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 |
|---|---|---|---|---|---|---|---|
|
May 12, 2025
Q1 2025
|
Citigroup Inc
|
BUY
|
- |
1.42K+ 10.53% |
$182K - $196K
|
14.9K
$1.91M
|
|
|
May 12, 2025
Q1 2025
|
Townsquare Capital LLC
|
BUY
|
- |
1.56K+ 30.23% |
$201K - $216K
|
6.73K
$864K
|
|
|
May 12, 2025
Q1 2025
|
Founders Financial Alliance, LLC
Raleigh, NC |
BUY
|
- |
665+ 42.99% |
$85.5K - $91.8K
|
2.21K
$284K
|
|
|
May 12, 2025
Q1 2025
|
Bristlecone Advisors, LLC
|
SELL
|
- |
-54- 2.85% |
$6.94K - $7.46K
|
1.84K
$236K
|
|
|
May 12, 2025
Q1 2025
|
National Bank Of Canada
|
SELL
|
- |
-42.5K- 17.32% |
$5.47M - $5.87M
|
203K
$26.1M
|
|
|
May 12, 2025
Q1 2025
|
Beaumont Financial Advisors, LLC
Needham, DE |
SELL
|
- |
-18- 0.03% |
$2.31K - $2.49K
|
62.8K
$8.06M
|
|
|
May 12, 2025
Q1 2025
|
Savvy Advisors, Inc.
New York, NY |
BUY
|
- |
2.08K+ 64.45% |
$267K - $287K
|
5.3K
$680K
|
|
|
May 12, 2025
Q1 2025
|
Jpmorgan Chase & CO
New York, NY |
SELL
|
- |
-222K- 13.07% |
$28.5M - $30.6M
|
1.47M
$189M
|
|
|
May 12, 2025
Q1 2025
|
Founders Financial Securities LLC
|
BUY
|
- |
5.63K+ 50.84% |
$723K - $777K
|
16.7K
$2.14M
|
|
|
May 12, 2025
Q1 2025
|
Trustmark National Bank Trust Department
Jackson, MS |
SELL
|
- |
-2.08K- 1.7% |
$267K - $287K
|
120K
$15.5M
|
|
|
May 12, 2025
Q1 2025
|
Traynor Capital Management, Inc.
|
SELL
|
- |
-2.17K- 11.33% |
$279K - $299K
|
17K
$2.18M
|
|
|
May 12, 2025
Q1 2025
|
Addison Advisors LLC
|
BUY
|
- |
30+ 19.74% |
$3.86K - $4.14K
|
182
$23.4K
|
|
|
May 12, 2025
Q1 2025
|
Regal Investment Advisors LLC
Kentwood, MI |
SELL
|
- |
-330- 2.79% |
$42.4K - $45.6K
|
11.5K
$1.47M
|
|
|
May 12, 2025
Q1 2025
|
Capital Group Private Client Services, Inc.
Los Angeles, CA |
SELL
|
- |
-142- 2.15% |
$18.3K - $19.6K
|
6.46K
$829K
|
|
|
May 09, 2025
Q1 2025
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
SELL
|
- |
-17.4K- 0.46% |
$2.23M - $2.4M
|
3.8M
$488M
|
|
|
May 09, 2025
Q1 2025
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
17.6K+ 2.72% |
$2.26M - $2.42M
|
664K
$85.3M
|
|
|
May 09, 2025
Q1 2025
|
Scotia Capital Inc.
|
BUY
|
- |
3.45K+ 11.55% |
$443K - $476K
|
33.3K
$4.27M
|
|
|
May 09, 2025
Q1 2025
|
Smithfield Trust CO
Pittsburgh, PA |
SELL
|
- |
-200- 0.38% |
$25.7K - $27.6K
|
52.6K
$6.76M
|
|
|
May 09, 2025
Q1 2025
|
Argent Trust CO
Nashville, TN |
BUY
|
- |
69+ 0.27% |
$8.87K - $9.53K
|
26.1K
$3.35M
|
|
|
May 09, 2025
Q1 2025
|
Blair William & CO
Chicago, IL |
BUY
|
- |
8.55K+ 5.75% |
$1.1M - $1.18M
|
157K
$20.2M
|
|
|
May 09, 2025
Q1 2025
|
New Edge Wealth, LLC
Pittsburgh, PA |
BUY
|
- |
347+ 2.15% |
$44.6K - $47.9K
|
16.5K
$2.11M
|
|
|
May 09, 2025
Q1 2025
|
Core Cap Advisors, LLC
Southfield, MI |
SELL
|
- |
-36.9K- 78.41% |
$4.74M - $5.09M
|
10.2K
$1.3M
|
|
|
May 09, 2025
Q1 2025
|
Td Waterhouse Canada Inc.
Toronto, A6 |
SELL
|
- |
-2.72K- 19.13% |
$349K - $375K
|
11.5K
$1.47M
|
|
|
May 09, 2025
Q1 2025
|
Delta Asset Management LLC
Memphis, TN |
BUY
|
- |
23+ 30.67% |
$2.96K - $3.18K
|
98
$12.6K
|
|
|
May 09, 2025
Q1 2025
|
Associated Banc Corp
Green Bay, WI |
BUY
|
- |
500+ 6.55% |
$64.3K - $69.1K
|
8.14K
$1.04M
|
|
|
May 09, 2025
Q1 2025
|
Geo Wealth Management, LLC
Chicago, IL |
SELL
|
- |
-5.25K- 58.75% |
$675K - $724K
|
3.68K
$473K
|
|
|
May 09, 2025
Q1 2025
|
Thoroughbred Financial Services, LLC
|
BUY
|
- |
68+ 0.27% |
$8.74K - $9.39K
|
25.5K
$3.27M
|
|
|
May 09, 2025
Q1 2025
|
Costello Asset Management, Inc
|
BUY
|
- |
1.38KNew |
$177K - $190K
|
1.38K
$177K
|
|
|
May 09, 2025
Q1 2025
|
Atria Wealth Solutions, Inc.
New York, NY |
SELL
|
- |
-12.4K- 23.61% |
$1.6M - $1.71M
|
40.2K
$5.16M
|
|
|
May 09, 2025
Q1 2025
|
Syntegra Private Wealth Group, LLC
Chesterfield, MO |
SELL
|
- |
-398- 3.25% |
$51.2K - $55K
|
11.9K
$1.52M
|
|
|
May 09, 2025
Q1 2025
|
Cary Street Partners Financial LLC
Richmond, VA |
BUY
|
- |
108+ 0.98% |
$13.9K - $14.9K
|
11.1K
$1.43M
|
|
|
May 09, 2025
Q1 2025
|
Wealthspire Advisors, LLC
New York, NY |
BUY
|
- |
76.3K+ 106.71% |
$9.81M - $10.5M
|
148K
$19M
|
|
|
May 09, 2025
Q1 2025
|
Annis Gardner Whiting Capital Advisors, LLC
Tampa, FL |
SELL
|
- |
-8.38K- 81.81% |
$1.08M - $1.16M
|
1.86K
$239K
|
|
|
May 09, 2025
Q1 2025
|
Goldman Sachs Group Inc
New York, NY |
BUY
|
- |
76.9K+ 12.78% |
$9.88M - $10.6M
|
678K
$87M
|
|
|
May 09, 2025
Q1 2025
|
Exencial Wealth Advisors, LLC
Oklahoma City, OK |
SELL
|
- |
-937- 21.04% |
$120K - $129K
|
3.52K
$451K
|
|
|
May 09, 2025
Q1 2025
|
Vanguard Group Inc
Valley Forge, PA |
SELL
|
- |
-11- 0.03% |
$1.41K - $1.52K
|
31.6K
$4.06M
|
|
|
May 09, 2025
Q1 2025
|
Mgb Wealth Management, LLC
Addison, TX |
BUY
|
- |
326+ 7.43% |
$41.9K - $45K
|
4.71K
$605K
|
|
|
May 09, 2025
Q1 2025
|
Wealth Shield Partners, LLC
Cary, NC |
BUY
|
- |
72+ 8.76% |
$9.26K - $9.94K
|
894
$115K
|
|
|
May 09, 2025
Q1 2025
|
Belvedere Trading LLC
|
BUY
|
CALL |
8KNew |
$1.03M - $1.1M
|
8K
$1.03M
|
|
|
May 09, 2025
Q1 2025
|
Citizens Financial Group Inc
|
SELL
|
- |
-534- 0.86% |
$68.7K - $73.7K
|
61.9K
$7.95M
|
|
|
May 09, 2025
Q1 2025
|
Deutsche Bank Ag\
Frankfurt Am Main, 2M |
SELL
|
- |
-196- 1.73% |
$25.2K - $27.1K
|
11.2K
$1.43M
|
|
|
May 09, 2025
Q1 2025
|
Charles Schwab Investment Management Inc
San Francisco, CA |
SELL
|
- |
-190K- 65.9% |
$24.4M - $26.3M
|
98.4K
$12.6M
|
|
|
May 09, 2025
Q1 2025
|
Chicago Partners Investment Group LLC
|
BUY
|
- |
4.83K+ 34.64% |
$621K - $667K
|
18.8K
$2.41M
|
|
|
May 09, 2025
Q1 2025
|
Wbh Advisory Inc
|
BUY
|
- |
7+ 0.06% |
$900 - $967
|
11.4K
$1.46M
|
|
|
May 09, 2025
Q1 2025
|
Wambolt & Associates, LLC
|
SELL
|
- |
-283- 5.9% |
$36.4K - $39.1K
|
4.52K
$580K
|
|
|
May 09, 2025
Q1 2025
|
Wealth Plan Partners, LLC
Omaha, NE |
SELL
|
- |
-245- 4.4% |
$31.5K - $33.8K
|
5.32K
$683K
|
|
|
May 09, 2025
Q1 2025
|
Flagship Wealth Advisors, LLC
Wakefield, MA |
BUY
|
- |
7+ 0.1% |
$900 - $967
|
7.38K
$947K
|
|
|
May 09, 2025
Q1 2025
|
Potentia Wealth
San Jose, CA |
BUY
|
- |
2+ 0.13% |
$257 - $276
|
1.56K
$200K
|
|
|
May 08, 2025
Q1 2025
|
Regions Financial Corp
|
SELL
|
- |
-152- 1.08% |
$19.5K - $21K
|
13.9K
$1.78M
|
|
|
May 08, 2025
Q1 2025
|
Eastern Bank
|
SELL
|
- |
-327- 4.31% |
$42K - $45.2K
|
7.26K
$932K
|