White Lighthouse Investment Management Inc. Ishares Tr Transaction History

White Lighthouse Investment Management Inc.

  • $654 Million
  • Q3 2025

A detailed history of White Lighthouse Investment Management Inc. transactions in Ishares Tr stock. As of the latest transaction made, White Lighthouse Investment Management Inc. holds 67,787 shares of DVY stock, worth $9.53 Million. This represents 1.47% of its overall portfolio holdings.

Number of Shares
67,787
Previous 66,928 1.28%
Holding current value
$9.53 Million
Previous $8.89 Million 8.37%
% of portfolio
1.47%
Previous 1.45%

Shares

32 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2025

Nov 13, 2025
BUY
$133.88 - $142.57 $115,002 - $122,467
859 Added 1.28%
67,787 $9.63 Million
Q2 2025

Jul 30, 2025
BUY
$118.37 - $134.86 $347,534 - $395,948
2,936 Added 4.59%
66,928 $8.89 Million
Q1 2025

May 12, 2025
SELL
$128.58 - $138.1 $315,406 - $338,759
-2,453 Reduced 3.69%
63,992 $8.59 Million
Q4 2024

Feb 04, 2025
SELL
$129.55 - $143.41 $315,842 - $349,633
-2,438 Reduced 3.54%
66,445 $8.72 Million
Q3 2024

Oct 30, 2024
BUY
$119.99 - $135.74 $198,583 - $224,649
1,655 Added 2.46%
68,883 $9.3 Million
Q2 2024

Jul 15, 2024
SELL
$115.73 - $125.75 $234,700 - $255,021
-2,028 Reduced 2.93%
67,228 $8.13 Million
Q1 2024

May 07, 2024
SELL
$113.31 - $123.18 $30,933 - $33,628
-273 Reduced 0.39%
69,256 $8.53 Million
Q4 2023

Jan 23, 2024
BUY
$102.97 - $119.06 $5,560 - $6,429
54 Added 0.08%
69,529 $8.15 Million
Q3 2023

Oct 18, 2023
SELL
$107.44 - $118.16 $28,471 - $31,312
-265 Reduced 0.38%
69,475 $7.48 Million
Q2 2023

Aug 07, 2023
BUY
$108.5 - $119.27 $631,687 - $694,389
5,822 Added 9.11%
69,740 $7.9 Million
Q1 2023

Apr 20, 2023
SELL
$110.68 - $126.38 $128,942 - $147,232
-1,165 Reduced 1.79%
63,918 $7.49 Million
Q4 2022

Jan 24, 2023
SELL
$107.39 - $125.5 $302,195 - $353,157
-2,814 Reduced 4.14%
65,083 $0
Q3 2022

Oct 18, 2022
BUY
$107.22 - $127.71 $195,033 - $232,304
1,819 Added 2.75%
67,897 $7.28 Million
Q2 2022

Jul 20, 2022
SELL
$113.21 - $132.14 $520,766 - $607,843
-4,600 Reduced 6.51%
66,078 $7.78 Million
Q1 2022

Apr 20, 2022
SELL
$119.99 - $129.75 $400,166 - $432,716
-3,335 Reduced 4.51%
70,678 $9.06 Million
Q4 2021

Jan 12, 2022
SELL
$114.37 - $122.59 $151,997 - $162,922
-1,329 Reduced 1.76%
74,013 $9.07 Million
Q3 2021

Oct 20, 2021
SELL
$112.53 - $119.9 $354,356 - $377,565
-3,149 Reduced 4.01%
75,342 $8.64 Million
Q2 2021

Jul 26, 2021
SELL
$114.14 - $123.06 $566,476 - $610,746
-4,963 Reduced 5.95%
78,491 $9.15 Million
Q1 2021

May 07, 2021
BUY
$94.76 - $115.39 $512,746 - $624,375
5,411 Added 6.93%
83,454 $9.52 Million
Q4 2020

Feb 03, 2021
BUY
$81.33 - $97.54 $63,112 - $75,691
776 Added 1.0%
78,043 $7.51 Million
Q3 2020

Oct 15, 2020
SELL
$77.43 - $86.72 $49,168 - $55,067
-635 Reduced 0.82%
77,267 $6.3 Million
Q2 2020

Jul 23, 2020
SELL
$69.37 - $91.69 $387,084 - $511,630
-5,580 Reduced 6.68%
77,902 $6.29 Million
Q1 2020

Apr 07, 2020
SELL
$62.67 - $107.3 $4,073 - $6,974
-65 Reduced 0.08%
83,482 $6.14 Million
Q4 2019

Jan 24, 2020
SELL
$98.25 - $105.76 $7,663 - $8,249
-78 Reduced 0.09%
83,547 $8.83 Million
Q3 2019

Nov 13, 2019
SELL
$100.87 - $103.22 $84,932 - $86,911
-842 Reduced 1.0%
83,625 $8.53 Million
Q2 2019

Jul 31, 2019
BUY
N/A
2,298 Added 2.8%
84,467 $8.41 Million
Q1 2019

May 08, 2019
BUY
N/A
3,142 Added 3.98%
82,169 $8.07 Million
Q4 2018

Jan 23, 2019
SELL
N/A
-1,157 Reduced 1.44%
79,027 $7.06 Million
Q3 2018

Oct 24, 2018
BUY
N/A
2,066 Added 2.64%
80,184 $8 Million
Q2 2018

Aug 09, 2018
BUY
N/A
3,015 Added 4.01%
78,118 $7.64 Million
Q1 2018

Apr 12, 2018
SELL
N/A
-94 Reduced 0.13%
75,103 $7.14 Million
Q4 2017

Jan 10, 2018
BUY
N/A
75,197
75,197 $7.41 Million

Others Institutions Holding DVY

# of Institutions
1,487
Shares Held
69.1M
Call Options Held
1.01M
Put Options Held
70.3K
View Full List

About ISHARES TR

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