Principle Wealth Partners LLC Ishares Tr Transaction History

Principle Wealth Partners LLC

  • $1.35 Billion
  • Q4 2024

A detailed history of Principle Wealth Partners LLC transactions in Ishares Tr stock. As of the latest transaction made, Principle Wealth Partners LLC holds 43,566 shares of DVY stock, worth $5.52 Million. This represents 0.43% of its overall portfolio holdings.

Number of Shares
43,566
Previous 29,362 48.38%
Holding current value
$5.52 Million
Previous $3.97 Million 44.24%
% of portfolio
0.43%
Previous 0.3%

Shares

19 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2024

Jan 29, 2025
BUY
$129.55 - $143.41 $1.84 Million - $2.04 Million
14,204 Added 48.38%
43,566 $5.72 Million
Q3 2024

Nov 13, 2024
BUY
$119.99 - $135.74 $314,973 - $356,317
2,625 Added 9.82%
29,362 $3.97 Million
Q2 2024

Aug 13, 2024
BUY
$115.73 - $125.75 $176,951 - $192,271
1,529 Added 6.07%
26,737 $3.23 Million
Q1 2024

Apr 23, 2024
BUY
$113.31 - $123.18 $327,125 - $355,620
2,887 Added 12.93%
25,208 $3.11 Million
Q4 2023

Feb 05, 2024
SELL
$102.97 - $119.06 $543,887 - $628,874
-5,282 Reduced 19.14%
22,321 $2.62 Million
Q3 2023

Nov 01, 2023
SELL
$107.44 - $118.16 $94,654 - $104,098
-881 Reduced 3.09%
27,603 $2.97 Million
Q2 2023

Jul 31, 2023
SELL
$108.5 - $119.27 $34,828 - $38,285
-321 Reduced 1.11%
28,484 $3.23 Million
Q1 2023

May 10, 2023
SELL
$110.68 - $126.38 $125,511 - $143,314
-1,134 Reduced 3.79%
28,805 $3.38 Million
Q4 2022

Feb 02, 2023
SELL
$107.39 - $125.5 $546,185 - $638,293
-5,086 Reduced 14.52%
29,939 $3.61 Million
Q3 2022

Nov 14, 2022
BUY
$107.22 - $127.71 $320,909 - $382,236
2,993 Added 9.34%
35,025 $3.76 Million
Q2 2022

Aug 02, 2022
BUY
$113.21 - $132.14 $101,662 - $118,661
898 Added 2.88%
32,032 $3.77 Million
Q1 2022

May 12, 2022
BUY
$119.99 - $129.75 $51,595 - $55,792
430 Added 1.4%
31,134 $3.99 Million
Q4 2021

Feb 11, 2022
BUY
$114.37 - $122.59 $36,140 - $38,738
316 Added 1.04%
30,704 $3.76 Million
Q3 2021

Nov 16, 2021
SELL
$112.53 - $119.9 $9,452 - $10,071
-84 Reduced 0.28%
30,388 $3.49 Million
Q2 2021

Aug 13, 2021
SELL
$114.14 - $123.06 $2,625 - $2,830
-23 Reduced 0.08%
30,472 $3.55 Million
Q1 2021

May 18, 2021
BUY
$94.76 - $115.39 $413,343 - $503,331
4,362 Added 16.69%
30,495 $3.48 Million
Q4 2020

Feb 16, 2021
BUY
$81.33 - $97.54 $2.13 Million - $2.55 Million
26,133 New
26,133 $2.51 Million
Q3 2020

Nov 16, 2020
SELL
$77.43 - $86.72 $109,176 - $122,275
-1,410 Closed
0 $0
Q2 2020

Aug 14, 2020
BUY
$69.37 - $91.69 $97,811 - $129,282
1,410 New
1,410 $114,000

Others Institutions Holding DVY

# of Institutions
1,446
Shares Held
70.5M
Call Options Held
1.8M
Put Options Held
161K
View Full List

About ISHARES TR

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