Obermeyer Wood Investment Counsel, Lllp Ishares Tr Transaction History

Obermeyer Wood Investment Counsel, Lllp

  • $1.86 Billion
  • Q4 2024

A detailed history of Obermeyer Wood Investment Counsel, Lllp transactions in Ishares Tr stock. As of the latest transaction made, Obermeyer Wood Investment Counsel, Lllp holds 2,834 shares of DVY stock, worth $387,379. This represents 0.02% of its overall portfolio holdings.

Number of Shares
2,834
Previous 2,819 0.53%
Holding current value
$387,379
Previous $380,000 2.11%
% of portfolio
0.02%
Previous 0.02%

Shares

4 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2024

Feb 13, 2025
BUY
$129.55 - $143.41 $1,943 - $2,151
15 Added 0.53%
2,834 $372,000
Q2 2024

Jul 31, 2024
SELL
$115.73 - $125.75 $5,207 - $5,658
-45 Reduced 1.57%
2,819 $341,000
Q4 2023

Jan 31, 2024
BUY
$102.97 - $119.06 $7,104 - $8,215
69 Added 2.47%
2,864 $335,000
Q3 2023

Nov 08, 2023
BUY
$107.44 - $118.16 $300,294 - $330,257
2,795 New
2,795 $300,000

Others Institutions Holding DVY

# of Institutions
1,443
Shares Held
95M
Call Options Held
1.8M
Put Options Held
161K
View Full List

About ISHARES TR

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