Ritholtz Wealth Management Ishares Tr Transaction History

Ritholtz Wealth Management

  • $3.28 Billion
  • Q3 2024

A detailed history of Ritholtz Wealth Management transactions in Ishares Tr stock. As of the latest transaction made, Ritholtz Wealth Management holds 2,678 shares of DVY stock, worth $347,336. This represents 0.01% of its overall portfolio holdings.

Number of Shares
2,678
Previous 2,003 33.7%
Holding current value
$347,336
Previous $242,000 49.17%
% of portfolio
0.01%
Previous 0.01%

Shares

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

Oct 10, 2024
BUY
$119.99 - $135.74 $80,993 - $91,624
675 Added 33.7%
2,678 $361,000
Q2 2024

Jul 31, 2024
SELL
$115.73 - $125.75 $18,401 - $19,994
-159 Reduced 7.35%
2,003 $242,000
Q3 2023

Oct 13, 2023
BUY
$107.44 - $118.16 $232,285 - $255,461
2,162 New
2,162 $232,000
Q2 2020

Jul 15, 2020
SELL
$69.37 - $91.69 $257,987 - $340,995
-3,719 Closed
0 $0
Q1 2020

Apr 09, 2020
BUY
$62.67 - $107.3 $5,326 - $9,120
85 Added 2.34%
3,719 $273,000
Q4 2019

Jan 17, 2020
SELL
$98.25 - $105.76 $47,749 - $51,399
-486 Reduced 11.8%
3,634 $384,000
Q3 2019

Oct 17, 2019
BUY
$100.87 - $103.22 $35,304 - $36,127
350 Added 9.28%
4,120 $420,000
Q2 2019

Jul 15, 2019
BUY
N/A
190 Added 5.31%
3,770 $375,000
Q1 2019

Apr 12, 2019
SELL
N/A
-274 Reduced 7.11%
3,580 $351,000
Q4 2018

Jan 18, 2019
BUY
N/A
95 Added 2.53%
3,854 $344,000
Q3 2018

Oct 12, 2018
BUY
N/A
106 Added 2.9%
3,759 $375,000
Q2 2018

Jul 12, 2018
BUY
N/A
73 Added 2.04%
3,653 $357,000
Q1 2018

Apr 17, 2018
SELL
N/A
-20 Reduced 0.56%
3,580 $341,000
Q3 2017

Oct 17, 2017
BUY
N/A
3,600
3,600 $337,000

Others Institutions Holding DVY

# of Institutions
1,360
Shares Held
70.5M
Call Options Held
1.1M
Put Options Held
383K
View Full List

About ISHARES TR

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