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 |
|---|---|---|---|---|---|---|---|
|
Dec 29, 2025
Q3 2025
|
Cape Investment Advisory, Inc.
Mcdonough, GA |
SELL
|
- |
-500- 71.43% |
$66.9K - $71.3K
|
200
$28.1K
|
|
|
Dec 16, 2025
Q3 2025
|
Keel Point, LLC
Huntsville, AL |
BUY
|
- |
43+ 0.43% |
$5.76K - $6.13K
|
9.96K
$1.4M
|
|
|
Dec 15, 2025
Q3 2025
|
Farmers National Bank
Danville, KY |
BUY
|
- |
544+ 5.51% |
$72.8K - $77.6K
|
10.4K
$1.46M
|
|
|
Dec 02, 2025
Q3 2025
|
Ifp Advisors, Inc
|
SELL
|
- |
-929- 2.11% |
$124K - $132K
|
43.2K
$6.07M
|
|
|
Dec 02, 2025
Q3 2025
|
Allworth Financial LP
|
BUY
|
- |
675+ 2.45% |
$90.4K - $96.2K
|
28.2K
$3.96M
|
|
|
Nov 21, 2025
Q3 2025
|
Watts Gwilliam & Co., LLC
Gilbert, AZ |
BUY
|
- |
42+ 0.36% |
$5.62K - $5.99K
|
11.6K
$1.63M
|
|
|
Nov 21, 2025
Q3 2025
|
Cibc Private Wealth Group, LLC
|
SELL
|
- |
-1.5K- 2.48% |
$200K - $213K
|
58.9K
$8.29M
|
|
|
Nov 20, 2025
Q3 2025
|
Mayport, LLC
|
BUY
|
- |
3+ 0.08% |
$402 - $428
|
3.73K
$524K
|
|
|
Nov 20, 2025
Q3 2025
|
Asset Dedication, LLC
|
BUY
|
- |
16+ 0.13% |
$2.14K - $2.28K
|
12.4K
$1.75M
|
|
|
Nov 20, 2025
Q3 2025
|
Bryn Mawr Trust CO
Bryn Mawr, PA |
SELL
|
- |
-14.6K- 66.78% |
$1.95M - $2.08M
|
7.24K
$1.02M
|
|
|
Nov 20, 2025
Q3 2025
|
Centaurus Financial, Inc.
|
SELL
|
- |
-953- 18.8% |
$128K - $136K
|
4.12K
$579K
|
|
|
Nov 19, 2025
Q3 2025
|
Regions Financial Corp
|
BUY
|
- |
13.5KNew |
$1.81M - $1.92M
|
13.5K
$1.9M
|
|
|
Nov 19, 2025
Q3 2025
|
Coldstream Capital Management Inc
|
SELL
|
- |
-1.42K- 9.2% |
$190K - $203K
|
14K
$1.97M
|
|
|
Nov 19, 2025
Q3 2025
|
Captrust Financial Advisors
Raleigh, NC |
BUY
|
- |
210+ 0.23% |
$28.1K - $29.9K
|
90.6K
$12.7M
|
|
|
Nov 19, 2025
Q3 2025
|
Sunbelt Securities, Inc.
Houston, TX |
SELL
|
- |
-8.96K- 55.0% |
$1.2M - $1.28M
|
7.33K
$1.03M
|
|
|
Nov 19, 2025
Q3 2025
|
First Commonwealth Financial Corp
Indiana, PA |
BUY
|
- |
14.4KNew |
$1.93M - $2.05M
|
14.4K
$2.02M
|
|
|
Nov 18, 2025
Q3 2025
|
Vertex Planning Partners, LLC
Downers Grove, IL |
BUY
|
- |
24+ 0.23% |
$3.21K - $3.42K
|
10.4K
$1.47M
|
|
|
Nov 18, 2025
Q3 2025
|
Raab & Moskowitz Asset Management LLC
Chatham, NJ |
BUY
|
- |
3.43K+ 5.76% |
$460K - $490K
|
63K
$8.86M
|
|
|
Nov 18, 2025
Q3 2025
|
Advisory Services Network, LLC
|
BUY
|
- |
13.5K+ 11.75% |
$1.81M - $1.93M
|
129K
$18.1M
|
|
|
Nov 18, 2025
Q3 2025
|
Gm Advisory Group, Inc.
Melville, NY |
BUY
|
- |
235+ 10.47% |
$31.5K - $33.5K
|
2.48K
$349K
|
|
|
Nov 17, 2025
Q3 2025
|
Vivaldi Capital Management LP
Chicago, IL |
SELL
|
- |
-442- 0.95% |
$59.2K - $63K
|
45.9K
$6.45M
|
|
|
Nov 17, 2025
Q3 2025
|
Fsa Wealth Management LLC
Needham, MA |
BUY
|
- |
1+ 0.05% |
$134 - $143
|
2.13K
$300K
|
|
|
Nov 17, 2025
Q3 2025
|
Financial Engines Advisors L.L.C.
Santa Clara, CA |
BUY
|
- |
49+ 0.65% |
$6.56K - $6.99K
|
7.54K
$1.06M
|
|
|
Nov 17, 2025
Q3 2025
|
Hancock Whitney Corp
|
BUY
|
- |
395+ 1.36% |
$52.9K - $56.3K
|
29.4K
$4.13M
|
|
|
Nov 17, 2025
Q3 2025
|
Ims Capital Management
|
SELL
|
- |
-2.37K- 11.79% |
$317K - $337K
|
17.7K
$2.49M
|
|
|
Nov 17, 2025
Q3 2025
|
American Trust
Lexington, KY |
BUY
|
- |
97+ 4.89% |
$13K - $13.8K
|
2.08K
$293K
|
|
|
Nov 14, 2025
Q3 2025
|
M&T Bank Corp
|
BUY
|
- |
4.88K+ 2.1% |
$653K - $696K
|
238K
$33.4M
|
|
|
Nov 14, 2025
Q3 2025
|
Wetherby Asset Management Inc
San Francisco, CA |
SELL
|
- |
-465- 9.78% |
$62.3K - $66.3K
|
4.29K
$603K
|
|
|
Nov 14, 2025
Q3 2025
|
Wiley Bros. Aintree Capital, LLC
|
BUY
|
- |
6.6K+ 4.95% |
$884K - $941K
|
140K
$19.7M
|
|
|
Nov 14, 2025
Q3 2025
|
Measured Wealth Private Client Group, LLC
|
BUY
|
- |
1.43KNew |
$192K - $204K
|
1.43K
$201K
|
|
|
Nov 14, 2025
Q3 2025
|
Northwestern Mutual Wealth Management CO
|
SELL
|
- |
-3.73K- 1.08% |
$499K - $531K
|
341K
$48M
|
|
|
Nov 14, 2025
Q3 2025
|
Capital Analysts, LLC
Fort Washington, PA |
BUY
|
- |
709+ 2.59% |
$94.9K - $101K
|
28.1K
$3.95M
|
|
|
Nov 14, 2025
Q3 2025
|
Asset Management Group, Inc.
Stamford, CT |
BUY
|
- |
234+ 1.54% |
$31.3K - $33.4K
|
15.4K
$2.17M
|
|
|
Nov 14, 2025
Q3 2025
|
Clark Capital Management Group, Inc.
Philadelphia, PA |
BUY
|
- |
71+ 2.01% |
$9.51K - $10.1K
|
3.61K
$507K
|
|
|
Nov 14, 2025
Q3 2025
|
Qube Research & Technologies LTD
London, X0 |
BUY
|
- |
446+ 172.87% |
$59.7K - $63.6K
|
704
$99K
|
|
|
Nov 14, 2025
Q3 2025
|
Evoke Wealth, LLC
|
BUY
|
- |
5.24K+ 32.62% |
$702K - $747K
|
21.3K
$3M
|
|
|
Nov 14, 2025
Q3 2025
|
Scotia Capital Inc.
|
BUY
|
- |
1.46K+ 4.29% |
$196K - $208K
|
35.5K
$5M
|
|
|
Nov 14, 2025
Q3 2025
|
Integrated Wealth Concepts LLC
|
BUY
|
- |
3.41K+ 5.26% |
$456K - $486K
|
68.1K
$9.58M
|
|
|
Nov 14, 2025
Q3 2025
|
Navis Wealth Advisors, LLC
Rye Brook, NY |
BUY
|
- |
8+ 0.22% |
$1.07K - $1.14K
|
3.57K
$502K
|
|
|
Nov 14, 2025
Q3 2025
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
85.5K+ 24.28% |
$11.4M - $12.2M
|
438K
$61.5M
|
|
|
Nov 14, 2025
Q3 2025
|
Chevy Chase Trust Holdings, Inc.
Bethesda, MD |
SELL
|
- |
-300- 17.05% |
$40.2K - $42.8K
|
1.46K
$205K
|
|
|
Nov 14, 2025
Q3 2025
|
Fiduciary Trust CO
Boston, MA |
BUY
|
- |
450+ 3.8% |
$60.2K - $64.2K
|
12.3K
$1.73M
|
|
|
Nov 14, 2025
Q3 2025
|
Haverford Trust CO
Radnor, PA |
SELL
|
- |
-374- 1.88% |
$50.1K - $53.3K
|
19.5K
$2.75M
|
|
|
Nov 14, 2025
Q3 2025
|
Mml Investors Services, LLC
Springfield, MA |
SELL
|
- |
-739- 0.85% |
$98.9K - $105K
|
85.9K
$12.1M
|
|
|
Nov 14, 2025
Q3 2025
|
Peapack Gladstone Financial Corp
Bedminster, NJ |
BUY
|
- |
983+ 5.73% |
$132K - $140K
|
18.2K
$2.55M
|
|
|
Nov 14, 2025
Q3 2025
|
Rockefeller Capital Management L.P.
New York, NY |
BUY
|
- |
17.9K+ 3.9% |
$2.4M - $2.56M
|
478K
$67.2M
|
|
|
Nov 14, 2025
Q3 2025
|
Summit Financial, LLC
Parsippany, NJ |
BUY
|
- |
239+ 6.84% |
$32K - $34.1K
|
3.73K
$525K
|
|
|
Nov 14, 2025
Q3 2025
|
Lido Advisors, LLC
Los Angeles, CA |
BUY
|
- |
5.44K+ 5.07% |
$728K - $775K
|
113K
$15.8M
|
|
|
Nov 14, 2025
Q3 2025
|
Keebeck Wealth Management, LLC
Chicago, IL |
BUY
|
- |
1.59K+ 4.54% |
$212K - $226K
|
36.5K
$5.13M
|
|
|
Nov 14, 2025
Q3 2025
|
Ameriprise Financial Inc
Minneapolis, MN |
SELL
|
- |
-5.2K- 1.15% |
$696K - $741K
|
446K
$62.7M
|
|