My Legacy Advisors, LLC Ishares Tr Transaction History

My Legacy Advisors, LLC

  • $249 Million
  • Q3 2024

A detailed history of My Legacy Advisors, LLC transactions in Ishares Tr stock. As of the latest transaction made, My Legacy Advisors, LLC holds 1,957 shares of DVY stock, worth $259,322. This represents 0.11% of its overall portfolio holdings.

Number of Shares
1,957
Previous 2,490 21.41%
Holding current value
$259,322
Previous $301,000 12.29%
% of portfolio
0.11%
Previous 0.1%

Shares

5 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2024

Oct 21, 2024
SELL
$119.99 - $135.74 $63,954 - $72,349
-533 Reduced 21.41%
1,957 $264,000
Q2 2024

Jul 24, 2024
BUY
$115.73 - $125.75 $5,092 - $5,533
44 Added 1.8%
2,490 $301,000
Q1 2024

Jul 25, 2024
SELL
$113.31 - $123.18 $566 - $615
-5 Reduced 0.2%
2,485 $306,000
Q2 2023

Jul 14, 2023
SELL
$108.5 - $119.27 $10,524 - $11,569
-97 Reduced 3.81%
2,446 $277,000
Q1 2023

Apr 11, 2023
BUY
$110.68 - $126.38 $281,459 - $321,384
2,543 New
2,543 $297,000

Others Institutions Holding DVY

# of Institutions
1,360
Shares Held
70.5M
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
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