Octavia Wealth Advisors, LLC Ishares Tr Transaction History

Octavia Wealth Advisors, LLC

  • $990 Million
  • Q3 2025

A detailed history of Octavia Wealth Advisors, LLC transactions in Ishares Tr stock. As of the latest transaction made, Octavia Wealth Advisors, LLC holds 1,445 shares of DVY stock, worth $203,224. This represents 0.02% of its overall portfolio holdings.

Number of Shares
1,445
Previous 1,540 6.17%
Holding current value
$203,224
Previous $204,000 0.49%
% of portfolio
0.02%
Previous 0.02%

Shares

3 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2025

Oct 27, 2025
SELL
$133.88 - $142.57 $12,718 - $13,544
-95 Reduced 6.17%
1,445 $205,000
Q2 2025

Jul 15, 2025
SELL
$118.37 - $134.86 $17,755 - $20,229
-150 Reduced 8.88%
1,540 $204,000
Q2 2024

Aug 01, 2024
BUY
$115.73 - $125.75 $195,583 - $212,517
1,690 New
1,690 $204,000

Others Institutions Holding DVY

# of Institutions
1,486
Shares Held
69.1M
Call Options Held
1.01M
Put Options Held
70.3K
View Full List

About ISHARES TR

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