Wedmont Private Capital Ishares Tr Transaction History

Wedmont Private Capital

  • $1.88 Billion
  • Q4 2024

A detailed history of Wedmont Private Capital transactions in Ishares Tr stock. As of the latest transaction made, Wedmont Private Capital holds 2,772 shares of DVY stock, worth $381,732. This represents 0.02% of its overall portfolio holdings.

Number of Shares
2,772
Previous 2,772 -0.0%
Holding current value
$381,732
Previous $374,000 2.94%
% of portfolio
0.02%
Previous 0.02%

Shares

6 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2023

Oct 10, 2023
SELL
$107.44 - $118.16 $78,216 - $86,020
-728 Reduced 20.8%
2,772 $298,000
Q2 2023

Jul 17, 2023
BUY
$108.5 - $119.27 $78,337 - $86,112
722 Added 25.99%
3,500 $396,000
Q1 2023

Apr 11, 2023
SELL
$110.68 - $126.38 $1,438 - $1,642
-13 Reduced 0.47%
2,778 $325,000
Q4 2022

Jan 09, 2023
BUY
$107.39 - $125.5 $38,123 - $44,552
355 Added 14.57%
2,791 $0
Q1 2022

Apr 05, 2022
SELL
$119.99 - $129.75 $359 - $389
-3 Reduced 0.12%
2,436 $312,000
Q4 2021

Jan 14, 2022
BUY
$114.37 - $122.59 $278,948 - $298,997
2,439 New
2,439 $310,000

Others Institutions Holding DVY

# of Institutions
1,441
Shares Held
95M
Call Options Held
1.8M
Put Options Held
161K
View Full List

About ISHARES TR

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