A detailed history of Taylor Financial Group, Inc. transactions in Ishares Tr stock. As of the latest transaction made, Taylor Financial Group, Inc. holds 20,251 shares of DVY stock, worth $2.66 Million. This represents 1.89% of its overall portfolio holdings.

Number of Shares
20,251
Previous 18,854 7.41%
Holding current value
$2.66 Million
Previous $2.28 Billion 19.92%
% of portfolio
1.89%
Previous 1.75%

Shares

5 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2024

Nov 12, 2024

BUY
$119.99 - $135.74 $167,626 - $189,628
1,397 Added 7.41%
20,251 $2.74 Billion
Q2 2024

Jul 31, 2024

BUY
$115.73 - $125.75 $166,535 - $180,954
1,439 Added 8.26%
18,854 $2.28 Billion
Q1 2024

May 14, 2024

BUY
$113.31 - $123.18 $68,552 - $74,523
605 Added 3.6%
17,415 $2.15 Billion
Q4 2023

Sep 17, 2024

SELL
$102.97 - $119.06 $210,470 - $243,358
-2,044 Reduced 10.84%
16,810 $1.97 Billion
Q4 2023

Feb 16, 2024

BUY
$102.97 - $119.06 $1.73 Million - $2 Million
16,810 New
16,810 $1.97 Billion

Others Institutions Holding DVY

About ISHARES TR


  • Ticker DVY
  • Sector ETFs
  • Industry ETFs
More about DVY
Track This Portfolio

Track Taylor Financial Group, Inc. Portfolio

Follow Taylor Financial Group, Inc. and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Taylor Financial Group, Inc., based on Form 13F filings with the SEC.

News

Stay updated on Taylor Financial Group, Inc. with notifications on news.