Tortoise Investment Management, LLC Ishares Tr Transaction History

Tortoise Investment Management, LLC

  • $905 Million
  • Q3 2024

A detailed history of Tortoise Investment Management, LLC transactions in Ishares Tr stock. As of the latest transaction made, Tortoise Investment Management, LLC holds 1,285 shares of DVY stock, worth $171,753. This represents 0.02% of its overall portfolio holdings.

Number of Shares
1,285
Previous 1,285 -0.0%
Holding current value
$171,753
Previous $155,000 11.61%
% of portfolio
0.02%
Previous 0.02%

Shares

8 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2024

Aug 01, 2024
BUY
$115.73 - $125.75 $21,641 - $23,515
187 Added 17.03%
1,285 $155,000
Q2 2020

Aug 06, 2020
SELL
$69.37 - $91.69 $21,712 - $28,698
-313 Reduced 22.18%
1,098 $89,000
Q4 2019

Feb 06, 2020
BUY
$98.25 - $105.76 $30,752 - $33,102
313 Added 28.51%
1,411 $149,000
Q3 2019

Nov 06, 2019
SELL
$100.87 - $103.22 $80,292 - $82,163
-796 Reduced 42.03%
1,098 $112,000
Q1 2019

May 07, 2019
BUY
N/A
298 Added 18.67%
1,894 $186,000
Q3 2018

Nov 20, 2018
BUY
N/A
796 Added 99.5%
1,596 $159,000
Q1 2018

May 11, 2018
SELL
N/A
-20 Reduced 2.44%
800 $76,000
Q3 2017

Nov 15, 2017
BUY
N/A
820
820 $77,000

Others Institutions Holding DVY

# of Institutions
1,360
Shares Held
70.5M
Call Options Held
1.1M
Put Options Held
383K
View Full List

About ISHARES TR

DVY Quotes by TradingView
  • Ticker DVY
  • Sector ETFs
  • Industry ETFs
More about DVY
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