Strategies Wealth Advisors, LLC Ishares Tr Transaction History

Strategies Wealth Advisors, LLC

$803 Billion
Q4 2024

A detailed history of Strategies Wealth Advisors, LLC transactions in Ishares Tr stock. As of the latest transaction made, Strategies Wealth Advisors, LLC holds 4,589 shares of DVY stock, worth $622,773. This represents 0.08% of its overall portfolio holdings.

Number of Shares

4,589

Previous 4,543 1.01%

Holding current value

$622,773

Previous $614 Million 0.49%

% of portfolio

0.08%

Previous 0.08%

11 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Feb 13, 2025	BUY	$129.55 - $143.41 $5,959 - $6,596	46 Added 1.01%	4,589 $617 Million
Q3 2024 Oct 07, 2024	BUY	$119.99 - $135.74 $6,119 - $6,922	51 Added 1.14%	4,543 $614 Million
Q2 2024 Jul 29, 2024	BUY	$115.73 - $125.75 $4,050 - $4,401	35 Added 0.79%	4,492 $543 Million
Q1 2024 Apr 22, 2024	BUY	$113.31 - $123.18 $87,135 - $94,725	769 Added 20.85%	4,457 $549 Million
Q4 2023 Jan 22, 2024	SELL	$102.97 - $119.06 $56,530 - $65,363	-549 Reduced 12.96%	3,688 $432 Million
Q2 2023 Jul 12, 2023	SELL	$108.5 - $119.27 $9,656 - $10,615	-89 Reduced 2.06%	4,237 $480 Million
Q1 2023 Jun 27, 2023	BUY	$110.68 - $126.38 $4,205 - $4,802	38 Added 0.89%	4,326 $507 Million
Q4 2022 Jun 27, 2023	BUY	$107.39 - $125.5 $131,445 - $153,612	1,224 Added 39.95%	4,288 $517 Million
Q2 2022 Jun 27, 2023	BUY	$113.21 - $132.14 $2,490 - $2,907	22 Added 0.72%	3,064 $361 Million
Q1 2022 Jun 27, 2023	BUY	$119.99 - $129.75 $2,519 - $2,724	21 Added 0.7%	3,042 $390 Million
Q4 2021 Jun 26, 2023	BUY	$114.37 - $122.59 $345,511 - $370,344	3,021 New	3,021 $370 Million

Others Institutions Holding DVY

# of Institutions

1,441

Shares Held

95M

Call Options Held

1.8M

Put Options Held

161K

View Full List

About ISHARES TR

Ticker DVY
Sector ETFs
Industry ETFs

More about DVY

Track This Portfolio

Portfolio Update

Get notified when there are updates to the investment portfolio of Strategies Wealth Advisors, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Strategies Wealth Advisors, LLC with notifications on news.

Account

Strategies Wealth Advisors, LLC Ishares Tr Transaction History