A detailed history of Fiducient Advisors LLC transactions in Ishares Tr stock. As of the latest transaction made, Fiducient Advisors LLC holds 9,509 shares of DVY stock, worth $1.34 Million. This represents 0.16% of its overall portfolio holdings.

Number of Shares
9,509
Previous 11,733 18.96%
Holding current value
$1.34 Million
Previous $1.56 Million 13.29%
% of portfolio
0.16%
Previous 0.19%

Shares

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

Oct 30, 2025

SELL
$133.88 - $142.57 $297,749 - $317,075
-2,224 Reduced 18.96%
9,509 $1.35 Million
Q2 2025

Aug 12, 2025

BUY
$118.37 - $134.86 $1,893 - $2,157
16 Added 0.14%
11,733 $1.56 Million
Q1 2025

May 15, 2025

SELL
$128.58 - $138.1 $11,700 - $12,567
-91 Reduced 0.77%
11,717 $1.57 Million
Q4 2024

Feb 13, 2025

BUY
$129.55 - $143.41 $1,165 - $1,290
9 Added 0.08%
11,808 $1.55 Million
Q3 2024

Oct 25, 2024

SELL
$119.99 - $135.74 $732,538 - $828,692
-6,105 Reduced 34.1%
11,799 $1.59 Million
Q2 2024

Aug 06, 2024

SELL
$115.73 - $125.75 $55,666 - $60,485
-481 Reduced 2.62%
17,904 $2.17 Million
Q4 2023

Feb 05, 2024

BUY
$102.97 - $119.06 $1.03 Million - $1.19 Million
10,024 Added 119.89%
18,385 $2.16 Million
Q3 2023

Nov 03, 2023

BUY
$107.44 - $118.16 $898,305 - $987,935
8,361 New
8,361 $899,000

Others Institutions Holding DVY

About ISHARES TR


  • Ticker DVY
  • Sector ETFs
  • Industry ETFs
More about DVY
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