Long View Wealth Management Ishares Tr Transaction History

Long View Wealth Management

  • $328 Billion
  • Q4 2024

A detailed history of Long View Wealth Management transactions in Ishares Tr stock. As of the latest transaction made, Long View Wealth Management holds 2,682 shares of DVY stock, worth $356,008. This represents 0.11% of its overall portfolio holdings.

Number of Shares
2,682
Previous 2,680 0.07%
Holding current value
$356,008
Previous $362 Million 2.7%
% of portfolio
0.11%
Previous 0.12%

Shares

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

Jan 15, 2025
BUY
$129.55 - $143.41 $259 - $286
2 Added 0.07%
2,682 $352 Million
Q3 2024

Oct 09, 2024
BUY
$119.99 - $135.74 $359 - $407
3 Added 0.11%
2,680 $362 Million
Q2 2024

Jul 22, 2024
BUY
$115.73 - $125.75 $347 - $377
3 Added 0.11%
2,677 $324 Million
Q1 2024

Apr 16, 2024
SELL
$113.31 - $123.18 $91,101 - $99,036
-804 Reduced 23.12%
2,674 $329 Million
Q4 2023

Jan 10, 2024
BUY
$102.97 - $119.06 $358,129 - $414,090
3,478 New
3,478 $410 Million

Others Institutions Holding DVY

# of Institutions
1,447
Shares Held
70.6M
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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