Sheets Smith Wealth Management Ishares Tr Transaction History

Sheets Smith Wealth Management

  • $802 Million
  • Q4 2024

A detailed history of Sheets Smith Wealth Management transactions in Ishares Tr stock. As of the latest transaction made, Sheets Smith Wealth Management holds 7,342 shares of DVY stock, worth $1 Million. This represents 0.12% of its overall portfolio holdings.

Number of Shares
7,342
Previous 7,334 0.11%
Holding current value
$1 Million
Previous $990,000 2.73%
% of portfolio
0.12%
Previous 0.12%

Shares

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

Jan 17, 2025
BUY
$129.55 - $143.41 $1,036 - $1,147
8 Added 0.11%
7,342 $963,000
Q3 2024

Nov 01, 2024
BUY
$119.99 - $135.74 $1,199 - $1,357
10 Added 0.14%
7,334 $990,000
Q2 2024

Jul 30, 2024
SELL
$115.73 - $125.75 $10,878 - $11,820
-94 Reduced 1.27%
7,324 $886,000
Q1 2024

May 08, 2024
SELL
$113.31 - $123.18 $55,861 - $60,727
-493 Reduced 6.23%
7,418 $913,000
Q4 2023

Feb 06, 2024
BUY
$102.97 - $119.06 $1,956 - $2,262
19 Added 0.24%
7,911 $927,000
Q2 2023

Aug 09, 2023
BUY
$108.5 - $119.27 $1,736 - $1,908
16 Added 0.2%
7,892 $894,000
Q1 2023

May 26, 2023
BUY
$110.68 - $126.38 $858,766 - $980,582
7,759 Added 6631.62%
7,876 $922,000
Q1 2023

May 12, 2023
SELL
$110.68 - $126.38 $902,816 - $1.03 Million
-8,157 Reduced 98.59%
117 $13,000
Q4 2022

Mar 08, 2023
SELL
$107.39 - $125.5 $751 - $878
-7 Reduced 0.08%
8,274 $997,000
Q3 2022

Nov 01, 2022
BUY
$107.22 - $127.71 $4,288 - $5,108
40 Added 0.49%
8,281 $888,000
Q2 2022

Jul 27, 2022
SELL
$113.21 - $132.14 $13,698 - $15,988
-121 Reduced 1.45%
8,241 $970,000
Q1 2022

May 02, 2022
BUY
$119.99 - $129.75 $599 - $648
5 Added 0.06%
8,362 $1.07 Million
Q4 2021

Jan 20, 2022
BUY
$114.37 - $122.59 $58,557 - $62,766
512 Added 6.53%
8,357 $1.02 Million
Q2 2021

Aug 03, 2021
BUY
$114.14 - $123.06 $1,483 - $1,599
13 Added 0.17%
7,845 $915,000
Q1 2021

Apr 23, 2021
SELL
$94.76 - $115.39 $51,549 - $62,772
-544 Reduced 6.49%
7,832 $894,000
Q4 2020

Jan 13, 2021
BUY
$81.33 - $97.54 $14,151 - $16,971
174 Added 2.12%
8,376 $806,000
Q3 2020

Oct 26, 2020
SELL
$77.43 - $86.72 $80,604 - $90,275
-1,041 Reduced 11.26%
8,202 $669,000
Q2 2020

Jul 17, 2020
SELL
$69.37 - $91.69 $38,777 - $51,254
-559 Reduced 5.7%
9,243 $746,000
Q1 2020

Apr 28, 2020
BUY
$62.67 - $107.3 $29,454 - $50,431
470 Added 5.04%
9,802 $721,000
Q4 2019

Jan 24, 2020
BUY
$98.25 - $105.76 $1,277 - $1,374
13 Added 0.14%
9,332 $986,000
Q2 2019

Jul 12, 2019
BUY
N/A
4 Added 0.04%
9,319 $928,000
Q1 2019

May 13, 2019
SELL
N/A
-242 Reduced 2.53%
9,315 $915,000
Q4 2018

Jan 11, 2019
BUY
N/A
15 Added 0.16%
9,557 $854,000
Q3 2018

Oct 15, 2018
SELL
N/A
-159 Reduced 1.64%
9,542 $952,000
Q2 2018

Jul 26, 2018
SELL
N/A
-7,114 Reduced 42.31%
9,701 $948,000
Q1 2018

Apr 09, 2018
SELL
N/A
-223 Reduced 1.31%
16,815 $1.6 Million
Q4 2017

Jan 12, 2018
BUY
N/A
360 Added 2.16%
17,038 $1.68 Million
Q3 2017

Oct 12, 2017
BUY
N/A
16,678
16,678 $1.56 Million

Others Institutions Holding DVY

# of Institutions
1,442
Shares Held
95M
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
Track This Portfolio

Track Sheets Smith Wealth Management Portfolio

Follow Sheets Smith Wealth Management and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Sheets Smith Wealth Management, based on Form 13F filings with the SEC.

News

Stay updated on Sheets Smith Wealth Management with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email