Sterling Investment Advisors LLC Ishares Tr Transaction History

Sterling Investment Advisors LLC

$178 Million
Q1 2025

A detailed history of Sterling Investment Advisors LLC transactions in Ishares Tr stock. As of the latest transaction made, Sterling Investment Advisors LLC holds 1,745 shares of DVY stock, worth $224,023. This represents 0.13% of its overall portfolio holdings.

Number of Shares

1,745

Previous 1,739 0.35%

Holding current value

$224,023

Previous $228,000 2.63%

% of portfolio

0.13%

Previous 0.13%

8 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2025 Apr 24, 2025	BUY	$128.58 - $138.1 $771 - $828	6 Added 0.35%	1,745 $234,000
Q4 2024 Jan 14, 2025	SELL	$129.55 - $143.41 $14,250 - $15,775	-110 Reduced 5.95%	1,739 $228,000
Q3 2024 Oct 21, 2024	BUY	$119.99 - $135.74 $1,199 - $1,357	10 Added 0.54%	1,849 $249,000
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

1,447

Shares Held

70.4M

Call Options Held

1.8M

Put Options Held

161K

View Full List

About ISHARES TR

Ticker DVY
Sector ETFs
Industry ETFs

More about DVY

Track This Portfolio

Portfolio Update

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

News

Stay updated on Sterling Investment Advisors LLC with notifications on news.

Account

Sterling Investment Advisors LLC Ishares Tr Transaction History