Atlas Legacy Advisors, LLC Ishares Tr Transaction History

Atlas Legacy Advisors, LLC

  • $519 Billion
  • Q3 2025

A detailed history of Atlas Legacy Advisors, LLC transactions in Ishares Tr stock. As of the latest transaction made, Atlas Legacy Advisors, LLC holds 7,468 shares of DVY stock, worth $1.05 Million. This represents 0.2% of its overall portfolio holdings.

Number of Shares
7,468
Previous 9,213 18.94%
Holding current value
$1.05 Million
Previous $1.22 Billion 13.27%
% of portfolio
0.2%
Previous 0.27%

Shares

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

Oct 30, 2025
SELL
$133.88 - $142.57 $233,620 - $248,784
-1,745 Reduced 18.94%
7,468 $1.06 Billion
Q2 2025

Aug 06, 2025
BUY
$118.37 - $134.86 $590,784 - $673,086
4,991 Added 118.21%
9,213 $1.22 Billion
Q4 2024

Jan 31, 2025
BUY
$129.55 - $143.41 $546,960 - $605,477
4,222 New
4,222 $554 Million

Others Institutions Holding DVY

# of Institutions
1,492
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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