A detailed history of Paradigm Financial Partners, LLC transactions in Ishares Tr stock. As of the latest transaction made, Paradigm Financial Partners, LLC holds 2,483 shares of DVY stock, worth $343,473. This represents 0.05% of its overall portfolio holdings.

Number of Shares
2,483
Previous 2,180 13.9%
Holding current value
$343,473
Previous $263,000 27.38%
% of portfolio
0.05%
Previous 0.04%

Shares

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

Nov 14, 2024

BUY
$119.99 - $135.74 $36,356 - $41,129
303 Added 13.9%
2,483 $335,000
Q2 2024

Aug 13, 2024

BUY
$115.73 - $125.75 $46,523 - $50,551
402 Added 22.61%
2,180 $263,000
Q1 2024

May 15, 2024

SELL
$113.31 - $123.18 $7,251 - $7,883
-64 Reduced 3.47%
1,778 $219,000
Q4 2023

Feb 05, 2024

BUY
$102.97 - $119.06 $189,670 - $219,308
1,842 New
1,842 $215,000
Q4 2021

Feb 10, 2022

BUY
$114.37 - $122.59 $309,027 - $331,238
2,702 New
2,702 $0
Q2 2020

Aug 14, 2020

SELL
$69.37 - $91.69 $191,322 - $252,881
-2,758 Closed
0 $0
Q1 2020

May 08, 2020

BUY
$62.67 - $107.3 $172,843 - $295,933
2,758 New
2,758 $216,000

Others Institutions Holding DVY

About ISHARES TR


  • Ticker DVY
  • Sector ETFs
  • Industry ETFs
More about DVY
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