Tru Wealth Advisors, LLC Ishares Tr Transaction History

Tru Wealth Advisors, LLC

  • $1.61 Billion
  • Q3 2024

A detailed history of Tru Wealth Advisors, LLC transactions in Ishares Tr stock. As of the latest transaction made, Tru Wealth Advisors, LLC holds 5,964 shares of DVY stock, worth $773,530. This represents 0.05% of its overall portfolio holdings.

Number of Shares
5,964
Previous 5,949 0.25%
Holding current value
$773,530
Previous $719,000 11.96%
% of portfolio
0.05%
Previous 0.05%

Shares

15 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2024

Oct 16, 2024
BUY
$119.99 - $135.74 $1,799 - $2,036
15 Added 0.25%
5,964 $805,000
Q2 2024

Jul 16, 2024
SELL
$115.73 - $125.75 $17,128 - $18,611
-148 Reduced 2.43%
5,949 $719,000
Q1 2024

Apr 15, 2024
BUY
$113.31 - $123.18 $38,865 - $42,250
343 Added 5.96%
6,097 $751,000
Q4 2023

Jan 10, 2024
BUY
$102.97 - $119.06 $12,356 - $14,287
120 Added 2.13%
5,754 $674,000
Q3 2023

Oct 10, 2023
BUY
$107.44 - $118.16 $7,091 - $7,798
66 Added 1.19%
5,634 $606,000
Q2 2023

Aug 04, 2023
SELL
$108.5 - $119.27 $16,383 - $18,009
-151 Reduced 2.64%
5,568 $630,000
Q1 2023

Apr 25, 2023
BUY
$110.68 - $126.38 $1,106 - $1,263
10 Added 0.18%
5,719 $670,000
Q4 2022

Jan 27, 2023
BUY
$107.39 - $125.5 $19,115 - $22,339
178 Added 3.22%
5,709 $0
Q3 2022

Oct 24, 2022
SELL
$107.22 - $127.71 $10,936 - $13,026
-102 Reduced 1.81%
5,531 $593,000
Q2 2022

Jul 22, 2022
BUY
$113.21 - $132.14 $135,285 - $157,907
1,195 Added 26.93%
5,633 $663,000
Q4 2021

Jan 19, 2022
SELL
$114.37 - $122.59 $11,894 - $12,749
-104 Reduced 2.29%
4,438 $544,000
Q3 2021

Oct 29, 2021
BUY
$112.53 - $119.9 $14,291 - $15,227
127 Added 2.88%
4,542 $521,000
Q2 2021

Jul 29, 2021
BUY
$114.14 - $123.06 $9,473 - $10,213
83 Added 1.92%
4,415 $515,000
Q1 2021

May 10, 2021
SELL
$94.76 - $115.39 $92,391 - $112,505
-975 Reduced 18.37%
4,332 $494,000
Q4 2020

Jan 26, 2021
BUY
$81.33 - $97.54 $431,618 - $517,644
5,307 New
5,307 $510,000

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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