Private Wealth Asset Management, LLC Ishares Tr Transaction History

Private Wealth Asset Management, LLC

  • $800 Million
  • Q3 2025

A detailed history of Private Wealth Asset Management, LLC transactions in Ishares Tr stock. As of the latest transaction made, Private Wealth Asset Management, LLC holds 2,075 shares of DVY stock, worth $291,828. This represents 0.04% of its overall portfolio holdings.

Number of Shares
2,075
Previous 2,852 27.24%
Holding current value
$291,828
Previous $379 Million 99.92%
% of portfolio
0.04%
Previous 0.05%

Shares

2 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2025

Nov 03, 2025
SELL
$133.88 - $142.57 $104,024 - $110,776
-777 Reduced 27.24%
2,075 $294,000
Q1 2025

May 15, 2025
BUY
$128.58 - $138.1 $366,710 - $393,861
2,852 New
2,852 $383 Million

Others Institutions Holding DVY

# of Institutions
1,490
Shares Held
69.2M
Call Options Held
1.01M
Put Options Held
70.3K
View Full List

About ISHARES TR

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