A detailed history of Wealth Plan Partners, LLC transactions in Ishares Tr stock. As of the latest transaction made, Wealth Plan Partners, LLC holds 5,905 shares of DVY stock, worth $818,196. This represents 0.11% of its overall portfolio holdings.

Number of Shares
5,905
Previous 6,119 3.5%
Holding current value
$818,196
Previous $740 Million 7.74%
% of portfolio
0.11%
Previous 0.08%

Shares

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

Nov 05, 2024

SELL
$119.99 - $135.74 $25,677 - $29,048
-214 Reduced 3.5%
5,905 $798 Million
Q2 2024

Aug 09, 2024

SELL
$115.73 - $125.75 $43,167 - $46,904
-373 Reduced 5.75%
6,119 $740 Million
Q1 2024

May 07, 2024

BUY
$113.31 - $123.18 $18,129 - $19,708
160 Added 2.53%
6,492 $800 Million
Q4 2023

Jan 05, 2024

BUY
$102.97 - $119.06 $411 - $476
4 Added 0.06%
6,332 $742 Million
Q3 2023

Nov 01, 2023

SELL
$107.44 - $118.16 $23,099 - $25,404
-215 Reduced 3.29%
6,328 $681 Million
Q2 2023

Jul 31, 2023

SELL
$108.5 - $119.27 $14,864 - $16,339
-137 Reduced 2.05%
6,543 $741 Million
Q1 2023

May 10, 2023

SELL
$110.68 - $126.38 $2,102 - $2,401
-19 Reduced 0.28%
6,680 $783 Million
Q4 2022

Feb 16, 2023

SELL
$107.39 - $125.5 $5,047 - $5,898
-47 Reduced 0.7%
6,699 $838 Million
Q1 2022

May 03, 2022

BUY
$119.99 - $129.75 $7,199 - $7,785
60 Added 0.9%
6,746 $833,000
Q4 2021

Feb 01, 2022

SELL
$114.37 - $122.59 $51,352 - $55,042
-449 Reduced 6.29%
6,686 $829,000
Q3 2021

Dec 09, 2021

SELL
$112.53 - $119.9 $33,984 - $36,209
-302 Reduced 4.06%
7,135 $0
Q2 2021

Aug 19, 2021

SELL
$114.14 - $123.06 $18,262 - $19,689
-160 Reduced 2.11%
7,437 $888,000
Q1 2021

May 11, 2021

SELL
$94.76 - $115.39 $52,212 - $63,579
-551 Reduced 6.76%
7,597 $912,000
Q4 2020

Feb 09, 2021

SELL
$81.33 - $97.54 $28,058 - $33,651
-345 Reduced 4.06%
8,148 $822,000
Q3 2020

Dec 18, 2020

SELL
$77.43 - $86.72 $25,242 - $28,270
-326 Reduced 3.7%
8,493 $763,000
Q2 2020

Aug 19, 2020

SELL
$69.37 - $91.69 $31,771 - $41,994
-458 Reduced 4.94%
8,819 $757,000
Q1 2020

May 15, 2020

SELL
$62.67 - $107.3 $12,596 - $21,567
-201 Reduced 2.12%
9,277 $702,000
Q4 2019

Feb 14, 2020

SELL
$98.25 - $105.76 $24,562 - $26,440
-250 Reduced 2.57%
9,478 $1.01 Million
Q3 2019

Nov 15, 2019

SELL
$100.87 - $103.22 $17,551 - $17,960
-174 Reduced 1.76%
9,728 $1.01 Million
Q2 2019

Aug 19, 2019

SELL
N/A
-253 Reduced 2.49%
9,902 $967,000
Q1 2019

May 16, 2019

BUY
N/A
195 Added 1.96%
10,155 $997,000
Q4 2018

Feb 20, 2019

SELL
N/A
-838 Reduced 7.76%
9,960 $966,000
Q3 2018

Nov 21, 2018

SELL
N/A
-534 Reduced 4.71%
10,798 $1.03 Million
Q2 2018

Aug 16, 2018

SELL
N/A
-90 Reduced 0.79%
11,332 $1.11 Million
Q1 2018

May 16, 2018

BUY
N/A
11,422 New
11,422 $1.09 Million

Others Institutions Holding DVY

About ISHARES TR


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