York Bridge Wealth Partners, LLC Ishares Tr Transaction History

York Bridge Wealth Partners, LLC

  • $394 Million
  • Q4 2022

A detailed history of York Bridge Wealth Partners, LLC transactions in Ishares Tr stock. As of the latest transaction made, York Bridge Wealth Partners, LLC holds 1,849 shares of DVY stock, worth $239,815. This represents 0.06% of its overall portfolio holdings.

Number of Shares
1,849
Holding current value
$239,815
% of portfolio
0.06%

Shares

15 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2022

Jan 26, 2023
BUY
$107.39 - $125.5 $198,564 - $232,049
1,849 New
1,849 $0
Q2 2022

Jul 15, 2022
BUY
$113.21 - $132.14 $339 - $396
3 Added 0.16%
1,842 $217,000
Q1 2022

Apr 15, 2022
BUY
$119.99 - $129.75 $359 - $389
3 Added 0.16%
1,839 $236,000
Q4 2021

Jan 19, 2022
SELL
$114.37 - $122.59 $16,583 - $17,775
-145 Reduced 7.32%
1,836 $225,000
Q2 2021

Jul 22, 2021
BUY
$114.14 - $123.06 $6,391 - $6,891
56 Added 2.91%
1,981 $231,000
Q1 2021

Apr 15, 2021
BUY
$94.76 - $115.39 $182,413 - $222,125
1,925 New
1,925 $220,000
Q1 2020

Apr 16, 2020
SELL
$62.67 - $107.3 $147,274 - $252,155
-2,350 Closed
0 $0
Q4 2019

Jan 17, 2020
BUY
$98.25 - $105.76 $20,436 - $21,998
208 Added 9.71%
2,350 $248,000
Q2 2019

Jul 18, 2019
SELL
N/A
-699 Reduced 24.6%
2,142 $213,000
Q1 2019

May 09, 2019
SELL
N/A
-131 Reduced 4.41%
2,841 $279,000
Q4 2018

Feb 14, 2019
BUY
N/A
2 Added 0.07%
2,972 $265,000
Q3 2018

Nov 14, 2018
SELL
N/A
-1,253 Reduced 29.67%
2,970 $297,000
Q4 2017

Feb 12, 2018
SELL
N/A
-48 Reduced 1.12%
4,223 $402,000
Q3 2017

Oct 27, 2017
BUY
N/A
285 Added 7.15%
4,271 $400,000
Q2 2017

Aug 14, 2017
BUY
N/A
3,986
3,986 $369,000

Others Institutions Holding DVY

# of Institutions
1,360
Shares Held
70.5M
Call Options Held
1.1M
Put Options Held
383K
View Full List

About ISHARES TR

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