Traphagen Investment Advisors LLC Ishares Tr Transaction History

Traphagen Investment Advisors LLC

  • $868 Million
  • Q3 2024

A detailed history of Traphagen Investment Advisors LLC transactions in Ishares Tr stock. As of the latest transaction made, Traphagen Investment Advisors LLC holds 1,697 shares of DVY stock, worth $223,919. This represents 0.03% of its overall portfolio holdings.

Number of Shares
1,697
Previous 1,695 0.12%
Holding current value
$223,919
Previous $205,000 11.71%
% of portfolio
0.03%
Previous 0.03%

Shares

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

Oct 21, 2024
BUY
$119.99 - $135.74 $239 - $271
2 Added 0.12%
1,697 $229,000
Q2 2024

Jul 23, 2024
BUY
$115.73 - $125.75 $231 - $251
2 Added 0.12%
1,695 $205,000
Q1 2024

May 15, 2024
BUY
$113.31 - $123.18 $191,833 - $208,543
1,693 New
1,693 $208 Million
Q4 2023

Jun 17, 2024
BUY
$102.97 - $119.06 $23,477 - $27,145
228 Added 13.47%
1,921 $225 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
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