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 $16,707. This represents 0.02% of its overall portfolio holdings.

Number of Shares
125
Previous 124 0.81%
Holding current value
$16,707
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

About ISHARES TR


  • Ticker DVY
  • Sector ETFs
  • Industry ETFs
More about DVY
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