A detailed history of Future Financial Wealth Managment LLC transactions in Ishares Tr stock. As of the latest transaction made, Future Financial Wealth Managment LLC holds 3,065 shares of DVY stock, worth $404,426. This represents 0.3% of its overall portfolio holdings.

Number of Shares
3,065
Previous 3,065 -0.0%
Holding current value
$404,426
Previous $370,000 11.62%
% of portfolio
0.3%
Previous 0.33%

Shares

5 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2022

Jan 05, 2023

SELL
$107.39 - $125.5 $6,443 - $7,530
-60 Reduced 1.92%
3,065 $0
Q3 2022

Oct 13, 2022

SELL
$107.22 - $127.71 $1,501 - $1,787
-14 Reduced 0.45%
3,125 $368,000
Q1 2022

May 03, 2022

SELL
$119.99 - $129.75 $2,279 - $2,465
-19 Reduced 0.6%
3,139 $402,000
Q4 2021

Jan 07, 2022

SELL
$114.37 - $122.59 $114 - $122
-1 Reduced 0.03%
3,158 $389,000
Q4 2020

Feb 03, 2021

BUY
$81.33 - $97.54 $256,921 - $308,128
3,159 New
3,159 $304,000

Others Institutions Holding DVY

About ISHARES TR


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