Rmr Wealth Builders Ishares Tr Transaction History

Rmr Wealth Builders

$936 Million
Q1 2025

A detailed history of Rmr Wealth Builders transactions in Ishares Tr stock. As of the latest transaction made, Rmr Wealth Builders holds 1,925 shares of DVY stock, worth $247,131. This represents 0.03% of its overall portfolio holdings.

Number of Shares

1,925

Previous 2,564 24.92%

Holding current value

$247,131

Previous $336,000 24.11%

% of portfolio

0.03%

Previous 0.04%

12 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2025 Apr 16, 2025	SELL	$128.58 - $138.1 $82,162 - $88,245	-639 Reduced 24.92%	1,925 $255,000
Q4 2024 Jan 10, 2025	BUY	$129.55 - $143.41 $3,238 - $3,585	25 Added 0.98%	2,564 $336,000
Q3 2024 Oct 21, 2024	BUY	$119.99 - $135.74 $599 - $678	5 Added 0.2%	2,539 $342,000
Q2 2024 Jul 23, 2024	SELL	$115.73 - $125.75 $4,513 - $4,904	-39 Reduced 1.52%	2,534 $306,000
Q1 2024 Apr 15, 2024	BUY	$113.31 - $123.18 $291,546 - $316,942	2,573 New	2,573 $316,000
Q2 2021 Aug 16, 2021	SELL	$114.14 - $123.06 $163,562 - $176,344	-1,433 Closed	0 $0
Q1 2021 May 13, 2021	BUY	$94.76 - $115.39 $53,255 - $64,849	562 Added 64.52%	1,433 $163,000
Q4 2020 Feb 26, 2021	BUY	$81.33 - $97.54 $70,838 - $84,957	871 New	871 $84,000
Q4 2020 Feb 09, 2021	SELL	$81.33 - $97.54 $254,400 - $305,105	-3,128 Closed	0 $0
Q3 2020 Nov 13, 2020	BUY	$77.43 - $86.72 $208,518 - $233,536	2,693 Added 619.08%	3,128 $255,000
Q2 2020 Aug 19, 2020	BUY	$69.37 - $91.69 $346 - $458	5 Added 1.16%	435 $35,000
Q4 2019 Mar 03, 2020	BUY	$98.25 - $105.76 $42,247 - $45,476	430 New	430 $45,000

Others Institutions Holding DVY

# of Institutions

1,445

Shares Held

70.4M

Call Options Held

1.8M

Put Options Held

161K

View Full List

About ISHARES TR

Ticker DVY
Sector ETFs
Industry ETFs

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Rmr Wealth Builders Ishares Tr Transaction History