Signature Wealth Management Group Ishares Tr Transaction History

Signature Wealth Management Group

$243 Million
Q3 2024

Shares

3 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q4 2018 Feb 11, 2019	SELL	N/A	-638 Closed	0 $0
Q3 2018 Oct 30, 2018	BUY	N/A	232 Added 57.14%	638 $60,000
Q4 2017 Apr 11, 2018	BUY	N/A	406	406 $40,000

Others Institutions Holding DVY

# of Institutions

1,359

Shares Held

70.5M

Call Options Held

1.1M

Put Options Held

383K

Bank Of America Corp Charlotte, NC

8.33M
Shares

$1.15 Billion
0.09% of portfolio
Morgan Stanley New York, NY

6.21M
Shares

$859 Million
0.06% of portfolio
International Assets Investment Management, LLC Orlando, FL

4.37M
Shares

$605 Million
0.09% of portfolio
Pnc Financial Services Group, Inc. Pittsburgh, PA

3.86M
Shares

$534 Million
0.33% of portfolio
Wells Fargo & Company San Francisco, CA

3.69M
Shares

$511 Million
0.11% of portfolio

About ISHARES TR

Ticker DVY
Sector ETFs
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