Position history for Steward Partners Investment Advisory, LLC's holdings in ISHARES TR
Steward Partners Investment Advisory, LLC holds 92,585 shares of DVY (ISHARES TR), worth $13.1M as of 2025-Q4. The position was increased (++5.0% shares). DVY represents 0.1% of Steward Partners Investment Advisory, LLC's portfolio.
Current Value
$13.1M
Current Shares
92,585
Total Value Change
+$2.7M
Total Shares Change
+7,044
Other major holders of DVY: Kestra Advisory Services, LLC, BNP PARIBAS FINANCIAL MARKETS, CAPITAL FUND MANAGEMENT S.A.
Increased |
| 92,585 |
+5.0% |
| $13.1M |
| 0.1% |
| $142.21 |
29 |
| 2025-Q3 | Decreased | 88,219 | -2.8% | $12.5M | 0.1% | $139.84 | 0 |
| 2025-Q2 | Increased | 90,719 | +2.5% | $12M | 0.1% | $129.51 | 29 |
| 2025-Q1 | Increased | 88,482 | +2.9% | $11.9M | 0.1% | $128.87 | 34 |
| 2024-Q4 | Increased | 86,020 | +0.1% | $11.3M | 0.1% | $126.12 | 33 |
| 2024-Q3 | Increased | 85,916 | +0.4% | $11.6M | 0.1% | $128.54 | 33 |
| 2024-Q2 | Decreased | 85,541 | -1.1% | $10.3M | 0.1% | $114.10 | 0 |