Navis Wealth Advisors, LLC Ishares Tr Transaction History

Navis Wealth Advisors, LLC

  • $90.8 Million
  • Q3 2024

A detailed history of Navis Wealth Advisors, LLC transactions in Ishares Tr stock. As of the latest transaction made, Navis Wealth Advisors, LLC holds 3,492 shares of DVY stock, worth $466,775. This represents 0.52% of its overall portfolio holdings.

Number of Shares
3,492
Previous 3,484 0.23%
Holding current value
$466,775
Previous $421,000 11.88%
% of portfolio
0.52%
Previous 0.49%

Shares

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

Oct 24, 2024
BUY
$119.99 - $135.74 $959 - $1,085
8 Added 0.23%
3,492 $471,000
Q2 2024

Aug 02, 2024
BUY
$115.73 - $125.75 $45,597 - $49,545
394 Added 12.75%
3,484 $421,000
Q1 2024

Apr 29, 2024
BUY
$113.31 - $123.18 $47,590 - $51,735
420 Added 15.73%
3,090 $380,000
Q4 2023

Feb 05, 2024
BUY
$102.97 - $119.06 $205 - $238
2 Added 0.07%
2,670 $312,000
Q2 2022

Aug 09, 2022
BUY
$113.21 - $132.14 $19,019 - $22,199
168 Added 6.72%
2,668 $314,000
Q4 2020

Mar 04, 2021
BUY
$81.33 - $97.54 $203,325 - $243,850
2,500 New
2,500 $240,000

Others Institutions Holding DVY

# of Institutions
1,330
Shares Held
69.2M
Call Options Held
640K
Put Options Held
217K
View Full List

About ISHARES TR

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