Mezzasalma Advisors, LLC Ishares Tr Transaction History

Mezzasalma Advisors, LLC

  • $371 Million
  • Q3 2025

A detailed history of Mezzasalma Advisors, LLC transactions in Ishares Tr stock. As of the latest transaction made, Mezzasalma Advisors, LLC holds 3,507 shares of DVY stock, worth $493,224. This represents 0.13% of its overall portfolio holdings.

Number of Shares
3,507
Previous 3,926 10.67%
Holding current value
$493,224
Previous $521,000 4.41%
% of portfolio
0.13%
Previous 0.16%

Shares

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

Oct 16, 2025
SELL
$133.88 - $142.57 $56,095 - $59,736
-419 Reduced 10.67%
3,507 $498,000
Q2 2025

Jul 29, 2025
SELL
$118.37 - $134.86 $25,331 - $28,860
-214 Reduced 5.17%
3,926 $521,000
Q1 2025

Apr 18, 2025
BUY
$128.58 - $138.1 $3,214 - $3,452
25 Added 0.61%
4,140 $549,000
Q4 2024

Jan 28, 2025
BUY
$129.55 - $143.41 $533,098 - $590,132
4,115 New
4,115 $540,000

Others Institutions Holding DVY

# of Institutions
1,488
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 Mezzasalma Advisors, LLC Portfolio

Follow Mezzasalma Advisors, 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 Mezzasalma Advisors, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Mezzasalma Advisors, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email