A detailed history of Db Wealth Management Group, LLC transactions in Ishares Tr stock. As of the latest transaction made, Db Wealth Management Group, LLC holds 1,000 shares of DVY stock, worth $133,370. This represents 0.07% of its overall portfolio holdings.

Number of Shares
1,000
Previous 2,270 55.95%
Holding current value
$133,370
Previous $244,000 52.05%
% of portfolio
0.07%
Previous 0.16%

Shares

4 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2023

Jan 09, 2024

SELL
$102.97 - $119.06 $130,771 - $151,206
-1,270 Reduced 55.95%
1,000 $117,000
Q2 2021

Aug 04, 2021

BUY
$114.14 - $123.06 $35,269 - $38,025
309 Added 15.76%
2,270 $265,000
Q1 2021

May 06, 2021

BUY
$94.76 - $115.39 $91,064 - $110,889
961 Added 96.1%
1,961 $224,000
Q4 2020

Feb 03, 2021

BUY
$81.33 - $97.54 $81,330 - $97,540
1,000 New
1,000 $96,000

Others Institutions Holding DVY

About ISHARES TR


  • Ticker DVY
  • Sector ETFs
  • Industry ETFs
More about DVY
Track This Portfolio

Track Db Wealth Management Group, LLC Portfolio

Follow Db Wealth Management Group, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Db Wealth Management Group, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Db Wealth Management Group, LLC with notifications on news.