A detailed history of United Asset Strategies, Inc. transactions in Ishares Tr stock. As of the latest transaction made, United Asset Strategies, Inc. holds 1,665 shares of DVY stock, worth $199,783. This represents 0.02% of its overall portfolio holdings.

Number of Shares
1,665
Holding current value
$199,783
% of portfolio
0.02%

Shares

7 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2024

Apr 23, 2024

BUY
$113.31 - $123.18 $188,661 - $205,094
1,665 New
1,665 $205,000
Q4 2022

Jan 26, 2023

BUY
$117.33 - $125.5 $195,354 - $208,957
1,665 New
1,665 $0
Q2 2022

Aug 15, 2022

SELL
N/A
-1,665 Closed
0 $0
Q4 2021

Jan 31, 2022

BUY
N/A
1,665 New
1,665 $204,000
Q3 2021

Oct 21, 2021

SELL
N/A
-1,770 Closed
0 $0
Q2 2021

Jul 19, 2021

SELL
N/A
-20 Reduced 1.12%
1,770 $206,000
Q1 2021

Apr 27, 2021

BUY
N/A
1,790 New
1,790 $204,000

Others Institutions Holding DVY

About ISHARES TR


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