Loveless Wealth Management LLC Ishares Tr Transaction History

Loveless Wealth Management LLC

  • $153 Million
  • Q2 2022

A detailed history of Loveless Wealth Management LLC transactions in Ishares Tr stock. As of the latest transaction made, Loveless Wealth Management LLC holds 5,705 shares of DVY stock, worth $802,351. This represents 0.44% of its overall portfolio holdings.

Number of Shares
5,705
Previous 5,705 -0.0%
Holding current value
$802,351
Previous $731,000 8.21%
% of portfolio
0.44%
Previous 0.41%

Shares

4 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2022

May 11, 2022
SELL
$119.99 - $129.75 $17,998 - $19,462
-150 Reduced 2.56%
5,705 $731,000
Q2 2021

Jul 28, 2021
SELL
$114.14 - $123.06 $12,555 - $13,536
-110 Reduced 1.84%
5,855 $683,000
Q3 2020

Oct 14, 2020
SELL
$77.43 - $86.72 $15,486 - $17,344
-200 Reduced 3.24%
5,965 $486,000
Q4 2019

Jan 23, 2020
BUY
$98.25 - $105.76 $605,711 - $652,010
6,165 New
6,165 $645,000

Others Institutions Holding DVY

# of Institutions
1,491
Shares Held
69.2M
Call Options Held
1.01M
Put Options Held
70.3K
View Full List

About ISHARES TR

DVY Quotes by TradingView
  • Ticker DVY
  • Sector ETFs
  • Industry ETFs
More about DVY
Track This Portfolio

Track Loveless Wealth Management LLC Portfolio

Follow Loveless Wealth Management LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Loveless Wealth Management LLC, based on Form 13F filings with the SEC.

News

Stay updated on Loveless Wealth Management LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email