Provident Wealth Management, LLC Ishares Tr Transaction History

Provident Wealth Management, LLC

  • $324 Million
  • Q3 2025

A detailed history of Provident Wealth Management, LLC transactions in Ishares Tr stock. As of the latest transaction made, Provident Wealth Management, LLC holds 2,964 shares of DVY stock, worth $416,856. This represents 0.13% of its overall portfolio holdings.

Number of Shares
2,964
Previous 3,355 11.65%
Holding current value
$416,856
Previous $445,000 5.39%
% of portfolio
0.13%
Previous 0.15%

Shares

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

Oct 16, 2025
SELL
$133.88 - $142.57 $52,347 - $55,744
-391 Reduced 11.65%
2,964 $421,000
Q2 2025

Jul 18, 2025
SELL
$118.37 - $134.86 $32,078 - $36,547
-271 Reduced 7.47%
3,355 $445,000
Q1 2025

Apr 21, 2025
SELL
$128.58 - $138.1 $23,015 - $24,719
-179 Reduced 4.7%
3,626 $486,000
Q4 2024

Feb 04, 2025
SELL
$129.55 - $143.41 $12,307 - $13,623
-95 Reduced 2.44%
3,805 $499,000
Q2 2024

Jul 17, 2024
BUY
$115.73 - $125.75 $451,347 - $490,425
3,900 New
3,900 $471,000

Others Institutions Holding DVY

# of Institutions
1,486
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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