Strategic Wealth Advisors Group, LLC Ishares Tr Transaction History

Strategic Wealth Advisors Group, LLC

  • $2.33 Billion
  • Q3 2022

A detailed history of Strategic Wealth Advisors Group, LLC transactions in Ishares Tr stock. As of the latest transaction made, Strategic Wealth Advisors Group, LLC holds 45,198 shares of DVY stock, worth $6 Million. This represents 0.21% of its overall portfolio holdings.

Number of Shares
45,198
Previous 44,176 2.31%
Holding current value
$6 Million
Previous $5.22 Million 7.18%
% of portfolio
0.21%
Previous 0.22%

Shares

22 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2022

Nov 10, 2022
BUY
$107.22 - $127.71 $109,578 - $130,519
1,022 Added 2.31%
45,198 $4.85 Million
Q2 2022

Aug 12, 2022
SELL
$113.21 - $132.14 $366,121 - $427,340
-3,234 Reduced 6.82%
44,176 $5.22 Million
Q1 2022

May 10, 2022
BUY
$119.99 - $129.75 $86,152 - $93,160
718 Added 1.54%
47,410 $6.06 Million
Q4 2021

Feb 16, 2022
BUY
$114.37 - $122.59 $745,349 - $798,919
6,517 Added 16.22%
46,692 $5.75 Million
Q3 2021

Nov 17, 2021
BUY
$112.53 - $119.9 $187,812 - $200,113
1,669 Added 4.33%
40,175 $4.61 Million
Q2 2021

Aug 10, 2021
SELL
$114.14 - $123.06 $482,127 - $519,805
-4,224 Reduced 9.89%
38,506 $4.49 Million
Q1 2021

May 07, 2021
BUY
$94.76 - $115.39 $381,788 - $464,906
4,029 Added 10.41%
42,730 $4.88 Million
Q4 2020

Feb 12, 2021
BUY
$81.33 - $97.54 $150,297 - $180,253
1,848 Added 5.01%
38,701 $3.72 Million
Q3 2020

Nov 30, 2020
SELL
$77.43 - $86.72 $71,622 - $80,216
-925 Reduced 2.45%
36,853 $3.01 Million
Q2 2020

Aug 03, 2020
SELL
$69.37 - $91.69 $679,687 - $898,378
-9,798 Reduced 20.59%
37,778 $3.03 Million
Q1 2020

May 05, 2020
SELL
$62.67 - $107.3 $771,593 - $1.32 Million
-12,312 Reduced 20.56%
47,576 $3.35 Million
Q4 2019

Feb 10, 2020
SELL
$98.25 - $105.76 $328,351 - $353,449
-3,342 Reduced 5.29%
59,888 $6.32 Million
Q3 2019

Nov 04, 2019
SELL
$100.87 - $103.22 $111,663 - $114,264
-1,107 Reduced 1.72%
63,230 $6.38 Million
Q2 2019

Aug 13, 2019
BUY
N/A
221 Added 0.34%
64,337 $6.4 Million
Q1 2019

May 02, 2019
BUY
N/A
554 Added 0.87%
64,116 $0
Q4 2018

Feb 12, 2019
SELL
N/A
-441 Reduced 0.69%
63,562 $5.84 Million
Q3 2018

Nov 07, 2018
BUY
N/A
44,626 Added 230.3%
64,003 $6.38 Million
Q2 2018

Sep 17, 2018
SELL
N/A
-47,638 Reduced 71.09%
19,377 $1.89 Million
Q1 2018

May 08, 2018
BUY
N/A
3,348 Added 5.26%
67,015 $6.37 Million
Q4 2017

Mar 08, 2018
SELL
N/A
-10,790 Reduced 14.49%
63,667 $6.28 Million
Q3 2017

Nov 07, 2017
SELL
N/A
-35,240 Reduced 32.12%
74,457 $6.97 Million
Q2 2017

Aug 16, 2017
BUY
N/A
109,697
109,697 $10.1 Million

Others Institutions Holding DVY

# of Institutions
1,360
Shares Held
70.5M
Call Options Held
1.1M
Put Options Held
383K
View Full List

About ISHARES TR

DVY Quotes by TradingView
  • Ticker DVY
  • Sector ETFs
  • Industry ETFs
More about DVY
Track This Portfolio

Track Strategic Wealth Advisors Group, LLC Portfolio

Follow Strategic Wealth Advisors Group, LLC 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 Strategic Wealth Advisors Group, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Strategic Wealth Advisors Group, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email