Rise Advisors, LLC Ishares Tr Transaction History

Rise Advisors, LLC

  • $187 Million
  • Q2 2024

A detailed history of Rise Advisors, LLC transactions in Ishares Tr stock. As of the latest transaction made, Rise Advisors, LLC holds 1,749 shares of DVY stock, worth $235,590. This represents 0.11% of its overall portfolio holdings.

Number of Shares
1,749
Previous 1,701 2.82%
Holding current value
$235,590
Previous $209,000 0.96%
% of portfolio
0.11%
Previous 0.11%

Shares

11 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2024

Jul 09, 2024
BUY
$115.73 - $125.75 $5,555 - $6,036
48 Added 2.82%
1,749 $211,000
Q1 2024

Apr 09, 2024
BUY
$113.31 - $123.18 $906 - $985
8 Added 0.47%
1,701 $209,000
Q4 2023

Jan 10, 2024
BUY
$102.97 - $119.06 $2,059 - $2,381
20 Added 1.2%
1,693 $198,000
Q3 2023

Oct 10, 2023
SELL
$107.44 - $118.16 $50,281 - $55,298
-468 Reduced 21.86%
1,673 $180,000
Q2 2023

Jul 10, 2023
SELL
$108.5 - $119.27 $11,501 - $12,642
-106 Reduced 4.72%
2,141 $242,000
Q1 2023

Apr 05, 2023
SELL
$110.68 - $126.38 $20,254 - $23,127
-183 Reduced 7.53%
2,247 $263,000
Q4 2022

Jan 06, 2023
BUY
$107.39 - $125.5 $1,503 - $1,757
14 Added 0.58%
2,430 $0
Q3 2022

Oct 11, 2022
SELL
$107.22 - $127.71 $9,542 - $11,366
-89 Reduced 3.55%
2,416 $259,000
Q2 2022

Jul 28, 2022
BUY
$113.21 - $132.14 $1,471 - $1,717
13 Added 0.52%
2,505 $295,000
Q1 2022

Apr 22, 2022
SELL
$119.99 - $129.75 $4,799 - $5,190
-40 Reduced 1.58%
2,492 $319,000
Q4 2021

Feb 24, 2022
BUY
$114.37 - $122.59 $289,584 - $310,397
2,532 New
2,532 $310 Million

Others Institutions Holding DVY

# of Institutions
1,319
Shares Held
64.9M
Call Options Held
640K
Put Options Held
217K
View Full List

About ISHARES TR

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