Stiles Financial Services Inc Ishares Tr Transaction History

Stiles Financial Services Inc

  • $271 Million
  • Q4 2024

A detailed history of Stiles Financial Services Inc transactions in Ishares Tr stock. As of the latest transaction made, Stiles Financial Services Inc holds 2,958 shares of DVY stock, worth $408,499. This represents 0.14% of its overall portfolio holdings.

Number of Shares
2,958
Previous 3,149 6.07%
Holding current value
$408,499
Previous $425,000 8.71%
% of portfolio
0.14%
Previous 0.15%

Shares

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

Jan 28, 2025
SELL
$129.55 - $143.41 $24,744 - $27,391
-191 Reduced 6.07%
2,958 $388,000
Q3 2024

Oct 31, 2024
SELL
$119.99 - $135.74 $154,067 - $174,290
-1,284 Reduced 28.96%
3,149 $425,000
Q2 2024

Aug 01, 2024
BUY
$115.73 - $125.75 $80,779 - $87,773
698 Added 18.69%
4,433 $536,000
Q1 2024

Apr 30, 2024
SELL
$113.31 - $123.18 $40,678 - $44,221
-359 Reduced 8.77%
3,735 $460,000
Q4 2023

Jan 26, 2024
SELL
$102.97 - $119.06 $169,591 - $196,091
-1,647 Reduced 28.69%
4,094 $479,000
Q3 2023

Nov 08, 2023
SELL
$107.44 - $118.16 $92,613 - $101,853
-862 Reduced 13.05%
5,741 $617,000
Q2 2023

Jul 21, 2023
SELL
$108.5 - $119.27 $73,671 - $80,984
-679 Reduced 9.32%
6,603 $748,000
Q1 2023

May 11, 2023
SELL
$110.68 - $126.38 $3.49 Million - $3.99 Million
-31,537 Reduced 81.24%
7,282 $853,000
Q4 2022

Jan 27, 2023
SELL
$107.39 - $125.5 $494,853 - $578,304
-4,608 Reduced 10.61%
38,819 $0
Q3 2022

Nov 02, 2022
BUY
$107.22 - $127.71 $3.52 Million - $4.19 Million
32,841 Added 310.23%
43,427 $3.17 Million
Q2 2022

Jul 26, 2022
SELL
$113.21 - $132.14 $6,566 - $7,664
-58 Reduced 0.54%
10,586 $1.25 Million
Q1 2022

May 06, 2022
SELL
$119.99 - $129.75 $12,478 - $13,494
-104 Reduced 0.97%
10,644 $1.36 Million
Q4 2021

Feb 09, 2022
BUY
$114.37 - $122.59 $1.23 Million - $1.32 Million
10,748 New
10,748 $1.32 Million

Others Institutions Holding DVY

# of Institutions
1,445
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
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More about DVY
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