Org Wealth Partners, LLC Ishares Tr Transaction History

Org Wealth Partners, LLC

  • $270 Million
  • Q4 2025

A detailed history of Org Wealth Partners, LLC transactions in Ishares Tr stock. As of the latest transaction made, Org Wealth Partners, LLC holds 154 shares of DVY stock, worth $21,658. This represents 0.01% of its overall portfolio holdings.

Number of Shares
154
Previous 254 39.37%
Holding current value
$21,658
Previous $36,000 41.67%
% of portfolio
0.01%
Previous 0.01%

Shares

4 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2025

Jan 14, 2026
SELL
$138.1 - $143.11 $13,810 - $14,311
-100 Reduced 39.37%
154 $21,000
Q1 2025

Apr 21, 2025
SELL
$128.58 - $138.1 $128 - $138
-1 Reduced 0.39%
254 $34,000
Q4 2024

Jan 10, 2025
SELL
$129.55 - $143.41 $1,165 - $1,290
-9 Reduced 3.41%
255 $33,000
Q3 2024

Oct 11, 2024
BUY
$119.99 - $135.74 $31,677 - $35,835
264 New
264 $35.7 Million

Others Institutions Holding DVY

# of Institutions
1,488
Shares Held
69.2M
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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