Team Financial Group, LLC Ishares Tr Transaction History

Team Financial Group, LLC

$174 Billion
Q4 2024

Shares

2 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q4 2023 Feb 14, 2024	BUY	$102.97 - $119.06 $411 - $476	4 Added 2.53%	162 $19 Million
Q3 2023 Nov 15, 2023	BUY	$107.44 - $118.16 $16,975 - $18,669	158 New	158 $17 Million

Others Institutions Holding DVY

# of Institutions

1,442

Shares Held

95M

Call Options Held

1.8M

Put Options Held

161K

Wealthfront Advisers LLC

24.5M
Shares

$3.35 Billion
2.68% of portfolio
Bank Of America Corp Charlotte, NC

8.29M
Shares

$1.13 Billion
0.09% of portfolio
Morgan Stanley New York, NY

6.58M
Shares

$899 Million
0.06% of portfolio
Wells Fargo & Company San Francisco, CA

3.88M
Shares

$530 Million
0.12% of portfolio
Pnc Financial Services Group, Inc. Pittsburgh, PA

3.82M
Shares

$522 Million
0.34% of portfolio

About ISHARES TR

Ticker DVY
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