Rockwood Wealth Management, LLC Ishares Tr Transaction History

Rockwood Wealth Management, LLC

  • $1.25 Trillion
  • Q3 2025

A detailed history of Rockwood Wealth Management, LLC transactions in Ishares Tr stock. As of the latest transaction made, Rockwood Wealth Management, LLC holds 3,994 shares of DVY stock, worth $561,716. This represents 0.05% of its overall portfolio holdings.

Number of Shares
3,994
Previous 4,016 0.55%
Holding current value
$561,716
Previous $533 Million 6.41%
% of portfolio
0.05%
Previous 0.05%

Shares

6 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2025

Oct 10, 2025
SELL
$133.88 - $142.57 $2,945 - $3,136
-22 Reduced 0.55%
3,994 $568 Million
Q2 2025

Jul 11, 2025
SELL
$118.37 - $134.86 $27,816 - $31,692
-235 Reduced 5.53%
4,016 $533 Million
Q1 2025

Apr 14, 2025
BUY
$128.58 - $138.1 $191,712 - $205,907
1,491 Added 54.02%
4,251 $571 Million
Q4 2024

Jan 21, 2025
BUY
$129.55 - $143.41 $111,672 - $123,619
862 Added 45.42%
2,760 $361 Million
Q3 2024

Oct 16, 2024
SELL
$119.99 - $135.74 $24,357 - $27,555
-203 Reduced 9.66%
1,898 $256 Million
Q2 2024

Jul 26, 2024
BUY
$115.73 - $125.75 $243,148 - $264,200
2,101 New
2,101 $254 Million

Others Institutions Holding DVY

# of Institutions
1,487
Shares Held
69.1M
Call Options Held
1.01M
Put Options Held
70.3K
View Full List

About ISHARES TR

DVY Quotes by TradingView
  • Ticker DVY
  • Sector ETFs
  • Industry ETFs
More about DVY
Track This Portfolio

Track Rockwood Wealth Management, LLC Portfolio

Follow Rockwood Wealth Management, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Rockwood Wealth Management, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Rockwood Wealth Management, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email