A detailed history of Catalyst Financial Partners LLC transactions in Ishares Tr stock. As of the latest transaction made, Catalyst Financial Partners LLC holds 5,514 shares of DVY stock, worth $736,229. This represents 0.15% of its overall portfolio holdings.

Number of Shares
5,514
Previous 5,754 4.17%
Holding current value
$736,229
Previous $696 Million 6.99%
% of portfolio
0.15%
Previous 0.15%

Shares

6 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2024

Oct 25, 2024

SELL
$119.99 - $135.74 $28,797 - $32,577
-240 Reduced 4.17%
5,514 $745 Million
Q2 2024

Jul 25, 2024

SELL
$115.73 - $125.75 $218,845 - $237,793
-1,891 Reduced 24.74%
5,754 $696 Million
Q4 2023

Feb 06, 2024

SELL
$102.97 - $119.06 $593,107 - $685,785
-5,760 Reduced 42.97%
7,645 $896 Million
Q3 2023

Oct 26, 2023

BUY
$107.44 - $118.16 $644,640 - $708,960
6,000 Added 81.03%
13,405 $1.44 Billion
Q1 2023

Apr 11, 2023

BUY
$110.68 - $126.38 $370,224 - $422,741
3,345 Added 82.39%
7,405 $868 Million
Q4 2022

Jan 19, 2023

BUY
$107.39 - $125.5 $436,003 - $509,530
4,060 New
4,060 $490 Million

Others Institutions Holding DVY

About ISHARES TR


  • Ticker DVY
  • Sector ETFs
  • Industry ETFs
More about DVY
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