Strategies Wealth Advisors, LLC Ishares Tr Transaction History

Strategies Wealth Advisors, LLC

$803 Billion
Q4 2024

A detailed history of Strategies Wealth Advisors, LLC transactions in Ishares Tr stock. As of the latest transaction made, Strategies Wealth Advisors, LLC holds 4,589 shares of DVY stock, worth $614,191. This represents 0.08% of its overall portfolio holdings.

Number of Shares

4,589

Previous 4,543 1.01%

Holding current value

$614,191

Previous $614 Million 0.49%

% of portfolio

0.08%

Previous 0.08%

11 transactions

Quarter	Operation	Price Per share	shares change	shares Held
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

1,446

Shares Held

95M

Call Options Held

1.8M

Put Options Held

161K

View Full List

About ISHARES TR

Ticker DVY
Sector ETFs
Industry ETFs

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Strategies Wealth Advisors, LLC Ishares Tr Transaction History