A detailed history of Fwl Investment Management, LLC transactions in Ishares Tr stock. As of the latest transaction made, Fwl Investment Management, LLC holds 1,015 shares of DVY stock, worth $133,929. This represents 0.05% of its overall portfolio holdings.

Number of Shares
1,015
Previous 1,015 -0.0%
Holding current value
$133,929
Previous $122,000 12.3%
% of portfolio
0.05%
Previous 0.06%

Shares

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

Aug 13, 2024

SELL
$115.73 - $125.75 $4,050 - $4,401
-35 Reduced 3.33%
1,015 $122,000
Q3 2023

Nov 13, 2023

BUY
$107.44 - $118.16 $112,812 - $124,068
1,050 New
1,050 $113,000
Q1 2023

May 10, 2023

SELL
$110.68 - $126.38 $2,767 - $3,159
-25 Reduced 2.33%
1,050 $123,000
Q4 2022

Feb 14, 2023

BUY
$107.39 - $125.5 $115,444 - $134,912
1,075 New
1,075 $129,000

Others Institutions Holding DVY

About ISHARES TR


  • Ticker DVY
  • Sector ETFs
  • Industry ETFs
More about DVY
Track This Portfolio

Track Fwl Investment Management, LLC Portfolio

Follow Fwl Investment Management, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Fwl Investment Management, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Fwl Investment Management, LLC with notifications on news.