Daymark Wealth Partners, LLC Ishares Tr Transaction History

Daymark Wealth Partners, LLC

$2.92 Billion
Q4 2024

A detailed history of Daymark Wealth Partners, LLC transactions in Ishares Tr stock. As of the latest transaction made, Daymark Wealth Partners, LLC holds 5,212 shares of DVY stock, worth $702,317. This represents 0.02% of its overall portfolio holdings.

Number of Shares

5,212

Previous 5,212 -0.0%

Holding current value

$702,317

Previous $684,000 -0.0%

% of portfolio

0.02%

Previous 0.02%

8 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Jan 17, 2025	SELL	$129.55 - $143.41 $44,176 - $48,902	-341 Reduced 6.14%	5,212 $684,000
Q3 2024 Oct 08, 2024	SELL	$119.99 - $135.74 $124,189 - $140,490	-1,035 Reduced 15.71%	5,553 $750,000
Q2 2024 Aug 14, 2024	BUY	$115.73 - $125.75 $461,299 - $501,239	3,986 Added 153.19%	6,588 $797,000
Q4 2023 Jan 09, 2024	BUY	$102.97 - $119.06 $26,154 - $30,241	254 Added 10.82%	2,602 $305,000
Q3 2023 Oct 10, 2023	SELL	$107.44 - $118.16 $6,124 - $6,735	-57 Reduced 2.37%	2,348 $252,000
Q2 2023 Jul 19, 2023	BUY	$108.5 - $119.27 $37,975 - $41,744	350 Added 17.03%	2,405 $272,000
Q1 2023 Apr 20, 2023	BUY	$110.68 - $126.38 $14,388 - $16,429	130 Added 6.75%	2,055 $240,000
Q4 2022 Jan 25, 2023	BUY	$107.39 - $125.5 $206,725 - $241,587	1,925 New	1,925 $0

Others Institutions Holding DVY

# of Institutions

1,391

Shares Held

67M

Call Options Held

1.1M

Put Options Held

383K

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About ISHARES TR

Ticker DVY
Sector ETFs
Industry ETFs

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Daymark Wealth Partners, LLC Ishares Tr Transaction History