A detailed history of Worth Financial Advisory Group, LLC transactions in Ishares Tr stock. As of the latest transaction made, Worth Financial Advisory Group, LLC holds 1,609 shares of DVY stock, worth $211,358. This represents 0.13% of its overall portfolio holdings.

Number of Shares
1,609
Holding current value
$211,358
% of portfolio
0.13%

Shares

4 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2024

Oct 24, 2024

BUY
$119.99 - $135.74 $193,063 - $218,405
1,609 New
1,609 $217 Million
Q1 2024

Apr 30, 2024

BUY
$113.31 - $123.18 $193,533 - $210,391
1,708 New
1,708 $210 Million
Q1 2023

Apr 19, 2023

SELL
$110.68 - $126.38 $2,877 - $3,285
-26 Reduced 1.31%
1,959 $230 Million
Q4 2022

Feb 13, 2023

BUY
$107.39 - $125.5 $213,169 - $249,117
1,985 New
1,985 $239 Million

Others Institutions Holding DVY

About ISHARES TR


  • Ticker DVY
  • Sector ETFs
  • Industry ETFs
More about DVY
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