Wellspring Financial Advisors, LLC Ishares Tr Transaction History

Wellspring Financial Advisors, LLC

  • $633 Billion
  • Q1 2024

A detailed history of Wellspring Financial Advisors, LLC transactions in Ishares Tr stock. As of the latest transaction made, Wellspring Financial Advisors, LLC holds 7,386 shares of DVY stock, worth $893,558. This represents 0.14% of its overall portfolio holdings.

Number of Shares
7,386
Previous 9,188 19.61%
Holding current value
$893,558
Previous $1.08 Billion 15.53%
% of portfolio
0.14%
Previous 0.27%

Shares

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

May 01, 2024
SELL
$113.31 - $123.18 $204,184 - $221,970
-1,802 Reduced 19.61%
7,386 $910 Million
Q4 2023

Feb 13, 2024
BUY
$102.97 - $119.06 $2,883 - $3,333
28 Added 0.31%
9,188 $1.08 Billion
Q3 2023

Nov 14, 2023
SELL
$107.44 - $118.16 $15,041 - $16,542
-140 Reduced 1.51%
9,160 $986 Million
Q2 2023

Aug 11, 2023
SELL
$108.5 - $119.27 $34,394 - $37,808
-317 Reduced 3.3%
9,300 $1.05 Billion
Q1 2023

May 12, 2023
BUY
$110.68 - $126.38 $1,328 - $1,516
12 Added 0.12%
9,617 $1.13 Billion
Q4 2022

Feb 13, 2023
SELL
$117.33 - $125.5 $172,709 - $184,736
-1,472 Reduced 13.29%
9,605 $1.16 Million
Q3 2022

Nov 14, 2022
BUY
N/A
24 Added 0.22%
11,077 $1.19 Million
Q2 2022

Aug 12, 2022
SELL
N/A
-1,384 Reduced 11.13%
11,053 $1.3 Million
Q1 2022

May 10, 2022
BUY
N/A
17 Added 0.14%
12,437 $1.59 Million
Q4 2021

Jan 03, 2022
BUY
N/A
20 Added 0.16%
12,420 $1.52 Million
Q3 2021

Nov 12, 2021
SELL
N/A
-1,091 Reduced 8.09%
12,400 $1.42 Million
Q2 2021

Aug 13, 2021
SELL
N/A
-12,671 Reduced 48.43%
13,491 $1.57 Million
Q1 2021

May 17, 2021
BUY
N/A
2,315 Added 9.71%
26,162 $1.92 Million
Q4 2020

Feb 16, 2021
SELL
N/A
-150 Reduced 0.63%
23,847 $2.29 Million
Q3 2020

Nov 13, 2020
SELL
N/A
-1,505 Reduced 5.9%
23,997 $1.96 Million
Q2 2020

Aug 14, 2020
SELL
N/A
-660 Reduced 2.52%
25,502 $2.06 Million
Q1 2020

May 14, 2020
BUY
N/A
26,162 New
26,162 $1.92 Million

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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