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 |
|---|---|---|---|---|---|---|---|
|
Apr 11, 2025
Q1 2025
|
Insight Advisors, LLC
Newtown, PA |
BUY
|
- |
9+ 0.43% |
$1.16K - $1.24K
|
2.09K
$277K
|
|
|
Apr 11, 2025
Q1 2025
|
Northwest Financial Advisors
Herndon, VA |
BUY
|
- |
7+ 0.26% |
$900 - $967
|
2.69K
$357K
|
|
|
Apr 11, 2025
Q1 2025
|
Procyon Advisors, LLC
|
BUY
|
- |
372+ 11.5% |
$47.8K - $51.4K
|
3.61K
$479K
|
|
|
Apr 11, 2025
Q1 2025
|
Next Level Private LLC
Harrison, NY |
BUY
|
- |
56+ 0.78% |
$7.2K - $7.73K
|
7.2K
$955K
|
|
|
Apr 11, 2025
Q1 2025
|
Mkt Advisors LLC
Escondido, CA |
BUY
|
- |
3+ 0.04% |
$386 - $414
|
7.69K
$1.02M
|
|
|
Apr 11, 2025
Q1 2025
|
Magnus Financial Group LLC
New York, NY |
SELL
|
- |
-97- 0.61% |
$12.5K - $13.4K
|
15.8K
$2.09M
|
|
|
Apr 11, 2025
Q1 2025
|
Kapstone Financial Advisors LLC
Dayton, OH |
SELL
|
- |
-38- 0.17% |
$4.89K - $5.25K
|
22.1K
$2.94M
|
|
|
Apr 11, 2025
Q1 2025
|
Davis Capital Management
Jacksonville, FL |
BUY
|
- |
23+ 3.0% |
$2.96K - $3.18K
|
790
$105K
|
|
|
Apr 11, 2025
Q1 2025
|
Sea Crest Wealth Management, LLC
Purchase, NY |
SELL
|
- |
-53- 1.42% |
$6.81K - $7.32K
|
3.69K
$490K
|
|
|
Apr 11, 2025
Q1 2025
|
Sar Wealth Management Group, LLC
Atlanta, GA |
BUY
|
- |
5+ 0.3% |
$643 - $691
|
1.67K
$222K
|
|
|
Apr 11, 2025
Q1 2025
|
Pines Wealth Management, LLC
Southern Pines, NC |
BUY
|
- |
782+ 28.03% |
$101K - $108K
|
3.57K
$474K
|
|
|
Apr 11, 2025
Q1 2025
|
Kfg Wealth Management, LLC
Granger, IN |
SELL
|
- |
-60- 1.18% |
$7.71K - $8.29K
|
5.04K
$669K
|
|
|
Apr 11, 2025
Q1 2025
|
Piscataqua Savings Bank
|
SELL
|
- |
-120- 6.63% |
$15.4K - $16.6K
|
1.69K
$224K
|
|
|
Apr 10, 2025
Q1 2025
|
Rialto Wealth Management, LLC
Syracuse, NY |
SELL
|
- |
-36- 1.83% |
$4.63K - $4.97K
|
1.93K
$256K
|
|
|
Apr 10, 2025
Q1 2025
|
Bremer Bank National Association
|
BUY
|
- |
1.8KNew |
$231K - $249K
|
1.8K
$239K
|
|
|
Apr 10, 2025
Q1 2025
|
Clarus Wealth Advisors
|
BUY
|
- |
3.24KNew |
$416K - $447K
|
3.24K
$430K
|
|
|
Apr 10, 2025
Q1 2025
|
Apella Capital, LLC
|
SELL
|
- |
-15- 0.8% |
$1.93K - $2.07K
|
1.86K
$247K
|
|
|
Apr 10, 2025
Q1 2025
|
Northside Capital Management, LLC
|
BUY
|
- |
3.41K+ 0.5% |
$439K - $471K
|
685K
$90.9M
|
|
|
Apr 10, 2025
Q1 2025
|
Freedom Financial Partners LLC
Oakdale, MN |
SELL
|
- |
-41- 0.44% |
$5.27K - $5.66K
|
9.25K
$1.23M
|
|
|
Apr 10, 2025
Q1 2025
|
Tru Wealth Advisors, LLC
|
BUY
|
- |
10+ 0.17% |
$1.29K - $1.38K
|
5.99K
$795K
|
|
|
Apr 10, 2025
Q1 2025
|
Secure Asset Management, LLC
|
SELL
|
- |
-447- 11.8% |
$57.5K - $61.7K
|
3.34K
$443K
|
|
|
Apr 10, 2025
Q1 2025
|
Fsa Investment Group, LLC
Pensacola, FL |
BUY
|
- |
28+ 0.79% |
$3.6K - $3.87K
|
3.56K
$472K
|
|
|
Apr 10, 2025
Q1 2025
|
Grassi Investment Management
|
BUY
|
- |
7+ 0.21% |
$900 - $967
|
3.33K
$442K
|
|
|
Apr 10, 2025
Q1 2025
|
Thrive Wealth Management, LLC
|
BUY
|
- |
9+ 0.3% |
$1.16K - $1.24K
|
3.04K
$403K
|
|
|
Apr 10, 2025
Q1 2025
|
Arthur M. Cohen & Associates, LLC
|
SELL
|
- |
-326- 7.17% |
$41.9K - $45K
|
4.22K
$561K
|
|
|
Apr 10, 2025
Q1 2025
|
Thurston, Springer, Miller, Herd & Titak, Inc.
Indianapolis, IN |
BUY
|
- |
220+ 113.4% |
$28.3K - $30.4K
|
414
$55K
|
|
|
Apr 10, 2025
Q1 2025
|
Retirement Planning Group
|
SELL
|
- |
-179- 2.65% |
$23K - $24.7K
|
6.59K
$874K
|
|
|
Apr 10, 2025
Q1 2025
|
Gilman Hill Asset Management, LLC
|
SELL
|
- |
-159K- 98.54% |
$20.4M - $22M
|
2.36K
$313K
|
|
|
Apr 10, 2025
Q1 2025
|
Cypress Wealth Services, LLC
|
SELL
|
- |
-948- 4.26% |
$122K - $131K
|
21.3K
$2.83M
|
|
|
Apr 10, 2025
Q1 2025
|
Gainplan LLC
Bloomfield Hills, MI |
SELL
|
- |
-338- 11.25% |
$43.5K - $46.7K
|
2.67K
$354K
|
|
|
Apr 10, 2025
Q1 2025
|
Breakwater Capital Group
Paramus, NJ |
BUY
|
- |
552+ 16.25% |
$71K - $76.2K
|
3.95K
$524K
|
|
|
Apr 10, 2025
Q1 2025
|
West Coast Financial LLC
|
SELL
|
- |
-45- 2.05% |
$5.79K - $6.21K
|
2.15K
$286K
|
|
|
Apr 10, 2025
Q1 2025
|
Ullmann Wealth Partners Group, LLC
|
BUY
|
- |
1.51KNew |
$194K - $208K
|
1.51K
$200K
|
|
|
Apr 10, 2025
Q1 2025
|
Edge Wealth Management LLC
|
BUY
|
- |
910+ 8.29% |
$117K - $126K
|
11.9K
$1.58M
|
|
|
Apr 10, 2025
Q1 2025
|
Armstrong, Fleming & Moore, Inc
Washington, DC |
BUY
|
- |
12.2KNew |
$1.56M - $1.68M
|
12.2K
$1.62M
|
|
|
Apr 10, 2025
Q1 2025
|
Signal Advisors Wealth, LLC
Detroit, MI |
SELL
|
- |
-20- 0.7% |
$2.57K - $2.76K
|
2.84K
$377K
|
|
|
Apr 09, 2025
Q1 2025
|
Fiduciary Alliance LLC
Greenville, SC |
BUY
|
- |
1.53KNew |
$196K - $211K
|
1.53K
$203K
|
|
|
Apr 09, 2025
Q1 2025
|
Nbc Securities, Inc.
Birmingham, AL |
BUY
|
- |
13.8K+ 105930.77% |
$1.77M - $1.9M
|
13.8K
$1.83M
|
|
|
Apr 09, 2025
Q1 2025
|
Shulman De Meo Asset Management LLC
|
SELL
|
- |
-163- 0.53% |
$21K - $22.5K
|
30.4K
$4.03M
|
|
|
Apr 09, 2025
Q1 2025
|
Graves Light Lenhart Wealth, Inc.
Harrisonburg, VA |
SELL
|
- |
-262- 0.85% |
$33.7K - $36.2K
|
30.4K
$4.03M
|
|
|
Apr 09, 2025
Q1 2025
|
Lbmc Investment Advisors, LLC
|
SELL
|
- |
-2.7K- 1.15% |
$347K - $372K
|
231K
$30.7M
|
|
|
Apr 09, 2025
Q1 2025
|
Harbor Investment Advisory, LLC
|
BUY
|
- |
123+ 0.98% |
$15.8K - $17K
|
12.6K
$1.67M
|
|
|
Apr 09, 2025
Q1 2025
|
Roxbury Financial LLC
Mount Arlington, NJ |
BUY
|
- |
104+ 39.54% |
$13.4K - $14.4K
|
367
$48.7K
|
|
|
Apr 09, 2025
Q1 2025
|
Signature Securities Group Corporation
|
SELL
|
- |
-2.65K- 10.83% |
$340K - $366K
|
21.8K
$2.89M
|
|
|
Apr 09, 2025
Q1 2025
|
High Net Worth Advisory Group LLC
Naples, FL |
SELL
|
- |
-511- 2.2% |
$65.7K - $70.6K
|
22.7K
$3.01M
|
|
|
Apr 09, 2025
Q1 2025
|
Zrc Wealth Management, LLC
Santa Rosa, CA |
BUY
|
- |
3+ 0.65% |
$386 - $414
|
467
$62K
|
|
|
Apr 09, 2025
Q1 2025
|
Fulton Bank, N.A.
|
SELL
|
- |
-15- 0.06% |
$1.93K - $2.07K
|
26.9K
$3.57M
|
|
|
Apr 09, 2025
Q1 2025
|
Merit Financial Group, LLC
|
SELL
|
- |
-1.42K- 33.44% |
$182K - $196K
|
2.82K
$374K
|
|
|
Apr 09, 2025
Q1 2025
|
St Germain D J CO Inc
Springfield, MA |
BUY
|
- |
74+ 3.96% |
$9.51K - $10.2K
|
1.95K
$258K
|
|
|
Apr 09, 2025
Q1 2025
|
Kwmg, LLC
|
BUY
|
- |
873+ 0.89% |
$112K - $121K
|
99K
$13.1M
|