Lane & Associates LLC Ishares Tr Transaction History

Lane & Associates LLC

$184 Million
Q1 2025

A detailed history of Lane & Associates LLC transactions in Ishares Tr stock. As of the latest transaction made, Lane & Associates LLC holds 2,040 shares of DVY stock, worth $286,905. This represents 0.15% of its overall portfolio holdings.

Number of Shares

2,040

Previous 2,037 0.15%

Holding current value

$286,905

Previous $267,000 2.25%

% of portfolio

0.15%

Previous 0.14%

10 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2025 May 01, 2025	BUY	$128.58 - $138.1 $385 - $414	3 Added 0.15%	2,040 $273,000
Q4 2024 Feb 03, 2025	SELL	$129.55 - $143.41 $55,447 - $61,379	-428 Reduced 17.36%	2,037 $267,000
Q3 2024 Nov 12, 2024	SELL	$119.99 - $135.74 $2,159 - $2,443	-18 Reduced 0.72%	2,465 $333 Million
Q2 2024 Aug 07, 2024	BUY	$115.73 - $125.75 $347 - $377	3 Added 0.12%	2,483 $300 Million
Q1 2024 Apr 12, 2024	BUY	$113.31 - $123.18 $453 - $492	4 Added 0.16%	2,480 $305 Million

Q4 2023 Apr 09, 2024	BUY	$102.97 - $119.06 $254,953 - $294,792	2,476 New	2,476 $290 Million
Q3 2023 Apr 12, 2024	BUY	$107.44 - $118.16 $7,305 - $8,034	68 Added 1.59%	4,339 $467 Million
Q2 2023 Apr 12, 2024	BUY	$108.5 - $119.27 $194,323 - $213,612	1,791 Added 72.22%	4,271 $484 Million
Q1 2023 Apr 12, 2024	BUY	$110.68 - $126.38 $110 - $126	1 Added 0.02%	4,269 $500 Million
Q4 2022 Apr 12, 2024	BUY	$107.39 - $125.5 $192,013 - $224,394	1,788 Added 72.1%	4,268 $515 Million

Others Institutions Holding DVY

# of Institutions

1,486

Shares Held

69.1M

Call Options Held

1.01M

Put Options Held

70.3K

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About ISHARES TR

Ticker DVY
Sector ETFs
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Lane & Associates LLC Ishares Tr Transaction History