Provenance Wealth Advisors, LLC Ishares Tr Transaction History

Provenance Wealth Advisors, LLC

  • $695 Billion
  • Q1 2025

A detailed history of Provenance Wealth Advisors, LLC transactions in Ishares Tr stock. As of the latest transaction made, Provenance Wealth Advisors, LLC holds 2,008 shares of DVY stock, worth $281,541. This represents 0.04% of its overall portfolio holdings.

Number of Shares
2,008
Previous 2,008 -0.0%
Holding current value
$281,541
Previous $264 Million 2.29%
% of portfolio
0.04%
Previous 0.03%

Shares

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

Aug 15, 2025
BUY
$113.31 - $123.18 $66,966 - $72,799
591 Added 41.71%
2,008 $247 Million
Q4 2023

Aug 15, 2025
SELL
$102.97 - $119.06 $244,862 - $283,124
-2,378 Reduced 62.66%
1,417 $166 Million
Q3 2023

Aug 15, 2025
BUY
$107.44 - $118.16 $407,734 - $448,417
3,795 New
3,795 $408 Million

Others Institutions Holding DVY

# of Institutions
1,495
Shares Held
70.5M
Call Options Held
1.12M
Put Options Held
114K
View Full List

About ISHARES TR

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