West Coast Financial LLC Ishares Tr Transaction History

West Coast Financial LLC

  • $844 Million
  • Q2 2024

A detailed history of West Coast Financial LLC transactions in Ishares Tr stock. As of the latest transaction made, West Coast Financial LLC holds 2,456 shares of DVY stock, worth $329,104. This represents 0.04% of its overall portfolio holdings.

Number of Shares
2,456
Previous 2,456 -0.0%
Holding current value
$329,104
Previous $302,000 1.66%
% of portfolio
0.04%
Previous 0.04%

Shares

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

Apr 12, 2024
SELL
$113.31 - $123.18 $24,361 - $26,483
-215 Reduced 8.05%
2,456 $302,000
Q3 2023

Nov 02, 2023
SELL
$107.44 - $118.16 $21,488 - $23,632
-200 Reduced 6.97%
2,671 $287,000
Q2 2023

Aug 08, 2023
SELL
$108.5 - $119.27 $32,116 - $35,303
-296 Reduced 9.35%
2,871 $325,000
Q1 2023

May 08, 2023
SELL
$110.68 - $126.38 $26,563 - $30,331
-240 Reduced 7.04%
3,167 $371,000
Q4 2022

Feb 14, 2023
SELL
$107.39 - $125.5 $10,739 - $12,550
-100 Reduced 2.85%
3,407 $410,000
Q1 2022

Apr 20, 2022
SELL
$119.99 - $129.75 $4,919 - $5,319
-41 Reduced 1.16%
3,507 $449,000
Q4 2021

Jan 19, 2022
SELL
$114.37 - $122.59 $11,437 - $12,259
-100 Reduced 2.74%
3,548 $435,000
Q3 2021

Nov 03, 2021
SELL
$112.53 - $119.9 $9,565 - $10,191
-85 Reduced 2.28%
3,648 $418,000
Q2 2021

Jul 28, 2021
BUY
$114.14 - $123.06 $26,708 - $28,796
234 Added 6.69%
3,733 $435,000
Q4 2020

Feb 03, 2021
SELL
$81.33 - $97.54 $137,041 - $164,354
-1,685 Reduced 32.5%
3,499 $337,000
Q3 2020

Nov 05, 2020
BUY
$77.43 - $86.72 $107,240 - $120,107
1,385 Added 36.46%
5,184 $423,000
Q1 2020

Apr 21, 2020
SELL
$62.67 - $107.3 $20,430 - $34,979
-326 Reduced 7.9%
3,799 $279,000
Q4 2019

Jan 17, 2020
SELL
$98.25 - $105.76 $35,468 - $38,179
-361 Reduced 8.05%
4,125 $436,000
Q3 2019

Oct 16, 2019
SELL
$100.87 - $103.22 $35,304 - $36,127
-350 Reduced 7.24%
4,486 $457,000
Q2 2019

Jul 16, 2019
SELL
N/A
-600 Reduced 11.04%
4,836 $481,000
Q1 2019

Apr 22, 2019
SELL
N/A
-90 Reduced 1.63%
5,436 $534,000
Q4 2018

Jan 29, 2019
SELL
N/A
-2,561 Reduced 31.67%
5,526 $494,000
Q3 2018

Oct 19, 2018
BUY
N/A
1,946 Added 31.69%
8,087 $807,000
Q2 2018

Jul 16, 2018
SELL
N/A
-435 Reduced 6.61%
6,141 $600,000
Q1 2018

Apr 17, 2018
SELL
N/A
-850 Reduced 11.45%
6,576 $626,000
Q4 2017

Jan 19, 2018
SELL
N/A
-983 Reduced 11.69%
7,426 $732,000
Q3 2017

Nov 02, 2017
BUY
N/A
8,409
8,409 $787,000

Others Institutions Holding DVY

# of Institutions
1,318
Shares Held
64.9M
Call Options Held
640K
Put Options Held
217K
View Full List

About ISHARES TR

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