Wealth Management Associates, Inc. Ishares Tr Transaction History

Wealth Management Associates, Inc.

$257 Billion
Q2 2025

A detailed history of Wealth Management Associates, Inc. transactions in Ishares Tr stock. As of the latest transaction made, Wealth Management Associates, Inc. holds 57,651 shares of DVY stock, worth $7.97 Million. This represents 2.98% of its overall portfolio holdings.

Number of Shares

57,651

Previous 55,881 3.17%

Holding current value

$7.97 Million

Previous $7.5 Billion 2.03%

% of portfolio

2.98%

Previous 3.22%

26 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2025 Aug 04, 2025	BUY	$118.37 - $134.86 $209,514 - $238,702	1,770 Added 3.17%	57,651 $7.66 Billion
Q1 2025 May 28, 2025	BUY	$128.58 - $138.1 $71,233 - $76,507	554 Added 1.0%	55,881 $7.5 Billion
Q4 2024 May 28, 2025	SELL	$129.55 - $143.41 $6,736 - $7,457	-52 Reduced 0.09%	55,327 $7.26 Billion
Q3 2024 May 28, 2025	BUY	$119.99 - $135.74 $63,474 - $71,806	529 Added 0.96%	55,379 $7.48 Billion
Q1 2024 May 28, 2025	BUY	$113.31 - $123.18 $25,381 - $27,592	224 Added 0.41%	54,850 $6.64 Billion
Q4 2023 May 28, 2025	BUY	$102.97 - $119.06 $38,407 - $44,409	373 Added 0.69%	54,626 $6.4 Billion
Q3 2023 May 28, 2025	SELL	$107.44 - $118.16 $22,669 - $24,931	-211 Reduced 0.39%	54,253 $5.84 Billion
Q2 2023 May 28, 2025	BUY	$108.5 - $119.27 $8,463 - $9,303	78 Added 0.14%	54,464 $6.17 Billion
Q1 2023 May 28, 2025	SELL	$110.68 - $126.38 $28,666 - $32,732	-259 Reduced 0.47%	54,386 $6.37 Billion
Q4 2022 May 28, 2025	SELL	$107.39 - $125.5 $381,127 - $445,399	-3,549 Reduced 6.1%	54,645 $6.59 Billion
Q3 2022 May 28, 2025	SELL	$107.22 - $127.71 $91,780 - $109,319	-856 Reduced 1.45%	58,194 $6.24 Billion
Q2 2022 May 28, 2025	SELL	$113.21 - $132.14 $150,116 - $175,217	-1,326 Reduced 2.2%	59,050 $6.95 Billion
Q1 2022 May 28, 2025	SELL	$119.99 - $129.75 $291,695 - $315,422	-2,431 Reduced 3.87%	60,376 $7.74 Billion
Q4 2021 May 28, 2025	SELL	$114.37 - $122.59 $93,325 - $100,033	-816 Reduced 1.28%	62,807 $7.7 Billion
Q3 2021 May 28, 2025	SELL	$112.53 - $119.9 $258,481 - $275,410	-2,297 Reduced 3.48%	63,623 $7.3 Billion
Q2 2021 May 28, 2025	SELL	$114.14 - $123.06 $178,058 - $191,973	-1,560 Reduced 2.31%	65,920 $7.69 Billion
Q1 2021 May 28, 2025	BUY	$94.76 - $115.39 $97,129 - $118,274	1,025 Added 1.54%	67,480 $7.7 Billion
Q4 2020 May 28, 2025	SELL	$81.33 - $97.54 $8,702 - $10,436	-107 Reduced 0.16%	66,455 $6.39 Billion
Q3 2020 May 28, 2025	BUY	$77.43 - $86.72 $80,372 - $90,015	1,038 Added 1.58%	66,562 $5.43 Billion
Q2 2020 May 28, 2025	BUY	$69.37 - $91.69 $143,804 - $190,073	2,073 Added 3.27%	65,524 $5.29 Billion
Q1 2020 May 28, 2025	SELL	$62.67 - $107.3 $239,838 - $410,637	-3,827 Reduced 5.69%	63,451 $4.67 Billion
Q4 2019 May 28, 2025	BUY	$98.25 - $105.76 $214,283 - $230,662	2,181 Added 3.35%	67,278 $7.11 Billion
Q3 2019 May 28, 2025	BUY	$100.87 - $103.22 $143,638 - $146,985	1,424 Added 2.24%	65,097 $6.64 Billion
Q2 2019 May 28, 2025	BUY	N/A	6,564 Added 11.49%	63,673 $6.34 Billion
Q1 2019 May 28, 2025	BUY	N/A	1,361 Added 2.44%	57,109 $5.61 Billion
Q4 2018 May 28, 2025	BUY	N/A	55,748 New	55,748 $4.98 Billion

Others Institutions Holding DVY

# of Institutions

1,468

Shares Held

72.3M

Call Options Held

1.13M

Put Options Held

114K

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About ISHARES TR

Ticker DVY
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Wealth Management Associates, Inc. Ishares Tr Transaction History