Wealth Trust Axiom LLC Ishares Tr Transaction History

Wealth Trust Axiom LLC

  • $328 Million
  • Q4 2024

A detailed history of Wealth Trust Axiom LLC transactions in Ishares Tr stock. As of the latest transaction made, Wealth Trust Axiom LLC holds 6,095 shares of DVY stock, worth $827,152. This represents 0.24% of its overall portfolio holdings.

Number of Shares
6,095
Previous 6,095 -0.0%
Holding current value
$827,152
Previous $823,000 2.79%
% of portfolio
0.24%
Previous 0.25%

Shares

13 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2024

Aug 13, 2024
SELL
$115.73 - $125.75 $1,967 - $2,137
-17 Reduced 0.28%
6,095 $737,000
Q1 2024

May 10, 2024
BUY
$113.31 - $123.18 $47,816 - $51,981
422 Added 7.42%
6,112 $752,000
Q3 2023

Nov 02, 2023
SELL
$107.44 - $118.16 $53,720 - $59,080
-500 Reduced 8.08%
5,690 $612,000
Q2 2023

Aug 04, 2023
SELL
$108.5 - $119.27 $58,590 - $64,405
-540 Reduced 8.02%
6,190 $701,000
Q1 2023

May 02, 2023
SELL
$110.68 - $126.38 $11,068 - $12,638
-100 Reduced 1.46%
6,730 $788,000
Q4 2022

Jan 30, 2023
SELL
$107.39 - $125.5 $107 - $125
-1 Reduced 0.01%
6,830 $823,000
Q2 2020

Jul 31, 2020
BUY
$69.37 - $91.69 $693 - $916
10 Added 0.15%
6,831 $551,000
Q1 2020

Apr 10, 2020
BUY
$62.67 - $107.3 $814 - $1,394
13 Added 0.19%
6,821 $501,000
Q4 2019

Feb 04, 2020
SELL
$98.25 - $105.76 $33,503 - $36,064
-341 Reduced 4.77%
6,808 $719,000
Q3 2019

Nov 05, 2019
SELL
$100.87 - $103.22 $9,179 - $9,393
-91 Reduced 1.26%
7,149 $728,000
Q2 2019

Aug 07, 2019
SELL
N/A
-100 Reduced 1.36%
7,240 $720,000
Q1 2019

May 03, 2019
SELL
N/A
-80 Reduced 1.08%
7,340 $720,000
Q3 2017

Nov 01, 2017
BUY
N/A
7,420
7,420 $694,000

Others Institutions Holding DVY

# of Institutions
1,436
Shares Held
94.6M
Call Options Held
2.69M
Put Options Held
140K
View Full List

About ISHARES TR

DVY Quotes by TradingView
  • Ticker DVY
  • Sector ETFs
  • Industry ETFs
More about DVY
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