West Oak Capital, LLC Ishares Tr Transaction History

West Oak Capital, LLC

  • $179 Million
  • Q2 2024

A detailed history of West Oak Capital, LLC transactions in Ishares Tr stock. As of the latest transaction made, West Oak Capital, LLC holds 650 shares of DVY stock, worth $87,100. This represents 0.04% of its overall portfolio holdings.

Number of Shares
650
Previous 650 -0.0%
Holding current value
$87,100
Previous $80,000 2.5%
% of portfolio
0.04%
Previous 0.03%

Shares

4 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2022

Oct 28, 2022
SELL
$107.22 - $127.71 $42,888 - $51,084
-400 Reduced 38.1%
650 $70,000
Q1 2018

Apr 05, 2018
BUY
N/A
1,050 New
1,050 $99.9 Million
Q4 2017

Jan 05, 2018
SELL
N/A
-1,050 Closed
0 $0
Q3 2017

Oct 10, 2017
BUY
N/A
1,050
1,050 $98.3 Million

Others Institutions Holding DVY

# of Institutions
1,319
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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