Sage Private Wealth Group, LLC Ishares Tr Transaction History

Sage Private Wealth Group, LLC

  • $75.7 Million
  • Q3 2022

A detailed history of Sage Private Wealth Group, LLC transactions in Ishares Tr stock. As of the latest transaction made, Sage Private Wealth Group, LLC holds 125 shares of DVY stock, worth $16,750. This represents 0.02% of its overall portfolio holdings.

Number of Shares
125
Previous 124 0.81%
Holding current value
$16,750
Previous $15,000 13.33%
% of portfolio
0.02%
Previous 0.02%

Shares

7 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2022

Nov 08, 2022
BUY
$107.22 - $127.71 $107 - $127
1 Added 0.81%
125 $13,000
Q2 2022

Aug 01, 2022
BUY
$113.21 - $132.14 $226 - $264
2 Added 1.64%
124 $15,000
Q1 2022

May 13, 2022
BUY
$119.99 - $129.75 $119 - $129
1 Added 0.83%
122 $16,000
Q3 2021

Nov 02, 2021
BUY
$112.53 - $119.9 $112 - $119
1 Added 0.83%
121 $14,000
Q2 2021

Aug 16, 2021
BUY
$114.14 - $123.06 $114 - $123
1 Added 0.84%
120 $14,000
Q1 2021

May 18, 2021
BUY
$94.76 - $115.39 $94 - $115
1 Added 0.85%
119 $14,000
Q4 2020

Mar 02, 2021
BUY
$81.33 - $97.54 $9,596 - $11,509
118 New
118 $11,000

Others Institutions Holding DVY

# of Institutions
1,318
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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