Prestige Wealth Management Group LLC Ishares Tr Transaction History

Prestige Wealth Management Group LLC

  • $460 Million
  • Q3 2024

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 $6,950. This represents 0.0% of its overall portfolio holdings.

Number of Shares
52
Previous 318 83.65%
Holding current value
$6,950
Previous $38,000 81.58%
% of portfolio
0.0%
Previous 0.01%

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
1,360
Shares Held
70.5M
Call Options Held
1.1M
Put Options Held
383K
View Full List

About ISHARES TR

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