Taylor Financial Group, Inc. Ishares Tr Transaction History

Taylor Financial Group, Inc.

$160 Billion
Q2 2025

A detailed history of Taylor Financial Group, Inc. transactions in Ishares Tr stock. As of the latest transaction made, Taylor Financial Group, Inc. holds 26,421 shares of DVY stock, worth $3.6 Million. This represents 2.19% of its overall portfolio holdings.

Number of Shares

26,421

Previous 23,440 12.72%

Holding current value

$3.6 Million

Previous $3.15 Billion 11.48%

% of portfolio

2.19%

Previous 2.19%

8 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2025 Aug 01, 2025	BUY	$118.37 - $134.86 $352,860 - $402,017	2,981 Added 12.72%	26,421 $3.51 Billion
Q1 2025 May 12, 2025	BUY	$128.58 - $138.1 $233,887 - $251,203	1,819 Added 8.41%	23,440 $3.15 Billion
Q4 2024 Feb 10, 2025	BUY	$129.55 - $143.41 $177,483 - $196,471	1,370 Added 6.77%	21,621 $2.84 Billion
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

# of Institutions

1,458

Shares Held

70.3M

Call Options Held

816K

Put Options Held

62.9K

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About ISHARES TR

Ticker DVY
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Taylor Financial Group, Inc. Ishares Tr Transaction History