Schechter Investment Advisors, LLC Ishares Tr Transaction History

Schechter Investment Advisors, LLC

  • $853 Million
  • Q1 2025

A detailed history of Schechter Investment Advisors, LLC transactions in Ishares Tr stock. As of the latest transaction made, Schechter Investment Advisors, LLC holds 2,403 shares of DVY stock, worth $339,327. This represents 0.04% of its overall portfolio holdings.

Number of Shares
2,403
Previous 2,403 -0.0%
Holding current value
$339,327
Previous $315,000 2.22%
% of portfolio
0.04%
Previous 0.03%

Shares

3 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2023

Jan 17, 2024
SELL
$102.97 - $119.06 $6,693 - $7,738
-65 Reduced 2.63%
2,403 $281,000
Q2 2023

Jul 26, 2023
BUY
$108.5 - $119.27 $434 - $477
4 Added 0.16%
2,468 $279,000
Q1 2023

Apr 28, 2023
BUY
$110.68 - $126.38 $272,715 - $311,400
2,464 New
2,464 $288,000

Others Institutions Holding DVY

# of Institutions
1,495
Shares Held
70.8M
Call Options Held
1.12M
Put Options Held
114K
View Full List

About ISHARES TR

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

Track Schechter Investment Advisors, LLC Portfolio

Follow Schechter Investment Advisors, 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 Schechter Investment Advisors, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Schechter Investment Advisors, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email