Institute For Wealth Management, Llc. Ishares Tr Transaction History

Institute For Wealth Management, Llc.

  • $781 Million
  • Q3 2024

A detailed history of Institute For Wealth Management, Llc. transactions in Ishares Tr stock. As of the latest transaction made, Institute For Wealth Management, Llc. holds 2,006 shares of DVY stock, worth $266,095. This represents 0.03% of its overall portfolio holdings.

Number of Shares
2,006
Previous 2,006 -0.0%
Holding current value
$266,095
Previous $242,000 11.57%
% of portfolio
0.03%
Previous 0.03%

Shares

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

Jul 25, 2024
BUY
$115.73 - $125.75 $26,154 - $28,419
226 Added 12.7%
2,006 $242,000
Q1 2024

Apr 30, 2024
SELL
$113.31 - $123.18 $19,602 - $21,310
-173 Reduced 8.86%
1,780 $219,000
Q4 2023

Jan 31, 2024
SELL
$102.97 - $119.06 $28,831 - $33,336
-280 Reduced 12.54%
1,953 $228,000
Q2 2023

Jul 25, 2023
SELL
$108.5 - $119.27 $21,266 - $23,376
-196 Reduced 8.07%
2,233 $252,000
Q1 2023

Apr 20, 2023
BUY
$110.68 - $126.38 $18,262 - $20,852
165 Added 7.29%
2,429 $284,000
Q4 2022

Feb 02, 2023
BUY
$107.39 - $125.5 $13,638 - $15,938
127 Added 5.94%
2,264 $273,000
Q1 2022

Apr 29, 2022
BUY
$119.99 - $129.75 $3,839 - $4,152
32 Added 1.52%
2,137 $274,000
Q4 2021

Jan 21, 2022
SELL
$114.37 - $122.59 $9,721 - $10,420
-85 Reduced 3.88%
2,105 $258,000
Q3 2021

Nov 15, 2021
BUY
$112.53 - $119.9 $5,964 - $6,354
53 Added 2.48%
2,190 $251,000
Q2 2021

Jul 21, 2021
SELL
$114.14 - $123.06 $689,748 - $743,651
-6,043 Reduced 73.88%
2,137 $249,000
Q1 2021

May 04, 2021
SELL
$94.76 - $115.39 $242,964 - $295,859
-2,564 Reduced 23.86%
8,180 $933,000
Q4 2020

Feb 01, 2021
SELL
$81.33 - $97.54 $88,649 - $106,318
-1,090 Reduced 9.21%
10,744 $1.03 Million
Q3 2020

Nov 03, 2020
SELL
$77.43 - $86.72 $110,724 - $124,009
-1,430 Reduced 10.78%
11,834 $965,000
Q1 2020

Apr 29, 2020
SELL
$62.67 - $107.3 $171,715 - $294,002
-2,740 Reduced 17.12%
13,264 $975,000
Q4 2019

Feb 27, 2020
BUY
$98.25 - $105.76 $1.41 Million - $1.51 Million
14,313 Added 846.42%
16,004 $1.69 Million
Q4 2019

Jan 27, 2020
SELL
$98.25 - $105.76 $1.42 Million - $1.53 Million
-14,488 Reduced 89.55%
1,691 $1.69 Million
Q3 2019

Oct 28, 2019
SELL
$100.87 - $103.22 $152,616 - $156,171
-1,513 Reduced 8.55%
16,179 $1.65 Million
Q2 2019

Aug 02, 2019
BUY
N/A
15,204 Added 611.09%
17,692 $1.76 Million
Q1 2019

May 15, 2019
BUY
N/A
2,488 New
2,488 $244,000
Q4 2018

Feb 08, 2019
SELL
N/A
-17,149 Closed
0 $0
Q3 2018

Oct 29, 2018
SELL
N/A
-1,975 Reduced 10.33%
17,149 $1.71 Million
Q2 2018

Aug 10, 2018
SELL
N/A
-2 Reduced 0.01%
19,124 $1.88 Million
Q1 2018

May 15, 2018
BUY
N/A
19,126 New
19,126 $1.86 Million

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
Track This Portfolio

Track Institute For Wealth Management, Llc. Portfolio

Follow Institute For Wealth Management, 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 Institute For Wealth Management, Llc., based on Form 13F filings with the SEC.

News

Stay updated on Institute For Wealth Management, Llc. with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email