Paulson Wealth Management Inc. Ishares Tr Transaction History

Paulson Wealth Management Inc.

  • $371 Million
  • Q3 2024

A detailed history of Paulson Wealth Management Inc. transactions in Ishares Tr stock. As of the latest transaction made, Paulson Wealth Management Inc. holds 4,916 shares of DVY stock, worth $651,419. This represents 0.18% of its overall portfolio holdings.

Number of Shares
4,916
Previous 7,900 37.77%
Holding current value
$651,419
Previous $955,000 30.47%
% of portfolio
0.18%
Previous 0.28%

Shares

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

Nov 05, 2024
SELL
$119.99 - $135.74 $358,050 - $405,048
-2,984 Reduced 37.77%
4,916 $664,000
Q2 2024

Jul 25, 2024
SELL
$115.73 - $125.75 $72,215 - $78,468
-624 Reduced 7.32%
7,900 $955,000
Q1 2024

May 03, 2024
SELL
$113.31 - $123.18 $79,996 - $86,965
-706 Reduced 7.65%
8,524 $1.05 Million
Q4 2023

Feb 13, 2024
SELL
$102.97 - $119.06 $645,518 - $746,387
-6,269 Reduced 40.45%
9,230 $1.08 Million
Q3 2023

Nov 01, 2023
BUY
$107.44 - $118.16 $45,017 - $49,509
419 Added 2.78%
15,499 $1.67 Million
Q2 2023

Aug 01, 2023
BUY
$108.5 - $119.27 $1.64 Million - $1.8 Million
15,080 New
15,080 $1.71 Million

Others Institutions Holding DVY

# of Institutions
1,360
Shares Held
70.5M
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
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