Worth Financial Advisory Group, LLC Ishares Tr Transaction History

Worth Financial Advisory Group, LLC

  • $162 Billion
  • Q4 2024

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 1,819 shares of DVY stock, worth $246,856. This represents 0.15% of its overall portfolio holdings.

Number of Shares
1,819
Previous 1,609 13.05%
Holding current value
$246,856
Previous $217 Million 9.89%
% of portfolio
0.15%
Previous 0.13%

Shares

5 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2024

Feb 11, 2025
BUY
$129.55 - $143.41 $27,205 - $30,116
210 Added 13.05%
1,819 $239 Million
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

# of Institutions
1,436
Shares Held
94.6M
Call Options Held
2.69M
Put Options Held
140K
View Full List

About ISHARES TR

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