Valtinson Bruner Financial Planning LLC Ishares Tr Transaction History

Valtinson Bruner Financial Planning LLC

$231 Million
Q3 2024

Shares

2 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q1 2020 May 05, 2020	SELL	$62.67 - $107.3 $125,966 - $215,673	-2,010 Closed	0 $0
Q2 2019 Jul 17, 2019	BUY	N/A	2,010 New	2,010 $200,000

Others Institutions Holding DVY

# of Institutions

1,361

Shares Held

70.5M

Call Options Held

1.1M

Put Options Held

383K

Bank Of America Corp Charlotte, NC

8.33M
Shares

$1.19 Billion
0.09% of portfolio
Morgan Stanley New York, NY

6.21M
Shares

$890 Million
0.06% of portfolio
International Assets Investment Management, LLC Orlando, FL

4.37M
Shares

$626 Million
0.09% of portfolio
Pnc Financial Services Group, Inc. Pittsburgh, PA

3.86M
Shares

$553 Million
0.33% of portfolio
Wells Fargo & Company San Francisco, CA

3.69M
Shares

$529 Million
0.11% of portfolio

About ISHARES TR

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