Kfg Wealth Management, LLC Ishares Tr Transaction History

Kfg Wealth Management, LLC

  • $344 Million
  • Q3 2024

A detailed history of Kfg Wealth Management, LLC transactions in Ishares Tr stock. As of the latest transaction made, Kfg Wealth Management, LLC holds 5,296 shares of DVY stock, worth $698,807. This represents 0.21% of its overall portfolio holdings.

Number of Shares
5,296
Previous 5,296 -0.0%
Holding current value
$698,807
Previous $640,000 11.72%
% of portfolio
0.21%
Previous 0.28%

Shares

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

Jul 19, 2024
SELL
$115.73 - $125.75 $5,207 - $5,658
-45 Reduced 0.84%
5,296 $640,000
Q1 2024

Apr 19, 2024
BUY
$113.31 - $123.18 $26,627 - $28,947
235 Added 4.6%
5,341 $657,000
Q4 2023

Jan 31, 2024
SELL
$102.97 - $119.06 $27,904 - $32,265
-271 Reduced 5.04%
5,106 $598,000
Q3 2023

Oct 17, 2023
BUY
$107.44 - $118.16 $32,232 - $35,448
300 Added 5.91%
5,377 $578,000
Q1 2023

Apr 14, 2023
BUY
$110.68 - $126.38 $6,198 - $7,077
56 Added 1.12%
5,077 $604 Million
Q4 2022

Jan 18, 2023
BUY
$107.39 - $125.5 $539,205 - $630,135
5,021 New
5,021 $606 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
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