Semus Wealth Partners LLC Ishares Tr Transaction History

Semus Wealth Partners LLC

$151 Billion
Q4 2024

A detailed history of Semus Wealth Partners LLC transactions in Ishares Tr stock. As of the latest transaction made, Semus Wealth Partners LLC holds 1,901 shares of DVY stock, worth $256,159. This represents 0.17% of its overall portfolio holdings.

Number of Shares

1,901

Previous 1,996 4.76%

Holding current value

$256,159

Previous $270 Million 7.43%

% of portfolio

0.17%

Previous 0.19%

9 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Jan 31, 2025	SELL	$129.55 - $143.41 $12,307 - $13,623	-95 Reduced 4.76%	1,901 $250 Million
Q3 2024 Nov 07, 2024	SELL	$119.99 - $135.74 $42,356 - $47,916	-353 Reduced 15.03%	1,996 $270 Million
Q2 2024 Jul 31, 2024	SELL	$115.73 - $125.75 $37,612 - $40,868	-325 Reduced 12.15%	2,349 $284 Million
Q1 2024 May 07, 2024	SELL	$113.31 - $123.18 $12,917 - $14,042	-114 Reduced 4.09%	2,674 $329 Million
Q4 2023 Jan 23, 2024	BUY	$102.97 - $119.06 $4,221 - $4,881	41 Added 1.49%	2,788 $327 Million
Q3 2023 Oct 31, 2023	SELL	$107.44 - $118.16 $54,149 - $59,552	-504 Reduced 15.5%	2,747 $296 Million
Q2 2023 Aug 01, 2023	SELL	$108.5 - $119.27 $138,012 - $151,711	-1,272 Reduced 28.12%	3,251 $368 Million
Q1 2023 Apr 24, 2023	BUY	$110.68 - $126.38 $102,821 - $117,407	929 Added 25.85%	4,523 $530 Million
Q4 2022 Feb 08, 2023	BUY	$107.39 - $125.5 $385,959 - $451,047	3,594 New	3,594 $433 Million

Others Institutions Holding DVY

# of Institutions

1,386

Shares Held

66.8M

Call Options Held

1.1M

Put Options Held

383K

View Full List

About ISHARES TR

Ticker DVY
Sector ETFs
Industry ETFs

More about DVY

Track This Portfolio

Portfolio Update

Get notified when there are updates to the investment portfolio of Semus Wealth Partners LLC, based on Form 13F filings with the SEC.

News

Stay updated on Semus Wealth Partners LLC with notifications on news.

Account

Semus Wealth Partners LLC Ishares Tr Transaction History