Legacy Advisors, LLC Ishares Tr Transaction History

Legacy Advisors, LLC

  • $918 Million
  • Q3 2024

A detailed history of Legacy Advisors, LLC transactions in Ishares Tr stock. As of the latest transaction made, Legacy Advisors, LLC holds 1,924 shares of DVY stock, worth $255,218. This represents 0.03% of its overall portfolio holdings.

Number of Shares
1,924
Previous 1,924 -0.0%
Holding current value
$255,218
Previous $232,000 11.64%
% of portfolio
0.03%
Previous 0.03%

Shares

11 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2023

Nov 14, 2023
BUY
$107.44 - $118.16 $206,714 - $227,339
1,924 New
1,924 $207,000
Q1 2020

Apr 15, 2020
SELL
$62.67 - $107.3 $162,252 - $277,799
-2,589 Closed
0 $0
Q4 2019

Jan 21, 2020
BUY
$98.25 - $105.76 $254,369 - $273,812
2,589 New
2,589 $274,000
Q3 2019

Oct 10, 2019
SELL
$100.87 - $103.22 $143,638 - $146,985
-1,424 Closed
0 $0
Q2 2019

Jul 15, 2019
SELL
N/A
-80 Reduced 5.32%
1,424 $142,000
Q1 2019

Apr 08, 2019
BUY
N/A
1,504 New
1,504 $148,000
Q4 2018

Jan 14, 2019
SELL
N/A
-1,424 Closed
0 $0
Q3 2018

Oct 18, 2018
SELL
N/A
-290 Reduced 16.92%
1,424 $143,000
Q2 2018

Jul 19, 2018
BUY
N/A
290 Added 20.37%
1,714 $168,000
Q1 2018

Apr 17, 2018
BUY
N/A
1,099 Added 338.15%
1,424 $136,000
Q4 2016

Nov 03, 2017
BUY
N/A
325
325 $28,000

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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