Welch Group, LLC Ishares Tr Transaction History

Welch Group, LLC

  • $2.02 Billion
  • Q1 2024

A detailed history of Welch Group, LLC transactions in Ishares Tr stock. As of the latest transaction made, Welch Group, LLC holds 3,249 shares of DVY stock, worth $393,064. This represents 0.02% of its overall portfolio holdings.

Number of Shares
3,249
Previous 3,665 11.35%
Holding current value
$393,064
Previous $429,000 6.76%
% of portfolio
0.02%
Previous 0.02%

Shares

17 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2024

Apr 09, 2024
SELL
$113.31 - $123.18 $47,136 - $51,242
-416 Reduced 11.35%
3,249 $400,000
Q4 2023

Jan 22, 2024
SELL
$102.97 - $119.06 $138,082 - $159,659
-1,341 Reduced 26.79%
3,665 $429,000
Q3 2023

Oct 18, 2023
BUY
$107.44 - $118.16 $189,309 - $208,197
1,762 Added 54.32%
5,006 $538,000
Q2 2023

Jul 18, 2023
SELL
$108.5 - $119.27 $336,133 - $369,498
-3,098 Reduced 48.85%
3,244 $367,000
Q1 2023

Apr 13, 2023
SELL
$110.68 - $126.38 $2.98 Million - $3.41 Million
-26,946 Reduced 80.95%
6,342 $743,000
Q4 2022

Jan 27, 2023
BUY
$117.33 - $125.5 $3.91 Million - $4.18 Million
33,288 New
33,288 $4.01 Million
Q2 2022

Jul 21, 2022
BUY
N/A
316 Added 9.76%
3,553 $418,000
Q1 2022

Apr 29, 2022
BUY
N/A
2 Added 0.06%
3,237 $415,000
Q4 2021

Jan 26, 2022
BUY
N/A
4 Added 0.12%
3,235 $397,000
Q2 2021

Jul 21, 2021
BUY
N/A
4 Added 0.12%
3,231 $377,000
Q4 2020

Jan 25, 2021
SELL
N/A
-36 Reduced 1.1%
3,227 $310,000
Q3 2020

Oct 28, 2020
BUY
N/A
2 Added 0.06%
3,263 $266,000
Q2 2020

Jul 22, 2020
BUY
N/A
5 Added 0.15%
3,261 $263,000
Q1 2020

Apr 28, 2020
BUY
N/A
218 Added 7.18%
3,256 $239,000
Q4 2019

Jan 24, 2020
SELL
N/A
-226 Reduced 6.92%
3,038 $321,000
Q3 2019

Nov 05, 2019
BUY
N/A
214 Added 7.02%
3,264 $333,000
Q3 2018

Nov 01, 2018
BUY
N/A
3,050 New
3,050 $304,000

Others Institutions Holding DVY

# of Institutions
1,308
Shares Held
68.2M
Call Options Held
388K
Put Options Held
223K
View Full List

About ISHARES TR

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