Wealth Dimensions Group, Ltd. Ishares Tr Transaction History

Wealth Dimensions Group, Ltd.

  • $350 Million
  • Q2 2024

A detailed history of Wealth Dimensions Group, Ltd. transactions in Ishares Tr stock. As of the latest transaction made, Wealth Dimensions Group, Ltd. holds 5,725 shares of DVY stock, worth $771,157. This represents 0.2% of its overall portfolio holdings.

Number of Shares
5,725
Previous 5,573 2.73%
Holding current value
$771,157
Previous $686,000 0.87%
% of portfolio
0.2%
Previous 0.2%

Shares

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

Aug 09, 2024
BUY
$115.73 - $125.75 $17,590 - $19,114
152 Added 2.73%
5,725 $692,000
Q4 2023

Feb 09, 2024
SELL
$102.97 - $119.06 $7,001 - $8,096
-68 Reduced 1.21%
5,573 $653,000
Q3 2023

Nov 14, 2023
SELL
$107.44 - $118.16 $19,661 - $21,623
-183 Reduced 3.14%
5,641 $607,000
Q2 2023

Aug 14, 2023
SELL
$108.5 - $119.27 $8,897 - $9,780
-82 Reduced 1.39%
5,824 $659,000
Q1 2023

May 09, 2023
SELL
$110.68 - $126.38 $17,044 - $19,462
-154 Reduced 2.54%
5,906 $692,000
Q4 2022

Feb 10, 2023
BUY
$107.39 - $125.5 $751 - $878
7 Added 0.12%
6,060 $730,000
Q3 2022

Nov 10, 2022
SELL
$107.22 - $127.71 $25,732 - $30,650
-240 Reduced 3.81%
6,053 $649,000
Q2 2022

Aug 05, 2022
SELL
$113.21 - $132.14 $54,227 - $63,295
-479 Reduced 7.07%
6,293 $740,000
Q1 2022

May 04, 2022
SELL
$119.99 - $129.75 $4,799 - $5,190
-40 Reduced 0.59%
6,772 $868,000
Q4 2021

Feb 04, 2022
SELL
$114.37 - $122.59 $1,143 - $1,225
-10 Reduced 0.15%
6,812 $835,000
Q3 2021

Nov 03, 2021
BUY
$112.53 - $119.9 $787 - $839
7 Added 0.1%
6,822 $783,000
Q2 2021

Aug 12, 2021
BUY
$114.14 - $123.06 $92,795 - $100,047
813 Added 13.55%
6,815 $795,000
Q1 2021

May 13, 2021
SELL
$94.76 - $115.39 $23,405 - $28,501
-247 Reduced 3.95%
6,002 $685,000
Q4 2020

Feb 17, 2021
BUY
$81.33 - $97.54 $508,231 - $609,527
6,249 New
6,249 $601,000

Others Institutions Holding DVY

# of Institutions
1,319
Shares Held
64.9M
Call Options Held
640K
Put Options Held
217K
View Full List

About ISHARES TR

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