A detailed history of Retirement Planning Group transactions in Ishares Tr stock. As of the latest transaction made, Retirement Planning Group holds 6,838 shares of DVY stock, worth $971,543. This represents 0.06% of its overall portfolio holdings.

Number of Shares
6,838
Previous 7,971 14.21%
Holding current value
$971,543
Previous $964,000 4.25%
% of portfolio
0.06%
Previous 0.07%

Shares

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

Oct 10, 2024

SELL
$119.99 - $135.74 $135,948 - $153,793
-1,133 Reduced 14.21%
6,838 $923,000
Q2 2024

Jul 12, 2024

SELL
$115.73 - $125.75 $3.71 Million - $4.03 Million
-32,033 Reduced 80.07%
7,971 $964,000
Q1 2024

Apr 12, 2024

SELL
$113.31 - $123.18 $9,631 - $10,470
-85 Reduced 0.21%
40,004 $4.93 Million
Q4 2023

Jan 12, 2024

SELL
$102.97 - $119.06 $1,132 - $1,309
-11 Reduced 0.03%
40,089 $4.7 Million
Q1 2023

Apr 19, 2023

SELL
$110.68 - $126.38 $3,099 - $3,538
-28 Reduced 0.07%
40,100 $4.7 Million
Q3 2022

Oct 13, 2022

BUY
$107.22 - $127.71 $38,813 - $46,231
362 Added 0.91%
40,128 $4.3 Million
Q2 2022

Jul 13, 2022

SELL
$113.21 - $132.14 $55,472 - $64,748
-490 Reduced 1.22%
39,766 $4.68 Million
Q1 2022

Apr 19, 2022

SELL
$119.99 - $129.75 $86,152 - $93,160
-718 Reduced 1.75%
40,256 $5.16 Million
Q4 2021

Jan 20, 2022

SELL
$114.37 - $122.59 $73,196 - $78,457
-640 Reduced 1.54%
40,974 $5.02 Million
Q3 2021

Oct 18, 2021

SELL
$112.53 - $119.9 $73,031 - $77,815
-649 Reduced 1.54%
41,614 $4.77 Million
Q2 2021

Jul 19, 2021

SELL
$114.14 - $123.06 $15,180 - $16,366
-133 Reduced 0.31%
42,263 $4.93 Million
Q1 2021

Apr 26, 2021

SELL
$94.76 - $115.39 $285,038 - $347,093
-3,008 Reduced 6.62%
42,396 $4.84 Million
Q4 2020

Jan 27, 2021

SELL
$81.33 - $97.54 $222,193 - $266,479
-2,732 Reduced 5.68%
45,404 $4.37 Million
Q3 2020

Oct 15, 2020

SELL
$77.43 - $86.72 $583,202 - $653,175
-7,532 Reduced 13.53%
48,136 $3.93 Million
Q2 2020

Aug 06, 2020

SELL
$69.37 - $91.69 $217,405 - $287,356
-3,134 Reduced 5.33%
55,668 $4.49 Million
Q1 2020

May 05, 2020

SELL
$62.67 - $107.3 $31,397 - $53,757
-501 Reduced 0.84%
58,802 $4.32 Million
Q4 2019

Jan 29, 2020

SELL
$98.25 - $105.76 $64,255 - $69,167
-654 Reduced 1.09%
59,303 $6.27 Million
Q3 2019

Oct 25, 2019

SELL
$100.87 - $103.22 $66,069 - $67,609
-655 Reduced 1.08%
59,957 $6.11 Million
Q2 2019

Jul 25, 2019

SELL
N/A
-4,865 Reduced 7.43%
60,612 $6.04 Million
Q1 2019

May 06, 2019

SELL
N/A
-12,555 Reduced 16.09%
65,477 $6.43 Million
Q4 2018

Feb 06, 2019

SELL
N/A
-194 Reduced 0.25%
78,032 $6.97 Million
Q3 2018

Nov 07, 2018

SELL
N/A
-1,304 Reduced 1.64%
78,226 $7.8 Million
Q2 2018

Aug 07, 2018

SELL
N/A
-2,290 Reduced 2.8%
79,530 $7.77 Million
Q1 2018

May 07, 2018

SELL
N/A
-880 Reduced 1.06%
81,820 $7.78 Million
Q4 2017

Jan 31, 2018

BUY
N/A
520 Added 0.63%
82,700 $8.15 Million
Q3 2017

Oct 16, 2017

BUY
N/A
82,180
82,180 $7.7 Million

Others Institutions Holding DVY

About ISHARES TR


  • Ticker DVY
  • Sector ETFs
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