A detailed history of Jnba Financial Advisors transactions in Ishares Tr stock. As of the latest transaction made, Jnba Financial Advisors holds 204 shares of DVY stock, worth $26,917. This represents 0.0% of its overall portfolio holdings.

Number of Shares
204
Previous 204 -0.0%
Holding current value
$26,917
Previous $24,000 12.5%
% of portfolio
0.0%
Previous 0.0%

Shares

12 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2024

Apr 26, 2024

SELL
$113.31 - $123.18 $16,996 - $18,477
-150 Reduced 42.37%
204 $25,000
Q4 2023

Feb 07, 2024

SELL
$102.97 - $119.06 $9,679 - $11,191
-94 Reduced 20.98%
354 $41,000
Q3 2023

Nov 02, 2023

BUY
$107.44 - $118.16 $10,099 - $11,107
94 Added 26.55%
448 $48,000
Q2 2023

Aug 03, 2023

SELL
$108.5 - $119.27 $10,090 - $11,092
-93 Reduced 20.81%
354 $40,000
Q1 2023

May 01, 2023

BUY
$110.68 - $126.38 $10,293 - $11,753
93 Added 26.27%
447 $52,000
Q3 2022

Nov 07, 2022

BUY
$107.22 - $127.71 $21,872 - $26,052
204 Added 136.0%
354 $38,000
Q4 2021

Feb 03, 2022

SELL
$114.37 - $122.59 $8,577 - $9,194
-75 Reduced 33.33%
150 $18,000
Q1 2021

May 03, 2021

BUY
$94.76 - $115.39 $7,107 - $8,654
75 Added 50.0%
225 $26,000
Q2 2020

Jul 24, 2020

SELL
$69.37 - $91.69 $24,279 - $32,091
-350 Reduced 70.0%
150 $12,000
Q4 2018

Feb 07, 2019

SELL
N/A
-2,523 Reduced 83.46%
500 $45,000
Q3 2018

Nov 01, 2018

BUY
N/A
1,619 Added 115.31%
3,023 $302,000
Q2 2017

Aug 14, 2017

BUY
N/A
1,404
1,404 $129,000

Others Institutions Holding DVY

About ISHARES TR


  • Ticker DVY
  • Sector ETFs
  • Industry ETFs
More about DVY
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