,060 $854,000
Q1 2024

Apr 23, 2024
SELL
$113.31 - $123.18 $45,210 - $49,148
-399 Reduced 5.35%
7,059 $869,000
Q4 2023

Feb 09, 2024
BUY
$102.97 - $119.06 $51,793 - $59,887
503 Added 7.23%
7,458 $874,000
Q2 2023

Jul 27, 2023
SELL
$108.5 - $119.27 $48,716 - $53,552
-449 Reduced 6.06%
6,955 $788,000
Q1 2023

Apr 24, 2023
BUY
$110.68 - $126.38 $110 - $126
1 Added 0.01%
7,404 $867,000
Q4 2022

Jan 18, 2023
BUY
$107.39 - $125.5 $107 - $125
1 Added 0.01%
7,403 $0
Q3 2022

Nov 03, 2022
BUY
$107.22 - $127.71 $214 - $255
2 Added 0.03%
7,402 $794,000
Q2 2022

Jul 25, 2022
BUY
$113.21 - $132.14 $113 - $132
1 Added 0.01%
7,400 $871,000
Q1 2022

May 11, 2022
BUY
$119.99 - $129.75 $119 - $129
1 Added 0.01%
7,399 $948,000
Q4 2021

Feb 17, 2022
BUY
$114.37 - $122.59 $846,109 - $906,920
7,398 New
7,398 $907,000

Others Institutions Holding DVY

# of Institutions
1,487
Shares Held
69.1M
Call Options Held
1.01M
Put Options Held
70.3K
View Full List

About ISHARES TR

DVY Quotes by TradingView
  • Ticker DVY
  • Sector ETFs
  • Industry ETFs
More about DVY
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