Youngs Advisory Group, Inc. Ishares Tr Transaction History

Youngs Advisory Group, Inc.

$223 Million
Q1 2024

Shares

12 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q2 2020 Jul 28, 2020	SELL	N/A	-5,729 Closed	0 $0
Q1 2020 Apr 28, 2020	SELL	N/A	-1,404 Reduced 19.68%	5,729 $421,000
Q4 2019 Feb 04, 2020	BUY	N/A	570 Added 8.69%	7,133 $754,000
Q3 2019 Oct 29, 2019	SELL	N/A	-20 Reduced 0.3%	6,563 $669,000
Q2 2019 Jul 16, 2019	SELL	N/A	-10 Reduced 0.15%	6,583 $655,000

Q1 2019 Apr 30, 2019	SELL	N/A	-19,075 Reduced 74.31%	6,593 $647,000
Q4 2018 Feb 12, 2019	SELL	N/A	-5,128 Reduced 16.65%	25,668 $2.29 Million
Q3 2018 Nov 01, 2018	SELL	N/A	-1,399 Reduced 4.35%	30,796 $3.07 Million
Q2 2018 Aug 07, 2018	SELL	N/A	-15,264 Reduced 32.16%	32,195 $3.15 Million
Q1 2018 Apr 24, 2018	SELL	N/A	-14,859 Reduced 23.84%	47,459 $4.51 Million
Q4 2017 Jan 24, 2018	SELL	N/A	-1,615 Reduced 2.53%	62,318 $6.14 Million
Q3 2017 Oct 24, 2017	BUY	N/A	63,933	63,933 $5.99 Million

Others Institutions Holding DVY

# of Institutions

1,310

Shares Held

68.2M

Call Options Held

388K

Put Options Held

223K

Bank Of America Corp Charlotte, NC

8.44M
Shares

$1.01 Billion
0.1% of portfolio
Morgan Stanley New York, NY

6.33M
Shares

$759 Million
0.06% of portfolio
Pnc Financial Services Group, Inc. Pittsburgh, PA

4M
Shares

$480 Million
0.34% of portfolio
Wells Fargo & Company San Francisco, CA

3.88M
Shares

$465 Million
0.12% of portfolio
Northern Trust Corp Chicago, IL

3.12M
Shares

$374 Million
0.07% of portfolio

About ISHARES TR

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