Sound View Wealth Advisors Group, LLC Ishares Tr Transaction History

Sound View Wealth Advisors Group, LLC

  • $933 Million
  • Q1 2024

A detailed history of Sound View Wealth Advisors Group, LLC transactions in Ishares Tr stock. As of the latest transaction made, Sound View Wealth Advisors Group, LLC holds 10,613 shares of DVY stock, worth $1.28 Million. This represents 0.14% of its overall portfolio holdings.

Number of Shares
10,613
Previous 7,681 38.17%
Holding current value
$1.28 Million
Previous $900,000 45.22%
% of portfolio
0.14%
Previous 0.1%

Shares

20 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2024

May 09, 2024
BUY
$113.31 - $123.18 $332,224 - $361,163
2,932 Added 38.17%
10,613 $1.31 Million
Q4 2023

Feb 08, 2024
SELL
$102.97 - $119.06 $73,314 - $84,770
-712 Reduced 8.48%
7,681 $900,000
Q3 2023

Nov 07, 2023
BUY
$107.44 - $118.16 $107 - $118
1 Added 0.01%
8,393 $903,000
Q2 2023

Aug 08, 2023
BUY
$108.5 - $119.27 $325 - $357
3 Added 0.04%
8,392 $950,000
Q1 2023

May 12, 2023
BUY
$110.68 - $126.38 $114,553 - $130,803
1,035 Added 14.07%
8,389 $983,000
Q4 2022

Feb 08, 2023
BUY
$117.33 - $125.5 $123,783 - $132,402
1,055 Added 16.75%
7,354 $886,000
Q3 2022

Nov 08, 2022
SELL
N/A
-25 Reduced 0.4%
6,299 $675,000
Q2 2022

Aug 05, 2022
BUY
N/A
247 Added 4.06%
6,324 $744,000
Q1 2022

May 11, 2022
SELL
N/A
-147 Reduced 2.36%
6,077 $779,000
Q4 2021

Jan 20, 2022
BUY
N/A
791 Added 14.56%
6,224 $763,000
Q3 2021

Oct 21, 2021
SELL
N/A
-3 Reduced 0.06%
5,433 $623,000
Q2 2021

Jul 21, 2021
BUY
N/A
940 Added 20.91%
5,436 $634,000
Q1 2021

Apr 28, 2021
BUY
N/A
245 Added 5.76%
4,496 $513,000
Q4 2020

Feb 02, 2021
SELL
N/A
-32,774 Reduced 88.52%
4,251 $409,000
Q3 2020

Nov 09, 2020
SELL
N/A
-9,656 Reduced 20.69%
37,025 $3.02 Million
Q2 2020

Aug 07, 2020
SELL
N/A
-5,295 Reduced 10.19%
46,681 $3.77 Million
Q1 2020

May 12, 2020
SELL
N/A
-1,568 Reduced 2.93%
51,976 $3.82 Million
Q4 2019

Jan 27, 2020
SELL
N/A
-4,383 Reduced 7.57%
53,544 $5.66 Million
Q3 2019

Nov 07, 2019
BUY
N/A
562 Added 0.98%
57,927 $5.91 Million
Q2 2019

Aug 07, 2019
BUY
N/A
57,365 New
57,365 $5.71 Million

Others Institutions Holding DVY

# of Institutions
1,309
Shares Held
68.2M
Call Options Held
388K
Put Options Held
223K
View Full List

About ISHARES TR

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