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 $2.81 Million. This represents 1.89% of its overall portfolio holdings.

Number of Shares
20,251
Previous 18,854 7.41%
Holding current value
$2.81 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
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