Capasso Planning Partners LLC Ishares Tr Transaction History

Capasso Planning Partners LLC

  • $236 Million
  • Q4 2024

A detailed history of Capasso Planning Partners LLC transactions in Ishares Tr stock. As of the latest transaction made, Capasso Planning Partners LLC holds 1,630 shares of DVY stock, worth $225,103. This represents 0.09% of its overall portfolio holdings.

Number of Shares
1,630
Previous 1,614 0.99%
Holding current value
$225,103
Previous $218,000 1.83%
% of portfolio
0.09%
Previous 0.07%

Shares

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

Feb 07, 2025
BUY
$129.55 - $143.41 $2,072 - $2,294
16 Added 0.99%
1,630 $214,000
Q3 2024

Dec 02, 2024
SELL
$119.99 - $135.74 $14,278 - $16,153
-119 Reduced 6.87%
1,614 $218,000
Q2 2024

Dec 02, 2024
BUY
$115.73 - $125.75 $1,388 - $1,509
12 Added 0.7%
1,733 $209,000
Q1 2024

Apr 23, 2024
BUY
$113.31 - $123.18 $195,006 - $211,992
1,721 New
1,721 $211,000

Others Institutions Holding DVY

# of Institutions
1,445
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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