Sanford Advisory Services, LLC Ishares Tr Transaction History

Sanford Advisory Services, LLC

$420 Million
Q4 2022

A detailed history of Sanford Advisory Services, LLC transactions in Ishares Tr stock. As of the latest transaction made, Sanford Advisory Services, LLC holds 89,715 shares of DVY stock, worth $12.6 Million. This represents 2.58% of its overall portfolio holdings.

Number of Shares

89,715

Previous 84,819 5.77%

Holding current value

$12.6 Million

Previous $9.09 Million 18.97%

% of portfolio

2.58%

Previous 2.6%

8 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2022 Feb 07, 2023	BUY	$107.39 - $125.5 $525,781 - $614,448	4,896 Added 5.77%	89,715 $10.8 Million
Q3 2022 Nov 09, 2022	BUY	$107.22 - $127.71 $6.39 Million - $7.61 Million	59,590 Added 236.2%	84,819 $9.09 Million
Q2 2022 Jul 28, 2022	BUY	$113.21 - $132.14 $2.18 Million - $2.54 Million	19,245 Added 321.61%	25,229 $2.97 Million
Q1 2022 Jul 28, 2022	BUY	$119.99 - $129.75 $8,279 - $8,952	69 Added 1.17%	5,984 $767,000
Q4 2021 Jul 28, 2022	BUY	$114.37 - $122.59 $114 - $122	1 Added 0.02%	5,915 $725,000

Q2 2021 Jul 28, 2022	BUY	$114.14 - $123.06 $2,853 - $3,076	25 Added 0.42%	5,914 $690,000
Q1 2021 Jul 28, 2022	BUY	$94.76 - $115.39 $37,714 - $45,925	398 Added 7.25%	5,889 $672,000
Q4 2020 Jul 28, 2022	BUY	$81.33 - $97.54 $446,583 - $535,592	5,491 New	5,491 $528,000

Others Institutions Holding DVY

# of Institutions

1,486

Shares Held

69.1M

Call Options Held

1.01M

Put Options Held

70.3K

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About ISHARES TR

Ticker DVY
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Sanford Advisory Services, LLC Ishares Tr Transaction History