Neumann Capital Management, LLC Ishares Tr Transaction History

Neumann Capital Management, LLC

  • $301 Million
  • Q4 2024

A detailed history of Neumann Capital Management, LLC transactions in Ishares Tr stock. As of the latest transaction made, Neumann Capital Management, LLC holds 3,819 shares of DVY stock, worth $514,610. This represents 0.17% of its overall portfolio holdings.

Number of Shares
3,819
Previous 4,038 5.42%
Holding current value
$514,610
Previous $545,000 8.07%
% of portfolio
0.17%
Previous 0.18%

Shares

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

Jan 21, 2025
SELL
$129.55 - $143.41 $28,371 - $31,406
-219 Reduced 5.42%
3,819 $501,000
Q1 2023

May 02, 2023
SELL
$110.68 - $126.38 $55,229 - $63,063
-499 Reduced 11.0%
4,038 $473,000
Q4 2022

Feb 06, 2023
SELL
$107.39 - $125.5 $107 - $125
-1 Reduced 0.02%
4,537 $547,000
Q3 2022

Nov 14, 2022
SELL
$107.22 - $127.71 $32,166 - $38,313
-300 Reduced 6.2%
4,538 $487,000
Q2 2022

Jul 20, 2022
SELL
$113.21 - $132.14 $9,622 - $11,231
-85 Reduced 1.73%
4,838 $569,000
Q1 2022

May 09, 2022
SELL
$119.99 - $129.75 $37,796 - $40,871
-315 Reduced 6.01%
4,923 $631,000
Q4 2021

Feb 03, 2022
SELL
$114.37 - $122.59 $45,748 - $49,036
-400 Reduced 7.09%
5,238 $642,000
Q1 2020

May 13, 2020
SELL
$62.67 - $107.3 $37,602 - $64,380
-600 Reduced 9.62%
5,638 $415,000
Q4 2018

Jan 30, 2019
SELL
N/A
-142 Reduced 2.23%
6,238 $557,000
Q2 2018

Aug 10, 2018
BUY
N/A
180 Added 2.9%
6,380 $624,000
Q2 2017

Aug 07, 2017
BUY
N/A
6,200
6,200 $572,000

Others Institutions Holding DVY

# of Institutions
1,386
Shares Held
66.8M
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
Track This Portfolio

Track Neumann Capital Management, LLC Portfolio

Follow Neumann Capital Management, 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 Neumann Capital Management, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Neumann Capital Management, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email