Vertex Planning Partners, LLC Ishares Tr Transaction History

Vertex Planning Partners, LLC

$479 Billion
Q2 2025

A detailed history of Vertex Planning Partners, LLC transactions in Ishares Tr stock. As of the latest transaction made, Vertex Planning Partners, LLC holds 10,394 shares of DVY stock, worth $1.47 Million. This represents 0.29% of its overall portfolio holdings.

Number of Shares

10,394

Previous 10,868 4.36%

Holding current value

$1.47 Million

Previous $1.46 Billion 5.42%

% of portfolio

0.29%

Previous 0.32%

11 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2025 Aug 13, 2025	SELL	$118.37 - $134.86 $56,107 - $63,923	-474 Reduced 4.36%	10,394 $1.38 Billion
Q1 2025 May 14, 2025	SELL	$128.58 - $138.1 $24,558 - $26,377	-191 Reduced 1.73%	10,868 $1.46 Billion
Q4 2024 Feb 12, 2025	SELL	$129.55 - $143.41 $6,607 - $7,313	-51 Reduced 0.46%	11,059 $1.45 Billion
Q3 2024 Nov 07, 2024	SELL	$119.99 - $135.74 $44,036 - $49,816	-367 Reduced 3.2%	11,110 $1.5 Billion
Q2 2024 Aug 13, 2024	SELL	$115.73 - $125.75 $24,997 - $27,162	-216 Reduced 1.85%	11,477 $1.39 Billion
Q1 2024 May 13, 2024	BUY	$113.31 - $123.18 $113 - $123	1 Added 0.01%	11,693 $1.44 Billion
Q4 2023 Feb 14, 2024	SELL	$102.97 - $119.06 $44,483 - $51,433	-432 Reduced 3.56%	11,692 $1.37 Billion
Q3 2023 Nov 14, 2023	SELL	$107.44 - $118.16 $26,215 - $28,831	-244 Reduced 1.97%	12,124 $1.3 Billion
Q2 2023 Aug 14, 2023	BUY	$108.5 - $119.27 $16,709 - $18,367	154 Added 1.26%	12,368 $1.4 Billion
Q1 2023 May 16, 2023	BUY	$110.68 - $126.38 $1.15 Million - $1.31 Million	10,401 Added 573.69%	12,214 $1.43 Billion
Q4 2022 Feb 06, 2023	BUY	$107.39 - $125.5 $194,698 - $227,531	1,813 New	1,813 $219 Million

Others Institutions Holding DVY

# of Institutions

1,495

Shares Held

70.8M

Call Options Held

1.12M

Put Options Held

114K

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About ISHARES TR

Ticker DVY
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Vertex Planning Partners, LLC Ishares Tr Transaction History