Steward Partners Investment Solutions, LLC Ishares Tr Transaction History

Steward Partners Investment Solutions, LLC

  • $594 Billion
  • Q1 2024

A detailed history of Steward Partners Investment Solutions, LLC transactions in Ishares Tr stock. As of the latest transaction made, Steward Partners Investment Solutions, LLC holds 2,923 shares of DVY stock, worth $403,841. This represents 0.06% of its overall portfolio holdings.

Number of Shares
2,923
Previous 5,989 51.19%
Holding current value
$403,841
Previous $702 Million 48.71%
% of portfolio
0.06%
Previous 0.29%

Shares

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

May 15, 2024
SELL
$113.31 - $123.18 $347,408 - $377,669
-3,066 Reduced 51.19%
2,923 $360 Million
Q4 2023

Feb 13, 2024
BUY
$102.97 - $119.06 $616,687 - $713,050
5,989 New
5,989 $702 Million

Others Institutions Holding DVY

# of Institutions
1,353
Shares Held
70.3M
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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