Heartwood Wealth Advisors LLC Ishares Tr Transaction History

Heartwood Wealth Advisors LLC

  • $879 Million
  • Q4 2024

A detailed history of Heartwood Wealth Advisors LLC transactions in Ishares Tr stock. As of the latest transaction made, Heartwood Wealth Advisors LLC holds 4,521 shares of DVY stock, worth $607,215. This represents 0.07% of its overall portfolio holdings.

Number of Shares
4,521
Previous 4,521 -0.0%
Holding current value
$607,215
Previous $610,000 2.79%
% of portfolio
0.07%
Previous 0.07%

Shares

15 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2024

Apr 02, 2024
SELL
$113.31 - $123.18 $140,051 - $152,250
-1,236 Reduced 21.47%
4,521 $556,000
Q4 2023

Jan 17, 2024
BUY
$102.97 - $119.06 $114,090 - $131,918
1,108 Added 23.83%
5,757 $674,000
Q3 2023

Oct 17, 2023
SELL
$107.44 - $118.16 $349,824 - $384,728
-3,256 Reduced 41.19%
4,649 $500,000
Q2 2023

Jul 19, 2023
BUY
$108.5 - $119.27 $314,975 - $346,240
2,903 Added 58.04%
7,905 $895,000
Q1 2023

Apr 14, 2023
SELL
$110.68 - $126.38 $25,124 - $28,688
-227 Reduced 4.34%
5,002 $586,000
Q4 2022

Jan 12, 2023
SELL
$107.39 - $125.5 $297,899 - $348,137
-2,774 Reduced 34.66%
5,229 $0
Q3 2022

Oct 25, 2022
BUY
$107.22 - $127.71 $297,428 - $354,267
2,774 Added 53.05%
8,003 $858,000
Q2 2022

Jul 25, 2022
SELL
$113.21 - $132.14 $40,982 - $47,834
-362 Reduced 6.47%
5,229 $615,000
Q4 2021

Jan 12, 2022
BUY
$114.37 - $122.59 $3,202 - $3,432
28 Added 0.5%
5,591 $685,000
Q3 2021

Oct 12, 2021
SELL
$112.53 - $119.9 $14,628 - $15,587
-130 Reduced 2.28%
5,563 $638,000
Q1 2021

Apr 19, 2021
SELL
$94.76 - $115.39 $87,937 - $107,081
-928 Reduced 14.02%
5,693 $650,000
Q4 2020

Jan 26, 2021
SELL
$81.33 - $97.54 $7.79 Million - $9.34 Million
-95,731 Reduced 93.53%
6,621 $637,000
Q3 2020

Oct 28, 2020
BUY
$77.43 - $86.72 $7.69 Million - $8.62 Million
99,379 Added 3342.72%
102,352 $8.35 Million
Q1 2020

May 04, 2020
SELL
$62.67 - $107.3 $40,422 - $69,208
-645 Reduced 17.83%
2,973 $219,000
Q4 2019

Jan 31, 2020
BUY
$98.25 - $105.76 $355,468 - $382,639
3,618 New
3,618 $382,000

Others Institutions Holding DVY

# of Institutions
1,368
Shares Held
66.3M
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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