A detailed history of Paradigm Financial Partners, LLC transactions in Ishares Tr stock. As of the latest transaction made, Paradigm Financial Partners, LLC holds 2,483 shares of DVY stock, worth $329,022. This represents 0.05% of its overall portfolio holdings.

Number of Shares
2,483
Previous 2,180 13.9%
Holding current value
$329,022
Previous $263,000 27.38%
% of portfolio
0.05%
Previous 0.04%

Shares

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

Nov 14, 2024

BUY
$119.99 - $135.74 $36,356 - $41,129
303 Added 13.9%
2,483 $335,000
Q2 2024

Aug 13, 2024

BUY
$115.73 - $125.75 $46,523 - $50,551
402 Added 22.61%
2,180 $263,000
Q1 2024

May 15, 2024

SELL
$113.31 - $123.18 $7,251 - $7,883
-64 Reduced 3.47%
1,778 $219,000
Q4 2023

Feb 05, 2024

BUY
$102.97 - $119.06 $189,670 - $219,308
1,842 New
1,842 $215,000
Q4 2021

Feb 10, 2022

BUY
$114.37 - $122.59 $309,027 - $331,238
2,702 New
2,702 $0
Q2 2020

Aug 14, 2020

SELL
$69.37 - $91.69 $191,322 - $252,881
-2,758 Closed
0 $0
Q1 2020

May 08, 2020

BUY
$62.67 - $107.3 $172,843 - $295,933
2,758 New
2,758 $216,000

Others Institutions Holding DVY

About ISHARES TR


  • Ticker DVY
  • Sector ETFs
  • Industry ETFs
More about DVY
Track This Portfolio

Track Paradigm Financial Partners, LLC Portfolio

Follow Paradigm Financial Partners, 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 Paradigm Financial Partners, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Paradigm Financial Partners, LLC with notifications on news.