A detailed history of Squire Investment Management Company, LLC transactions in Ishares Tr stock. As of the latest transaction made, Squire Investment Management Company, LLC holds 7,720 shares of DVY stock, worth $1.02 Million. This represents 0.5% of its overall portfolio holdings.

Number of Shares
7,720
Previous 6,550 17.86%
Holding current value
$1.02 Million
Previous $792 Million 31.59%
% of portfolio
0.5%
Previous 0.45%

Shares

4 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2024

Nov 06, 2024

BUY
$119.99 - $135.74 $140,388 - $158,815
1,170 Added 17.86%
7,720 $1.04 Billion
Q2 2024

Aug 01, 2024

BUY
$115.73 - $125.75 $137,024 - $148,888
1,184 Added 22.06%
6,550 $792 Million
Q1 2024

Aug 01, 2024

BUY
$113.31 - $123.18 $126,340 - $137,345
1,115 Added 26.23%
5,366 $661 Million
Q4 2023

Aug 01, 2024

BUY
$102.97 - $119.06 $437,725 - $506,124
4,251 New
4,251 $498 Million

Others Institutions Holding DVY

About ISHARES TR


  • Ticker DVY
  • Sector ETFs
  • Industry ETFs
More about DVY
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