Wealthspire Advisors, LLC Ishares Tr Transaction History

Wealthspire Advisors, LLC

$18.8 Billion
Q3 2025

A detailed history of Wealthspire Advisors, LLC transactions in Ishares Tr stock. As of the latest transaction made, Wealthspire Advisors, LLC holds 41,066 shares of DVY stock, worth $5.78 Million. This represents 0.03% of its overall portfolio holdings.

Number of Shares

41,066

Previous 39,140 4.92%

Holding current value

$5.78 Million

Previous $5.2 Million 12.25%

% of portfolio

0.03%

Previous 0.03%

24 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2025 Nov 13, 2025	BUY	$133.88 - $142.57 $257,852 - $274,589	1,926 Added 4.92%	41,066 $5.84 Million
Q2 2025 Aug 11, 2025	SELL	$118.37 - $134.86 $12.9 Million - $14.6 Million	-108,604 Reduced 73.51%	39,140 $5.2 Million
Q1 2025 May 09, 2025	BUY	$128.58 - $138.1 $9.81 Million - $10.5 Million	76,269 Added 106.71%	147,744 $19.8 Million
Q4 2024 Feb 03, 2025	BUY	$129.55 - $143.41 $70,993 - $78,588	548 Added 0.77%	71,475 $9.38 Million
Q3 2024 Nov 13, 2024	BUY	$119.99 - $135.74 $508,517 - $575,266	4,238 Added 6.35%	70,927 $9.58 Million

Q2 2024 Aug 08, 2024	BUY	$115.73 - $125.75 $3,240 - $3,521	28 Added 0.04%	66,689 $8.07 Million
Q1 2024 May 06, 2024	SELL	$113.31 - $123.18 $227,979 - $247,838	-2,012 Reduced 2.93%	66,661 $8.21 Million
Q4 2023 Feb 06, 2024	SELL	$102.97 - $119.06 $111,516 - $128,941	-1,083 Reduced 1.55%	68,673 $8.05 Million
Q3 2023 Nov 06, 2023	BUY	$107.44 - $118.16 $21,488 - $23,632	200 Added 0.29%	69,756 $7.51 Million
Q2 2023 Jul 31, 2023	SELL	$108.5 - $119.27 $104,811 - $115,214	-966 Reduced 1.37%	69,556 $7.88 Million
Q1 2023 May 09, 2023	BUY	$110.68 - $126.38 $31,543 - $36,018	285 Added 0.41%	70,522 $8.26 Million
Q4 2022 Feb 13, 2023	SELL	$107.39 - $125.5 $378,979 - $442,889	-3,529 Reduced 4.78%	70,237 $8.47 Million
Q3 2022 Nov 14, 2022	BUY	$107.22 - $127.71 $772,520 - $920,150	7,205 Added 10.82%	73,766 $7.91 Million
Q2 2022 Aug 09, 2022	BUY	$113.21 - $132.14 $836,621 - $976,514	7,390 Added 12.49%	66,561 $7.83 Million
Q1 2022 May 09, 2022	SELL	$119.99 - $129.75 $17,998 - $19,462	-150 Reduced 0.25%	59,171 $7.58 Million
Q4 2021 Feb 14, 2022	SELL	$114.37 - $122.59 $799,446 - $856,904	-6,990 Reduced 10.54%	59,321 $7.27 Million
Q3 2021 Nov 15, 2021	BUY	$112.53 - $119.9 $774,994 - $825,751	6,887 Added 11.59%	66,311 $7.61 Million
Q2 2021 Aug 13, 2021	SELL	$114.14 - $123.06 $34,470 - $37,164	-302 Reduced 0.51%	59,424 $6.93 Million
Q1 2021 May 17, 2021	SELL	$94.76 - $115.39 $61,499 - $74,888	-649 Reduced 1.07%	59,726 $6.82 Million
Q4 2020 Feb 16, 2021	BUY	$81.33 - $97.54 $76,043 - $91,199	935 Added 1.57%	60,375 $5.81 Million
Q3 2020 Nov 16, 2020	BUY	$77.43 - $86.72 $3.89 Million - $4.36 Million	50,295 Added 549.97%	59,440 $4.85 Million
Q2 2020 Aug 14, 2020	BUY	$69.37 - $91.69 $634,388 - $838,505	9,145 New	9,145 $738,000
Q1 2019 May 08, 2019	SELL	N/A	-816 Closed	0 $0
Q4 2018 Feb 14, 2019	BUY	N/A	816 New	816 $73,000

Others Institutions Holding DVY

# of Institutions

1,487

Shares Held

69.1M

Call Options Held

1.01M

Put Options Held

70.3K

View Full List

About ISHARES TR

Ticker DVY
Sector ETFs
Industry ETFs

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Wealthspire Advisors, LLC Ishares Tr Transaction History