Tarbox Family Office, Inc. Ishares Tr Transaction History

Tarbox Family Office, Inc.

$606 Million
Q4 2024

Shares

2 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q2 2018 Jul 31, 2018	SELL	N/A	-666 Closed	0 $0
Q3 2017 Oct 19, 2017	BUY	N/A	666	666 $62,000

Others Institutions Holding DVY

# of Institutions

1,363

Shares Held

66.4M

Call Options Held

1.1M

Put Options Held

383K

Bank Of America Corp Charlotte, NC

8.33M
Shares

$1.12 Billion
0.09% of portfolio
Morgan Stanley New York, NY

6.21M
Shares

$838 Million
0.06% of portfolio
Pnc Financial Services Group, Inc. Pittsburgh, PA

3.86M
Shares

$521 Million
0.33% of portfolio
Wells Fargo & Company San Francisco, CA

3.69M
Shares

$498 Million
0.11% of portfolio
Northern Trust Corp Chicago, IL

2.96M
Shares

$399 Million
0.07% of portfolio

About ISHARES TR

Ticker DVY
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