Jamison Private Wealth Management, Inc. Ishares Tr Transaction History

Jamison Private Wealth Management, Inc.

$823 Billion
Q4 2025

A detailed history of Jamison Private Wealth Management, Inc. transactions in Ishares Tr stock. As of the latest transaction made, Jamison Private Wealth Management, Inc. holds 3,096 shares of DVY stock, worth $435,421. This represents 0.05% of its overall portfolio holdings.

Number of Shares

3,096

Previous 3,090 0.19%

Holding current value

$435,421

Previous $439 Million 0.49%

% of portfolio

0.05%

Previous 0.06%

10 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2025 Jan 15, 2026	BUY	$138.1 - $143.11 $828 - $858	6 Added 0.19%	3,096 $437 Million
Q3 2025 Oct 14, 2025	BUY	$133.88 - $142.57 $535 - $570	4 Added 0.13%	3,090 $439 Million
Q2 2025 Jul 22, 2025	BUY	$118.37 - $134.86 $591 - $674	5 Added 0.16%	3,086 $410 Million
Q1 2025 Apr 21, 2025	BUY	$128.58 - $138.1 $514 - $552	4 Added 0.13%	3,081 $414 Million
Q4 2024 Jan 21, 2025	BUY	$129.55 - $143.41 $518 - $573	4 Added 0.13%	3,077 $404 Million

Q3 2024 Oct 15, 2024	BUY	$119.99 - $135.74 $479 - $542	4 Added 0.13%	3,073 $415 Million
Q2 2024 Jul 11, 2024	BUY	$115.73 - $125.75 $347 - $377	3 Added 0.1%	3,069 $371 Million
Q1 2024 Apr 26, 2024	BUY	$113.31 - $123.18 $226,959 - $246,729	2,003 Added 188.43%	3,066 $378 Million
Q4 2023 Jan 17, 2024	BUY	$102.97 - $119.06 $1,029 - $1,190	10 Added 0.95%	1,063 $125 Million
Q3 2023 Jan 05, 2024	BUY	$107.44 - $118.16 $113,134 - $124,422	1,053 New	1,053 $113 Million

Others Institutions Holding DVY

# of Institutions

1,488

Shares Held

69.2M

Call Options Held

1.01M

Put Options Held

70.3K

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About ISHARES TR

Ticker DVY
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Jamison Private Wealth Management, Inc. Ishares Tr Transaction History