Lmg Wealth Partners, LLC Ishares Tr Transaction History

Lmg Wealth Partners, LLC

$437 Billion
Q3 2024

A detailed history of Lmg Wealth Partners, LLC transactions in Ishares Tr stock. As of the latest transaction made, Lmg Wealth Partners, LLC holds 38,268 shares of DVY stock, worth $5.07 Million. This represents 1.18% of its overall portfolio holdings.

Number of Shares

38,268

Previous 38,300 0.08%

Holding current value

$5.07 Million

Previous $4.63 Billion 11.55%

% of portfolio

1.18%

Previous 1.16%

8 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2024 Oct 23, 2024	SELL	$119.99 - $135.74 $3,839 - $4,343	-32 Reduced 0.08%	38,268 $5.17 Billion
Q2 2024 Aug 01, 2024	SELL	$115.73 - $125.75 $14,003 - $15,215	-121 Reduced 0.31%	38,300 $4.63 Billion
Q1 2024 May 03, 2024	BUY	$113.31 - $123.18 $16,543 - $17,984	146 Added 0.38%	38,421 $4.73 Billion
Q4 2023 Jan 23, 2024	BUY	$102.97 - $119.06 $32,641 - $37,742	317 Added 0.84%	38,275 $4.49 Billion
Q3 2023 Oct 16, 2023	BUY	$107.44 - $118.16 $7,950 - $8,743	74 Added 0.2%	37,958 $4.09 Billion
Q2 2023 Jul 27, 2023	BUY	$108.5 - $119.27 $62,930 - $69,176	580 Added 1.55%	37,884 $4.29 Billion
Q1 2023 May 02, 2023	BUY	$110.68 - $126.38 $12,728 - $14,533	115 Added 0.31%	37,304 $4.37 Billion
Q4 2022 Feb 14, 2023	BUY	$107.39 - $125.5 $3.99 Million - $4.67 Million	37,189 New	37,189 $4.62 Billion

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

Ticker DVY
Sector ETFs
Industry ETFs

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Lmg Wealth Partners, LLC Ishares Tr Transaction History