Clearbridge Investments, LLC Ishares Tr Transaction History

Clearbridge Investments, LLC

$119 Billion
Q4 2024

Shares

2 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q3 2020 Nov 12, 2020	SELL	$77.43 - $86.72 $30,972 - $34,688	-400 Closed	0 $0
Q2 2017 Aug 14, 2017	BUY	N/A	400	400 $37,000

Others Institutions Holding DVY

# of Institutions

1,436

Shares Held

94.6M

Call Options Held

2.69M

Put Options Held

140K

Wealthfront Advisers LLC

24.5M
Shares

$3.32 Billion
2.68% of portfolio
Bank Of America Corp Charlotte, NC

8.29M
Shares

$1.13 Billion
0.09% of portfolio
Morgan Stanley New York, NY

6.58M
Shares

$893 Million
0.06% of portfolio
Wells Fargo & Company San Francisco, CA

3.88M
Shares

$526 Million
0.12% of portfolio
Pnc Financial Services Group, Inc. Pittsburgh, PA

3.82M
Shares

$518 Million
0.34% of portfolio

About ISHARES TR

Ticker DVY
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