Surevest, LLC Ishares Tr Transaction History

Surevest, LLC

  • $368 Million
  • Q3 2022

A detailed history of Surevest, LLC transactions in Ishares Tr stock. As of the latest transaction made, Surevest, LLC holds 150 shares of DVY stock, worth $20,749. This represents 0.0% of its overall portfolio holdings.

Number of Shares
150
Previous 150 -0.0%
Holding current value
$20,749
Previous $18,000 11.11%
% of portfolio
0.0%
Previous 0.0%

Shares

3 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2021

Feb 11, 2022
BUY
$114.37 - $122.59 $17,155 - $18,388
150 New
150 $18,000
Q1 2019

Apr 09, 2019
SELL
N/A
-5,065 Closed
0 $0
Q4 2018

Feb 20, 2019
BUY
N/A
5,065 New
5,065 $452,000

Others Institutions Holding DVY

# of Institutions
1,359
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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