Sterling Investment Advisors LLC Ishares Tr Transaction History

Sterling Investment Advisors LLC

  • $164 Million
  • Q2 2024

A detailed history of Sterling Investment Advisors LLC transactions in Ishares Tr stock. As of the latest transaction made, Sterling Investment Advisors LLC holds 1,839 shares of DVY stock, worth $246,848. This represents 0.14% of its overall portfolio holdings.

Number of Shares
1,839
Previous 1,832 0.38%
Holding current value
$246,848
Previous $225,000 1.33%
% of portfolio
0.14%
Previous 0.13%

Shares

5 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2024

Jul 10, 2024
BUY
$115.73 - $125.75 $810 - $880
7 Added 0.38%
1,839 $222,000
Q1 2024

Apr 11, 2024
BUY
$113.31 - $123.18 $207,583 - $225,665
1,832 New
1,832 $225,000
Q2 2022

Jul 27, 2022
SELL
$113.21 - $132.14 $195,287 - $227,941
-1,725 Closed
0 $0
Q1 2022

Apr 14, 2022
BUY
$119.99 - $129.75 $599 - $648
5 Added 0.29%
1,725 $221,000
Q4 2021

Jan 25, 2022
BUY
$114.37 - $122.59 $196,716 - $210,854
1,720 New
1,720 $211,000

Others Institutions Holding DVY

# of Institutions
1,318
Shares Held
64.9M
Call Options Held
640K
Put Options Held
217K
View Full List

About ISHARES TR

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