Pb Mares Wealth Management LLC Ishares Tr Transaction History

Pb Mares Wealth Management LLC

  • $609 Million
  • Q3 2025

A detailed history of Pb Mares Wealth Management LLC transactions in Ishares Tr stock. As of the latest transaction made, Pb Mares Wealth Management LLC holds 2,830 shares of DVY stock, worth $398,011. This represents 0.07% of its overall portfolio holdings.

Number of Shares
2,830
Previous 2,828 0.07%
Holding current value
$398,011
Previous $375,000 7.2%
% of portfolio
0.07%
Previous 0.07%

Shares

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

Oct 27, 2025
BUY
$133.88 - $142.57 $267 - $285
2 Added 0.07%
2,830 $402,000
Q2 2025

Jul 18, 2025
BUY
$118.37 - $134.86 $4,024 - $4,585
34 Added 1.22%
2,828 $375,000
Q4 2024

Jan 24, 2025
BUY
$129.55 - $143.41 $4,016 - $4,445
31 Added 1.12%
2,794 $366,000
Q1 2024

Apr 29, 2024
SELL
$113.31 - $123.18 $9,631 - $10,470
-85 Reduced 2.98%
2,763 $340,000
Q4 2023

Jan 26, 2024
SELL
$102.97 - $119.06 $133,861 - $154,778
-1,300 Reduced 31.34%
2,848 $333,000
Q3 2023

Oct 26, 2023
BUY
$107.44 - $118.16 $30,298 - $33,321
282 Added 7.29%
4,148 $446,000
Q2 2023

Jul 24, 2023
BUY
$108.5 - $119.27 $47,306 - $52,001
436 Added 12.71%
3,866 $438,000
Q1 2023

Apr 27, 2023
SELL
$110.68 - $126.38 $11,621 - $13,269
-105 Reduced 2.97%
3,430 $401,000
Q4 2022

Jan 31, 2023
SELL
$107.39 - $125.5 $751 - $878
-7 Reduced 0.2%
3,535 $426,000
Q3 2022

Oct 25, 2022
SELL
$107.22 - $127.71 $130,486 - $155,423
-1,217 Reduced 25.57%
3,542 $380,000
Q2 2022

Jul 21, 2022
SELL
$113.21 - $132.14 $1,358 - $1,585
-12 Reduced 0.25%
4,759 $560,000
Q1 2022

Apr 26, 2022
BUY
$119.99 - $129.75 $5,519 - $5,968
46 Added 0.97%
4,771 $611,000
Q4 2021

Feb 02, 2022
BUY
$114.37 - $122.59 $18,642 - $19,982
163 Added 3.57%
4,725 $579,000
Q3 2021

Nov 02, 2021
SELL
$112.53 - $119.9 $52,101 - $55,513
-463 Reduced 9.21%
4,562 $523,000
Q2 2021

Jul 13, 2021
SELL
$114.14 - $123.06 $4,908 - $5,291
-43 Reduced 0.85%
5,025 $586,000
Q1 2021

Apr 15, 2021
SELL
$94.76 - $115.39 $3,032 - $3,692
-32 Reduced 0.63%
5,068 $578,000
Q4 2020

Jan 25, 2021
SELL
$81.33 - $97.54 $569 - $682
-7 Reduced 0.14%
5,100 $491,000
Q3 2020

Oct 21, 2020
SELL
$77.43 - $86.72 $21,215 - $23,761
-274 Reduced 5.09%
5,107 $416,000
Q2 2020

Jul 14, 2020
SELL
$69.37 - $91.69 $65,485 - $86,555
-944 Reduced 14.92%
5,381 $434,000
Q1 2020

Apr 17, 2020
SELL
$62.67 - $107.3 $15,604 - $26,717
-249 Reduced 3.79%
6,325 $465,000
Q4 2019

Feb 04, 2020
BUY
$98.25 - $105.76 $645,895 - $695,266
6,574 New
6,574 $695,000

Others Institutions Holding DVY

# of Institutions
1,485
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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