Annis Gardner Whiting Capital Advisors, LLC Ishares Tr Transaction History

Annis Gardner Whiting Capital Advisors, LLC

  • $485 Billion
  • Q3 2025

A detailed history of Annis Gardner Whiting Capital Advisors, LLC transactions in Ishares Tr stock. As of the latest transaction made, Annis Gardner Whiting Capital Advisors, LLC holds 1,871 shares of DVY stock, worth $263,137. This represents 0.05% of its overall portfolio holdings.

Number of Shares
1,871
Previous 1,867 0.21%
Holding current value
$263,137
Previous $248 Million 7.25%
% of portfolio
0.05%
Previous 0.09%

Shares

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

Nov 03, 2025
BUY
$133.88 - $142.57 $535 - $570
4 Added 0.21%
1,871 $266 Million
Q2 2025

Aug 11, 2025
BUY
$118.37 - $134.86 $591 - $674
5 Added 0.27%
1,867 $248 Million
Q1 2025

May 09, 2025
SELL
$128.58 - $138.1 $1.08 Million - $1.16 Million
-8,376 Reduced 81.81%
1,862 $250 Million
Q4 2024

Feb 12, 2025
BUY
$129.55 - $143.41 $1.09 Million - $1.2 Million
8,384 Added 452.21%
10,238 $1.34 Billion
Q3 2024

Nov 14, 2024
BUY
$119.99 - $135.74 $719 - $814
6 Added 0.32%
1,854 $250 Million
Q2 2024

Aug 12, 2024
SELL
$115.73 - $125.75 $49,763 - $54,072
-430 Reduced 18.88%
1,848 $224 Million
Q1 2024

May 13, 2024
BUY
$113.31 - $123.18 $453 - $492
4 Added 0.18%
2,278 $281 Million
Q4 2023

Feb 09, 2024
BUY
$102.97 - $119.06 $1,132 - $1,309
11 Added 0.49%
2,274 $267 Million
Q3 2023

Nov 08, 2023
BUY
$107.44 - $118.16 $243,136 - $267,396
2,263 New
2,263 $247 Million

Others Institutions Holding DVY

# of Institutions
1,494
Shares Held
69.7M
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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