A detailed history of W Advisors, LLC transactions in Ishares Tr stock. As of the latest transaction made, W Advisors, LLC holds 6,207 shares of DVY stock, worth $805,047. This represents 0.52% of its overall portfolio holdings.

Number of Shares
6,207
Previous 6,207 -0.0%
Holding current value
$805,047
Previous $750,000 11.73%
% of portfolio
0.52%
Previous 0.49%

Shares

6 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2024

Aug 06, 2024

SELL
$115.73 - $125.75 $27,312 - $29,677
-236 Reduced 3.66%
6,207 $750,000
Q2 2023

Aug 03, 2023

SELL
$108.5 - $119.27 $143,871 - $158,152
-1,326 Reduced 17.07%
6,443 $729,000
Q3 2022

Oct 24, 2022

BUY
$107.22 - $127.71 $2,573 - $3,065
24 Added 0.31%
7,769 $833,000
Q2 2022

Aug 26, 2022

SELL
$113.21 - $132.14 $1,358 - $1,585
-12 Reduced 0.15%
7,745 $911,000
Q1 2022

Aug 26, 2022

SELL
$119.99 - $129.75 $4,319 - $4,671
-36 Reduced 0.46%
7,757 $994,000
Q4 2021

Aug 15, 2022

BUY
$114.37 - $122.59 $891,285 - $955,343
7,793 New
7,793 $955,000

Others Institutions Holding DVY

About ISHARES TR


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