Ratio Wealth Group Ishares Tr Transaction History

Ratio Wealth Group

  • $516 Million
  • Q1 2024

A detailed history of Ratio Wealth Group transactions in Ishares Tr stock. As of the latest transaction made, Ratio Wealth Group holds 3,774 shares of DVY stock, worth $532,926. This represents 0.09% of its overall portfolio holdings.

Number of Shares
3,774
Previous 3,774 -0.0%
Holding current value
$532,926
Previous $442,000 4.98%
% of portfolio
0.09%
Previous 0.1%

Shares

4 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2021

Mar 24, 2023
SELL
$114.37 - $122.59 $11,551 - $12,381
-101 Reduced 2.61%
3,774 $0
Q1 2021

Mar 24, 2023
BUY
$94.76 - $115.39 $9,570 - $11,654
101 Added 2.68%
3,875 $0
Q4 2020

Mar 31, 2023
BUY
$81.33 - $97.54 $8,214 - $9,851
101 Added 2.68%
3,875 $373 Million
Q4 2020

Mar 24, 2023
BUY
$81.33 - $97.54 $306,939 - $368,115
3,774 New
3,774 $0

Others Institutions Holding DVY

# of Institutions
1,483
Shares Held
70.7M
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
Track This Portfolio

Track Ratio Wealth Group Portfolio

Follow Ratio Wealth Group 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 Ratio Wealth Group, based on Form 13F filings with the SEC.

News

Stay updated on Ratio Wealth Group with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email