Melfa Wealth Management, LLC Ishares Tr Transaction History

Melfa Wealth Management, LLC

  • $171 Billion
  • Q3 2025

A detailed history of Melfa Wealth Management, LLC transactions in Ishares Tr stock. As of the latest transaction made, Melfa Wealth Management, LLC holds 1,975 shares of DVY stock, worth $277,764. This represents 0.16% of its overall portfolio holdings.

Number of Shares
1,975
Previous 1,925 2.6%
Holding current value
$277,764
Previous $256 Million 9.77%
% of portfolio
0.16%
Previous 0.16%

Shares

4 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2025

Oct 27, 2025
BUY
$133.88 - $142.57 $6,694 - $7,128
50 Added 2.6%
1,975 $281 Million
Q2 2025

Jul 17, 2025
BUY
$118.37 - $134.86 $2,959 - $3,371
25 Added 1.32%
1,925 $256 Million
Q4 2024

Jan 17, 2025
SELL
$129.55 - $143.41 $25,910 - $28,682
-200 Reduced 9.52%
1,900 $249 Million
Q1 2024

Apr 23, 2024
BUY
$113.31 - $123.18 $237,951 - $258,678
2,100 New
2,100 $259 Million

Others Institutions Holding DVY

# of Institutions
1,487
Shares Held
69.1M
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
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