Total Clarity Wealth Management, Inc. Ishares Tr Transaction History

Total Clarity Wealth Management, Inc.

$295 Million
Q4 2024

A detailed history of Total Clarity Wealth Management, Inc. transactions in Ishares Tr stock. As of the latest transaction made, Total Clarity Wealth Management, Inc. holds 3,615 shares of DVY stock, worth $490,591. This represents 0.16% of its overall portfolio holdings.

Number of Shares

3,615

Previous 3,630 0.41%

Holding current value

$490,591

Previous $490,000 3.27%

% of portfolio

0.16%

Previous 0.17%

18 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Jan 23, 2025	SELL	$129.55 - $143.41 $1,943 - $2,151	-15 Reduced 0.41%	3,615 $474,000
Q3 2024 Oct 21, 2024	SELL	$119.99 - $135.74 $84,832 - $95,968	-707 Reduced 16.3%	3,630 $490,000
Q2 2024 Aug 09, 2024	SELL	$115.73 - $125.75 $34,950 - $37,976	-302 Reduced 6.51%	4,337 $524,000
Q1 2024 Apr 22, 2024	BUY	$113.31 - $123.18 $13,937 - $15,151	123 Added 2.72%	4,639 $571,000
Q4 2023 Jan 23, 2024	BUY	$102.97 - $119.06 $7,104 - $8,215	69 Added 1.55%	4,516 $529,000
Q3 2023 Oct 24, 2023	BUY	$107.44 - $118.16 $1,396 - $1,536	13 Added 0.29%	4,447 $478,000
Q2 2023 Jul 24, 2023	SELL	$108.5 - $119.27 $52,080 - $57,249	-480 Reduced 9.77%	4,434 $502,000
Q1 2023 May 04, 2023	BUY	$110.68 - $126.38 $25,345 - $28,941	229 Added 4.89%	4,914 $575,000
Q4 2022 Feb 03, 2023	BUY	$107.39 - $125.5 $69,373 - $81,073	646 Added 15.99%	4,685 $565,000
Q2 2022 Jul 29, 2022	BUY	$113.21 - $132.14 $3,396 - $3,964	30 Added 0.75%	4,039 $475,000
Q1 2022 Apr 29, 2022	BUY	$119.99 - $129.75 $4,439 - $4,800	37 Added 0.93%	4,009 $514,000
Q4 2021 Feb 03, 2022	BUY	$114.37 - $122.59 $20,014 - $21,453	175 Added 4.61%	3,972 $487,000
Q3 2021 Oct 21, 2021	SELL	$112.53 - $119.9 $2,588 - $2,757	-23 Reduced 0.6%	3,797 $436,000
Q2 2021 Jul 26, 2021	BUY	$114.14 - $123.06 $23,398 - $25,227	205 Added 5.67%	3,820 $445,000
Q1 2021 May 05, 2021	BUY	$94.76 - $115.39 $104,236 - $126,929	1,100 Added 43.74%	3,615 $412,000
Q4 2020 Jan 20, 2021	BUY	$81.33 - $97.54 $204,544 - $245,313	2,515 New	2,515 $242,000
Q1 2020 Apr 24, 2020	SELL	$62.67 - $107.3 $40,923 - $70,066	-653 Closed	0 $0
Q4 2019 Feb 27, 2020	BUY	$98.25 - $105.76 $64,157 - $69,061	653 New	653 $69,000

Others Institutions Holding DVY

# of Institutions

1,436

Shares Held

95M

Call Options Held

1.82M

Put Options Held

167K

View Full List

About ISHARES TR

Ticker DVY
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Total Clarity Wealth Management, Inc. Ishares Tr Transaction History