Sky Oak Wealth, LLC Ishares Tr Transaction History

Sky Oak Wealth, LLC

  • $445 Million
  • Q3 2024

A detailed history of Sky Oak Wealth, LLC transactions in Ishares Tr stock. As of the latest transaction made, Sky Oak Wealth, LLC holds 4,507 shares of DVY stock, worth $584,557. This represents 0.14% of its overall portfolio holdings.

Number of Shares
4,507
Previous 3,873 16.37%
Holding current value
$584,557
Previous $468,000 29.91%
% of portfolio
0.14%
Previous 0.11%

Shares

14 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2024

Nov 04, 2024
BUY
$119.99 - $135.74 $76,073 - $86,059
634 Added 16.37%
4,507 $608,000
Q2 2024

Aug 12, 2024
SELL
$115.73 - $125.75 $9,026 - $9,808
-78 Reduced 1.97%
3,873 $468,000
Q1 2024

Apr 29, 2024
BUY
$113.31 - $123.18 $22,095 - $24,020
195 Added 5.19%
3,951 $486,000
Q4 2023

Jan 12, 2024
BUY
$102.97 - $119.06 $93,187 - $107,749
905 Added 31.74%
3,756 $440,000
Q3 2023

Oct 24, 2023
SELL
$107.44 - $118.16 $24,603 - $27,058
-229 Reduced 7.44%
2,851 $306,000
Q1 2023

May 02, 2023
SELL
$110.68 - $126.38 $16,602 - $18,957
-150 Reduced 4.64%
3,080 $360,000
Q4 2022

Jan 26, 2023
SELL
$107.39 - $125.5 $48,325 - $56,475
-450 Reduced 12.23%
3,230 $0
Q2 2022

Jul 26, 2022
SELL
$113.21 - $132.14 $1,132 - $1,321
-10 Reduced 0.27%
3,680 $433,000
Q3 2021

Oct 21, 2021
BUY
$112.53 - $119.9 $111,967 - $119,300
995 Added 36.92%
3,690 $423,000
Q4 2020

Feb 02, 2021
BUY
$81.33 - $97.54 $4,066 - $4,877
50 Added 1.89%
2,695 $259,000
Q3 2020

Nov 03, 2020
SELL
$77.43 - $86.72 $13,472 - $15,089
-174 Reduced 6.17%
2,645 $216,000
Q2 2020

Aug 10, 2020
SELL
$69.37 - $91.69 $85,325 - $112,778
-1,230 Reduced 30.38%
2,819 $228,000
Q1 2020

May 04, 2020
SELL
$62.67 - $107.3 $30,833 - $52,791
-492 Reduced 10.83%
4,049 $298,000
Q4 2019

Feb 04, 2020
BUY
$98.25 - $105.76 $446,153 - $480,256
4,541 New
4,541 $480,000

Others Institutions Holding DVY

# of Institutions
1,360
Shares Held
70.5M
Call Options Held
1.1M
Put Options Held
383K
View Full List

About ISHARES TR

DVY Quotes by TradingView
  • Ticker DVY
  • Sector ETFs
  • Industry ETFs
More about DVY
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