Iht Wealth Management, LLC Ishares Tr Transaction History

Iht Wealth Management, LLC

  • $3.44 Billion
  • Q3 2024

A detailed history of Iht Wealth Management, LLC transactions in Ishares Tr stock. As of the latest transaction made, Iht Wealth Management, LLC holds 9,636 shares of DVY stock, worth $1.28 Million. This represents 0.04% of its overall portfolio holdings.

Number of Shares
9,636
Previous 8,200 17.51%
Holding current value
$1.28 Million
Previous $992,000 31.15%
% of portfolio
0.04%
Previous 0.04%

Shares

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

Nov 14, 2024
BUY
$119.99 - $135.74 $172,305 - $194,922
1,436 Added 17.51%
9,636 $1.3 Million
Q2 2024

Aug 14, 2024
SELL
$115.73 - $125.75 $95,824 - $104,121
-828 Reduced 9.17%
8,200 $992,000
Q1 2024

May 15, 2024
SELL
$113.31 - $123.18 $91,101 - $99,036
-804 Reduced 8.18%
9,028 $1.11 Million
Q4 2023

Feb 14, 2024
SELL
$102.97 - $119.06 $37,687 - $43,575
-366 Reduced 3.59%
9,832 $1.15 Million
Q3 2023

Nov 14, 2023
SELL
$107.44 - $118.16 $33,628 - $36,984
-313 Reduced 2.98%
10,198 $1.1 Million
Q2 2023

Aug 14, 2023
BUY
$108.5 - $119.27 $59,132 - $65,002
545 Added 5.47%
10,511 $1.19 Million
Q1 2023

May 15, 2023
SELL
$110.68 - $126.38 $88,211 - $100,724
-797 Reduced 7.4%
9,966 $1.17 Million
Q4 2022

Feb 14, 2023
BUY
$107.39 - $125.5 $225,304 - $263,299
2,098 Added 24.21%
10,763 $1.3 Million
Q3 2022

Nov 22, 2022
BUY
$107.22 - $127.71 $249,608 - $297,308
2,328 Added 36.74%
8,665 $929,000
Q2 2022

Aug 15, 2022
BUY
$113.21 - $132.14 $14,038 - $16,385
124 Added 2.0%
6,337 $746,000
Q1 2022

May 16, 2022
BUY
$119.99 - $129.75 $100,191 - $108,341
835 Added 15.53%
6,213 $796,000
Q4 2021

Feb 14, 2022
BUY
$114.37 - $122.59 $156,801 - $168,070
1,371 Added 34.22%
5,378 $659,000
Q3 2021

Nov 15, 2021
SELL
$112.53 - $119.9 $122,095 - $130,091
-1,085 Reduced 21.31%
4,007 $460,000
Q2 2021

Aug 16, 2021
BUY
$114.14 - $123.06 $50,449 - $54,392
442 Added 9.51%
5,092 $594,000
Q1 2021

May 18, 2021
SELL
$94.76 - $115.39 $14,403 - $17,539
-152 Reduced 3.17%
4,650 $531,000
Q4 2020

Feb 17, 2021
SELL
$81.33 - $97.54 $73,359 - $87,981
-902 Reduced 15.81%
4,802 $462,000
Q3 2020

Nov 19, 2020
BUY
$77.43 - $86.72 $67,673 - $75,793
874 Added 18.1%
5,704 $465,000
Q2 2020

Aug 14, 2020
SELL
$69.37 - $91.69 $475,461 - $628,443
-6,854 Reduced 58.66%
4,830 $390,000
Q1 2020

May 13, 2020
SELL
$62.67 - $107.3 $260,205 - $445,509
-4,152 Reduced 26.22%
11,684 $859,000
Q4 2019

Feb 18, 2020
SELL
$98.25 - $105.76 $144,132 - $155,149
-1,467 Reduced 8.48%
15,836 $1.67 Million
Q3 2019

Nov 15, 2019
SELL
$100.87 - $103.22 $366,158 - $374,688
-3,630 Reduced 17.34%
17,303 $1.76 Million
Q2 2019

Aug 12, 2019
SELL
N/A
-1,658 Reduced 7.34%
20,933 $2.08 Million
Q1 2019

May 16, 2019
BUY
N/A
11,559 Added 104.78%
22,591 $2.22 Million
Q4 2018

Feb 15, 2019
BUY
N/A
404 Added 3.8%
11,032 $985,000
Q3 2018

Nov 14, 2018
BUY
N/A
237 Added 2.28%
10,628 $1.06 Million
Q2 2018

Aug 13, 2018
SELL
N/A
-211 Reduced 1.99%
10,391 $1.02 Million
Q1 2018

May 15, 2018
BUY
N/A
1,148 Added 12.14%
10,602 $991,000
Q4 2017

Feb 14, 2018
BUY
N/A
636 Added 7.21%
9,454 $941,000
Q3 2017

Nov 14, 2017
BUY
N/A
8,818
8,818 $830,000

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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