Wealthpoint, LLC Ishares Tr Transaction History

Wealthpoint, LLC

  • $247 Million
  • Q3 2023

Shares

15 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2023

Apr 20, 2023
SELL
$110.68 - $126.38 $3,541 - $4,044
-32 Reduced 1.63%
1,926 $225,000
Q4 2022

Jan 24, 2023
BUY
$107.39 - $125.5 $5,262 - $6,149
49 Added 2.57%
1,958 $0
Q3 2022

Oct 18, 2022
SELL
$107.22 - $127.71 $10,936 - $13,026
-102 Reduced 5.07%
1,909 $205,000
Q2 2022

Jul 18, 2022
SELL
$113.21 - $132.14 $1,698 - $1,982
-15 Reduced 0.74%
2,011 $237,000
Q1 2022

Apr 27, 2022
BUY
$119.99 - $129.75 $16,198 - $17,516
135 Added 7.14%
2,026 $260,000
Q4 2021

Feb 11, 2022
BUY
$114.37 - $122.59 $216,273 - $231,817
1,891 New
1,891 $232,000
Q4 2020

Feb 08, 2021
SELL
$81.33 - $97.54 $502,294 - $602,407
-6,176 Closed
0 $0
Q3 2020

Nov 09, 2020
BUY
$77.43 - $86.72 $1,780 - $1,994
23 Added 0.37%
6,176 $504,000
Q2 2020

Aug 06, 2020
BUY
$69.37 - $91.69 $81,440 - $107,644
1,174 Added 23.58%
6,153 $497,000
Q1 2020

Apr 16, 2020
SELL
$62.67 - $107.3 $29,705 - $50,860
-474 Reduced 8.69%
4,979 $366,000
Q4 2019

Jan 31, 2020
SELL
$98.25 - $105.76 $1.03 Million - $1.11 Million
-10,522 Reduced 65.87%
5,453 $576,000
Q3 2019

Nov 14, 2019
BUY
$100.87 - $103.22 $128,205 - $131,192
1,271 Added 8.64%
15,975 $1.63 Million
Q2 2019

Aug 08, 2019
BUY
N/A
11,319 Added 334.39%
14,704 $1.46 Million
Q1 2019

May 16, 2019
SELL
N/A
-11,064 Reduced 76.57%
3,385 $1.44 Million
Q4 2018

Feb 15, 2019
BUY
N/A
14,449 New
14,449 $1.29 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
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