Sage View Advisory Group, LLC Ishares Tr Transaction History

Sage View Advisory Group, LLC

  • $1.98 Trillion
  • Q1 2024

A detailed history of Sage View Advisory Group, LLC transactions in Ishares Tr stock. As of the latest transaction made, Sage View Advisory Group, LLC holds 9,188 shares of DVY stock, worth $1.11 Million. This represents 0.04% of its overall portfolio holdings.

Number of Shares
9,188
Previous 2,328 294.67%
Holding current value
$1.11 Million
Previous $273 Million 184.49%
% of portfolio
0.04%
Previous 0.01%

Shares

5 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2024

May 08, 2024
BUY
$113.31 - $123.18 $777,306 - $845,014
6,860 Added 294.67%
9,188 $776 Million
Q4 2023

Feb 09, 2024
SELL
$102.97 - $119.06 $2.28 Million - $2.64 Million
-22,142 Reduced 90.49%
2,328 $273 Million
Q3 2023

Nov 02, 2023
BUY
$107.44 - $118.16 $41,579 - $45,727
387 Added 1.61%
24,470 $2.63 Billion
Q2 2023

Aug 11, 2023
BUY
$108.5 - $119.27 $222,967 - $245,099
2,055 Added 9.33%
24,083 $2.73 Billion
Q1 2023

May 01, 2023
BUY
$110.68 - $126.38 $2.44 Million - $2.78 Million
22,028 New
22,028 $2.58 Billion

Others Institutions Holding DVY

# of Institutions
1,309
Shares Held
68.3M
Call Options Held
388K
Put Options Held
223K
View Full List

About ISHARES TR

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

Track Sage View Advisory Group, LLC Portfolio

Follow Sage View Advisory Group, 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 Sage View Advisory Group, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Sage View Advisory Group, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email