Avion Wealth Ishares Tr Transaction History

Avion Wealth

  • $382 Million
  • Q3 2024

A detailed history of Avion Wealth transactions in Ishares Tr stock. As of the latest transaction made, Avion Wealth holds 2,176 shares of DVY stock, worth $287,123. This represents 0.08% of its overall portfolio holdings.

Number of Shares
2,176
Previous 2,176 -0.0%
Holding current value
$287,123
Previous $263,000 11.41%
% of portfolio
0.08%
Previous 0.07%

Shares

3 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2023

May 05, 2023
SELL
$110.68 - $126.38 $27,337 - $31,215
-247 Reduced 10.19%
2,176 $262,000
Q1 2022

May 04, 2022
BUY
$119.99 - $129.75 $289,535 - $313,086
2,413 Added 24130.0%
2,423 $310,000
Q1 2020

Apr 08, 2020
BUY
$62.67 - $107.3 $626 - $1,073
10 New
10 $1,000

Others Institutions Holding DVY

# of Institutions
1,360
Shares Held
70.5M
Call Options Held
1.1M
Put Options Held
383K
View Full List

About ISHARES TR

DVY Quotes by TradingView
  • Ticker DVY
  • Sector ETFs
  • Industry ETFs
More about DVY
Track This Portfolio

Track Avion Wealth Portfolio

Follow Avion Wealth 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 Avion Wealth, based on Form 13F filings with the SEC.

News

Stay updated on Avion Wealth with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email