Strategic Wealth Partners, Ltd. Ishares Tr Transaction History

Strategic Wealth Partners, Ltd.

  • $1.19 Billion
  • Q3 2025

A detailed history of Strategic Wealth Partners, Ltd. transactions in Ishares Tr stock. As of the latest transaction made, Strategic Wealth Partners, Ltd. holds 3,264 shares of DVY stock, worth $459,048. This represents 0.04% of its overall portfolio holdings.

Number of Shares
3,264
Previous 3,264 -0.0%
Holding current value
$459,048
Previous $433,000 6.93%
% of portfolio
0.04%
Previous 0.04%

Shares

23 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2025

Aug 11, 2025
SELL
$118.37 - $134.86 $98,247 - $111,933
-830 Reduced 20.27%
3,264 $433,000
Q4 2024

Feb 14, 2025
SELL
$129.55 - $143.41 $7,643 - $8,461
-59 Reduced 1.42%
4,094 $537,000
Q1 2024

May 20, 2024
SELL
$113.31 - $123.18 $4,532 - $4,927
-40 Reduced 0.95%
4,153 $511,000
Q3 2023

May 20, 2024
SELL
$107.44 - $118.16 $38,141 - $41,946
-355 Reduced 7.81%
4,193 $451,000
Q1 2023

Apr 24, 2023
SELL
$110.68 - $126.38 $34,421 - $39,304
-311 Reduced 6.4%
4,548 $532,000
Q4 2022

Apr 24, 2023
BUY
$107.39 - $125.5 $4,295 - $5,020
40 Added 0.83%
4,859 $585,000
Q2 2022

Aug 22, 2022
BUY
$113.21 - $132.14 $9,622 - $11,231
85 Added 1.8%
4,819 $567,000
Q1 2022

May 19, 2022
SELL
$119.99 - $129.75 $1,679 - $1,816
-14 Reduced 0.29%
4,734 $0
Q4 2021

Feb 11, 2022
SELL
$114.37 - $122.59 $14,296 - $15,323
-125 Reduced 2.57%
4,748 $0
Q3 2021

Nov 12, 2021
SELL
$112.53 - $119.9 $337 - $359
-3 Reduced 0.06%
4,873 $559,000
Q2 2021

Aug 25, 2021
SELL
$114.14 - $123.06 $2,853 - $3,076
-25 Reduced 0.51%
4,876 $569,000
Q1 2021

May 24, 2021
SELL
$94.76 - $115.39 $86,231 - $105,004
-910 Reduced 15.66%
4,901 $559,000
Q4 2020

Feb 18, 2021
SELL
$81.33 - $97.54 $16,266 - $19,508
-200 Reduced 3.33%
5,811 $559,000
Q3 2020

Nov 10, 2020
SELL
$77.43 - $86.72 $18,583 - $20,812
-240 Reduced 3.84%
6,011 $490,000
Q2 2020

Aug 11, 2020
SELL
$69.37 - $91.69 $163,782 - $216,480
-2,361 Reduced 27.42%
6,251 $505,000
Q4 2019

Jan 30, 2020
SELL
$98.25 - $105.76 $24,660 - $26,545
-251 Reduced 2.83%
8,612 $910,000
Q3 2019

Oct 28, 2019
SELL
$100.87 - $103.22 $21,081 - $21,572
-209 Reduced 2.3%
8,863 $892,000
Q2 2019

Aug 06, 2019
SELL
N/A
-649 Reduced 6.68%
9,072 $903,000
Q1 2019

May 14, 2019
SELL
N/A
-461 Reduced 4.53%
9,721 $965,000
Q4 2018

Jan 24, 2019
SELL
N/A
-380 Reduced 3.6%
10,182 $0
Q3 2018

Dec 06, 2018
BUY
N/A
56 Added 0.53%
10,562 $1.05 Million
Q2 2018

Sep 04, 2018
SELL
N/A
-232 Reduced 2.16%
10,506 $1.03 Million
Q1 2018

Jul 13, 2018
BUY
N/A
10,738 New
10,738 $1.02 Million

Others Institutions Holding DVY

# of Institutions
1,487
Shares Held
69.1M
Call Options Held
1.01M
Put Options Held
70.3K
View Full List

About ISHARES TR

DVY Quotes by TradingView
  • Ticker DVY
  • Sector ETFs
  • Industry ETFs
More about DVY
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