Balanced Wealth Group LLC Ishares Tr Transaction History

Balanced Wealth Group LLC

  • $207 Billion
  • Q1 2025

A detailed history of Balanced Wealth Group LLC transactions in Ishares Tr stock. As of the latest transaction made, Balanced Wealth Group LLC holds 2,863 shares of DVY stock, worth $380,034. This represents 0.19% of its overall portfolio holdings.

Number of Shares
2,863
Previous 2,841 0.77%
Holding current value
$380,034
Previous $383 Million 0.44%
% of portfolio
0.19%
Previous 0.17%

Shares

6 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2025

Apr 15, 2025
BUY
$128.58 - $138.1 $2,828 - $3,038
22 Added 0.77%
2,863 $385 Million
Q4 2024

Feb 10, 2025
BUY
$129.55 - $143.41 $3,627 - $4,015
28 Added 1.0%
2,841 $383 Million
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
1,445
Shares Held
70.5M
Call Options Held
1.8M
Put Options Held
161K
View Full List

About ISHARES TR

DVY Quotes by TradingView
  • Ticker DVY
  • Sector ETFs
  • Industry ETFs
More about DVY
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