Selective Wealth Management, Inc. Ishares Tr Transaction History

Selective Wealth Management, Inc.

$247 Million
Q4 2024

A detailed history of Selective Wealth Management, Inc. transactions in Ishares Tr stock. As of the latest transaction made, Selective Wealth Management, Inc. holds 4,376 shares of DVY stock, worth $586,865. This represents 0.23% of its overall portfolio holdings.

Number of Shares

4,376

Previous 4,351 0.57%

Holding current value

$586,865

Previous $587,000 2.21%

% of portfolio

0.23%

Previous 0.25%

17 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Jan 15, 2025	BUY	$129.55 - $143.41 $3,238 - $3,585	25 Added 0.57%	4,376 $574,000
Q3 2024 Oct 09, 2024	BUY	$119.99 - $135.74 $3,479 - $3,936	29 Added 0.67%	4,351 $587,000
Q2 2024 Jul 10, 2024	BUY	$115.73 - $125.75 $2,198 - $2,389	19 Added 0.44%	4,322 $522,000
Q1 2024 Apr 11, 2024	BUY	$113.31 - $123.18 $2,266 - $2,463	20 Added 0.47%	4,303 $530,000
Q4 2023 Jan 05, 2024	SELL	$102.97 - $119.06 $37,069 - $42,861	-360 Reduced 7.75%	4,283 $502,000
Q3 2023 Oct 10, 2023	BUY	$107.44 - $118.16 $3,115 - $3,426	29 Added 0.63%	4,643 $499,000
Q2 2023 Jul 11, 2023	BUY	$108.5 - $119.27 $29,186 - $32,083	269 Added 6.19%	4,614 $522,000
Q4 2022 Jan 23, 2023	BUY	$107.39 - $125.5 $251,722 - $294,172	2,344 Added 117.14%	4,345 $0
Q2 2022 Jul 28, 2022	BUY	$113.21 - $132.14 $17,321 - $20,217	153 Added 8.28%	2,001 $235,000
Q1 2022 Apr 20, 2022	SELL	$119.99 - $129.75 $119 - $129	-1 Reduced 0.05%	1,848 $237,000
Q3 2021 Oct 27, 2021	BUY	$112.53 - $119.9 $45,012 - $47,960	400 Added 27.61%	1,849 $212,000
Q2 2021 Aug 04, 2021	BUY	$114.14 - $123.06 $125,325 - $135,119	1,098 Added 312.82%	1,449 $0
Q4 2020 Jan 22, 2021	BUY	$81.33 - $97.54 $81 - $97	1 Added 0.29%	351 $34,000
Q2 2020 Jul 15, 2020	BUY	$69.37 - $91.69 $208 - $275	3 Added 0.86%	350 $28,000
Q1 2020 Apr 16, 2020	BUY	$62.67 - $107.3 $3,258 - $5,579	52 Added 17.63%	347 $26,000
Q4 2019 Jan 10, 2020	BUY	$98.25 - $105.76 $196 - $211	2 Added 0.68%	295 $31,000
Q3 2019 Oct 29, 2019	BUY	$100.87 - $103.22 $29,554 - $30,243	293 New	293 $30,000

Others Institutions Holding DVY

# of Institutions

1,405

Shares Held

93.2M

Call Options Held

2.69M

Put Options Held

383K

View Full List

About ISHARES TR

Ticker DVY
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Selective Wealth Management, Inc. Ishares Tr Transaction History