Secure Asset Management, LLC Ishares Tr Transaction History

Secure Asset Management, LLC

  • $609 Million
  • Q4 2025

A detailed history of Secure Asset Management, LLC transactions in Ishares Tr stock. As of the latest transaction made, Secure Asset Management, LLC holds 3,379 shares of DVY stock, worth $475,222. This represents 0.08% of its overall portfolio holdings.

Number of Shares
3,379
Previous 3,365 0.42%
Holding current value
$475,222
Previous $478,000 0.63%
% of portfolio
0.08%
Previous 0.08%

Shares

17 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2025

Jan 20, 2026
BUY
$138.1 - $143.11 $1,933 - $2,003
14 Added 0.42%
3,379 $475,000
Q3 2025

Oct 09, 2025
BUY
$133.88 - $142.57 $1,606 - $1,710
12 Added 0.36%
3,365 $478,000
Q2 2025

Jul 10, 2025
BUY
$118.37 - $134.86 $1,420 - $1,618
12 Added 0.36%
3,353 $445,000
Q1 2025

Apr 10, 2025
SELL
$128.58 - $138.1 $57,475 - $61,730
-447 Reduced 11.8%
3,341 $443,000
Q4 2024

Jan 17, 2025
SELL
$129.55 - $143.41 $41,067 - $45,460
-317 Reduced 7.72%
3,788 $497,000
Q3 2024

Oct 16, 2024
BUY
$119.99 - $135.74 $1,079 - $1,221
9 Added 0.22%
4,105 $554,000
Q2 2024

Jul 24, 2024
BUY
$115.73 - $125.75 $159,591 - $173,409
1,379 Added 50.75%
4,096 $495,000
Q1 2024

Apr 30, 2024
BUY
$113.31 - $123.18 $83,736 - $91,030
739 Added 37.36%
2,717 $334,000
Q4 2023

Jan 22, 2024
SELL
$102.97 - $119.06 $17,710 - $20,478
-172 Reduced 8.0%
1,978 $231,000
Q3 2023

Oct 18, 2023
BUY
$107.44 - $118.16 $230,996 - $254,044
2,150 New
2,150 $231,000
Q3 2021

Oct 28, 2021
SELL
$112.53 - $119.9 $348,843 - $371,690
-3,100 Closed
0 $0
Q2 2021

Jul 16, 2021
BUY
$114.14 - $123.06 $57,070 - $61,530
500 Added 19.23%
3,100 $362,000
Q1 2021

Apr 14, 2021
BUY
$94.76 - $115.39 $9,476 - $11,539
100 Added 4.0%
2,600 $297,000
Q4 2020

Feb 08, 2021
SELL
$81.33 - $97.54 $121,995 - $146,310
-1,500 Reduced 37.5%
2,500 $240,000
Q3 2020

Oct 20, 2020
SELL
$77.43 - $86.72 $54,201 - $60,704
-700 Reduced 14.89%
4,000 $326,000
Q1 2020

Apr 15, 2020
BUY
$62.67 - $107.3 $18,801 - $32,190
300 Added 6.82%
4,700 $346,000
Q4 2019

Feb 06, 2020
BUY
$98.25 - $105.76 $432,300 - $465,344
4,400 New
4,400 $465,000

Others Institutions Holding DVY

# of Institutions
1,492
Shares Held
69.2M
Call Options Held
1.01M
Put Options Held
70.3K
View Full List

About ISHARES TR

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