Wellspring Financial Advisors, LLC Ishares Tr Transaction History

Wellspring Financial Advisors, LLC

  • $899 Billion
  • Q1 2025

A detailed history of Wellspring Financial Advisors, LLC transactions in Ishares Tr stock. As of the latest transaction made, Wellspring Financial Advisors, LLC holds 7,384 shares of DVY stock, worth $962,430. This represents 0.11% of its overall portfolio holdings.

Number of Shares
7,384
Previous 7,384 -0.0%
Holding current value
$962,430
Previous $969 Million 2.29%
% of portfolio
0.11%
Previous 0.1%

Shares

19 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2024

Feb 13, 2025
BUY
$129.55 - $143.41 $129 - $143
1 Added 0.01%
7,384 $969 Million
Q3 2024

Nov 13, 2024
SELL
$119.99 - $135.74 $359 - $407
-3 Reduced 0.04%
7,383 $997 Million
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
$107.39 - $125.5 $158,078 - $184,736
-1,472 Reduced 13.29%
9,605 $1.16 Million
Q3 2022

Nov 14, 2022
BUY
$107.22 - $127.71 $2,573 - $3,065
24 Added 0.22%
11,077 $1.19 Million
Q2 2022

Aug 12, 2022
SELL
$113.21 - $132.14 $156,682 - $182,881
-1,384 Reduced 11.13%
11,053 $1.3 Million
Q1 2022

May 10, 2022
BUY
$119.99 - $129.75 $2,039 - $2,205
17 Added 0.14%
12,437 $1.59 Million
Q4 2021

Jan 03, 2022
BUY
$114.37 - $122.59 $2,287 - $2,451
20 Added 0.16%
12,420 $1.52 Million
Q3 2021

Nov 12, 2021
SELL
$112.53 - $119.9 $122,770 - $130,810
-1,091 Reduced 8.09%
12,400 $1.42 Million
Q2 2021

Aug 13, 2021
SELL
$114.14 - $123.06 $1.45 Million - $1.56 Million
-12,671 Reduced 48.43%
13,491 $1.57 Million
Q1 2021

May 17, 2021
BUY
$94.76 - $115.39 $219,369 - $267,127
2,315 Added 9.71%
26,162 $1.92 Million
Q4 2020

Feb 16, 2021
SELL
$81.33 - $97.54 $12,199 - $14,631
-150 Reduced 0.63%
23,847 $2.29 Million
Q3 2020

Nov 13, 2020
SELL
$77.43 - $86.72 $116,532 - $130,513
-1,505 Reduced 5.9%
23,997 $1.96 Million
Q2 2020

Aug 14, 2020
SELL
$69.37 - $91.69 $45,784 - $60,515
-660 Reduced 2.52%
25,502 $2.06 Million
Q1 2020

May 14, 2020
BUY
$62.67 - $107.3 $1.64 Million - $2.81 Million
26,162 New
26,162 $1.92 Million

Others Institutions Holding DVY

# of Institutions
1,457
Shares Held
69.7M
Call Options Held
1.1M
Put Options Held
62.9K
View Full List

About ISHARES TR

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