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 |
|---|---|---|---|---|---|---|---|
|
Jun 17, 2025
Q1 2025
|
Howe & Rusling Inc
Rochester, NY |
BUY
|
- |
100New |
$12.9K - $13.8K
|
100
$13.1K
|
|
|
Jun 03, 2025
Q1 2025
|
Cbiz Investment Advisory Services, LLC
|
BUY
|
- |
9.4KNew |
$1.21M - $1.3M
|
9.4K
$1.23M
|
|
|
May 28, 2025
Q1 2025
|
Jones Financial Companies Lllp
|
BUY
|
- |
2.79K+ 16.68% |
$358K - $385K
|
19.5K
$2.55M
|
|
|
May 28, 2025
Q1 2025
|
Wealth Management Associates, Inc.
Cherry Hill, NJ |
BUY
|
- |
554+ 1.0% |
$71.2K - $76.5K
|
55.9K
$7.3M
|
|
|
May 27, 2025
Q1 2025
|
Carderock Capital Management Inc
|
SELL
|
- |
-166- 9.4% |
$21.3K - $22.9K
|
1.6K
$209K
|
|
|
May 21, 2025
Q1 2025
|
Geneos Wealth Management Inc.
|
SELL
|
- |
-3.69K- 13.24% |
$475K - $510K
|
24.2K
$3.16M
|
|
|
May 20, 2025
Q1 2025
|
Glenview Trust CO
Louisville, KY |
BUY
|
- |
1.79K+ 3.78% |
$230K - $247K
|
49.1K
$6.41M
|
|
|
May 20, 2025
Q1 2025
|
Integrity Alliance, Llc.
Urbandale, IA |
BUY
|
- |
4.66K+ 238.93% |
$600K - $644K
|
6.62K
$864K
|
|
|
May 20, 2025
Q1 2025
|
Anchor Investment Management, LLC
Columbia, SC |
BUY
|
- |
4+ 0.23% |
$514 - $552
|
1.72K
$225K
|
|
|
May 20, 2025
Q1 2025
|
Flaharty Asset Management, LLC
|
SELL
|
- |
-2.7K- 12.55% |
$347K - $373K
|
18.8K
$2.46M
|
|
|
May 20, 2025
Q1 2025
|
Belpointe Asset Management LLC
|
BUY
|
- |
137+ 1.36% |
$17.6K - $18.9K
|
10.2K
$1.34M
|
|
|
May 19, 2025
Q1 2025
|
Security National Bank Of Sioux City Iowa
Sioux City, IA |
SELL
|
- |
-100- 3.77% |
$12.9K - $13.8K
|
2.56K
$334K
|
|
|
May 15, 2025
Q1 2025
|
Great Lakes Advisors, LLC
Chicago, IL |
BUY
|
- |
2.23KNew |
$287K - $308K
|
2.23K
$291K
|
|
|
May 15, 2025
Q1 2025
|
Wiley Bros. Aintree Capital, LLC
|
BUY
|
- |
37.8K+ 45.34% |
$4.85M - $5.21M
|
121K
$15.8M
|
|
|
May 15, 2025
Q1 2025
|
Wpg Advisers, LLC
Baltimore, MD |
BUY
|
- |
1+ 2.86% |
$129 - $138
|
36
$4.7K
|
|
|
May 15, 2025
Q1 2025
|
Tower Research Capital LLC (Trc)
New York, NY |
BUY
|
- |
17New |
$2.19K - $2.35K
|
17
$2.22K
|
|
|
May 15, 2025
Q1 2025
|
Keebeck Wealth Management, LLC
Chicago, IL |
SELL
|
- |
-180- 0.51% |
$23.1K - $24.9K
|
34.9K
$4.56M
|
|
|
May 15, 2025
Q1 2025
|
Iht Wealth Management, LLC
Chicago, IL |
SELL
|
- |
-151- 1.81% |
$19.4K - $20.9K
|
8.21K
$1.07M
|
|
|
May 15, 2025
Q1 2025
|
Guardian Wealth Advisors, LLC
Raleigh, NC |
SELL
|
- |
-687- 7.79% |
$88.3K - $94.9K
|
8.14K
$1.06M
|
|
|
May 15, 2025
Q1 2025
|
Pinnacle Family Advisors, LLC
Springfield, MO |
BUY
|
- |
610+ 3.88% |
$78.4K - $84.2K
|
16.3K
$2.13M
|
|
|
May 15, 2025
Q1 2025
|
Pathstone Holdings, LLC
Englewood, NJ |
SELL
|
- |
-11.7K- 14.76% |
$1.5M - $1.61M
|
67.3K
$8.79M
|
|
|
May 15, 2025
Q1 2025
|
Sage Capital Management, LLC
Stockton, NJ |
BUY
|
- |
23+ 0.7% |
$2.96K - $3.18K
|
3.33K
$434K
|
|
|
May 15, 2025
Q1 2025
|
Private Wealth Asset Management, LLC
Cedar Rapids, IA |
BUY
|
- |
2.85KNew |
$367K - $394K
|
2.85K
$373K
|
|
|
May 15, 2025
Q1 2025
|
Orion Portfolio Solutions, LLC
|
SELL
|
- |
-23.6K- 44.86% |
$3.03M - $3.26M
|
29K
$3.79M
|
|
|
May 15, 2025
Q1 2025
|
Newbridge Financial Services Group, Inc.
|
SELL
|
- |
-88- 22.39% |
$11.3K - $12.2K
|
305
$39.8K
|
|
|
May 15, 2025
Q1 2025
|
Aprio Wealth Management, LLC
|
BUY
|
- |
200+ 2.84% |
$25.7K - $27.6K
|
7.23K
$945K
|
|
|
May 15, 2025
Q1 2025
|
Advisory Services Network, LLC
|
BUY
|
- |
446+ 0.61% |
$57.3K - $61.6K
|
73K
$9.54M
|
|
|
May 15, 2025
Q1 2025
|
Integrated Wealth Concepts LLC
|
BUY
|
- |
186+ 0.28% |
$23.9K - $25.7K
|
66.5K
$8.69M
|
|
|
May 15, 2025
Q1 2025
|
Prospera Financial Services Inc
|
BUY
|
- |
375+ 1.27% |
$48.2K - $51.8K
|
30K
$3.91M
|
|
|
May 15, 2025
Q1 2025
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
89+ 0.11% |
$11.4K - $12.3K
|
77.6K
$10.1M
|
|
|
May 15, 2025
Q1 2025
|
Scarborough Advisors, LLC
Annapolis, MD |
SELL
|
- |
-542- 1.5% |
$69.7K - $74.9K
|
35.5K
$4.64M
|
|
|
May 15, 2025
Q1 2025
|
Cullen Capital Management, LLC
New York, NY |
SELL
|
- |
-24.6K- 94.06% |
$3.16M - $3.39M
|
1.55K
$203K
|
|
|
May 15, 2025
Q1 2025
|
Fairview Capital Investment Management, LLC
Greenbrae, CA |
SELL
|
- |
-812- 23.36% |
$104K - $112K
|
2.66K
$348K
|
|
|
May 15, 2025
Q1 2025
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
SELL
|
- |
-592- 4.34% |
$76.1K - $81.8K
|
13.1K
$1.71M
|
|
|
May 15, 2025
Q1 2025
|
Amussen Hunsaker Associates LLC
Salt Lake City, UT |
BUY
|
- |
1.51KNew |
$194K - $209K
|
1.51K
$197K
|
|
|
May 15, 2025
Q1 2025
|
Warren Averett Asset Management, LLC
Birmingham, AL |
SELL
|
- |
-127- 0.65% |
$16.3K - $17.5K
|
19.5K
$2.55M
|
|
|
May 15, 2025
Q1 2025
|
Squarepoint Ops LLC
New York, NY |
SELL
|
PUT |
-600- 13.95% |
$77.1K - $82.9K
|
3.7K
$483K
|
|
|
May 15, 2025
Q1 2025
|
Garden State Investment Advisory Services LLC
Red Bank, NJ |
BUY
|
- |
1.61KNew |
$207K - $222K
|
1.61K
$210K
|
|
|
May 15, 2025
Q1 2025
|
Al Ti Global, Inc.
New York, NY |
SELL
|
- |
-50.2K- 30.88% |
$6.45M - $6.93M
|
112K
$14.7M
|
|
|
May 15, 2025
Q1 2025
|
Bank Of America Corp
Charlotte, NC |
SELL
|
- |
-81.1K- 0.98% |
$10.4M - $11.2M
|
8.21M
$1.07B
|
|
|
May 15, 2025
Q1 2025
|
Morgan Stanley
New York, NY |
SELL
|
- |
-198K- 3.02% |
$25.5M - $27.4M
|
6.38M
$834M
|
|
|
May 15, 2025
Q1 2025
|
Calton & Associates, Inc.
|
SELL
|
- |
-2.86K- 52.57% |
$368K - $395K
|
2.58K
$337K
|
|
|
May 15, 2025
Q1 2025
|
Connecticut Wealth Management, LLC
|
SELL
|
- |
-373- 14.75% |
$48K - $51.5K
|
2.16K
$282K
|
|
|
May 15, 2025
Q1 2025
|
Mai Capital Management
|
SELL
|
- |
-3.94K- 4.42% |
$507K - $544K
|
85.2K
$11.1M
|
|
|
May 15, 2025
Q1 2025
|
Pinnacle Financial Group, LLC
|
BUY
|
- |
2.04K+ 3.28% |
$262K - $282K
|
64.3K
$8.41M
|
|
|
May 15, 2025
Q1 2025
|
Clear Harbor Asset Management, LLC
|
BUY
|
- |
3.84KNew |
$494K - $531K
|
3.84K
$502K
|
|
|
May 15, 2025
Q1 2025
|
Richwood Investment Advisors, LLC
|
SELL
|
- |
-30- 0.25% |
$3.86K - $4.14K
|
11.9K
$1.55M
|
|
|
May 15, 2025
Q1 2025
|
Rise Advisors, LLC
|
SELL
|
- |
-59- 3.69% |
$7.59K - $8.15K
|
1.54K
$201K
|
|
|
May 15, 2025
Q1 2025
|
Fiducient Advisors LLC
|
SELL
|
- |
-91- 0.77% |
$11.7K - $12.6K
|
11.7K
$1.53M
|
|
|
May 15, 2025
Q1 2025
|
Perennial Investment Advisors, LLC
Los Angeles, CA |
SELL
|
- |
-1.31K- 44.91% |
$168K - $180K
|
1.6K
$209K
|