Litman Gregory Wealth Management LLC Ishares Tr Transaction History

Litman Gregory Wealth Management LLC

  • $1.15 Billion
  • Q4 2024

A detailed history of Litman Gregory Wealth Management LLC transactions in Ishares Tr stock. As of the latest transaction made, Litman Gregory Wealth Management LLC holds 4,042 shares of DVY stock, worth $558,200. This represents 0.05% of its overall portfolio holdings.

Number of Shares
4,042
Previous 3,400 18.88%
Holding current value
$558,200
Previous $459,000 15.47%
% of portfolio
0.05%
Previous 0.04%

Shares

4 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2024

Jan 23, 2025
BUY
$129.55 - $143.41 $83,171 - $92,069
642 Added 18.88%
4,042 $530,000
Q1 2024

May 03, 2024
BUY
$113.31 - $123.18 $385,254 - $418,812
3,400 New
3,400 $418,000
Q2 2021

Jul 27, 2021
SELL
$114.14 - $123.06 $6,049 - $6,522
-53 Closed
0 $0
Q4 2018

Feb 01, 2019
BUY
N/A
53 New
53 $5,000

Others Institutions Holding DVY

# of Institutions
1,445
Shares Held
95M
Call Options Held
1.8M
Put Options Held
161K
View Full List

About ISHARES TR

DVY Quotes by TradingView
  • Ticker DVY
  • Sector ETFs
  • Industry ETFs
More about DVY
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