Evermay Wealth Management LLC Ishares Tr Transaction History

Evermay Wealth Management LLC

  • $654 Million
  • Q4 2024

A detailed history of Evermay Wealth Management LLC transactions in Ishares Tr stock. As of the latest transaction made, Evermay Wealth Management LLC holds 4,965 shares of DVY stock, worth $666,303. This represents 0.1% of its overall portfolio holdings.

Number of Shares
4,965
Previous 5,015 1.0%
Holding current value
$666,303
Previous $677,000 3.84%
% of portfolio
0.1%
Previous 0.11%

Shares

19 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2024

Jan 23, 2025
SELL
$129.55 - $143.41 $6,477 - $7,170
-50 Reduced 1.0%
4,965 $651,000
Q2 2024

Aug 01, 2024
SELL
$115.73 - $125.75 $4,629 - $5,030
-40 Reduced 0.79%
5,015 $606,000
Q1 2024

May 13, 2024
SELL
$113.31 - $123.18 $5,665 - $6,159
-50 Reduced 0.98%
5,055 $622,000
Q3 2023

Nov 13, 2023
SELL
$107.44 - $118.16 $20,413 - $22,450
-190 Reduced 3.59%
5,105 $549,000
Q2 2023

Aug 10, 2023
SELL
$108.5 - $119.27 $56,203 - $61,781
-518 Reduced 8.91%
5,295 $599,000
Q3 2022

Nov 14, 2022
BUY
$107.22 - $127.71 $49,321 - $58,746
460 Added 8.59%
5,813 $623,000
Q1 2021

May 10, 2021
SELL
$94.76 - $115.39 $70,975 - $86,427
-749 Reduced 12.27%
5,353 $611,000
Q4 2020

Feb 16, 2021
SELL
$81.33 - $97.54 $169,979 - $203,858
-2,090 Reduced 25.51%
6,102 $587,000
Q3 2020

Nov 05, 2020
SELL
$77.43 - $86.72 $30,352 - $33,994
-392 Reduced 4.57%
8,192 $668,000
Q2 2020

Jul 20, 2020
BUY
$69.37 - $91.69 $1,179 - $1,558
17 Added 0.2%
8,584 $693,000
Q4 2019

Feb 11, 2020
SELL
$98.25 - $105.76 $15,621 - $16,815
-159 Reduced 1.82%
8,567 $905,000
Q3 2019

Oct 29, 2019
SELL
$100.87 - $103.22 $65,767 - $67,299
-652 Reduced 6.95%
8,726 $890,000
Q2 2019

Jul 23, 2019
BUY
N/A
6 Added 0.06%
9,378 $934,000
Q1 2019

May 03, 2019
BUY
N/A
6 Added 0.06%
9,372 $920,000
Q4 2018

Jan 24, 2019
SELL
N/A
-738 Reduced 7.3%
9,366 $836,000
Q3 2018

Oct 29, 2018
BUY
N/A
5 Added 0.05%
10,104 $1.01 Million
Q1 2018

May 04, 2018
BUY
N/A
6 Added 0.06%
10,099 $961,000
Q4 2017

Feb 07, 2018
SELL
N/A
-590 Reduced 5.52%
10,093 $995,000
Q3 2017

Oct 23, 2017
BUY
N/A
10,683
10,683 $1 Million

Others Institutions Holding DVY

# of Institutions
1,398
Shares Held
67.1M
Call Options Held
1.1M
Put Options Held
383K
View Full List

About ISHARES TR

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