Position history for &PARTNERS's holdings in ISHARES TR
&PARTNERS holds 142,798 shares of DVY (ISHARES TR), worth $21.6M as of 2026-Q1. The position was decreased (-1.2% shares). DVY represents 0.1% of &PARTNERS's portfolio.
Current Value
$21.6M
Current Shares
142,798
Total Value Change
+$13.6M
Total Shares Change
+76,415
Other major holders of DVY: Kestra Advisory Services, LLC, Steward Partners Investment Advisory, LLC, BNP PARIBAS FINANCIAL MARKETS, CAPITAL FUND MANAGEMENT S.A.
Decreased |
| 142,798 |
-1.2% |
| $21.6M |
| 0.1% |
| $154.11 |
0 |
| 2025-Q4 | Increased | 144,488 | +3.2% | $20.4M | 0.1% | $142.21 | 35 |
| 2025-Q3 | Increased | 140,008 | +5.0% | $19.9M | 0.1% | $139.84 | 36 |
| 2025-Q2 | Increased | 133,408 | +10.2% | $17.7M | 0.1% | $129.51 | 37 |
| 2025-Q1 | Increased | 121,021 | +45.3% | $16.1M | 0.2% | $128.87 | 46 |
| 2024-Q4 | Increased | 83,269 | +15.9% | $10.9M | 0.1% | $126.12 | 38 |
| 2024-Q3 | Increased | 71,815 | +8.2% | $9.7M | 0.2% | $128.54 | 36 |
| 2024-Q2 | Increased | 66,383 | +7.5% | $8M | 0.4% | $114.10 | 35 |