Rialto Wealth Management, LLC Ishares Tr Transaction History

Rialto Wealth Management, LLC

  • $342 Million
  • Q2 2025

A detailed history of Rialto Wealth Management, LLC transactions in Ishares Tr stock. As of the latest transaction made, Rialto Wealth Management, LLC holds 1,087 shares of DVY stock, worth $153,495. This represents 0.04% of its overall portfolio holdings.

Number of Shares
1,087
Previous 1,932 43.74%
Holding current value
$153,495
Previous $256,000 43.75%
% of portfolio
0.04%
Previous 0.08%

Shares

3 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2025

Aug 06, 2025
SELL
$118.37 - $134.86 $100,022 - $113,956
-845 Reduced 43.74%
1,087 $144,000
Q1 2025

Apr 10, 2025
SELL
$128.58 - $138.1 $4,628 - $4,971
-36 Reduced 1.83%
1,932 $256,000
Q4 2024

Feb 07, 2025
BUY
$129.55 - $143.41 $254,954 - $282,230
1,968 New
1,968 $258 Million

Others Institutions Holding DVY

# of Institutions
1,495
Shares Held
70.8M
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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