Hb Wealth Management, LLC Ishares Tr Transaction History

Hb Wealth Management, LLC

  • $9.29 Billion
  • Q3 2024

A detailed history of Hb Wealth Management, LLC transactions in Ishares Tr stock. As of the latest transaction made, Hb Wealth Management, LLC holds 54,081 shares of DVY stock, worth $7.17 Million. This represents 0.08% of its overall portfolio holdings.

Number of Shares
54,081
Previous 56,759 4.72%
Holding current value
$7.17 Million
Previous $6.87 Million 6.38%
% of portfolio
0.08%
Previous 0.08%

Shares

11 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2024

Oct 15, 2024
SELL
$119.99 - $135.74 $321,333 - $363,511
-2,678 Reduced 4.72%
54,081 $7.3 Million
Q2 2024

Jul 26, 2024
BUY
$115.73 - $125.75 $92,584 - $100,600
800 Added 1.43%
56,759 $6.87 Million
Q1 2024

Apr 30, 2024
SELL
$113.31 - $123.18 $164,186 - $178,487
-1,449 Reduced 2.52%
55,959 $6.89 Million
Q4 2023

Jan 16, 2024
BUY
$102.97 - $119.06 $51,176 - $59,172
497 Added 0.87%
57,408 $6.73 Million
Q2 2023

Jul 13, 2023
SELL
$108.5 - $119.27 $140,399 - $154,335
-1,294 Reduced 2.22%
56,911 $6.45 Million
Q1 2023

Apr 13, 2023
SELL
$110.68 - $126.38 $78,693 - $89,856
-711 Reduced 1.21%
58,205 $6.82 Million
Q4 2022

Jan 20, 2023
SELL
$107.39 - $125.5 $52,835 - $61,746
-492 Reduced 0.83%
58,916 $0
Q3 2022

Oct 19, 2022
BUY
$107.22 - $127.71 $160,722 - $191,437
1,499 Added 2.59%
59,408 $6.37 Million
Q2 2022

Jul 15, 2022
SELL
$113.21 - $132.14 $240,118 - $280,268
-2,121 Reduced 3.53%
57,909 $6.81 Million
Q1 2022

May 16, 2022
BUY
$119.99 - $129.75 $247,299 - $267,414
2,061 Added 3.56%
60,030 $7.69 Million
Q4 2021

Feb 15, 2022
BUY
$114.37 - $122.59 $6.63 Million - $7.11 Million
57,969 New
57,969 $7.11 Million

Others Institutions Holding DVY

# of Institutions
1,360
Shares Held
70.5M
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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