Financial Life Planners Ishares Tr Transaction History

Financial Life Planners

  • $149 Billion
  • Q3 2025

A detailed history of Financial Life Planners transactions in Ishares Tr stock. As of the latest transaction made, Financial Life Planners holds 870 shares of DVY stock, worth $122,356. This represents 0.08% of its overall portfolio holdings.

Number of Shares
870
Holding current value
$122,356
% of portfolio
0.08%

Shares

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

Nov 13, 2025
BUY
$133.88 - $142.57 $116,475 - $124,035
870 New
870 $124 Million
Q1 2025

Apr 23, 2025
BUY
$128.58 - $138.1 $48,088 - $51,649
374 Added 84.23%
818 $110 Million
Q4 2024

Jan 24, 2025
BUY
$129.55 - $143.41 $57,520 - $63,674
444 New
444 $58.3 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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