Sanford Advisory Services, LLC Ishares Tr Transaction History

Sanford Advisory Services, LLC

$420 Million
Q4 2022

A detailed history of Sanford Advisory Services, LLC transactions in Ishares Tr stock. As of the latest transaction made, Sanford Advisory Services, LLC holds 89,715 shares of DVY stock, worth $11.8 Million. This represents 2.58% of its overall portfolio holdings.

Number of Shares

89,715

Previous 84,819 5.77%

Holding current value

$11.8 Million

Previous $9.09 Million 18.97%

% of portfolio

2.58%

Previous 2.6%

8 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2022 Feb 07, 2023	BUY	$107.39 - $125.5 $525,781 - $614,448	4,896 Added 5.77%	89,715 $10.8 Million
Q3 2022 Nov 09, 2022	BUY	$107.22 - $127.71 $6.39 Million - $7.61 Million	59,590 Added 236.2%	84,819 $9.09 Million
Q2 2022 Jul 28, 2022	BUY	$113.21 - $132.14 $2.18 Million - $2.54 Million	19,245 Added 321.61%	25,229 $2.97 Million
Q1 2022 Jul 28, 2022	BUY	$119.99 - $129.75 $8,279 - $8,952	69 Added 1.17%	5,984 $767,000
Q4 2021 Jul 28, 2022	BUY	$114.37 - $122.59 $114 - $122	1 Added 0.02%	5,915 $725,000
Q2 2021 Jul 28, 2022	BUY	$114.14 - $123.06 $2,853 - $3,076	25 Added 0.42%	5,914 $690,000
Q1 2021 Jul 28, 2022	BUY	$94.76 - $115.39 $37,714 - $45,925	398 Added 7.25%	5,889 $672,000
Q4 2020 Jul 28, 2022	BUY	$81.33 - $97.54 $446,583 - $535,592	5,491 New	5,491 $528,000

Others Institutions Holding DVY

# of Institutions

1,360

Shares Held

70.5M

Call Options Held

1.1M

Put Options Held

383K

View Full List

About ISHARES TR

Ticker DVY
Sector ETFs
Industry ETFs

More about DVY

Track This Portfolio

Portfolio Update

Get notified when there are updates to the investment portfolio of Sanford Advisory Services, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Sanford Advisory Services, LLC with notifications on news.

Account

Sanford Advisory Services, LLC Ishares Tr Transaction History