Caerus Investment Advisors, LLC Ishares Tr Transaction History

Caerus Investment Advisors, LLC

  • $106 Million
  • Q4 2024

A detailed history of Caerus Investment Advisors, LLC transactions in Ishares Tr stock. As of the latest transaction made, Caerus Investment Advisors, LLC holds 18,348 shares of DVY stock, worth $2.51 Million. This represents 2.28% of its overall portfolio holdings.

Number of Shares
18,348
Previous 21,223 13.55%
Holding current value
$2.51 Million
Previous $2.87 Million 15.98%
% of portfolio
2.28%
Previous 2.74%

Shares

5 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2024

Feb 13, 2025
SELL
$129.55 - $143.41 $372,456 - $412,303
-2,875 Reduced 13.55%
18,348 $2.41 Million
Q2 2024

Aug 14, 2024
SELL
$115.73 - $125.75 $326,937 - $355,243
-2,825 Reduced 11.75%
21,223 $2.57 Million
Q2 2023

Aug 14, 2023
SELL
$108.5 - $119.27 $542 - $596
-5 Reduced 0.02%
24,048 $2.72 Million
Q1 2022

May 13, 2022
BUY
$119.99 - $129.75 $671,944 - $726,600
5,600 Added 30.35%
24,053 $3.01 Million
Q4 2021

Feb 10, 2022
BUY
$114.37 - $122.59 $2.11 Million - $2.26 Million
18,453 New
18,453 $2.26 Million

Others Institutions Holding DVY

# of Institutions
1,442
Shares Held
95M
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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