Wolff Financial Management LLC Ishares Tr Transaction History

Wolff Financial Management LLC

  • $368 Million
  • Q3 2024

A detailed history of Wolff Financial Management LLC transactions in Ishares Tr stock. As of the latest transaction made, Wolff Financial Management LLC holds 9,055 shares of DVY stock, worth $1.2 Million. This represents 0.33% of its overall portfolio holdings.

Number of Shares
9,055
Holding current value
$1.2 Million
% of portfolio
0.33%

Shares

21 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2024

Oct 24, 2024
BUY
$119.99 - $135.74 $1.09 Million - $1.23 Million
9,055 New
9,055 $1.22 Million
Q1 2024

Apr 24, 2024
SELL
$113.31 - $123.18 $159,087 - $172,944
-1,404 Reduced 13.4%
9,075 $1.12 Million
Q4 2023

Jan 25, 2024
SELL
$102.97 - $119.06 $113,678 - $131,442
-1,104 Reduced 9.53%
10,479 $1.23 Million
Q3 2023

Oct 30, 2023
BUY
$107.44 - $118.16 $1.24 Million - $1.37 Million
11,583 New
11,583 $1.25 Million
Q1 2023

May 01, 2023
SELL
$110.68 - $126.38 $55,561 - $63,442
-502 Reduced 3.6%
13,448 $1.58 Million
Q4 2022

Feb 06, 2023
SELL
$107.39 - $125.5 $942,669 - $1.1 Million
-8,778 Reduced 38.62%
13,950 $1.68 Million
Q3 2022

Oct 31, 2022
SELL
$107.22 - $127.71 $54,574 - $65,004
-509 Reduced 2.19%
22,728 $2.44 Million
Q2 2022

Aug 05, 2022
SELL
$113.21 - $132.14 $59,661 - $69,637
-527 Reduced 2.22%
23,237 $2.73 Million
Q1 2022

May 03, 2022
BUY
$119.99 - $129.75 $7,799 - $8,433
65 Added 0.27%
23,764 $3.05 Million
Q4 2021

Feb 08, 2022
BUY
$114.37 - $122.59 $2.71 Million - $2.91 Million
23,699 New
23,699 $2.91 Million
Q3 2021

Nov 12, 2021
SELL
$112.53 - $119.9 $2.67 Million - $2.85 Million
-23,760 Closed
0 $0
Q1 2021

May 13, 2021
SELL
$94.76 - $115.39 $171,420 - $208,740
-1,809 Reduced 7.07%
23,760 $2.71 Million
Q4 2020

Jan 21, 2021
BUY
$81.33 - $97.54 $6,262 - $7,510
77 Added 0.3%
25,569 $2.46 Million
Q3 2020

Oct 23, 2020
SELL
$77.43 - $86.72 $26,635 - $29,831
-344 Reduced 1.33%
25,492 $2.08 Million
Q2 2020

Jul 21, 2020
SELL
$69.37 - $91.69 $25,320 - $33,466
-365 Reduced 1.39%
25,836 $2.09 Million
Q1 2020

Apr 15, 2020
SELL
$62.67 - $107.3 $96,010 - $164,383
-1,532 Reduced 5.52%
26,201 $1.93 Million
Q4 2019

Jan 23, 2020
BUY
$98.25 - $105.76 $37,236 - $40,083
379 Added 1.39%
27,733 $2.93 Million
Q3 2019

Oct 28, 2019
BUY
$100.87 - $103.22 $34,901 - $35,714
346 Added 1.28%
27,354 $2.79 Million
Q2 2019

Jul 24, 2019
BUY
N/A
316 Added 1.18%
27,008 $2.69 Million
Q1 2019

Apr 24, 2019
SELL
N/A
-414 Reduced 1.53%
26,692 $2.62 Million
Q4 2018

Feb 13, 2019
BUY
N/A
27,106 New
27,106 $2.42 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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More about DVY
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