Wealth Advisory Solutions, LLC Ishares Tr Transaction History

Wealth Advisory Solutions, LLC

  • $411 Million
  • Q3 2025

A detailed history of Wealth Advisory Solutions, LLC transactions in Ishares Tr stock. As of the latest transaction made, Wealth Advisory Solutions, LLC holds 1,648 shares of DVY stock, worth $232,714. This represents 0.06% of its overall portfolio holdings.

Number of Shares
1,648
Previous 1,648 -0.0%
Holding current value
$232,714
Previous $218,000 7.34%
% of portfolio
0.06%
Previous 0.06%

Shares

6 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2025

Jul 14, 2025
BUY
$118.37 - $134.86 $5,208 - $5,933
44 Added 2.74%
1,648 $218,000
Q1 2025

Apr 30, 2025
SELL
$128.58 - $138.1 $3,214 - $3,452
-25 Reduced 1.53%
1,604 $215,000
Q4 2024

Feb 06, 2025
BUY
$129.55 - $143.41 $4,534 - $5,019
35 Added 2.2%
1,629 $213,000
Q3 2024

Oct 21, 2024
SELL
$119.99 - $135.74 $41,996 - $47,509
-350 Reduced 18.0%
1,594 $215,000
Q2 2024

Jul 26, 2024
BUY
$115.73 - $125.75 $28,932 - $31,437
250 Added 14.76%
1,944 $235,000
Q1 2024

Apr 23, 2024
BUY
$113.31 - $123.18 $191,947 - $208,666
1,694 New
1,694 $208,000

Others Institutions Holding DVY

# of Institutions
1,495
Shares Held
70.8M
Call Options Held
1.12M
Put Options Held
114K
View Full List

About ISHARES TR

DVY Quotes by TradingView
  • Ticker DVY
  • Sector ETFs
  • Industry ETFs
More about DVY
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