Balanced Wealth Group LLC Ishares Tr Transaction History

Balanced Wealth Group LLC

  • $226 Billion
  • Q3 2024

A detailed history of Balanced Wealth Group LLC transactions in Ishares Tr stock. As of the latest transaction made, Balanced Wealth Group LLC holds 2,813 shares of DVY stock, worth $372,750. This represents 0.17% of its overall portfolio holdings.

Number of Shares
2,813
Previous 2,781 1.15%
Holding current value
$372,750
Previous $335 Million 13.56%
% of portfolio
0.17%
Previous 0.15%

Shares

4 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2024

Oct 28, 2024
BUY
$119.99 - $135.74 $3,839 - $4,343
32 Added 1.15%
2,813 $380 Million
Q2 2024

Aug 13, 2024
BUY
$115.73 - $125.75 $2,546 - $2,766
22 Added 0.8%
2,781 $335 Million
Q1 2024

May 13, 2024
BUY
$113.31 - $123.18 $2,492 - $2,709
22 Added 0.8%
2,759 $342 Million
Q4 2023

Feb 06, 2024
BUY
$102.97 - $119.06 $281,828 - $325,867
2,737 New
2,737 $321 Million

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
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