Henrickson Nauta Wealth Advisors, Inc. Ishares Tr Transaction History

Henrickson Nauta Wealth Advisors, Inc.

  • $629 Million
  • Q4 2025

A detailed history of Henrickson Nauta Wealth Advisors, Inc. transactions in Ishares Tr stock. As of the latest transaction made, Henrickson Nauta Wealth Advisors, Inc. holds 5,426 shares of DVY stock, worth $763,112. This represents 0.12% of its overall portfolio holdings.

Number of Shares
5,426
Previous 2,741 97.96%
Holding current value
$763,112
Previous $389,000 96.14%
% of portfolio
0.12%
Previous 0.13%

Shares

11 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2025

Jan 07, 2026
BUY
$138.1 - $143.11 $370,798 - $384,250
2,685 Added 97.96%
5,426 $763,000
Q3 2025

Oct 17, 2025
SELL
$133.88 - $142.57 $3,614 - $3,849
-27 Reduced 0.98%
2,741 $389,000
Q1 2025

Apr 14, 2025
SELL
$128.58 - $138.1 $9,129 - $9,805
-71 Reduced 2.5%
2,768 $367,000
Q4 2024

Jan 14, 2025
SELL
$129.55 - $143.41 $9,716 - $10,755
-75 Reduced 2.57%
2,839 $372,000
Q2 2024

Jul 31, 2024
BUY
$115.73 - $125.75 $97,328 - $105,755
841 Added 40.57%
2,914 $352,000
Q1 2024

Apr 15, 2024
SELL
$113.31 - $123.18 $27,760 - $30,179
-245 Reduced 10.57%
2,073 $255,000
Q4 2023

Jan 12, 2024
BUY
$102.97 - $119.06 $32,538 - $37,622
316 Added 15.78%
2,318 $271,000
Q3 2023

Oct 10, 2023
SELL
$107.44 - $118.16 $51,786 - $56,953
-482 Reduced 19.4%
2,002 $215,000
Q3 2022

Oct 26, 2022
BUY
$107.22 - $127.71 $266,334 - $317,231
2,484 New
2,484 $266,000
Q1 2022

May 16, 2022
SELL
$119.99 - $129.75 $28,557 - $30,880
-238 Closed
0 $0
Q4 2021

Feb 11, 2022
BUY
$114.37 - $122.59 $27,220 - $29,176
238 New
238 $29,000

Others Institutions Holding DVY

# of Institutions
1,487
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
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