Mosaic Family Wealth Partners, LLC Ishares Tr Transaction History

Mosaic Family Wealth Partners, LLC

  • $693 Billion
  • Q4 2024

A detailed history of Mosaic Family Wealth Partners, LLC transactions in Ishares Tr stock. As of the latest transaction made, Mosaic Family Wealth Partners, LLC holds 17,618 shares of DVY stock, worth $2.34 Million. This represents 0.33% of its overall portfolio holdings.

Number of Shares
17,618
Previous 17,594 0.14%
Holding current value
$2.34 Million
Previous $2.38 Billion 2.66%
% of portfolio
0.33%
Previous 0.35%

Shares

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

Feb 14, 2025
BUY
$129.55 - $143.41 $3,109 - $3,441
24 Added 0.14%
17,618 $2.31 Billion
Q3 2024

Nov 13, 2024
BUY
$119.99 - $135.74 $57,595 - $65,155
480 Added 2.8%
17,594 $2.38 Billion
Q2 2024

Aug 06, 2024
SELL
$115.73 - $125.75 $12,267 - $13,329
-106 Reduced 0.62%
17,114 $2.07 Billion
Q1 2024

Jun 13, 2024
BUY
$113.31 - $123.18 $43,284 - $47,054
382 Added 2.27%
17,220 $2.12 Billion
Q4 2023

Jan 29, 2024
SELL
$102.97 - $119.06 $84,229 - $97,391
-818 Reduced 4.63%
16,838 $1.97 Billion
Q3 2023

Nov 01, 2023
BUY
$107.44 - $118.16 $6,016 - $6,616
56 Added 0.32%
17,656 $1.9 Billion
Q2 2023

Aug 08, 2023
BUY
$108.5 - $119.27 $7,595 - $8,348
70 Added 0.4%
17,600 $1.99 Billion
Q1 2023

Apr 10, 2023
BUY
$110.68 - $126.38 $36,413 - $41,579
329 Added 1.91%
17,530 $2.05 Billion
Q4 2022

Feb 14, 2023
BUY
$107.39 - $125.5 $1.85 Million - $2.16 Million
17,201 New
17,201 $2.07 Billion

Others Institutions Holding DVY

# of Institutions
1,446
Shares Held
70.6M
Call Options Held
1.8M
Put Options Held
161K
View Full List

About ISHARES TR

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