A detailed history of Seneca Financial Advisors LLC transactions in Ishares Tr stock. As of the latest transaction made, Seneca Financial Advisors LLC holds 1,564 shares of DVY stock, worth $216,082. This represents 0.08% of its overall portfolio holdings.

Number of Shares
1,564
Previous 1,555 0.58%
Holding current value
$216,082
Previous $209 Million 0.5%
% of portfolio
0.08%
Previous 0.1%

Shares

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

Aug 27, 2025

BUY
$118.37 - $134.86 $1,065 - $1,213
9 Added 0.58%
1,564 $208 Million
Q1 2025

Aug 27, 2025

BUY
$128.58 - $138.1 $1,028 - $1,104
8 Added 0.52%
1,555 $209 Million
Q4 2024

Aug 27, 2025

BUY
$129.55 - $143.41 $1,295 - $1,434
10 Added 0.65%
1,547 $203 Million
Q3 2024

Aug 27, 2025

BUY
$119.99 - $135.74 $184,424 - $208,632
1,537 New
1,537 $208 Million
Q1 2024

Aug 27, 2025

SELL
$113.31 - $123.18 $209,736 - $228,006
-1,851 Closed
0 $0
Q4 2023

Aug 27, 2025

BUY
$102.97 - $119.06 $190,597 - $220,380
1,851 New
1,851 $217 Million
Q3 2023

Aug 27, 2025

SELL
$107.44 - $118.16 $196,400 - $215,996
-1,828 Closed
0 $0
Q2 2023

Aug 27, 2025

SELL
$108.5 - $119.27 $49,476 - $54,387
-456 Reduced 19.96%
1,828 $207 Million
Q1 2023

Aug 27, 2025

BUY
$110.68 - $126.38 $1,328 - $1,516
12 Added 0.53%
2,284 $268 Million
Q4 2022

Aug 27, 2025

BUY
$107.39 - $125.5 $3,114 - $3,639
29 Added 1.29%
2,272 $274 Million
Q2 2022

Aug 27, 2025

BUY
$113.21 - $132.14 $1,132 - $1,321
10 Added 0.45%
2,243 $264 Million
Q1 2022

Aug 27, 2025

BUY
$119.99 - $129.75 $1,079 - $1,167
9 Added 0.4%
2,233 $286 Million
Q4 2021

Aug 27, 2025

BUY
$114.37 - $122.59 $254,358 - $272,640
2,224 New
2,224 $273 Million

Others Institutions Holding DVY

About ISHARES TR


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