Powell Investment Advisors, LLC Ishares Tr Transaction History

Powell Investment Advisors, LLC

  • $187 Million
  • Q1 2024

A detailed history of Powell Investment Advisors, LLC transactions in Ishares Tr stock. As of the latest transaction made, Powell Investment Advisors, LLC holds 93,281 shares of DVY stock, worth $11.2 Million. This represents 6.14% of its overall portfolio holdings.

Number of Shares
93,281
Previous 93,122 0.17%
Holding current value
$11.2 Million
Previous $10.9 Million 5.27%
% of portfolio
6.14%
Previous 6.1%

Shares

18 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2024

Apr 15, 2024
BUY
$113.31 - $123.18 $18,016 - $19,585
159 Added 0.17%
93,281 $11.5 Million
Q4 2023

Jan 31, 2024
BUY
$102.97 - $119.06 $128,403 - $148,467
1,247 Added 1.36%
93,122 $10.9 Million
Q3 2023

Oct 16, 2023
BUY
$107.44 - $118.16 $130,324 - $143,328
1,213 Added 1.34%
91,875 $9.89 Million
Q2 2023

Aug 02, 2023
BUY
$108.5 - $119.27 $67,270 - $73,947
620 Added 0.69%
90,662 $10.3 Million
Q1 2023

May 10, 2023
BUY
$110.68 - $126.38 $143,662 - $164,041
1,298 Added 1.46%
90,042 $10.6 Million
Q4 2022

Feb 14, 2023
BUY
$117.33 - $125.5 $130,118 - $139,179
1,109 Added 1.27%
88,744 $10.7 Million
Q3 2022

Nov 14, 2022
SELL
N/A
-1,682 Reduced 1.88%
87,635 $9.4 Million
Q2 2022

Aug 02, 2022
BUY
N/A
2,948 Added 3.41%
89,317 $10.5 Million
Q1 2022

May 09, 2022
BUY
N/A
3,460 Added 4.17%
86,369 $11.1 Million
Q4 2021

Jan 14, 2022
BUY
N/A
739 Added 0.9%
82,909 $10.2 Million
Q3 2021

Oct 13, 2021
BUY
N/A
2,510 Added 3.15%
82,170 $9.43 Million
Q2 2021

Jul 14, 2021
SELL
N/A
-1,221 Reduced 1.51%
79,660 $9.29 Million
Q1 2021

Apr 14, 2021
BUY
N/A
7,717 Added 10.55%
80,881 $9.23 Million
Q4 2020

Jan 14, 2021
SELL
N/A
-6,479 Reduced 8.14%
73,164 $7.04 Million
Q3 2020

Oct 07, 2020
BUY
N/A
10,824 Added 15.73%
79,643 $6.49 Million
Q2 2020

Jul 31, 2020
BUY
N/A
12,880 Added 23.03%
68,819 $5.56 Million
Q1 2020

May 12, 2020
BUY
N/A
16,093 Added 40.39%
55,939 $4.11 Million
Q4 2019

Feb 10, 2020
BUY
N/A
39,846 New
39,846 $4.21 Million

Others Institutions Holding DVY

# of Institutions
1,310
Shares Held
68.2M
Call Options Held
388K
Put Options Held
223K
View Full List

About ISHARES TR

DVY Quotes by TradingView
  • Ticker DVY
  • Sector ETFs
  • Industry ETFs
More about DVY
Track This Portfolio

Track Powell Investment Advisors, LLC Portfolio

Follow Powell Investment 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 Powell Investment Advisors, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Powell Investment Advisors, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email