My Personal Cfo, LLC Ishares Tr Transaction History

My Personal Cfo, LLC

$184 Million
Q4 2024

A detailed history of My Personal Cfo, LLC transactions in Ishares Tr stock. As of the latest transaction made, My Personal Cfo, LLC holds 21,789 shares of DVY stock, worth $2.99 Million. This represents 1.55% of its overall portfolio holdings.

Number of Shares

21,789

Previous 19,640 10.94%

Holding current value

$2.99 Million

Previous $2.65 Million 7.84%

% of portfolio

1.55%

Previous 1.55%

15 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Jan 24, 2025	BUY	$129.55 - $143.41 $278,402 - $308,188	2,149 Added 10.94%	21,789 $2.86 Million
Q3 2024 Oct 21, 2024	SELL	$119.99 - $135.74 $21,238 - $24,025	-177 Reduced 0.89%	19,640 $2.65 Million
Q2 2024 Jul 25, 2024	SELL	$115.73 - $125.75 $208,198 - $226,224	-1,799 Reduced 8.32%	19,817 $2.4 Million
Q1 2024 Apr 24, 2024	BUY	$113.31 - $123.18 $2,379 - $2,586	21 Added 0.1%	21,616 $2.66 Million
Q4 2023 Jan 22, 2024	BUY	$102.97 - $119.06 $5,766 - $6,667	56 Added 0.26%	21,595 $2.53 Million
Q3 2023 Nov 06, 2023	SELL	$107.44 - $118.16 $11,496 - $12,643	-107 Reduced 0.49%	21,539 $2.32 Million
Q2 2023 Jul 12, 2023	SELL	$108.5 - $119.27 $196,385 - $215,878	-1,810 Reduced 7.72%	21,646 $2.45 Million
Q1 2023 Apr 21, 2023	BUY	$110.68 - $126.38 $1.33 Million - $1.52 Million	11,990 Added 104.57%	23,456 $2.75 Million
Q4 2022 Jan 11, 2023	BUY	$107.39 - $125.5 $169,246 - $197,788	1,576 Added 15.94%	11,466 $0
Q3 2022 Oct 20, 2022	BUY	$107.22 - $127.71 $857 - $1,021	8 Added 0.08%	9,890 $2.03 Million
Q3 2022 Oct 18, 2022	SELL	$107.22 - $127.71 $935,387 - $1.11 Million	-8,724 Reduced 46.89%	9,882 $1.06 Million
Q2 2022 Aug 03, 2022	BUY	$113.21 - $132.14 $2.11 Million - $2.46 Million	18,606 New	18,606 $2.19 Million
Q2 2022 Jul 08, 2022	SELL	$113.21 - $132.14 $2.11 Million - $2.46 Million	-18,603 Closed	0 $0
Q1 2022 May 12, 2022	BUY	$119.99 - $129.75 $30,357 - $32,826	253 Added 1.38%	18,603 $2.38 Million
Q4 2021 Apr 29, 2022	BUY	$114.37 - $122.59 $2.1 Million - $2.25 Million	18,350 New	18,350 $2.25 Million

Others Institutions Holding DVY

# of Institutions

1,443

Shares Held

95M

Call Options Held

1.8M

Put Options Held

161K

View Full List

About ISHARES TR

Ticker DVY
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My Personal Cfo, LLC Ishares Tr Transaction History