Sheaff Brock Investment Advisors, LLC Ishares Tr Transaction History

Sheaff Brock Investment Advisors, LLC

  • $1.08 Billion
  • Q1 2025

A detailed history of Sheaff Brock Investment Advisors, LLC transactions in Ishares Tr stock. As of the latest transaction made, Sheaff Brock Investment Advisors, LLC holds 4,203 shares of DVY stock, worth $572,028. This represents 0.05% of its overall portfolio holdings.

Number of Shares
4,203
Previous 4,553 7.69%
Holding current value
$572,028
Previous $597,000 5.53%
% of portfolio
0.05%
Previous 0.05%

Shares

29 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2025

May 07, 2025
SELL
$128.58 - $138.1 $45,003 - $48,335
-350 Reduced 7.69%
4,203 $564,000
Q4 2024

Jan 30, 2025
SELL
$129.55 - $143.41 $79,932 - $88,483
-617 Reduced 11.93%
4,553 $597,000
Q3 2024

Nov 06, 2024
BUY
$119.99 - $135.74 $24,237 - $27,419
202 Added 4.07%
5,170 $698,000
Q2 2024

Jul 30, 2024
SELL
$115.73 - $125.75 $45,250 - $49,168
-391 Reduced 7.3%
4,968 $601,000
Q1 2024

May 14, 2024
SELL
$113.31 - $123.18 $135,972 - $147,816
-1,200 Reduced 18.3%
5,359 $660,000
Q4 2023

Feb 08, 2024
BUY
$102.97 - $119.06 $123,666 - $142,991
1,201 Added 22.42%
6,559 $768,000
Q2 2023

Aug 08, 2023
SELL
$108.5 - $119.27 $4.81 Million - $5.29 Million
-44,329 Reduced 89.22%
5,358 $607,000
Q1 2023

May 01, 2023
SELL
$110.68 - $126.38 $11 Million - $12.6 Million
-99,385 Reduced 66.67%
49,687 $5.82 Million
Q4 2022

Feb 13, 2023
BUY
$107.39 - $125.5 $15.2 Million - $17.8 Million
141,623 Added 1901.24%
149,072 $18 Million
Q3 2022

Nov 03, 2022
BUY
$107.22 - $127.71 $8,684 - $10,344
81 Added 1.1%
7,449 $799,000
Q2 2022

Aug 02, 2022
BUY
$113.21 - $132.14 $20,377 - $23,785
180 Added 2.5%
7,368 $867,000
Q1 2022

May 06, 2022
BUY
$119.99 - $129.75 $160,906 - $173,994
1,341 Added 22.93%
7,188 $921,000
Q2 2021

Jun 02, 2022
BUY
$114.14 - $123.06 $158,083 - $170,438
1,385 Added 31.04%
5,847 $682,000
Q2 2021

Aug 16, 2021
SELL
$114.14 - $123.06 $158,083 - $170,438
-1,385 Reduced 23.69%
4,462 $520,000
Q1 2021

Jun 02, 2022
BUY
$94.76 - $115.39 $71,070 - $86,542
750 Added 14.71%
5,847 $668,000
Q1 2021

May 11, 2021
SELL
$94.76 - $115.39 $70,975 - $86,427
-749 Reduced 12.81%
5,097 $582,000
Q3 2020

Oct 30, 2020
SELL
$77.43 - $86.72 $108,247 - $121,234
-1,398 Reduced 19.3%
5,846 $477,000
Q2 2020

Aug 07, 2020
BUY
$69.37 - $91.69 $40,997 - $54,188
591 Added 8.88%
7,244 $585,000
Q4 2019

Jan 29, 2020
SELL
$98.25 - $105.76 $82,137 - $88,415
-836 Reduced 11.16%
6,653 $703,000
Q3 2019

Oct 28, 2019
BUY
$100.87 - $103.22 $806 - $825
8 Added 0.11%
7,489 $763,000
Q2 2019

Jul 31, 2019
BUY
N/A
7 Added 0.09%
7,481 $745,000
Q1 2019

Apr 29, 2019
BUY
N/A
8 Added 0.11%
7,474 $734,000
Q4 2018

Jan 28, 2019
BUY
N/A
13 Added 0.17%
7,466 $667,000
Q3 2018

Nov 09, 2018
BUY
N/A
7 Added 0.09%
7,453 $743,000
Q2 2018

Jul 31, 2018
SELL
N/A
-702 Reduced 8.62%
7,446 $728,000
Q1 2018

May 03, 2018
SELL
N/A
-938 Reduced 10.32%
8,148 $775,000
Q4 2017

Feb 12, 2018
SELL
N/A
-130 Reduced 1.41%
9,086 $895,000
Q3 2017

Nov 13, 2017
BUY
N/A
48 Added 0.52%
9,216 $863,000
Q2 2017

Aug 09, 2017
BUY
N/A
9,168
9,168 $845,000

Others Institutions Holding DVY

# of Institutions
1,458
Shares Held
70.4M
Call Options Held
816K
Put Options Held
62.9K
View Full List

About ISHARES TR

DVY Quotes by TradingView
  • Ticker DVY
  • Sector ETFs
  • Industry ETFs
More about DVY
Track This Portfolio

Track Sheaff Brock Investment Advisors, LLC Portfolio

Follow Sheaff Brock Investment Advisors, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Sheaff Brock Investment Advisors, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Sheaff Brock Investment Advisors, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email