Paulson Wealth Management Inc. Ishares Tr Transaction History

Paulson Wealth Management Inc.

$364 Million
Q4 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 3,358 shares of DVY stock, worth $463,739. This represents 0.12% of its overall portfolio holdings.

Number of Shares

3,358

Previous 4,916 31.69%

Holding current value

$463,739

Previous $664,000 33.73%

% of portfolio

0.12%

Previous 0.18%

7 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Feb 13, 2025	SELL	$129.55 - $143.41 $201,838 - $223,432	-1,558 Reduced 31.69%	3,358 $440,000
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

1,445

Shares Held

95M

Call Options Held

1.8M

Put Options Held

161K

View Full List

About ISHARES TR

Ticker DVY
Sector ETFs
Industry ETFs

More about DVY

Track This Portfolio

Portfolio Update

Get notified when there are updates to the investment portfolio of Paulson Wealth Management Inc., based on Form 13F filings with the SEC.

News

Stay updated on Paulson Wealth Management Inc. with notifications on news.

Account

Paulson Wealth Management Inc. Ishares Tr Transaction History