Trace Wealth Advisors, LLC Ishares Tr Transaction History

Trace Wealth Advisors, LLC

  • $122 Billion
  • Q2 2025

A detailed history of Trace Wealth Advisors, LLC transactions in Ishares Tr stock. As of the latest transaction made, Trace Wealth Advisors, LLC holds 5,804 shares of DVY stock, worth $826,025. This represents 0.63% of its overall portfolio holdings.

Number of Shares
5,804
Previous 6,124 5.23%
Holding current value
$826,025
Previous $822 Million 6.27%
% of portfolio
0.63%
Previous 0.73%

Shares

2 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2025

Aug 14, 2025
SELL
$118.37 - $134.86 $37,878 - $43,155
-320 Reduced 5.23%
5,804 $771 Million
Q4 2024

Feb 14, 2025
BUY
$129.55 - $143.41 $793,364 - $878,242
6,124 New
6,124 $804 Million

Others Institutions Holding DVY

# of Institutions
1,467
Shares Held
72.3M
Call Options Held
1.13M
Put Options Held
114K
View Full List

About ISHARES TR

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