Dodds Wealth, LLC Ishares Tr Transaction History

Dodds Wealth, LLC

$311 Billion
Q4 2024

A detailed history of Dodds Wealth, LLC transactions in Ishares Tr stock. As of the latest transaction made, Dodds Wealth, LLC holds 7,802 shares of DVY stock, worth $1.05 Million. This represents 0.34% of its overall portfolio holdings.

Number of Shares

7,802

Previous 7,941 1.75%

Holding current value

$1.05 Million

Previous $1.05 Billion 0.85%

% of portfolio

0.34%

Previous 0.35%

5 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Jan 28, 2025	SELL	$129.55 - $143.41 $18,007 - $19,933	-139 Reduced 1.75%	7,802 $1.05 Billion
Q3 2024 Oct 25, 2024	BUY	$119.99 - $135.74 $10,799 - $12,216	90 Added 1.15%	7,941 $1.05 Billion
Q2 2024 Jul 25, 2024	BUY	$115.73 - $125.75 $5,439 - $5,910	47 Added 0.6%	7,851 $946 Million
Q1 2024 May 24, 2024	BUY	$113.31 - $123.18 $5,438 - $5,912	48 Added 0.62%	7,804 $961 Million
Q4 2023 Feb 12, 2024	BUY	$102.97 - $119.06 $798,635 - $923,429	7,756 New	7,756 $909 Million

Others Institutions Holding DVY

# of Institutions

1,375

Shares Held

66.4M

Call Options Held

1.1M

Put Options Held

383K

View Full List

About ISHARES TR

Ticker DVY
Sector ETFs
Industry ETFs

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