White Lighthouse Investment Management Inc. Ishares Tr Transaction History

White Lighthouse Investment Management Inc.

  • $518 Million
  • Q2 2024

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 67,228 shares of DVY stock, worth $8.57 Million. This represents 1.57% of its overall portfolio holdings.

Number of Shares
67,228
Previous 69,256 2.93%
Holding current value
$8.57 Million
Previous $8.53 Million 4.65%
% of portfolio
1.57%
Previous 1.73%

Shares

27 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
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
$117.33 - $125.5 $330,166 - $353,157
-2,814 Reduced 4.14%
65,083 $0
Q3 2022

Oct 18, 2022
BUY
N/A
1,819 Added 2.75%
67,897 $7.28 Million
Q2 2022

Jul 20, 2022
SELL
N/A
-4,600 Reduced 6.51%
66,078 $7.78 Million
Q1 2022

Apr 20, 2022
SELL
N/A
-3,335 Reduced 4.51%
70,678 $9.06 Million
Q4 2021

Jan 12, 2022
SELL
N/A
-1,329 Reduced 1.76%
74,013 $9.07 Million
Q3 2021

Oct 20, 2021
SELL
N/A
-3,149 Reduced 4.01%
75,342 $8.64 Million
Q2 2021

Jul 26, 2021
SELL
N/A
-4,963 Reduced 5.95%
78,491 $9.15 Million
Q1 2021

May 07, 2021
BUY
N/A
5,411 Added 6.93%
83,454 $9.52 Million
Q4 2020

Feb 03, 2021
BUY
N/A
776 Added 1.0%
78,043 $7.51 Million
Q3 2020

Oct 15, 2020
SELL
N/A
-635 Reduced 0.82%
77,267 $6.3 Million
Q2 2020

Jul 23, 2020
SELL
N/A
-5,580 Reduced 6.68%
77,902 $6.29 Million
Q1 2020

Apr 07, 2020
SELL
N/A
-65 Reduced 0.08%
83,482 $6.14 Million
Q4 2019

Jan 24, 2020
SELL
N/A
-78 Reduced 0.09%
83,547 $8.83 Million
Q3 2019

Nov 13, 2019
SELL
N/A
-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
1,300
Shares Held
68M
Call Options Held
388K
Put Options Held
223K
View Full List

About ISHARES TR

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