Prestige Wealth Management Group LLC Ishares Tr Transaction History

Prestige Wealth Management Group LLC

  • $447 Million
  • Q1 2025

A detailed history of Prestige Wealth Management Group LLC transactions in Ishares Tr stock. As of the latest transaction made, Prestige Wealth Management Group LLC holds 52 shares of DVY stock, worth $6,816. This represents 0.0% of its overall portfolio holdings.

Number of Shares
52
Previous 52 -0.0%
Holding current value
$6,816
Previous $6,000 -0.0%
% of portfolio
0.0%
Previous 0.0%

Shares

15 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2024

Nov 14, 2024
SELL
$119.99 - $135.74 $31,917 - $36,106
-266 Reduced 83.65%
52 $7,000
Q1 2024

Apr 26, 2024
SELL
$113.31 - $123.18 $2,832 - $3,079
-25 Reduced 7.29%
318 $39,000
Q1 2023

Apr 26, 2024
BUY
$110.68 - $126.38 $2,767 - $3,159
25 Added 7.86%
343 $40,000
Q2 2022

Aug 10, 2022
BUY
$113.21 - $132.14 $5,886 - $6,871
52 Added 17.87%
343 $40,000
Q1 2022

May 05, 2022
SELL
$119.99 - $129.75 $2,999 - $3,243
-25 Reduced 7.91%
291 $37,000
Q3 2021

Nov 12, 2021
BUY
$112.53 - $119.9 $35,559 - $37,888
316 New
316 $36,000
Q2 2021

Aug 12, 2021
SELL
$114.14 - $123.06 $9,587 - $10,337
-84 Closed
0 $0
Q1 2021

May 13, 2021
BUY
$94.76 - $115.39 $94 - $115
1 Added 1.2%
84 $10,000
Q3 2020

Oct 26, 2020
BUY
$77.43 - $86.72 $77 - $86
1 Added 1.22%
83 $7,000
Q2 2020

Aug 13, 2020
SELL
$69.37 - $91.69 $6,867 - $9,077
-99 Reduced 54.7%
82 $7,000
Q1 2020

May 15, 2020
BUY
$62.67 - $107.3 $1,629 - $2,789
26 Added 16.77%
181 $13,000
Q4 2019

Jan 28, 2020
BUY
$98.25 - $105.76 $5,403 - $5,816
55 Added 55.0%
155 $16,000
Q2 2019

Aug 16, 2019
SELL
N/A
-237 Reduced 70.33%
100 $10,000
Q1 2019

Aug 16, 2019
SELL
N/A
-13 Reduced 3.71%
337 $33,000
Q4 2018

Apr 16, 2019
BUY
N/A
350 New
350 $31,000

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
Track This Portfolio

Track Prestige Wealth Management Group LLC Portfolio

Follow Prestige Wealth Management Group 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 Prestige Wealth Management Group LLC, based on Form 13F filings with the SEC.

News

Stay updated on Prestige Wealth Management Group LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email