Caliber Wealth Management, LLC / Ks Ishares Tr Transaction History

Caliber Wealth Management, LLC / Ks

$897 Billion
Q3 2025

Shares

1 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q2 2025 Jul 30, 2025	BUY	$118.37 - $134.86 $193,890 - $220,900	1,638 New	1,638 $218 Million

Others Institutions Holding DVY

# of Institutions

1,488

Shares Held

69.2M

Call Options Held

1.01M

Put Options Held

70.3K

Bank Of America Corp Charlotte, NC

8.1M
Shares

$1.14 Billion
0.08% of portfolio
Morgan Stanley New York, NY

6.28M
Shares

$884 Million
0.06% of portfolio
Wells Fargo & Company San Francisco, CA

3.74M
Shares

$526 Million
0.1% of portfolio
Pnc Financial Services Group, Inc. Pittsburgh, PA

3.67M
Shares

$516 Million
0.32% of portfolio
Northern Trust Corp Chicago, IL

3.08M
Shares

$433 Million
0.06% of portfolio

About ISHARES TR

Ticker DVY
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