Confluence Wealth Services, Inc. Ishares Tr Transaction History

Confluence Wealth Services, Inc.

  • $1.86 Billion
  • Q3 2025

A detailed history of Confluence Wealth Services, Inc. transactions in Ishares Tr stock. As of the latest transaction made, Confluence Wealth Services, Inc. holds 1,480 shares of DVY stock, worth $208,147. This represents 0.01% of its overall portfolio holdings.

Number of Shares
1,480
Previous 1,559 5.07%
Holding current value
$208,147
Previous $207,000 1.45%
% of portfolio
0.01%
Previous 0.01%

Shares

6 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2025

Oct 28, 2025
SELL
$133.88 - $142.57 $10,576 - $11,263
-79 Reduced 5.07%
1,480 $210,000
Q2 2025

Jul 22, 2025
BUY
$118.37 - $134.86 $184,538 - $210,246
1,559 New
1,559 $207,000
Q4 2024

Jan 27, 2025
BUY
$129.55 - $143.41 $208,834 - $231,176
1,612 New
1,612 $211,000
Q2 2023

Aug 01, 2023
BUY
$108.5 - $119.27 $204,414 - $224,704
1,884 New
1,884 $213,000
Q1 2022

Apr 26, 2022
SELL
$119.99 - $129.75 $176,385 - $190,732
-1,470 Closed
0 $0
Q4 2021

Feb 10, 2022
BUY
$114.37 - $122.59 $168,123 - $180,207
1,470 New
1,470 $180,000

Others Institutions Holding DVY

# of Institutions
1,485
Shares Held
69.1M
Call Options Held
1.01M
Put Options Held
70.3K
View Full List

About ISHARES TR

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