Precedent Wealth Partners, LLC Ishares Tr Transaction History

Precedent Wealth Partners, LLC

  • $408 Billion
  • Q2 2025

A detailed history of Precedent Wealth Partners, LLC transactions in Ishares Tr stock. As of the latest transaction made, Precedent Wealth Partners, LLC holds 11,185 shares of DVY stock, worth $1.52 Million. This represents 0.36% of its overall portfolio holdings.

Number of Shares
11,185
Previous 11,108 0.69%
Holding current value
$1.52 Million
Previous $1.49 Billion 0.42%
% of portfolio
0.36%
Previous 0.41%

Shares

5 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2025

Jul 21, 2025
BUY
$118.37 - $134.86 $9,114 - $10,384
77 Added 0.69%
11,185 $1.49 Billion
Q4 2024

Jan 21, 2025
SELL
$129.55 - $143.41 $155,200 - $171,805
-1,198 Reduced 9.74%
11,108 $1.46 Billion
Q2 2024

Jul 23, 2024
SELL
$115.73 - $125.75 $3,703 - $4,024
-32 Reduced 0.26%
12,306 $1.49 Billion
Q1 2024

Apr 23, 2024
SELL
$113.31 - $123.18 $201,691 - $219,260
-1,780 Reduced 12.61%
12,338 $1.52 Billion
Q4 2023

Jan 18, 2024
BUY
$102.97 - $119.06 $1.45 Million - $1.68 Million
14,118 New
14,118 $1.65 Billion

Others Institutions Holding DVY

# of Institutions
1,458
Shares Held
70.4M
Call Options Held
816K
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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