Duncan Williams Asset Management, LLC Ishares Tr Transaction History

Duncan Williams Asset Management, LLC

  • $355 Billion
  • Q3 2025

A detailed history of Duncan Williams Asset Management, LLC transactions in Ishares Tr stock. As of the latest transaction made, Duncan Williams Asset Management, LLC holds 1,627 shares of DVY stock, worth $228,821. This represents 0.07% of its overall portfolio holdings.

Number of Shares
1,627
Holding current value
$228,821
% of portfolio
0.07%

Shares

4 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2025

Nov 12, 2025
BUY
$133.88 - $142.57 $217,822 - $231,961
1,627 New
1,627 $231 Million
Q2 2025

Jul 22, 2025
BUY
$118.37 - $134.86 $190,812 - $217,394
1,612 New
1,612 $214 Million
Q1 2025

Apr 21, 2025
BUY
$128.58 - $138.1 $771 - $828
6 Added 0.38%
1,597 $215 Million
Q4 2024

Jan 21, 2025
BUY
$129.55 - $143.41 $206,114 - $228,165
1,591 New
1,591 $209 Million

Others Institutions Holding DVY

# of Institutions
1,486
Shares Held
69.1M
Call Options Held
1.01M
Put Options Held
70.3K
View Full List

About ISHARES TR

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