Pines Wealth Management, LLC Ishares Tr Transaction History

Pines Wealth Management, LLC

  • $216 Billion
  • Q1 2025

A detailed history of Pines Wealth Management, LLC transactions in Ishares Tr stock. As of the latest transaction made, Pines Wealth Management, LLC holds 3,572 shares of DVY stock, worth $468,253. This represents 0.2% of its overall portfolio holdings.

Number of Shares
3,572
Previous 2,790 28.03%
Holding current value
$468,253
Previous $359 Million 17.86%
% of portfolio
0.2%
Previous 0.16%

Shares

2 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2025

Apr 11, 2025
BUY
$128.58 - $138.1 $100,549 - $107,994
782 Added 28.03%
3,572 $423 Million
Q4 2024

Jan 14, 2025
BUY
$129.55 - $143.41 $361,444 - $400,113
2,790 New
2,790 $359 Million

Others Institutions Holding DVY

# of Institutions
1,453
Shares Held
69.7M
Call Options Held
1.1M
Put Options Held
62.9K
View Full List

About ISHARES TR

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