West Oak Capital, LLC Ishares Tr Transaction History

West Oak Capital, LLC

  • $2.83 Billion
  • Q4 2024

A detailed history of West Oak Capital, LLC transactions in Ishares Tr stock. As of the latest transaction made, West Oak Capital, LLC holds 650 shares of DVY stock, worth $86,300. This represents 0.03% of its overall portfolio holdings.

Number of Shares
650
Previous 184 253.26%
Holding current value
$86,300
Previous $853,000 -0.0%
% of portfolio
0.03%
Previous 0.03%

Shares

6 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2024

Jan 13, 2025
BUY
$129.55 - $143.41 $60,370 - $66,829
466 Added 253.26%
650 $853,000
Q4 2024

Jan 10, 2025
SELL
$129.55 - $143.41 $60,370 - $66,829
-466 Reduced 71.69%
184 $853,000
Q3 2022

Oct 28, 2022
SELL
$107.22 - $127.71 $42,888 - $51,084
-400 Reduced 38.1%
650 $70,000
Q1 2018

Apr 05, 2018
BUY
N/A
1,050 New
1,050 $99.9 Million
Q4 2017

Jan 05, 2018
SELL
N/A
-1,050 Closed
0 $0
Q3 2017

Oct 10, 2017
BUY
N/A
1,050
1,050 $98.3 Million

Others Institutions Holding DVY

# of Institutions
1,446
Shares Held
95M
Call Options Held
1.8M
Put Options Held
161K
View Full List

About ISHARES TR

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