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 $504,847. This represents 0.09% of its overall portfolio holdings.

Number of Shares
3,774
Previous 3,774 -0.0%
Holding current value
$504,847
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
1,430
Shares Held
94.5M
Call Options Held
2.69M
Put Options Held
403K
View Full List

About ISHARES TR

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