A detailed history of Turtle Creek Wealth Advisors, LLC transactions in Ishares Tr stock. As of the latest transaction made, Turtle Creek Wealth Advisors, LLC holds 2,986 shares of DVY stock, worth $424,250. This represents 0.08% of its overall portfolio holdings.

Number of Shares
2,986
Previous 1,658 80.1%
Holding current value
$424,250
Previous $201 Million 101.07%
% of portfolio
0.08%
Previous 0.05%

Shares

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

Nov 06, 2024

BUY
$119.99 - $135.74 $159,346 - $180,262
1,328 Added 80.1%
2,986 $403 Million
Q2 2024

Jul 31, 2024

BUY
$115.73 - $125.75 $81,011 - $88,025
700 Added 73.07%
1,658 $201 Million
Q4 2023

Jan 26, 2024

BUY
$102.97 - $119.06 $98,645 - $114,059
958 New
958 $112 Million

Others Institutions Holding DVY

About ISHARES TR


  • Ticker DVY
  • Sector ETFs
  • Industry ETFs
More about DVY
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