Strategic Wealth Partners Group LLC Ishares Tr Transaction History

Strategic Wealth Partners Group LLC

$851 Million
Q1 2024

Shares

2 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q3 2018 Nov 14, 2018	SELL	N/A	-885 Closed	0 $0
Q1 2018 May 15, 2018	BUY	N/A	885 New	885 $84.2 Million

Others Institutions Holding DVY

# of Institutions

1,319

Shares Held

64.9M

Call Options Held

640K

Put Options Held

217K

Bank Of America Corp Charlotte, NC

8.15M
Shares

$1.1 Billion
0.09% of portfolio
Morgan Stanley New York, NY

6.16M
Shares

$830 Million
0.06% of portfolio
Pnc Financial Services Group, Inc. Pittsburgh, PA

3.89M
Shares

$525 Million
0.31% of portfolio
Wells Fargo & Company San Francisco, CA

3.68M
Shares

$495 Million
0.11% of portfolio
Northern Trust Corp Chicago, IL

3.02M
Shares

$407 Million
0.06% of portfolio

About ISHARES TR

Ticker DVY
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