Trifecta Capital Advisors, LLC Ishares Tr Transaction History

Trifecta Capital Advisors, LLC

  • $601 Billion
  • Q2 2025

A detailed history of Trifecta Capital Advisors, LLC transactions in Ishares Tr stock. As of the latest transaction made, Trifecta Capital Advisors, LLC holds 16,930 shares of DVY stock, worth $2.3 Million. This represents 0.37% of its overall portfolio holdings.

Number of Shares
16,930
Previous 14,215 19.1%
Holding current value
$2.3 Million
Previous $1.91 Billion 17.79%
% of portfolio
0.37%
Previous 0.4%

Shares

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

Jul 23, 2025
BUY
$118.37 - $134.86 $321,374 - $366,144
2,715 Added 19.1%
16,930 $2.25 Billion
Q4 2024

Feb 04, 2025
SELL
$129.55 - $143.41 $21,375 - $23,662
-165 Reduced 1.15%
14,215 $1.87 Billion
Q4 2023

Jan 25, 2024
BUY
$102.97 - $119.06 $849,502 - $982,245
8,250 Added 134.58%
14,380 $1.69 Billion
Q1 2023

May 09, 2023
SELL
$110.68 - $126.38 $44,272 - $50,552
-400 Reduced 6.13%
6,130 $718 Million
Q4 2022

Jan 17, 2023
BUY
$107.39 - $125.5 $701,256 - $819,515
6,530 New
6,530 $788 Million

Others Institutions Holding DVY

# of Institutions
1,458
Shares Held
70.4M
Call Options Held
816K
Put Options Held
62.9K
View Full List

About ISHARES TR

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