Shares

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

May 15, 2024

BUY
$113.31 - $123.18 $208,150 - $226,281
1,837 Added 140.98%
3,140 $386,000
Q4 2023

Feb 09, 2024

BUY
$102.97 - $119.06 $3,192 - $3,690
31 Added 2.44%
1,303 $152,000
Q2 2023

Aug 08, 2023

BUY
$108.5 - $119.27 $1,085 - $1,192
10 Added 0.79%
1,272 $144,000
Q1 2023

May 11, 2023

BUY
$110.68 - $126.38 $1,217 - $1,390
11 Added 0.88%
1,262 $147,000
Q4 2022

Feb 03, 2023

BUY
$107.39 - $125.5 $6,765 - $7,906
63 Added 5.3%
1,251 $150,000
Q3 2022

Oct 27, 2022

SELL
$107.22 - $127.71 $439,602 - $523,611
-4,100 Reduced 77.53%
1,188 $127,000
Q2 2022

Aug 01, 2022

BUY
$113.21 - $132.14 $4,528 - $5,285
40 Added 0.76%
5,288 $622,000
Q1 2022

Apr 21, 2022

BUY
$119.99 - $129.75 $4,319 - $4,671
36 Added 0.69%
5,248 $672,000
Q4 2021

Feb 14, 2022

BUY
$114.37 - $122.59 $596,096 - $638,939
5,212 New
5,212 $639,000

Others Institutions Holding DVY

About ISHARES TR


  • Ticker DVY
  • Sector ETFs
  • Industry ETFs
More about DVY
Track This Portfolio

Track Western Pacific Wealth Management, LP Portfolio

Follow Western Pacific Wealth Management, LP and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Western Pacific Wealth Management, LP, based on Form 13F filings with the SEC.

News

Stay updated on Western Pacific Wealth Management, LP with notifications on news.