Strategies Wealth Advisors, LLC Ishares Tr Transaction History

Strategies Wealth Advisors, LLC

  • $819 Billion
  • Q1 2025

A detailed history of Strategies Wealth Advisors, LLC transactions in Ishares Tr stock. As of the latest transaction made, Strategies Wealth Advisors, LLC holds 4,639 shares of DVY stock, worth $608,497. This represents 0.08% of its overall portfolio holdings.

Number of Shares
4,639
Previous 4,589 1.09%
Holding current value
$608,497
Previous $617 Million 1.02%
% of portfolio
0.08%
Previous 0.08%

Shares

12 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2025

May 14, 2025
BUY
$128.58 - $138.1 $6,429 - $6,905
50 Added 1.09%
4,639 $623 Million
Q4 2024

Feb 13, 2025
BUY
$129.55 - $143.41 $5,959 - $6,596
46 Added 1.01%
4,589 $617 Million
Q3 2024

Oct 07, 2024
BUY
$119.99 - $135.74 $6,119 - $6,922
51 Added 1.14%
4,543 $614 Million
Q2 2024

Jul 29, 2024
BUY
$115.73 - $125.75 $4,050 - $4,401
35 Added 0.79%
4,492 $543 Million
Q1 2024

Apr 22, 2024
BUY
$113.31 - $123.18 $87,135 - $94,725
769 Added 20.85%
4,457 $549 Million
Q4 2023

Jan 22, 2024
SELL
$102.97 - $119.06 $56,530 - $65,363
-549 Reduced 12.96%
3,688 $432 Million
Q2 2023

Jul 12, 2023
SELL
$108.5 - $119.27 $9,656 - $10,615
-89 Reduced 2.06%
4,237 $480 Million
Q1 2023

Jun 27, 2023
BUY
$110.68 - $126.38 $4,205 - $4,802
38 Added 0.89%
4,326 $507 Million
Q4 2022

Jun 27, 2023
BUY
$107.39 - $125.5 $131,445 - $153,612
1,224 Added 39.95%
4,288 $517 Million
Q2 2022

Jun 27, 2023
BUY
$113.21 - $132.14 $2,490 - $2,907
22 Added 0.72%
3,064 $361 Million
Q1 2022

Jun 27, 2023
BUY
$119.99 - $129.75 $2,519 - $2,724
21 Added 0.7%
3,042 $390 Million
Q4 2021

Jun 26, 2023
BUY
$114.37 - $122.59 $345,511 - $370,344
3,021 New
3,021 $370 Million

Others Institutions Holding DVY

# of Institutions
1,455
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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