Triangle Securities Wealth Management Ishares Tr Transaction History

Triangle Securities Wealth Management

$349 Million
Q2 2024

A detailed history of Triangle Securities Wealth Management transactions in Ishares Tr stock. As of the latest transaction made, Triangle Securities Wealth Management holds 3,825 shares of DVY stock, worth $511,172. This represents 0.13% of its overall portfolio holdings.

Number of Shares

3,825

Previous 3,825 -0.0%

Holding current value

$511,172

Previous $471,000 1.91%

% of portfolio

0.13%

Previous 0.14%

8 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2024 Apr 10, 2024	SELL	$113.31 - $123.18 $27,647 - $30,055	-244 Reduced 6.0%	3,825 $471,000
Q2 2022 Jul 11, 2022	SELL	$113.21 - $132.14 $14,151 - $16,517	-125 Reduced 2.98%	4,069 $479,000
Q1 2021 Apr 12, 2021	SELL	$94.76 - $115.39 $87,179 - $106,158	-920 Reduced 17.99%	4,194 $479,000
Q4 2020 Jan 11, 2021	SELL	$81.33 - $97.54 $20,332 - $24,385	-250 Reduced 4.66%	5,114 $492,000
Q2 2020 Jul 08, 2020	SELL	$69.37 - $91.69 $4,855 - $6,418	-70 Reduced 1.29%	5,364 $433,000
Q1 2018 Apr 11, 2018	SELL	N/A	-135 Reduced 2.42%	5,434 $517,000
Q4 2017 Jan 10, 2018	SELL	N/A	-200 Reduced 3.47%	5,569 $549,000
Q3 2017 Oct 11, 2017	BUY	N/A	5,769	5,769 $540,000

Others Institutions Holding DVY

# of Institutions

1,318

Shares Held

64.9M

Call Options Held

640K

Put Options Held

217K

View Full List

About ISHARES TR

Ticker DVY
Sector ETFs
Industry ETFs

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Triangle Securities Wealth Management Ishares Tr Transaction History