Summit Financial Strategies, Inc. Ishares Tr Transaction History

Summit Financial Strategies, Inc.

  • $821 Million
  • Q3 2024

A detailed history of Summit Financial Strategies, Inc. transactions in Ishares Tr stock. As of the latest transaction made, Summit Financial Strategies, Inc. holds 4,392 shares of DVY stock, worth $628,846. This represents 0.07% of its overall portfolio holdings.

Number of Shares
4,392
Previous 4,392 -0.0%
Holding current value
$628,846
Previous $531,000 11.68%
% of portfolio
0.07%
Previous 0.07%

Shares

6 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2023

Feb 13, 2024
SELL
$102.97 - $119.06 $21,005 - $24,288
-204 Reduced 4.44%
4,392 $514,000
Q4 2022

Jan 20, 2023
BUY
$107.39 - $125.5 $21,907 - $25,602
204 Added 4.64%
4,596 $0
Q1 2020

May 11, 2020
SELL
$62.67 - $107.3 $505,809 - $866,018
-8,071 Reduced 64.76%
4,392 $323,000
Q1 2019

May 14, 2019
SELL
N/A
-8 Reduced 0.06%
12,463 $1.22 Million
Q4 2018

Feb 06, 2019
BUY
N/A
8 Added 0.06%
12,471 $1.11 Million
Q3 2017

Nov 09, 2017
BUY
N/A
12,463
12,463 $1.17 Million

Others Institutions Holding DVY

# of Institutions
1,361
Shares Held
70.5M
Call Options Held
1.1M
Put Options Held
383K
View Full List

About ISHARES TR

DVY Quotes by TradingView
  • Ticker DVY
  • Sector ETFs
  • Industry ETFs
More about DVY
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