A detailed history of Personal Capital Advisors Corp transactions in Ishares Tr stock. As of the latest transaction made, Personal Capital Advisors Corp holds 2,078 shares of DVY stock, worth $269,516. This represents 0.0% of its overall portfolio holdings.

Number of Shares
2,078
Previous 2,069 0.43%
Holding current value
$269,516
Previous $222,000 12.61%
% of portfolio
0.0%
Previous 0.0%

Shares

16 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2022

Feb 14, 2023

BUY
$107.39 - $125.5 $966 - $1,129
9 Added 0.43%
2,078 $250,000
Q3 2022

Nov 07, 2022

SELL
$107.22 - $127.71 $3,002 - $3,575
-28 Reduced 1.34%
2,069 $222,000
Q1 2022

May 16, 2022

SELL
$119.99 - $129.75 $18,838 - $20,370
-157 Reduced 6.97%
2,097 $269,000
Q4 2021

Feb 11, 2022

BUY
$114.37 - $122.59 $2,859 - $3,064
25 Added 1.12%
2,254 $276,000
Q3 2021

Nov 12, 2021

SELL
$112.53 - $119.9 $25,094 - $26,737
-223 Reduced 9.09%
2,229 $256,000
Q2 2021

Aug 11, 2021

SELL
$114.14 - $123.06 $31,959 - $34,456
-280 Reduced 10.25%
2,452 $286,000
Q1 2021

May 14, 2021

BUY
$94.76 - $115.39 $48,232 - $58,733
509 Added 22.9%
2,732 $312,000
Q4 2020

Feb 12, 2021

BUY
$81.33 - $97.54 $180,796 - $216,831
2,223 New
2,223 $214,000
Q1 2020

May 12, 2020

SELL
$62.67 - $107.3 $171,778 - $294,109
-2,741 Closed
0 $0
Q4 2019

Feb 13, 2020

BUY
$98.25 - $105.76 $25,053 - $26,968
255 Added 10.26%
2,741 $290,000
Q3 2019

Nov 07, 2019

SELL
$100.87 - $103.22 $27,840 - $28,488
-276 Reduced 9.99%
2,486 $253,000
Q2 2019

Aug 14, 2019

BUY
N/A
283 Added 11.42%
2,762 $275,000
Q1 2019

May 13, 2019

SELL
N/A
-506 Reduced 16.95%
2,479 $243,000
Q4 2018

Jan 16, 2019

BUY
N/A
2,985 New
2,985 $267,000
Q1 2018

May 09, 2018

SELL
N/A
-2,604 Closed
0 $0
Q4 2017

Jan 19, 2018

BUY
N/A
2,604
2,604 $257,000

Others Institutions Holding DVY

About ISHARES TR


  • Ticker DVY
  • Sector ETFs
  • Industry ETFs
More about DVY
Track This Portfolio

Track Personal Capital Advisors Corp Portfolio

Follow Personal Capital Advisors Corp and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Personal Capital Advisors Corp, based on Form 13F filings with the SEC.

News

Stay updated on Personal Capital Advisors Corp with notifications on news.