Sterling Investment Advisors LLC Ishares Tr Transaction History

Sterling Investment Advisors LLC

  • $172 Million
  • Q4 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 1,739 shares of DVY stock, worth $234,330. This represents 0.13% of its overall portfolio holdings.

Number of Shares
1,739
Previous 1,849 5.95%
Holding current value
$234,330
Previous $249,000 8.43%
% of portfolio
0.13%
Previous 0.14%

Shares

7 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
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
1,386
Shares Held
66.8M
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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