A detailed history of Merit Financial Group, LLC transactions in Ishares Tr stock. As of the latest transaction made, Merit Financial Group, LLC holds 4,234 shares of DVY stock, worth $570,108. This represents 0.01% of its overall portfolio holdings.

Number of Shares
4,234
Previous 5,701 25.73%
Holding current value
$570,108
Previous $770,000 27.92%
% of portfolio
0.01%
Previous 0.02%

Shares

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

Jan 15, 2025

SELL
$129.55 - $143.41 $190,049 - $210,382
-1,467 Reduced 25.73%
4,234 $555,000
Q3 2024

Oct 17, 2024

BUY
$119.99 - $135.74 $445,642 - $504,138
3,714 Added 186.91%
5,701 $770,000
Q2 2024

Aug 13, 2024

BUY
$115.73 - $125.75 $15,507 - $16,850
134 Added 7.23%
1,987 $240,000
Q1 2024

May 06, 2024

SELL
$113.31 - $123.18 $7,025 - $7,637
-62 Reduced 3.24%
1,853 $228,000
Q4 2023

Feb 06, 2024

BUY
$102.97 - $119.06 $197,187 - $227,999
1,915 New
1,915 $224,000

Others Institutions Holding DVY

About ISHARES TR


  • Ticker DVY
  • Sector ETFs
  • Industry ETFs
More about DVY
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