Measured Wealth Private Client Group, LLC Ishares Tr Transaction History

Measured Wealth Private Client Group, LLC

  • $307 Million
  • Q4 2024

A detailed history of Measured Wealth Private Client Group, LLC transactions in Ishares Tr stock. As of the latest transaction made, Measured Wealth Private Client Group, LLC holds 2,031 shares of DVY stock, worth $272,377. This represents 0.09% of its overall portfolio holdings.

Number of Shares
2,031
Previous 2,004 1.35%
Holding current value
$272,377
Previous $270,000 1.48%
% of portfolio
0.09%
Previous 0.09%

Shares

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

Jan 27, 2025
BUY
$129.55 - $143.41 $3,497 - $3,872
27 Added 1.35%
2,031 $266,000
Q3 2023

Oct 18, 2023
SELL
$107.44 - $118.16 $2,578 - $2,835
-24 Reduced 1.18%
2,004 $215,000
Q4 2022

Jan 23, 2023
BUY
$107.39 - $125.5 $2,577 - $3,012
24 Added 1.2%
2,028 $0
Q2 2022

Jul 25, 2022
BUY
$113.21 - $132.14 $226,872 - $264,808
2,004 New
2,004 $236,000
Q4 2018

Feb 07, 2019
SELL
N/A
-1,404 Closed
0 $0
Q3 2018

Nov 14, 2018
BUY
N/A
1,404 New
1,404 $140,000

Others Institutions Holding DVY

# of Institutions
1,402
Shares Held
93.1M
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
Track This Portfolio

Track Measured Wealth Private Client Group, LLC Portfolio

Follow Measured Wealth Private Client Group, 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 Measured Wealth Private Client Group, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Measured Wealth Private Client Group, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email