Wealth Plan Investment Management, LLC Ishares Tr Transaction History

Wealth Plan Investment Management, LLC

  • $923 Million
  • Q3 2024

Shares

4 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2023

Nov 09, 2023
BUY
$107.44 - $118.16 $679,880 - $747,716
6,328 New
6,328 $681,000
Q4 2022

Feb 15, 2023
BUY
$107.39 - $125.5 $107 - $125
1 Added 0.01%
6,699 $807,000
Q3 2022

Dec 12, 2022
SELL
$107.22 - $127.71 $5,146 - $6,130
-48 Reduced 0.71%
6,698 $817,000
Q1 2022

Sep 07, 2022
BUY
$119.99 - $129.75 $809,452 - $875,293
6,746 New
6,746 $833,000

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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