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 $250,904. This represents 0.03% of its overall portfolio holdings.

Number of Shares
1,925
Previous 2,564 24.92%
Holding current value
$250,904
Previous $336,000 24.11%
% of portfolio
0.03%
Previous 0.04%

Shares

12 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
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
1,457
Shares Held
69.7M
Call Options Held
1.1M
Put Options Held
62.9K
View Full List

About ISHARES TR

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