Sculati Wealth Management, LLC Ishares Tr Transaction History

Sculati Wealth Management, LLC

  • $263 Million
  • Q2 2025

A detailed history of Sculati Wealth Management, LLC transactions in Ishares Tr stock. As of the latest transaction made, Sculati Wealth Management, LLC holds 6,998 shares of DVY stock, worth $1 Million. This represents 0.35% of its overall portfolio holdings.

Number of Shares
6,998
Previous 8,718 19.73%
Holding current value
$1 Million
Previous $1.17 Million 20.6%
% of portfolio
0.35%
Previous 0.48%

Shares

4 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2025

Aug 08, 2025
SELL
$118.37 - $134.86 $203,596 - $231,959
-1,720 Reduced 19.73%
6,998 $929,000
Q1 2025

May 12, 2025
SELL
$128.58 - $138.1 $22,501 - $24,167
-175 Reduced 1.97%
8,718 $1.17 Million
Q1 2020

May 22, 2020
SELL
$62.67 - $107.3 $6,580 - $11,266
-105 Reduced 1.17%
8,893 $654,000
Q4 2019

Feb 13, 2020
BUY
$98.25 - $105.76 $884,053 - $951,628
8,998 New
8,998 $951,000

Others Institutions Holding DVY

# of Institutions
1,467
Shares Held
72.3M
Call Options Held
1.13M
Put Options Held
114K
View Full List

About ISHARES TR

DVY Quotes by TradingView
  • Ticker DVY
  • Sector ETFs
  • Industry ETFs
More about DVY
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