Paradigm, Strategies In Wealth Management, LLC Ishares Tr Transaction History

Paradigm, Strategies In Wealth Management, LLC

$153 Million
Q3 2024

3 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2021 Oct 15, 2021	SELL	$112.53 - $119.9 $135,036 - $143,880	-1,200 Closed	0 $0
Q2 2021 Jul 30, 2021	BUY	$114.14 - $123.06 $102,726 - $110,754	900 Added 300.0%	1,200 $140,000
Q1 2021 Apr 29, 2021	BUY	$94.76 - $115.39 $28,428 - $34,617	300 New	300 $34,000

Others Institutions Holding DVY

# of Institutions

1,360

Shares Held

70.5M

Call Options Held

1.1M

Put Options Held

383K

Bank Of America Corp Charlotte, NC

8.33M
Shares

$1.08 Billion
0.09% of portfolio
Morgan Stanley New York, NY

6.21M
Shares

$806 Million
0.06% of portfolio
International Assets Investment Management, LLC Orlando, FL

4.37M
Shares

$567 Million
0.09% of portfolio
Pnc Financial Services Group, Inc. Pittsburgh, PA

3.86M
Shares

$501 Million
0.33% of portfolio
Wells Fargo & Company San Francisco, CA

3.69M
Shares

$479 Million
0.11% of portfolio

View Full List

About ISHARES TR

Ticker DVY
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