Latest Institutional Transactions on Ishares Tr (DVY)
This table provides information on the latest institutional transactions involving Ishares Tr (DVY) stock. The table includes the name of the institution, the type of operation (buy or sell), whether options were involved, the number of shares exchanged, the range of values for the transaction, and the number of shares held by the institution after the transaction has occurred.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Aug 13, 2025
Q2 2025
|
Russell Investments Group, Ltd.
|
SELL
|
- |
-470- 26.33% |
$55.6K - $63.4K
|
1.32K
$179K
|
|
|
Aug 13, 2025
Q2 2025
|
Sumitomo Mitsui Financial Group, Inc.
Tokyo, M0 |
SELL
|
- |
-1.32K- 20.7% |
$157K - $178K
|
5.07K
$690K
|
|
|
Aug 13, 2025
Q2 2025
|
Northwestern Mutual Wealth Management CO
|
SELL
|
- |
-8.98K- 2.54% |
$1.06M - $1.21M
|
345K
$46.9M
|
|
|
Aug 13, 2025
Q2 2025
|
Hsbc Holdings PLC
London, X0 |
BUY
|
- |
131+ 0.8% |
$15.5K - $17.7K
|
16.6K
$2.26M
|
|
|
Aug 13, 2025
Q2 2025
|
Virtue Capital Management, LLC
Brentwood, TN |
SELL
|
- |
-1.46K- 19.71% |
$173K - $197K
|
5.96K
$810K
|
|
|
Aug 13, 2025
Q2 2025
|
Johnson Financial Group, Inc.
Racine, WI |
BUY
|
- |
6.71K+ 120.32% |
$794K - $905K
|
12.3K
$1.67M
|
|
|
Aug 13, 2025
Q2 2025
|
Scotia Capital Inc.
|
BUY
|
- |
793+ 2.38% |
$93.9K - $107K
|
34.1K
$4.64M
|
|
|
Aug 13, 2025
Q2 2025
|
Providence Capital Advisors, LLC
Charlotte, NC |
BUY
|
- |
298+ 10.98% |
$35.3K - $40.2K
|
3.01K
$410K
|
|
|
Aug 13, 2025
Q2 2025
|
Level Four Advisory Services, LLC
Dallas, TX |
SELL
|
- |
-320- 1.75% |
$37.9K - $43.2K
|
18K
$2.45M
|
|
|
Aug 13, 2025
Q2 2025
|
Colonial Trust Advisors
Spartanburg, SC |
BUY
|
- |
2+ 0.1% |
$237 - $270
|
2.04K
$278K
|
|
|
Aug 13, 2025
Q2 2025
|
Neuberger Berman Group LLC
New York, NY |
BUY
|
- |
32+ 1.77% |
$3.79K - $4.32K
|
1.84K
$251K
|
|
|
Aug 13, 2025
Q2 2025
|
Colonial Trust CO / Sc
Spartanburg, SC |
SELL
|
- |
-34- 1.35% |
$4.02K - $4.59K
|
2.49K
$339K
|
|
|
Aug 13, 2025
Q2 2025
|
Denver Wealth Management, Inc.
Greenwood Village, CO |
SELL
|
- |
-41- 1.97% |
$4.85K - $5.53K
|
2.05K
$278K
|
|
|
Aug 13, 2025
Q2 2025
|
Berkshire Asset Management LLC
Wilkes Barre, PA |
BUY
|
- |
11+ 0.06% |
$1.3K - $1.48K
|
19.7K
$2.69M
|
|
|
Aug 13, 2025
Q2 2025
|
Capital Analysts, LLC
Fort Washington, PA |
SELL
|
- |
-157- 0.57% |
$18.6K - $21.2K
|
27.4K
$3.73M
|
|
|
Aug 13, 2025
Q2 2025
|
Edgewood Management LLC
Greenwich, CT |
SELL
|
- |
-2.28K- 3.99% |
$270K - $308K
|
54.9K
$7.47M
|
|
|
Aug 13, 2025
Q2 2025
|
Balanced Wealth Group LLC
Westlake, OH |
BUY
|
- |
28+ 0.98% |
$3.31K - $3.78K
|
2.89K
$393K
|
|
|
Aug 13, 2025
Q2 2025
|
Trustmark National Bank Trust Department
Jackson, MS |
BUY
|
- |
5.55K+ 4.61% |
$657K - $749K
|
126K
$17.2M
|
|
|
Aug 13, 2025
Q2 2025
|
Lido Advisors, LLC
Los Angeles, CA |
BUY
|
- |
19.3K+ 21.92% |
$2.28M - $2.6M
|
107K
$14.6M
|
|
|
Aug 13, 2025
Q2 2025
|
Continuum Advisory, LLC
Eagle, ID |
BUY
|
- |
517+ 5.72% |
$61.2K - $69.7K
|
9.55K
$1.3M
|
|
|
Aug 13, 2025
Q2 2025
|
Summit Financial, LLC
Parsippany, NJ |
BUY
|
- |
29+ 0.84% |
$3.43K - $3.91K
|
3.5K
$476K
|
|
|
Aug 13, 2025
Q2 2025
|
Capital Group Private Client Services, Inc.
Los Angeles, CA |
SELL
|
- |
-24- 0.37% |
$2.84K - $3.24K
|
6.44K
$876K
|
|
|
Aug 13, 2025
Q2 2025
|
Financial Freedom, LLC
Cincinnati, OH |
SELL
|
- |
-31- 11.11% |
$3.67K - $4.18K
|
248
$33.8K
|
|
|
Aug 13, 2025
Q2 2025
|
Jones Financial Companies Lllp
|
BUY
|
- |
8.31K+ 42.66% |
$984K - $1.12M
|
27.8K
$3.78M
|
|
|
Aug 13, 2025
Q2 2025
|
Ken Fisher
Fisher Asset Management, LLC | Camas, Wa
|
BUY
|
- |
164+ 10.33% |
$19.4K - $22.1K
|
1.75K
$238K
|
|
|
Aug 13, 2025
Q2 2025
|
Smith, Moore & Co.
Clayton, MO |
BUY
|
- |
501+ 5.43% |
$59.3K - $67.6K
|
9.73K
$1.32M
|
|
|
Aug 13, 2025
Q2 2025
|
National Bank Of Canada
|
SELL
|
- |
-84.4K- 41.58% |
$9.99M - $11.4M
|
119K
$16.1M
|
|
|
Aug 13, 2025
Q2 2025
|
Moneco Advisors, LLC
Fairfield, CT |
SELL
|
- |
-177- 9.76% |
$21K - $23.9K
|
1.64K
$223K
|
|
|
Aug 13, 2025
Q2 2025
|
Cerity Partners LLC
New York, NY |
SELL
|
- |
-5K- 3.64% |
$592K - $674K
|
132K
$18M
|
|
|
Aug 13, 2025
Q2 2025
|
Wellspring Financial Advisors, LLC
Cleveland, OH |
SELL
|
- |
-559- 7.57% |
$66.2K - $75.4K
|
6.83K
$929K
|
|
|
Aug 13, 2025
Q2 2025
|
Iag Wealth Partners, LLC
|
BUY
|
- |
4+ 1.0% |
$473 - $539
|
404
$55K
|
|
|
Aug 13, 2025
Q2 2025
|
M&T Bank Corp
|
SELL
|
- |
-1.6K- 0.68% |
$190K - $216K
|
233K
$31.7M
|
|
|
Aug 13, 2025
Q2 2025
|
Allie Family Office LLC
|
BUY
|
- |
370+ 12.33% |
$43.8K - $49.9K
|
3.37K
$459K
|
|
|
Aug 13, 2025
Q2 2025
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-5.77K- 1.91% |
$683K - $778K
|
297K
$40.4M
|
|
|
Aug 13, 2025
Q2 2025
|
River Wealth Advisors LLC
Camp Hill, PA |
SELL
|
- |
-62- 1.08% |
$7.34K - $8.36K
|
5.67K
$772K
|
|
|
Aug 13, 2025
Q2 2025
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
SELL
|
- |
-795- 0.83% |
$94.1K - $107K
|
94.9K
$12.9M
|
|
|
Aug 13, 2025
Q2 2025
|
Crescent Grove Advisors, LLC
|
BUY
|
- |
3.83K+ 24.42% |
$453K - $516K
|
19.5K
$2.65M
|
|
|
Aug 13, 2025
Q2 2025
|
Benedict Financial Advisors Inc
|
BUY
|
- |
46+ 1.76% |
$5.45K - $6.2K
|
2.67K
$363K
|
|
|
Aug 13, 2025
Q2 2025
|
Ever Source Wealth Advisors, LLC
|
SELL
|
- |
-50- 10.37% |
$5.92K - $6.74K
|
432
$58.8K
|
|
|
Aug 13, 2025
Q2 2025
|
Navis Wealth Advisors, LLC
Rye Brook, NY |
BUY
|
- |
53+ 1.51% |
$6.27K - $7.15K
|
3.56K
$484K
|
|
|
Aug 13, 2025
Q2 2025
|
Nicolet Advisory Services, LLC
Green Bay, WI |
BUY
|
- |
121+ 7.33% |
$14.3K - $16.3K
|
1.77K
$241K
|
|
|
Aug 13, 2025
Q2 2025
|
Banco De Sabadell, S.A
Miami, FL |
BUY
|
- |
2.47K+ 9.94% |
$292K - $333K
|
27.3K
$3.72M
|
|
|
Aug 13, 2025
Q2 2025
|
Congress Wealth Management LLC
Boston, MA |
SELL
|
- |
-414- 0.29% |
$49K - $55.8K
|
144K
$19.6M
|
|
|
Aug 13, 2025
Q2 2025
|
Philadelphia Trust CO
Philadelphia, PA |
SELL
|
- |
-250- 9.57% |
$29.6K - $33.7K
|
2.36K
$322K
|
|
|
Aug 13, 2025
Q2 2025
|
Raab & Moskowitz Asset Management LLC
Chatham, NJ |
BUY
|
- |
3.89K+ 6.99% |
$461K - $525K
|
59.6K
$8.11M
|
|
|
Aug 13, 2025
Q2 2025
|
Kilter Group LLC
Rhinebeck, NY |
BUY
|
- |
234New |
$27.7K - $31.6K
|
234
$31.8K
|
|
|
Aug 13, 2025
Q2 2025
|
Mario Gabelli
Gamco Investors, Inc. Et Al | Rye, Ny
|
BUY
|
- |
11.5K+ 230.16% |
$1.36M - $1.55M
|
16.5K
$2.25M
|
|
|
Aug 13, 2025
Q2 2025
|
Stone X Group Inc.
|
SELL
|
- |
-197- 6.61% |
$23.3K - $26.6K
|
2.78K
$379K
|
|
|
Aug 13, 2025
Q2 2025
|
Brown Advisory Inc
|
BUY
|
- |
745+ 1.75% |
$88.2K - $100K
|
43.4K
$5.91M
|
|
|
Aug 13, 2025
Q2 2025
|
Baird Financial Group, Inc.
Milwaukee, WI |
SELL
|
- |
-3.46K- 1.57% |
$410K - $467K
|
217K
$29.5M
|