Mowery & Schoenfeld Wealth Management, LLC Ishares Tr Transaction History

Mowery & Schoenfeld Wealth Management, LLC

  • $58.2 Billion
  • Q3 2025

A detailed history of Mowery & Schoenfeld Wealth Management, LLC transactions in Ishares Tr stock. As of the latest transaction made, Mowery & Schoenfeld Wealth Management, LLC holds 4,545 shares of DVY stock, worth $639,208. This represents 1.11% of its overall portfolio holdings.

Number of Shares
4,545
Previous 4,545 -0.0%
Holding current value
$639,208
Previous $604 Million 6.99%
% of portfolio
1.11%
Previous 0.92%

Shares

1 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2023

May 14, 2024
BUY
$102.97 - $119.06 $467,998 - $541,127
4,545 New
4,545 $533 Million

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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