Strait & Sound Wealth Management LLC Ishares Tr Transaction History

Strait & Sound Wealth Management LLC

  • $215 Billion
  • Q1 2025

A detailed history of Strait & Sound Wealth Management LLC transactions in Ishares Tr stock. As of the latest transaction made, Strait & Sound Wealth Management LLC holds 6,663 shares of DVY stock, worth $868,455. This represents 0.42% of its overall portfolio holdings.

Number of Shares
6,663
Previous 6,663 -0.0%
Holding current value
$868,455
Previous $875 Million 2.29%
% of portfolio
0.42%
Previous 0.41%

Shares

9 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2024

Feb 18, 2025
SELL
$129.55 - $143.41 $38,865 - $43,023
-300 Reduced 4.31%
6,663 $875 Million
Q3 2024

Nov 15, 2024
SELL
$119.99 - $135.74 $211,182 - $238,902
-1,760 Reduced 20.18%
6,963 $940 Million
Q2 2024

Aug 13, 2024
SELL
$115.73 - $125.75 $99,296 - $107,893
-858 Reduced 8.96%
8,723 $1.06 Billion
Q1 2024

May 10, 2024
BUY
$113.31 - $123.18 $90,987 - $98,913
803 Added 9.15%
9,581 $1.14 Billion
Q4 2023

Feb 08, 2024
SELL
$102.97 - $119.06 $24,197 - $27,979
-235 Reduced 2.61%
8,778 $1 Billion
Q3 2023

Nov 15, 2023
BUY
$107.44 - $118.16 $42,976 - $47,264
400 Added 4.64%
9,013 $970 Million
Q2 2023

Aug 29, 2023
BUY
$108.5 - $119.27 $130,200 - $143,124
1,200 Added 16.19%
8,613 $976 Million
Q1 2023

Aug 29, 2023
BUY
$110.68 - $126.38 $22,136 - $25,276
200 Added 2.77%
7,413 $869 Million
Q4 2022

Feb 16, 2023
BUY
$107.39 - $125.5 $774,604 - $905,231
7,213 New
7,213 $896 Million

Others Institutions Holding DVY

# of Institutions
1,457
Shares Held
69.7M
Call Options Held
1.1M
Put Options Held
62.9K
View Full List

About ISHARES TR

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