A detailed history of Total Clarity Wealth Management, Inc. transactions in Ishares Tr stock. As of the latest transaction made, Total Clarity Wealth Management, Inc. holds 3,630 shares of DVY stock, worth $481,011. This represents 0.17% of its overall portfolio holdings.

Number of Shares
3,630
Previous 4,337 16.3%
Holding current value
$481,011
Previous $524,000 6.49%
% of portfolio
0.17%
Previous 0.19%

Shares

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

Oct 21, 2024

SELL
$119.99 - $135.74 $84,832 - $95,968
-707 Reduced 16.3%
3,630 $490,000
Q2 2024

Aug 09, 2024

SELL
$115.73 - $125.75 $34,950 - $37,976
-302 Reduced 6.51%
4,337 $524,000
Q1 2024

Apr 22, 2024

BUY
$113.31 - $123.18 $13,937 - $15,151
123 Added 2.72%
4,639 $571,000
Q4 2023

Jan 23, 2024

BUY
$102.97 - $119.06 $7,104 - $8,215
69 Added 1.55%
4,516 $529,000
Q3 2023

Oct 24, 2023

BUY
$107.44 - $118.16 $1,396 - $1,536
13 Added 0.29%
4,447 $478,000
Q2 2023

Jul 24, 2023

SELL
$108.5 - $119.27 $52,080 - $57,249
-480 Reduced 9.77%
4,434 $502,000
Q1 2023

May 04, 2023

BUY
$110.68 - $126.38 $25,345 - $28,941
229 Added 4.89%
4,914 $575,000
Q4 2022

Feb 03, 2023

BUY
$107.39 - $125.5 $69,373 - $81,073
646 Added 15.99%
4,685 $565,000
Q2 2022

Jul 29, 2022

BUY
$113.21 - $132.14 $3,396 - $3,964
30 Added 0.75%
4,039 $475,000
Q1 2022

Apr 29, 2022

BUY
$119.99 - $129.75 $4,439 - $4,800
37 Added 0.93%
4,009 $514,000
Q4 2021

Feb 03, 2022

BUY
$114.37 - $122.59 $20,014 - $21,453
175 Added 4.61%
3,972 $487,000
Q3 2021

Oct 21, 2021

SELL
$112.53 - $119.9 $2,588 - $2,757
-23 Reduced 0.6%
3,797 $436,000
Q2 2021

Jul 26, 2021

BUY
$114.14 - $123.06 $23,398 - $25,227
205 Added 5.67%
3,820 $445,000
Q1 2021

May 05, 2021

BUY
$94.76 - $115.39 $104,236 - $126,929
1,100 Added 43.74%
3,615 $412,000
Q4 2020

Jan 20, 2021

BUY
$81.33 - $97.54 $204,544 - $245,313
2,515 New
2,515 $242,000
Q1 2020

Apr 24, 2020

SELL
$62.67 - $107.3 $40,923 - $70,066
-653 Closed
0 $0
Q4 2019

Feb 27, 2020

BUY
$98.25 - $105.76 $64,157 - $69,061
653 New
653 $69,000

Others Institutions Holding DVY

About ISHARES TR


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