A detailed history of Wealth Enhancement Advisory Services, LLC transactions in Ishares Tr stock. As of the latest transaction made, Wealth Enhancement Advisory Services, LLC holds 153,265 shares of DVY stock, worth $21.2 Million. This represents 0.05% of its overall portfolio holdings.

Number of Shares
153,265
Previous 156,429 2.02%
Holding current value
$21.2 Million
Previous $18.9 Million 9.39%
% of portfolio
0.05%
Previous 0.05%

Shares

10 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2024

Oct 23, 2024

SELL
$119.99 - $135.74 $379,648 - $429,481
-3,164 Reduced 2.02%
153,265 $20.7 Million
Q2 2024

Jul 16, 2024

SELL
$115.73 - $125.75 $402,393 - $437,232
-3,477 Reduced 2.17%
156,429 $18.9 Million
Q1 2024

Apr 15, 2024

BUY
$113.31 - $123.18 $405,536 - $440,861
3,579 Added 2.29%
159,906 $19.7 Million
Q4 2023

Jan 30, 2024

SELL
$102.97 - $119.06 $1.08 Million - $1.25 Million
-10,488 Reduced 6.29%
156,327 $18.3 Million
Q3 2023

Nov 13, 2023

BUY
$107.44 - $118.16 $17.5 Million - $19.3 Million
162,924 Added 4187.2%
166,815 $18 Million
Q2 2023

Jul 21, 2023

BUY
$108.5 - $119.27 $91,248 - $100,306
841 Added 27.57%
3,891 $440,000
Q1 2023

Apr 25, 2023

BUY
$110.68 - $126.38 $131,377 - $150,013
1,187 Added 63.71%
3,050 $357,000
Q1 2022

Apr 18, 2022

SELL
$119.99 - $129.75 $33,717 - $36,459
-281 Reduced 13.11%
1,863 $239,000
Q4 2021

Feb 08, 2022

BUY
$114.37 - $122.59 $32,137 - $34,447
281 Added 15.08%
2,144 $265,000
Q1 2021

May 12, 2021

BUY
$94.76 - $115.39 $176,537 - $214,971
1,863 New
1,863 $216,000

Others Institutions Holding DVY

About ISHARES TR


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