United Asset Strategies, Inc. Ishares Tr Transaction History

United Asset Strategies, Inc.

  • $1.07 Billion
  • Q3 2024

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 $230,319. This represents 0.02% of its overall portfolio holdings.

Number of Shares
1,665
Previous 1,665 -0.0%
Holding current value
$230,319
Previous $201,000 11.44%
% of portfolio
0.02%
Previous 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
$107.39 - $125.5 $178,804 - $208,957
1,665 New
1,665 $0
Q2 2022

Aug 15, 2022
SELL
$113.21 - $132.14 $188,494 - $220,013
-1,665 Closed
0 $0
Q4 2021

Jan 31, 2022
BUY
$114.37 - $122.59 $190,426 - $204,112
1,665 New
1,665 $204,000
Q3 2021

Oct 21, 2021
SELL
$112.53 - $119.9 $199,178 - $212,223
-1,770 Closed
0 $0
Q2 2021

Jul 19, 2021
SELL
$114.14 - $123.06 $2,282 - $2,461
-20 Reduced 1.12%
1,770 $206,000
Q1 2021

Apr 27, 2021
BUY
$94.76 - $115.39 $169,620 - $206,548
1,790 New
1,790 $204,000

Others Institutions Holding DVY

# of Institutions
1,359
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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