Wealth Advisory Solutions, LLC Ishares Tr Transaction History

Wealth Advisory Solutions, LLC

  • $393 Million
  • Q2 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 $223,567. This represents 0.06% of its overall portfolio holdings.

Number of Shares
1,648
Previous 1,604 2.74%
Holding current value
$223,567
Previous $215,000 1.4%
% 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
1,459
Shares Held
70.6M
Call Options Held
816K
Put Options Held
62.9K
View Full List

About ISHARES TR

DVY Quotes by TradingView
  • Ticker DVY
  • Sector ETFs
  • Industry ETFs
More about DVY
Track This Portfolio

Track Wealth Advisory Solutions, LLC Portfolio

Follow Wealth Advisory Solutions, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Wealth Advisory Solutions, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Wealth Advisory Solutions, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email