Stuart Chaussee & Associates, Inc. Ishares Tr Transaction History

Stuart Chaussee & Associates, Inc.

$233 Million
Q2 2024

Shares

2 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q2 2021 Aug 06, 2021	SELL	$114.14 - $123.06 $122,700 - $132,289	-1,075 Closed	0 $0
Q2 2018 Jul 27, 2018	BUY	N/A	1,075 New	1,075 $105,000

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

$1.09 Billion
0.09% of portfolio
Morgan Stanley New York, NY

6.16M
Shares

$827 Million
0.06% of portfolio
Pnc Financial Services Group, Inc. Pittsburgh, PA

3.89M
Shares

$523 Million
0.31% of portfolio
Wells Fargo & Company San Francisco, CA

3.68M
Shares

$494 Million
0.11% of portfolio
Northern Trust Corp Chicago, IL

3.02M
Shares

$406 Million
0.06% of portfolio

About ISHARES TR

Ticker DVY
Sector ETFs
Industry ETFs

Track This Portfolio

Portfolio Update

Get notified when there are updates to the investment portfolio of Stuart Chaussee & Associates, Inc., based on Form 13F filings with the SEC.

News

Stay updated on Stuart Chaussee & Associates, Inc. with notifications on news.