Tci Wealth Advisors, Inc. Ishares Tr Transaction History

Tci Wealth Advisors, Inc.

$1.13 Billion
Q4 2024

A detailed history of Tci Wealth Advisors, Inc. transactions in Ishares Tr stock. As of the latest transaction made, Tci Wealth Advisors, Inc. holds 10,112 shares of DVY stock, worth $1.37 Million. This represents 0.12% of its overall portfolio holdings.

Number of Shares

10,112

Previous 10,109 0.03%

Holding current value

$1.37 Million

Previous $1.37 Million 2.78%

% of portfolio

0.12%

Previous 0.12%

31 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Jan 23, 2025	BUY	$129.55 - $143.41 $388 - $430	3 Added 0.03%	10,112 $1.33 Million
Q3 2024 Oct 24, 2024	SELL	$119.99 - $135.74 $17,038 - $19,275	-142 Reduced 1.39%	10,109 $1.37 Million
Q2 2024 Jul 30, 2024	SELL	$115.73 - $125.75 $36,917 - $40,114	-319 Reduced 3.02%	10,251 $1.24 Million
Q1 2024 May 07, 2024	SELL	$113.31 - $123.18 $67,192 - $73,045	-593 Reduced 5.31%	10,570 $1.3 Million
Q4 2023 Feb 06, 2024	SELL	$102.97 - $119.06 $12,562 - $14,525	-122 Reduced 1.08%	11,163 $1.31 Million
Q3 2023 Oct 31, 2023	SELL	$107.44 - $118.16 $68,116 - $74,913	-634 Reduced 5.32%	11,285 $1.21 Million
Q2 2023 Aug 04, 2023	SELL	$108.5 - $119.27 $27,667 - $30,413	-255 Reduced 2.09%	11,919 $1.35 Million
Q1 2023 May 03, 2023	SELL	$110.68 - $126.38 $54,786 - $62,558	-495 Reduced 3.91%	12,174 $1.43 Million
Q4 2022 Feb 06, 2023	SELL	$107.39 - $125.5 $644 - $753	-6 Reduced 0.05%	12,669 $1.53 Million
Q3 2022 Nov 08, 2022	SELL	$107.22 - $127.71 $6,433 - $7,662	-60 Reduced 0.47%	12,675 $1.36 Million
Q2 2022 Jul 19, 2022	SELL	$113.21 - $132.14 $345,630 - $403,423	-3,053 Reduced 19.34%	12,735 $1.5 Million
Q1 2022 Apr 29, 2022	BUY	$119.99 - $129.75 $136,908 - $148,044	1,141 Added 7.79%	15,788 $2.02 Million
Q4 2021 Jan 24, 2022	SELL	$114.37 - $122.59 $70,223 - $75,270	-614 Reduced 4.02%	14,647 $1.8 Million
Q3 2021 Oct 29, 2021	BUY	$112.53 - $119.9 $116,806 - $124,456	1,038 Added 7.3%	15,261 $1.75 Million
Q2 2021 Aug 02, 2021	BUY	$114.14 - $123.06 $102,840 - $110,877	901 Added 6.76%	14,223 $1.66 Million
Q1 2021 Apr 29, 2021	SELL	$94.76 - $115.39 $100,729 - $122,659	-1,063 Reduced 7.39%	13,322 $1.52 Million
Q4 2020 Jan 21, 2021	SELL	$81.33 - $97.54 $26,594 - $31,895	-327 Reduced 2.22%	14,385 $1.38 Million
Q3 2020 Oct 20, 2020	SELL	$77.43 - $86.72 $295,550 - $331,010	-3,817 Reduced 20.6%	14,712 $1.2 Million
Q2 2020 Jul 20, 2020	SELL	$69.37 - $91.69 $28,094 - $37,134	-405 Reduced 2.14%	18,529 $1.5 Million
Q1 2020 Apr 14, 2020	SELL	$62.67 - $107.3 $51,138 - $87,556	-816 Reduced 4.13%	18,934 $1.39 Million
Q4 2019 Jan 27, 2020	SELL	$98.25 - $105.76 $51,384 - $55,312	-523 Reduced 2.58%	19,750 $2.09 Million
Q3 2019 Oct 17, 2019	SELL	$100.87 - $103.22 $52,855 - $54,087	-524 Reduced 2.52%	20,273 $2.07 Million
Q2 2019 Jul 23, 2019	SELL	N/A	-5,633 Reduced 21.31%	20,797 $2.07 Million
Q1 2019 Apr 11, 2019	SELL	N/A	-325 Reduced 1.21%	26,430 $2.6 Million
Q4 2018 Jan 17, 2019	SELL	N/A	-2,724 Reduced 9.24%	26,755 $2.39 Million
Q3 2018 Nov 02, 2018	SELL	N/A	-1,164 Reduced 3.8%	29,479 $2.94 Million
Q2 2018 Jul 27, 2018	SELL	N/A	-596 Reduced 1.91%	30,643 $3 Million
Q1 2018 Apr 30, 2018	SELL	N/A	-2,635 Reduced 7.78%	31,239 $2.97 Million
Q4 2017 Feb 01, 2018	SELL	N/A	-259 Reduced 0.76%	33,874 $3.34 Million
Q3 2017 Oct 24, 2017	SELL	N/A	-515 Reduced 1.49%	34,133 $3.2 Million
Q2 2017 Aug 10, 2017	BUY	N/A	34,648	34,648 $3.2 Million

Others Institutions Holding DVY

# of Institutions

1,369

Shares Held

66.3M

Call Options Held

1.1M

Put Options Held

383K

View Full List

About ISHARES TR

Ticker DVY
Sector ETFs
Industry ETFs

More about DVY

Track This Portfolio

Portfolio Update

Get notified when there are updates to the investment portfolio of Tci Wealth Advisors, Inc., based on Form 13F filings with the SEC.

News

Stay updated on Tci Wealth Advisors, Inc. with notifications on news.

Account

Tci Wealth Advisors, Inc. Ishares Tr Transaction History