Sagespring Wealth Partners, LLC Ishares Tr Transaction History

Sagespring Wealth Partners, LLC

  • $5.5 Trillion
  • Q4 2025

A detailed history of Sagespring Wealth Partners, LLC transactions in Ishares Tr stock. As of the latest transaction made, Sagespring Wealth Partners, LLC holds 1,978 shares of DVY stock, worth $278,185. This represents 0.01% of its overall portfolio holdings.

Number of Shares
1,978
Previous 1,613 22.63%
Holding current value
$278,185
Previous $229 Million 21.81%
% of portfolio
0.01%
Previous 0.0%

Shares

4 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2025

Jan 07, 2026
BUY
$138.1 - $143.11 $50,406 - $52,235
365 Added 22.63%
1,978 $279 Million
Q3 2025

Oct 31, 2025
BUY
$133.88 - $142.57 $6,961 - $7,413
52 Added 3.33%
1,613 $229 Million
Q2 2025

Jul 28, 2025
BUY
$118.37 - $134.86 $8,404 - $9,575
71 Added 4.77%
1,561 $207 Million
Q1 2025

Apr 17, 2025
BUY
$128.58 - $138.1 $191,584 - $205,769
1,490 New
1,490 $200 Million

Others Institutions Holding DVY

# of Institutions
1,488
Shares Held
69.2M
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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