Lowe Wealth Advisors, LLC Ishares Tr Transaction History

Lowe Wealth Advisors, LLC

  • $230 Million
  • Q3 2024

A detailed history of Lowe Wealth Advisors, LLC transactions in Ishares Tr stock. As of the latest transaction made, Lowe Wealth Advisors, LLC holds 667 shares of DVY stock, worth $88,010. This represents 0.04% of its overall portfolio holdings.

Number of Shares
667
Previous 667 -0.0%
Holding current value
$88,010
Previous $80,000 12.5%
% of portfolio
0.04%
Previous 0.04%

Shares

5 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2023

Apr 05, 2023
SELL
$110.68 - $126.38 $11,068 - $12,638
-100 Reduced 13.04%
667 $78,000
Q3 2022

Oct 06, 2022
BUY
$107.22 - $127.71 $8,470 - $10,089
79 Added 11.48%
767 $82,000
Q1 2021

Apr 06, 2021
SELL
$94.76 - $115.39 $5,685 - $6,923
-60 Reduced 8.02%
688 $79,000
Q2 2019

Jul 10, 2019
BUY
N/A
160 Added 27.21%
748 $74,000
Q3 2017

Oct 05, 2017
BUY
N/A
588
588 $55,000

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

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