Vista Wealth Management Group, LLC Ishares Tr Transaction History

Vista Wealth Management Group, LLC

  • $1.47 Billion
  • Q1 2025

A detailed history of Vista Wealth Management Group, LLC transactions in Ishares Tr stock. As of the latest transaction made, Vista Wealth Management Group, LLC holds 12,630 shares of DVY stock, worth $1.78 Million. This represents 0.11% of its overall portfolio holdings.

Number of Shares
12,630
Previous 12,630 -0.0%
Holding current value
$1.78 Million
Previous $1.66 Million 1.09%
% of portfolio
0.11%
Previous 0.11%

Shares

4 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2022

Jul 14, 2022
SELL
$113.21 - $132.14 $28,302 - $33,035
-250 Reduced 1.94%
12,630 $1.47 Million
Q2 2021

Jul 27, 2021
BUY
$114.14 - $123.06 $28,535 - $30,765
250 Added 1.98%
12,880 $1.5 Million
Q3 2020

Oct 26, 2020
SELL
$77.43 - $86.72 $49,400 - $55,327
-638 Reduced 4.81%
12,630 $1.03 Million
Q4 2019

Feb 03, 2020
BUY
$98.25 - $105.76 $1.3 Million - $1.4 Million
13,268 New
13,268 $1.4 Million

Others Institutions Holding DVY

# of Institutions
1,494
Shares Held
69.7M
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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