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 $223,692. This represents 0.06% of its overall portfolio holdings.

Number of Shares

1,849

Holding current value

$223,692

% of portfolio

0.06%

15 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2022 Jan 26, 2023	BUY	$117.33 - $125.5 $216,943 - $232,049	1,849 New	1,849 $0
Q2 2022 Jul 15, 2022	BUY	N/A	3 Added 0.16%	1,842 $217,000
Q1 2022 Apr 15, 2022	BUY	N/A	3 Added 0.16%	1,839 $236,000
Q4 2021 Jan 19, 2022	SELL	N/A	-145 Reduced 7.32%	1,836 $225,000
Q2 2021 Jul 22, 2021	BUY	N/A	56 Added 2.91%	1,981 $231,000

Q1 2021 Apr 15, 2021	BUY	N/A	1,925 New	1,925 $220,000
Q1 2020 Apr 16, 2020	SELL	N/A	-2,350 Closed	0 $0
Q4 2019 Jan 17, 2020	BUY	N/A	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

1,308

Shares Held

68.2M

Call Options Held

388K

Put Options Held

223K

View Full List

About ISHARES TR

Ticker DVY
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York Bridge Wealth Partners, LLC Ishares Tr Transaction History