Simplicity Wealth,Llc Ishares Tr Transaction History

Simplicity Wealth,Llc

  • $1.2 Billion
  • Q1 2025

A detailed history of Simplicity Wealth,Llc transactions in Ishares Tr stock. As of the latest transaction made, Simplicity Wealth,Llc holds 2,817 shares of DVY stock, worth $373,928. This represents 0.03% of its overall portfolio holdings.

Number of Shares
2,817
Previous 6,898 59.16%
Holding current value
$373,928
Previous $905,000 58.78%
% of portfolio
0.03%
Previous 0.2%

Shares

5 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2025

Apr 14, 2025
SELL
$128.58 - $138.1 $524,734 - $563,586
-4,081 Reduced 59.16%
2,817 $373,000
Q4 2024

Feb 07, 2025
BUY
$129.55 - $143.41 $58,297 - $64,534
450 Added 6.98%
6,898 $905,000
Q3 2024

Oct 09, 2024
SELL
$119.99 - $135.74 $1.91 Million - $2.16 Million
-15,887 Reduced 71.13%
6,448 $870,000
Q2 2024

Jul 10, 2024
SELL
$115.73 - $125.75 $35,644 - $38,731
-308 Reduced 1.36%
22,335 $2.7 Million
Q1 2024

Apr 24, 2024
BUY
$113.31 - $123.18 $2.57 Million - $2.79 Million
22,643 New
22,643 $2.79 Million

Others Institutions Holding DVY

# of Institutions
1,442
Shares Held
70.6M
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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