Element Wealth, LLC Ishares Tr Transaction History

Element Wealth, LLC

  • $187 Million
  • Q4 2024

A detailed history of Element Wealth, LLC transactions in Ishares Tr stock. As of the latest transaction made, Element Wealth, LLC holds 1,431 shares of DVY stock, worth $194,201. This represents 0.1% of its overall portfolio holdings.

Number of Shares
1,431
Previous 1,431 -0.0%
Holding current value
$194,201
Previous $193,000 3.11%
% of portfolio
0.1%
Previous 0.1%

Shares

6 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2024

Aug 08, 2024
BUY
$115.73 - $125.75 $3,703 - $4,024
32 Added 2.29%
1,431 $173,000
Q1 2024

May 09, 2024
BUY
$113.31 - $123.18 $11,557 - $12,564
102 Added 7.86%
1,399 $172,000
Q3 2023

Nov 08, 2023
BUY
$107.44 - $118.16 $35,347 - $38,874
329 Added 33.99%
1,297 $139,000
Q2 2023

Aug 07, 2023
BUY
$108.5 - $119.27 $14,864 - $16,339
137 Added 16.49%
968 $109,000
Q4 2022

Jan 17, 2023
BUY
$107.39 - $125.5 $11,383 - $13,303
106 Added 14.62%
831 $0
Q3 2022

Nov 08, 2022
BUY
$107.22 - $127.71 $77,734 - $92,589
725 New
725 $78,000

Others Institutions Holding DVY

# of Institutions
1,441
Shares Held
95M
Call Options Held
1.8M
Put Options Held
161K
View Full List

About ISHARES TR

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