Dowling & Yahnke LLC Ishares Tr Transaction History

Dowling & Yahnke LLC

  • $215 Million
  • Q3 2022

A detailed history of Dowling & Yahnke LLC transactions in Ishares Tr stock. As of the latest transaction made, Dowling & Yahnke LLC holds 5,866 shares of DVY stock, worth $784,694. This represents 0.29% of its overall portfolio holdings.

Number of Shares
5,866
Previous 5,366 9.32%
Holding current value
$784,694
Previous $631,000 0.32%
% of portfolio
0.29%
Previous 0.03%

Shares

13 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2022

Nov 02, 2022
BUY
$107.22 - $127.71 $53,610 - $63,855
500 Added 9.32%
5,866 $629,000
Q2 2022

Aug 10, 2022
SELL
$113.21 - $132.14 $15,396 - $17,971
-136 Reduced 2.47%
5,366 $631,000
Q1 2022

May 04, 2022
BUY
$119.99 - $129.75 $5,759 - $6,228
48 Added 0.88%
5,502 $705,000
Q2 2021

Jul 21, 2021
SELL
$114.14 - $123.06 $1,369 - $1,476
-12 Reduced 0.22%
5,454 $636,000
Q4 2020

Jan 28, 2021
SELL
$81.33 - $97.54 $16,266 - $19,508
-200 Reduced 3.53%
5,466 $526,000
Q2 2020

Jul 31, 2020
SELL
$69.37 - $91.69 $4,439 - $5,868
-64 Reduced 1.12%
5,666 $457,000
Q2 2019

Jul 22, 2019
SELL
N/A
-905 Reduced 13.64%
5,730 $570,000
Q1 2019

Apr 30, 2019
BUY
N/A
1,105 Added 19.98%
6,635 $651,000
Q3 2018

Oct 30, 2018
SELL
N/A
-130 Reduced 2.3%
5,530 $552,000
Q2 2018

Jul 30, 2018
SELL
N/A
-17 Reduced 0.3%
5,660 $553,000
Q1 2018

May 01, 2018
SELL
N/A
-575 Reduced 9.2%
5,677 $540,000
Q4 2017

Feb 02, 2018
SELL
N/A
-1,000 Reduced 13.79%
6,252 $616,000
Q3 2017

Nov 08, 2017
BUY
N/A
7,252
7,252 $679,000

Others Institutions Holding DVY

# of Institutions
1,430
Shares Held
94.5M
Call Options Held
2.69M
Put Options Held
403K
View Full List

About ISHARES TR

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