Daymark Wealth Partners, LLC Ishares Tr Transaction History

Daymark Wealth Partners, LLC

  • $2.95 Billion
  • Q3 2024

A detailed history of Daymark Wealth Partners, LLC transactions in Ishares Tr stock. As of the latest transaction made, Daymark Wealth Partners, LLC holds 5,553 shares of DVY stock, worth $741,436. This represents 0.03% of its overall portfolio holdings.

Number of Shares
5,553
Previous 6,588 15.71%
Holding current value
$741,436
Previous $797,000 5.9%
% of portfolio
0.03%
Previous 0.03%

Shares

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

Oct 08, 2024
SELL
$119.99 - $135.74 $124,189 - $140,490
-1,035 Reduced 15.71%
5,553 $750,000
Q2 2024

Aug 14, 2024
BUY
$115.73 - $125.75 $461,299 - $501,239
3,986 Added 153.19%
6,588 $797,000
Q4 2023

Jan 09, 2024
BUY
$102.97 - $119.06 $26,154 - $30,241
254 Added 10.82%
2,602 $305,000
Q3 2023

Oct 10, 2023
SELL
$107.44 - $118.16 $6,124 - $6,735
-57 Reduced 2.37%
2,348 $252,000
Q2 2023

Jul 19, 2023
BUY
$108.5 - $119.27 $37,975 - $41,744
350 Added 17.03%
2,405 $272,000
Q1 2023

Apr 20, 2023
BUY
$110.68 - $126.38 $14,388 - $16,429
130 Added 6.75%
2,055 $240,000
Q4 2022

Jan 25, 2023
BUY
$107.39 - $125.5 $206,725 - $241,587
1,925 New
1,925 $0

Others Institutions Holding DVY

# of Institutions
1,336
Shares Held
69.2M
Call Options Held
640K
Put Options Held
217K
View Full List

About ISHARES TR

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