Doliver Advisors, LP Ishares Tr Transaction History

Doliver Advisors, LP

$346 Million
Q3 2024

Shares

3 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q1 2020 Apr 28, 2020	SELL	$62.67 - $107.3 $128,536 - $220,072	-2,051 Closed	0 $0
Q2 2019 Jul 25, 2019	SELL	N/A	-500 Reduced 19.6%	2,051 $204,000
Q1 2018 May 08, 2018	BUY	N/A	2,551 New	2,551 $0

Others Institutions Holding DVY

# of Institutions

1,360

Shares Held

70.5M

Call Options Held

1.1M

Put Options Held

383K

Bank Of America Corp Charlotte, NC

8.33M
Shares

$1.1 Billion
0.09% of portfolio
Morgan Stanley New York, NY

6.21M
Shares

$824 Million
0.06% of portfolio
International Assets Investment Management, LLC Orlando, FL

4.37M
Shares

$580 Million
0.09% of portfolio
Pnc Financial Services Group, Inc. Pittsburgh, PA

3.86M
Shares

$512 Million
0.33% of portfolio
Wells Fargo & Company San Francisco, CA

3.69M
Shares

$490 Million
0.11% of portfolio

About ISHARES TR

Ticker DVY
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