Strategic Family Wealth Counselors, L.L.C. Ishares Tr Transaction History

Strategic Family Wealth Counselors, L.L.C.

  • $293 Million
  • Q4 2024

A detailed history of Strategic Family Wealth Counselors, L.L.C. transactions in Ishares Tr stock. As of the latest transaction made, Strategic Family Wealth Counselors, L.L.C. holds 2,465 shares of DVY stock, worth $340,416. This represents 0.11% of its overall portfolio holdings.

Number of Shares
2,465
Previous 2,461 0.16%
Holding current value
$340,416
Previous $332,000 2.71%
% of portfolio
0.11%
Previous 0.12%

Shares

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

Feb 06, 2025
BUY
$129.55 - $143.41 $518 - $573
4 Added 0.16%
2,465 $323,000
Q3 2024

Oct 31, 2024
BUY
$119.99 - $135.74 $1,079 - $1,221
9 Added 0.37%
2,461 $332,000
Q2 2024

Aug 14, 2024
SELL
$115.73 - $125.75 $13,193 - $14,335
-114 Reduced 4.44%
2,452 $296,000
Q1 2024

May 14, 2024
SELL
$113.31 - $123.18 $77,277 - $84,008
-682 Reduced 21.0%
2,566 $316,000
Q4 2023

Jan 29, 2024
BUY
$102.97 - $119.06 $14,621 - $16,906
142 Added 4.57%
3,248 $380,000
Q2 2023

Aug 10, 2023
BUY
$108.5 - $119.27 $1,302 - $1,431
12 Added 0.39%
3,106 $351,000
Q1 2023

May 15, 2023
BUY
$110.68 - $126.38 $1,660 - $1,895
15 Added 0.49%
3,094 $362,000
Q4 2022

Jan 25, 2023
BUY
$107.39 - $125.5 $3,973 - $4,643
37 Added 1.22%
3,079 $0
Q2 2022

Aug 11, 2022
BUY
$113.21 - $132.14 $1,584 - $1,849
14 Added 0.46%
3,042 $358,000
Q1 2022

May 04, 2022
BUY
$119.99 - $129.75 $1,559 - $1,686
13 Added 0.43%
3,028 $388,000
Q4 2021

Feb 08, 2022
BUY
$114.37 - $122.59 $3,659 - $3,922
32 Added 1.07%
3,015 $370,000
Q2 2021

Jul 29, 2021
BUY
$114.14 - $123.06 $3,994 - $4,307
35 Added 1.19%
2,983 $348,000
Q4 2020

Feb 16, 2021
SELL
$81.33 - $97.54 $8,946 - $10,729
-110 Reduced 3.6%
2,948 $284,000
Q3 2020

Oct 26, 2020
BUY
$77.43 - $86.72 $1,858 - $2,081
24 Added 0.79%
3,058 $249,000
Q2 2020

Jul 13, 2020
BUY
$69.37 - $91.69 $210,468 - $278,187
3,034 New
3,034 $245,000
Q1 2020

Apr 16, 2020
SELL
$62.67 - $107.3 $155,985 - $267,069
-2,489 Closed
0 $0
Q4 2019

Jan 17, 2020
BUY
$98.25 - $105.76 $3,438 - $3,701
35 Added 1.43%
2,489 $263,000
Q2 2019

Jul 17, 2019
BUY
N/A
17 Added 0.7%
2,454 $244,000
Q1 2019

Apr 26, 2019
BUY
N/A
17 Added 0.7%
2,437 $239,000
Q4 2018

Jan 18, 2019
BUY
N/A
2,420 New
2,420 $216,000

Others Institutions Holding DVY

# of Institutions
1,445
Shares Held
95M
Call Options Held
1.8M
Put Options Held
161K
View Full List

About ISHARES TR

DVY Quotes by TradingView
  • Ticker DVY
  • Sector ETFs
  • Industry ETFs
More about DVY
Track This Portfolio

Track Strategic Family Wealth Counselors, L.L.C. Portfolio

Follow Strategic Family Wealth Counselors, L.L.C. and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Strategic Family Wealth Counselors, L.L.C., based on Form 13F filings with the SEC.

News

Stay updated on Strategic Family Wealth Counselors, L.L.C. with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email