A detailed history of Tfc Financial Management transactions in Ishares Tr stock. As of the latest transaction made, Tfc Financial Management holds 135 shares of DVY stock, worth $17,813. This represents 0.0% of its overall portfolio holdings.

Number of Shares
135
Previous 133 1.5%
Holding current value
$17,813
Previous $16,000 12.5%
% of portfolio
0.0%
Previous 0.0%

Shares

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

Oct 24, 2024

BUY
$119.99 - $135.74 $239 - $271
2 Added 1.5%
135 $18,000
Q2 2024

Jul 23, 2024

BUY
$115.73 - $125.75 $115 - $125
1 Added 0.76%
133 $16,000
Q1 2024

Apr 30, 2024

BUY
$113.31 - $123.18 $113 - $123
1 Added 0.76%
132 $16,000
Q4 2023

Jan 25, 2024

BUY
$102.97 - $119.06 $308 - $357
3 Added 2.34%
131 $15,000
Q2 2023

Aug 07, 2023

SELL
$108.5 - $119.27 $70,416 - $77,406
-649 Reduced 83.53%
128 $14,000
Q1 2023

May 08, 2023

BUY
$110.68 - $126.38 $72,052 - $82,273
651 Added 516.67%
777 $91,000
Q4 2022

Feb 13, 2023

BUY
$107.39 - $125.5 $107 - $125
1 Added 0.8%
126 $15,000
Q3 2020

Nov 12, 2020

BUY
$77.43 - $86.72 $9,678 - $10,840
125 New
125 $10,000

Others Institutions Holding DVY

About ISHARES TR


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