Helium Advisors LLC Ishares Tr Transaction History

Helium Advisors LLC

  • $120 Billion
  • Q3 2025

A detailed history of Helium Advisors LLC transactions in Ishares Tr stock. As of the latest transaction made, Helium Advisors LLC holds 6,814 shares of DVY stock, worth $958,320. This represents 0.81% of its overall portfolio holdings.

Number of Shares
6,814
Previous 6,770 0.65%
Holding current value
$958,320
Previous $899 Million 7.68%
% of portfolio
0.81%
Previous 0.57%

Shares

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

Nov 13, 2025
BUY
$133.88 - $142.57 $5,890 - $6,273
44 Added 0.65%
6,814 $968 Million
Q2 2025

Aug 14, 2025
SELL
$118.37 - $134.86 $7,930 - $9,035
-67 Reduced 0.98%
6,770 $899 Million
Q1 2025

May 08, 2025
SELL
$128.58 - $138.1 $14,915 - $16,019
-116 Reduced 1.67%
6,837 $918 Million
Q4 2024

Feb 18, 2025
BUY
$129.55 - $143.41 $900,761 - $997,129
6,953 New
6,953 $913 Million

Others Institutions Holding DVY

# of Institutions
1,486
Shares Held
69.1M
Call Options Held
1.01M
Put Options Held
70.3K
View Full List

About ISHARES TR

DVY Quotes by TradingView
  • Ticker DVY
  • Sector ETFs
  • Industry ETFs
More about DVY
Track This Portfolio

Track Helium Advisors LLC Portfolio

Follow Helium Advisors 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 Helium Advisors LLC, based on Form 13F filings with the SEC.

News

Stay updated on Helium Advisors LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email