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 |
|---|---|---|---|---|---|---|---|
|
Jan 30, 2025
Q4 2024
|
Arcus Capital Partners, LLC
|
SELL
|
- |
-19.4K- 12.57% |
$2.52M - $2.79M
|
135K
$18.2M
|
|
|
Jan 30, 2025
Q4 2024
|
Vicus Capital
State College, PA |
SELL
|
- |
-98- 4.95% |
$12.7K - $14.1K
|
1.88K
$253K
|
|
|
Jan 30, 2025
Q4 2024
|
Valeo Financial Advisors, LLC
|
BUY
|
- |
330+ 1.69% |
$42.8K - $47.3K
|
19.8K
$2.67M
|
|
|
Jan 30, 2025
Q4 2024
|
Ronald Blue Trust, Inc.
Brentwood, TN |
SELL
|
- |
-337- 24.56% |
$43.7K - $48.3K
|
1.04K
$139K
|
|
|
Jan 30, 2025
Q4 2024
|
Kanawha Capital Management LLC
|
BUY
|
- |
34+ 0.63% |
$4.4K - $4.88K
|
5.45K
$734K
|
|
|
Jan 30, 2025
Q4 2024
|
Scarborough Advisors, LLC
Annapolis, MD |
BUY
|
- |
2.79K+ 8.38% |
$361K - $400K
|
36.1K
$4.85M
|
|
|
Jan 30, 2025
Q4 2024
|
Nations Financial Group Inc,
Cedar Rapids, IA |
BUY
|
- |
98+ 2.35% |
$12.7K - $14.1K
|
4.26K
$574K
|
|
|
Jan 30, 2025
Q4 2024
|
Washington Trust CO
|
SELL
|
- |
-328- 2.14% |
$42.5K - $47K
|
15K
$2.02M
|
|
|
Jan 30, 2025
Q4 2024
|
Wealth Plan Partners, LLC
Omaha, NE |
SELL
|
- |
-338- 5.72% |
$43.8K - $48.5K
|
5.57K
$750K
|
|
|
Jan 30, 2025
Q4 2024
|
Aveo Capital Partners, LLC
|
SELL
|
- |
-281- 11.38% |
$36.4K - $40.3K
|
2.19K
$295K
|
|
|
Jan 30, 2025
Q4 2024
|
Cap Wealth Advisors, LLC
|
SELL
|
- |
-186- 3.67% |
$24.1K - $26.7K
|
4.88K
$657K
|
|
|
Jan 30, 2025
Q4 2024
|
Howard Wealth Management, LLC
Madison, CT |
BUY
|
- |
2+ 0.12% |
$259 - $287
|
1.6K
$216K
|
|
|
Jan 30, 2025
Q4 2024
|
Beacon Capital Management, LLC
|
BUY
|
- |
2+ 0.81% |
$259 - $287
|
249
$33.5K
|
|
|
Jan 30, 2025
Q4 2024
|
Ellis Investment Partners, LLC
|
SELL
|
- |
-6.95K- 3.09% |
$900K - $997K
|
218K
$29.3M
|
|
|
Jan 30, 2025
Q4 2024
|
Montag A & Associates Inc
Atlanta, GA |
SELL
|
- |
-1.17K- 36.63% |
$152K - $168K
|
2.03K
$273K
|
|
|
Jan 30, 2025
Q4 2024
|
American Financial Advisors, LLC
|
BUY
|
- |
3+ 0.16% |
$389 - $430
|
1.83K
$247K
|
|
|
Jan 30, 2025
Q4 2024
|
Salomon & Ludwin, LLC
|
SELL
|
- |
-20- 4.96% |
$2.59K - $2.87K
|
383
$51.6K
|
|
|
Jan 30, 2025
Q4 2024
|
Little House Capital LLC
Braintree, MA |
BUY
|
- |
3.05KNew |
$395K - $437K
|
3.05K
$411K
|
|
|
Jan 30, 2025
Q4 2024
|
Tiger Oak Management, L.L.C.
Albuquerque, NM |
BUY
|
- |
1.53KNew |
$198K - $220K
|
1.53K
$206K
|
|
|
Jan 30, 2025
Q4 2024
|
Roxbury Financial LLC
Mount Arlington, NJ |
BUY
|
- |
263New |
$34.1K - $37.7K
|
263
$35.4K
|
|
|
Jan 30, 2025
Q4 2024
|
Sheaff Brock Investment Advisors, LLC
|
SELL
|
- |
-617- 11.93% |
$79.9K - $88.5K
|
4.55K
$613K
|
|
|
Jan 30, 2025
Q4 2024
|
Lee Financial CO
Dallas, TX |
SELL
|
- |
-2.32K- 3.61% |
$300K - $332K
|
61.8K
$8.32M
|
|
|
Jan 30, 2025
Q4 2024
|
Allworth Financial LP
|
SELL
|
- |
-819- 3.39% |
$106K - $117K
|
23.3K
$3.14M
|
|
|
Jan 30, 2025
Q4 2024
|
Amarillo National Bank
|
SELL
|
- |
-842- 1.49% |
$109K - $121K
|
55.7K
$7.5M
|
|
|
Jan 30, 2025
Q4 2024
|
Principal Securities, Inc.
Des Moines, IA |
SELL
|
- |
-277- 1.63% |
$35.9K - $39.7K
|
16.7K
$2.25M
|
|
|
Jan 30, 2025
Q4 2024
|
Csenge Advisory Group
|
SELL
|
- |
-369- 1.94% |
$47.8K - $52.9K
|
18.6K
$2.51M
|
|
|
Jan 30, 2025
Q4 2024
|
Valmark Advisers, Inc.
|
SELL
|
- |
-1.56K- 0.97% |
$202K - $224K
|
160K
$21.5M
|
|
|
Jan 29, 2025
Q4 2024
|
Viewpoint Capital Management LLC
Seattle, WA |
BUY
|
- |
45+ 0.47% |
$5.83K - $6.45K
|
9.66K
$1.3M
|
|
|
Jan 29, 2025
Q4 2024
|
Soltis Investment Advisors LLC
St. George, UT |
BUY
|
- |
1+ 0.04% |
$130 - $143
|
2.62K
$353K
|
|
|
Jan 29, 2025
Q4 2024
|
Bristlecone Advisors, LLC
|
SELL
|
- |
-255- 11.88% |
$33K - $36.6K
|
1.89K
$255K
|
|
|
Jan 29, 2025
Q4 2024
|
Powell Investment Advisors, LLC
|
BUY
|
- |
363+ 0.39% |
$47K - $52.1K
|
92.9K
$12.5M
|
|
|
Jan 29, 2025
Q4 2024
|
Armor Investment Advisors, LLC
|
SELL
|
- |
-131- 4.31% |
$17K - $18.8K
|
2.91K
$392K
|
|
|
Jan 29, 2025
Q4 2024
|
Mill Creek Capital Advisors, LLC
Conshohocken, PA |
BUY
|
- |
165+ 0.74% |
$21.4K - $23.7K
|
22.5K
$3.03M
|
|
|
Jan 29, 2025
Q4 2024
|
Essex Financial Services, Inc.
|
BUY
|
- |
8.57K+ 38.58% |
$1.11M - $1.23M
|
30.8K
$4.14M
|
|
|
Jan 29, 2025
Q4 2024
|
Principle Wealth Partners LLC
|
BUY
|
- |
14.2K+ 48.38% |
$1.84M - $2.04M
|
43.6K
$5.87M
|
|
|
Jan 29, 2025
Q4 2024
|
Wright Fund Management, LLC
Santa Monica, CA |
BUY
|
- |
3.64KNew |
$472K - $522K
|
3.64K
$490K
|
|
|
Jan 29, 2025
Q4 2024
|
Pineridge Advisors LLC
St. Charles, MO |
BUY
|
- |
600New |
$77.7K - $86K
|
600
$80.8K
|
|
|
Jan 29, 2025
Q4 2024
|
Focus Financial Network, Inc.
Minneapolis, MN |
BUY
|
- |
777+ 8.36% |
$101K - $111K
|
10.1K
$1.36M
|
|
|
Jan 29, 2025
Q4 2024
|
Latitude Advisors, LLC
|
SELL
|
- |
-5- 0.29% |
$648 - $717
|
1.71K
$230K
|
|
|
Jan 29, 2025
Q4 2024
|
Stonebridge Financial Group, LLC
Wormleysburg, PA |
BUY
|
- |
28New |
$3.63K - $4.02K
|
28
$3.77K
|
|
|
Jan 29, 2025
Q4 2024
|
Wealthcare Capital Partners, LLC
West Chester, PA |
BUY
|
- |
1.86KNew |
$240K - $266K
|
1.86K
$250K
|
|
|
Jan 29, 2025
Q4 2024
|
Balentine LLC
Atlanta, GA |
SELL
|
- |
-3.49K- 6.94% |
$452K - $500K
|
46.8K
$6.3M
|
|
|
Jan 29, 2025
Q4 2024
|
Sovran Advisors, LLC
San Diego, CA |
BUY
|
- |
3.11KNew |
$403K - $446K
|
3.11K
$419K
|
|
|
Jan 29, 2025
Q4 2024
|
Augustine Asset Management Inc
|
BUY
|
- |
21+ 1.0% |
$2.72K - $3.01K
|
2.12K
$285K
|
|
|
Jan 29, 2025
Q4 2024
|
Quent Capital, LLC
|
SELL
|
- |
-1.02K- 48.16% |
$132K - $147K
|
1.1K
$148K
|
|
|
Jan 29, 2025
Q4 2024
|
Sonata Capital Group Inc
|
BUY
|
- |
101+ 0.4% |
$13.1K - $14.5K
|
25.5K
$3.44M
|
|
|
Jan 29, 2025
Q4 2024
|
Fairman Group, LLC
Chesterbrook, PA |
BUY
|
- |
2+ 0.54% |
$259 - $287
|
375
$50.5K
|
|
|
Jan 29, 2025
Q4 2024
|
Jmac Enterprises LLC
|
BUY
|
- |
104+ 0.61% |
$13.5K - $14.9K
|
17.1K
$2.31M
|
|
|
Jan 29, 2025
Q4 2024
|
Avidian Wealth Solutions, LLC
|
BUY
|
- |
3+ 0.14% |
$389 - $430
|
2.09K
$281K
|
|
|
Jan 29, 2025
Q4 2024
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
BUY
|
- |
26+ 0.19% |
$3.37K - $3.73K
|
13.6K
$1.84M
|