Savvy Advisors, Inc. Ishares Tr Transaction History

Savvy Advisors, Inc.

  • $2.09 Billion
  • Q3 2025

A detailed history of Savvy Advisors, Inc. transactions in Ishares Tr stock. As of the latest transaction made, Savvy Advisors, Inc. holds 5,355 shares of DVY stock, worth $753,127. This represents 0.04% of its overall portfolio holdings.

Number of Shares
5,355
Previous 5,264 1.73%
Holding current value
$753,127
Previous $699,000 8.73%
% of portfolio
0.04%
Previous 0.05%

Shares

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

Nov 06, 2025
BUY
$133.88 - $142.57 $12,183 - $12,973
91 Added 1.73%
5,355 $760,000
Q2 2025

Aug 04, 2025
SELL
$118.37 - $134.86 $3,906 - $4,450
-33 Reduced 0.62%
5,264 $699,000
Q1 2025

May 12, 2025
BUY
$128.58 - $138.1 $266,932 - $286,695
2,076 Added 64.45%
5,297 $711,000
Q4 2024

Feb 13, 2025
BUY
$129.55 - $143.41 $417,280 - $461,923
3,221 New
3,221 $422,000

Others Institutions Holding DVY

# of Institutions
1,486
Shares Held
69.1M
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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