Plante Moran Financial Advisors, LLC Ishares Tr Transaction History

Plante Moran Financial Advisors, LLC

  • $1.2 Billion
  • Q4 2024

A detailed history of Plante Moran Financial Advisors, LLC transactions in Ishares Tr stock. As of the latest transaction made, Plante Moran Financial Advisors, LLC holds 2,524 shares of DVY stock, worth $335,111. This represents 0.03% of its overall portfolio holdings.

Number of Shares
2,524
Previous 2,624 3.81%
Holding current value
$335,111
Previous $354,000 6.5%
% of portfolio
0.03%
Previous 0.03%

Shares

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

Feb 05, 2025
SELL
$129.55 - $143.41 $12,955 - $14,341
-100 Reduced 3.81%
2,524 $331,000
Q3 2024

Oct 30, 2024
BUY
$119.99 - $135.74 $11,999 - $13,574
100 Added 3.96%
2,624 $354,000
Q3 2023

Nov 07, 2023
SELL
$107.44 - $118.16 $42,976 - $47,264
-400 Reduced 13.68%
2,524 $271,000
Q2 2023

Aug 07, 2023
BUY
$108.5 - $119.27 $43,400 - $47,708
400 Added 15.85%
2,924 $331,000
Q3 2022

Nov 02, 2022
BUY
$107.22 - $127.71 $83,309 - $99,230
777 Added 44.48%
2,524 $271,000
Q1 2022

May 06, 2022
SELL
$119.99 - $129.75 $103,311 - $111,714
-861 Reduced 33.01%
1,747 $224,000
Q4 2021

Feb 09, 2022
SELL
$114.37 - $122.59 $22,645 - $24,272
-198 Reduced 7.06%
2,608 $320,000
Q3 2021

Nov 08, 2021
BUY
$112.53 - $119.9 $116,806 - $124,456
1,038 Added 58.71%
2,806 $322,000
Q2 2021

Aug 10, 2021
SELL
$114.14 - $123.06 $30,132 - $32,487
-264 Reduced 12.99%
1,768 $206,000
Q4 2020

Feb 09, 2021
SELL
$81.33 - $97.54 $13,012 - $15,606
-160 Reduced 7.3%
2,032 $195,000
Q3 2020

Nov 12, 2020
SELL
$77.43 - $86.72 $18,815 - $21,072
-243 Reduced 9.98%
2,192 $179,000
Q1 2020

May 07, 2020
SELL
$62.67 - $107.3 $37,602 - $64,380
-600 Reduced 19.77%
2,435 $179,000
Q4 2019

Feb 14, 2020
SELL
$98.25 - $105.76 $698,164 - $751,530
-7,106 Reduced 70.07%
3,035 $321,000
Q3 2019

Nov 13, 2019
BUY
$100.87 - $103.22 $67,582 - $69,157
670 Added 7.07%
10,141 $0
Q4 2018

Jan 29, 2019
SELL
N/A
-1,881 Reduced 16.57%
9,471 $846,000
Q3 2018

Nov 09, 2018
SELL
N/A
-4 Reduced 0.04%
11,352 $1.13 Million
Q1 2018

May 01, 2018
BUY
N/A
90 Added 0.8%
11,356 $1.08 Million
Q3 2017

Nov 08, 2017
BUY
N/A
11,266
11,266 $1.06 Million

Others Institutions Holding DVY

# of Institutions
1,446
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
Track This Portfolio

Track Plante Moran Financial Advisors, LLC Portfolio

Follow Plante Moran Financial Advisors, LLC 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 Plante Moran Financial Advisors, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Plante Moran Financial Advisors, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email