Sar Wealth Management Group, LLC Ishares Tr Transaction History

Sar Wealth Management Group, LLC

  • $149 Billion
  • Q1 2025

A detailed history of Sar Wealth Management Group, LLC transactions in Ishares Tr stock. As of the latest transaction made, Sar Wealth Management Group, LLC holds 1,670 shares of DVY stock, worth $217,667. This represents 0.15% of its overall portfolio holdings.

Number of Shares
1,670
Previous 1,665 0.3%
Holding current value
$217,667
Previous $219 Million 2.6%
% of portfolio
0.15%
Previous 0.15%

Shares

6 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2025

Apr 11, 2025
BUY
$128.58 - $138.1 $642 - $690
5 Added 0.3%
1,670 $224 Million
Q4 2024

Jan 15, 2025
BUY
$129.55 - $143.41 $777 - $860
6 Added 0.36%
1,665 $219 Million
Q3 2024

Oct 17, 2024
SELL
$119.99 - $135.74 $20,878 - $23,618
-174 Reduced 9.49%
1,659 $224 Million
Q2 2024

Jul 15, 2024
SELL
$115.73 - $125.75 $4.98 Million - $5.41 Million
-43,059 Reduced 95.92%
1,833 $222 Million
Q1 2024

Apr 15, 2024
SELL
$113.31 - $123.18 $73,764 - $80,190
-651 Reduced 1.43%
44,892 $5.53 Billion
Q4 2023

Feb 12, 2024
BUY
$102.97 - $119.06 $4.69 Million - $5.42 Million
45,543 New
45,543 $5.34 Billion

Others Institutions Holding DVY

# of Institutions
1,457
Shares Held
69.7M
Call Options Held
1.1M
Put Options Held
62.9K
View Full List

About ISHARES TR

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

Track Sar Wealth Management Group, LLC Portfolio

Follow Sar Wealth Management 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 Sar Wealth Management Group, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Sar Wealth Management Group, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email