Leo Wealth, LLC Ishares Tr Transaction History

Leo Wealth, LLC

$771 Billion
Q3 2025

A detailed history of Leo Wealth, LLC transactions in Ishares Tr stock. As of the latest transaction made, Leo Wealth, LLC holds 5,167 shares of DVY stock, worth $726,686. This represents 0.1% of its overall portfolio holdings.

Number of Shares

5,167

Previous 5,139 0.54%

Holding current value

$726,686

Previous $682 Million 7.59%

% of portfolio

0.1%

Previous 0.05%

8 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2025 Nov 14, 2025	BUY	$133.88 - $142.57 $3,748 - $3,991	28 Added 0.54%	5,167 $734 Million
Q2 2025 Jul 23, 2025	SELL	$118.37 - $134.86 $194,008 - $221,035	-1,639 Reduced 24.18%	5,139 $682 Million
Q1 2025 May 02, 2025	BUY	$128.58 - $138.1 $3,343 - $3,590	26 Added 0.39%	6,778 $910 Million
Q4 2024 Jan 27, 2025	BUY	$129.55 - $143.41 $4,275 - $4,732	33 Added 0.49%	6,752 $886 Million
Q3 2024 Oct 21, 2024	SELL	$119.99 - $135.74 $16,318 - $18,460	-136 Reduced 1.98%	6,719 $908 Million

Q2 2024 Jul 17, 2024	SELL	$115.73 - $125.75 $47,680 - $51,809	-412 Reduced 5.67%	6,855 $829 Million
Q1 2024 May 09, 2024	SELL	$113.31 - $123.18 $14,050 - $15,274	-124 Reduced 1.68%	7,267 $895 Million
Q4 2023 Mar 14, 2024	BUY	$102.97 - $119.06 $761,051 - $879,972	7,391 New	7,391 $866 Million

Others Institutions Holding DVY

# of Institutions

1,486

Shares Held

69.1M

Call Options Held

1.01M

Put Options Held

70.3K

View Full List

About ISHARES TR

Ticker DVY
Sector ETFs
Industry ETFs

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