A detailed history of Weinberger Asset Management, Inc transactions in Ishares Tr stock. As of the latest transaction made, Weinberger Asset Management, Inc holds 18,086 shares of DVY stock, worth $2.44 Million. This represents 0.99% of its overall portfolio holdings.

Number of Shares
18,086
Previous 17,901 1.03%
Holding current value
$2.44 Million
Previous $2.42 Billion 1.8%
% of portfolio
0.99%
Previous 1.03%

Shares

12 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2024

Feb 04, 2025

BUY
$129.55 - $143.41 $23,966 - $26,530
185 Added 1.03%
18,086 $2.37 Billion
Q3 2024

Feb 04, 2025

BUY
$119.99 - $135.74 $17,638 - $19,953
147 Added 0.83%
17,901 $2.42 Billion
Q2 2024

Feb 04, 2025

BUY
$115.73 - $125.75 $10,762 - $11,694
93 Added 0.53%
17,754 $2.15 Billion
Q1 2024

Feb 04, 2025

SELL
$113.31 - $123.18 $8,271 - $8,992
-73 Reduced 0.41%
17,661 $2.18 Billion
Q4 2023

Feb 04, 2025

BUY
$102.97 - $119.06 $42,835 - $49,528
416 Added 2.4%
17,734 $2.08 Billion
Q2 2023

Feb 04, 2025

SELL
$108.5 - $119.27 $11,067 - $12,165
-102 Reduced 0.59%
17,318 $1.96 Billion
Q1 2023

Feb 04, 2025

BUY
$110.68 - $126.38 $16,380 - $18,704
148 Added 0.86%
17,420 $2.04 Billion
Q4 2022

Feb 04, 2025

SELL
$107.39 - $125.5 $9,987 - $11,671
-93 Reduced 0.54%
17,272 $2.08 Billion
Q3 2022

Feb 04, 2025

SELL
$107.22 - $127.71 $30,021 - $35,758
-280 Reduced 1.59%
17,365 $1.86 Billion
Q2 2022

Feb 04, 2025

BUY
$113.21 - $132.14 $15,056 - $17,574
133 Added 0.76%
17,645 $2.08 Billion
Q1 2022

Feb 04, 2025

SELL
$119.99 - $129.75 $144,827 - $156,608
-1,207 Reduced 6.45%
17,512 $2.24 Billion
Q4 2021

Feb 04, 2025

BUY
$114.37 - $122.59 $2.14 Million - $2.29 Million
18,719 New
18,719 $2.29 Billion

Others Institutions Holding DVY

About ISHARES TR


  • Ticker DVY
  • Sector ETFs
  • Industry ETFs
More about DVY
Track This Portfolio

Track Weinberger Asset Management, Inc Portfolio

Follow Weinberger Asset Management, Inc and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Weinberger Asset Management, Inc, based on Form 13F filings with the SEC.

News

Stay updated on Weinberger Asset Management, Inc with notifications on news.