Ica Group Wealth Management, LLC Ishares Tr Transaction History

Ica Group Wealth Management, LLC

  • $164 Million
  • Q2 2024

A detailed history of Ica Group Wealth Management, LLC transactions in Ishares Tr stock. As of the latest transaction made, Ica Group Wealth Management, LLC holds 333 shares of DVY stock, worth $45,724. This represents 0.02% of its overall portfolio holdings.

Number of Shares
333
Previous 1,950 82.92%
Holding current value
$45,724
Previous $240,000 83.33%
% of portfolio
0.02%
Previous 0.05%

Shares

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

Aug 08, 2024
SELL
$115.73 - $125.75 $187,135 - $203,337
-1,617 Reduced 82.92%
333 $40,000
Q4 2023

Mar 07, 2024
SELL
$102.97 - $119.06 $926 - $1,071
-9 Reduced 0.46%
1,950 $228,000
Q1 2023

May 12, 2023
BUY
$110.68 - $126.38 $8,301 - $9,478
75 Added 3.98%
1,959 $229,000
Q4 2022

Feb 14, 2023
BUY
$107.39 - $125.5 $202,322 - $236,442
1,884 New
1,884 $227,000
Q1 2022

Oct 03, 2022
BUY
$119.99 - $129.75 $214,662 - $232,122
1,789 New
1,789 $233,000

Others Institutions Holding DVY

# of Institutions
1,442
Shares Held
95M
Call Options Held
1.8M
Put Options Held
161K
View Full List

About ISHARES TR

DVY Quotes by TradingView
  • Ticker DVY
  • Sector ETFs
  • Industry ETFs
More about DVY
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