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 $321,184. This represents 0.03% of its overall portfolio holdings.

Number of Shares
2,403
Previous 2,403 -0.0%
Holding current value
$321,184
Previous $290,000 11.72%
% of portfolio
0.03%
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

About ISHARES TR


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