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 |
|---|---|---|---|---|---|---|---|
|
Aug 01, 2025
Q2 2025
|
Pasadena Private Wealth, LLC
Pasadena, CA |
BUY
|
- |
5+ 0.3% |
$592 - $674
|
1.66K
$225K
|
|
|
Aug 01, 2025
Q2 2025
|
Goal Vest Advisory LLC
|
BUY
|
- |
4.27K+ 10.34% |
$505K - $575K
|
45.5K
$6.19M
|
|
|
Aug 01, 2025
Q2 2025
|
Yukon Wealth Management, Inc.
Overland Park, KS |
BUY
|
- |
13K+ 8.17% |
$1.54M - $1.76M
|
172K
$23.5M
|
|
|
Aug 01, 2025
Q2 2025
|
Bessemer Group Inc
Woodbridge, NJ |
BUY
|
- |
20.9K+ 162.01% |
$2.47M - $2.82M
|
33.8K
$4.6M
|
|
|
Aug 01, 2025
Q2 2025
|
Transcend Capital Advisors, LLC
|
BUY
|
- |
3+ 0.02% |
$355 - $405
|
19.4K
$2.63M
|
|
|
Aug 01, 2025
Q2 2025
|
Y Intercept (Hong Kong) LTD
|
BUY
|
- |
3.58K+ 191.5% |
$424K - $483K
|
5.45K
$742K
|
|
|
Aug 01, 2025
Q2 2025
|
Cobblestone Capital Advisors LLC
Rochester, NY |
BUY
|
- |
2.14KNew |
$253K - $289K
|
2.14K
$291K
|
|
|
Aug 01, 2025
Q2 2025
|
Howard Capital Management Inc.
|
BUY
|
- |
26.8K+ 2.72% |
$3.18M - $3.62M
|
1.01M
$138M
|
|
|
Aug 01, 2025
Q2 2025
|
Taylor Financial Group, Inc.
Roanoke, VA |
BUY
|
- |
2.98K+ 12.72% |
$353K - $402K
|
26.4K
$3.6M
|
|
|
Aug 01, 2025
Q2 2025
|
Capital Investment Counsel, LLC
Denver, CO |
SELL
|
- |
-110- 5.01% |
$13K - $14.8K
|
2.09K
$284K
|
|
|
Aug 01, 2025
Q2 2025
|
Gwn Securities Inc.
Palm Beach Gardens, FL |
SELL
|
- |
-2.76K- 54.36% |
$327K - $372K
|
2.32K
$315K
|
|
|
Aug 01, 2025
Q2 2025
|
First National Trust CO
|
SELL
|
- |
-340- 3.98% |
$40.2K - $45.9K
|
8.21K
$1.12M
|
|
|
Aug 01, 2025
Q2 2025
|
Purkiss Capital Advisors LLC
Ridgefield, CT |
BUY
|
- |
1.66K+ 102.6% |
$196K - $224K
|
3.28K
$446K
|
|
|
Aug 01, 2025
Q2 2025
|
Providence First Trust CO
|
SELL
|
- |
-88- 0.45% |
$10.4K - $11.9K
|
19.3K
$2.62M
|
|
|
Aug 01, 2025
Q2 2025
|
James Investment Research Inc
|
BUY
|
- |
4.43KNew |
$524K - $598K
|
4.43K
$603K
|
|
|
Aug 01, 2025
Q2 2025
|
Zhang Financial LLC
|
SELL
|
- |
-224- 1.17% |
$26.5K - $30.2K
|
19K
$2.58M
|
|
|
Aug 01, 2025
Q2 2025
|
Biltmore Family Office, LLC
|
SELL
|
- |
-100- 3.75% |
$11.8K - $13.5K
|
2.57K
$349K
|
|
|
Jul 31, 2025
Q2 2025
|
Cambridge Investment Research Advisors, Inc.
|
SELL
|
- |
-1.32K- 0.83% |
$156K - $178K
|
157K
$21.3M
|
|
|
Jul 31, 2025
Q2 2025
|
United Community Bank
Greenville, SC |
BUY
|
- |
15+ 0.29% |
$1.78K - $2.02K
|
5.28K
$718K
|
|
|
Jul 31, 2025
Q2 2025
|
Oak Harbor Wealth Partners, LLC
|
BUY
|
- |
765+ 11.93% |
$90.6K - $103K
|
7.18K
$977K
|
|
|
Jul 31, 2025
Q2 2025
|
Glass Jacobson Investment Advisors LLC
Owings Mills, MD |
BUY
|
- |
19+ 1.71% |
$2.25K - $2.56K
|
1.13K
$154K
|
|
|
Jul 31, 2025
Q2 2025
|
Lee Danner & Bass Inc
|
SELL
|
- |
-400- 11.96% |
$47.3K - $53.9K
|
2.95K
$401K
|
|
|
Jul 31, 2025
Q2 2025
|
Moment Partners, LLC
San Francisco, CA |
SELL
|
- |
-7.44K- 2.86% |
$880K - $1M
|
253K
$34.4M
|
|
|
Jul 31, 2025
Q2 2025
|
Buckingham Strategic Partners
Saint Louis, MO |
BUY
|
- |
2.78K+ 14.28% |
$329K - $375K
|
22.3K
$3.03M
|
|
|
Jul 31, 2025
Q2 2025
|
Richards, Merrill & Peterson, Inc.
Spokane, WA |
SELL
|
- |
-196- 49.49% |
$23.2K - $26.4K
|
200
$27.2K
|
|
|
Jul 31, 2025
Q2 2025
|
Brighton Jones LLC
|
BUY
|
- |
75+ 0.66% |
$8.88K - $10.1K
|
11.4K
$1.55M
|
|
|
Jul 31, 2025
Q2 2025
|
Interchange Capital Partners, LLC
|
BUY
|
- |
3.54K+ 44187.5% |
$418K - $477K
|
3.54K
$482K
|
|
|
Jul 31, 2025
Q2 2025
|
Oppenheimer & CO Inc
New York, NY |
BUY
|
- |
3.49K+ 8.65% |
$413K - $471K
|
43.8K
$5.97M
|
|
|
Jul 31, 2025
Q2 2025
|
Darden Wealth Group Inc
Ann Arbor, MI |
SELL
|
- |
-677- 4.01% |
$80.1K - $91.3K
|
16.2K
$2.21M
|
|
|
Jul 31, 2025
Q2 2025
|
Bip Wealth, LLC
Atlanta, GA |
SELL
|
- |
-1.11K- 19.46% |
$131K - $149K
|
4.57K
$622K
|
|
|
Jul 31, 2025
Q2 2025
|
Af Advisors, Inc.
|
BUY
|
- |
6+ 0.21% |
$710 - $809
|
2.91K
$396K
|
|
|
Jul 31, 2025
Q2 2025
|
Dodds Wealth, LLC
Greenwood Village, CO |
SELL
|
- |
-288- 3.67% |
$34.1K - $38.8K
|
7.56K
$1.03M
|
|
|
Jul 31, 2025
Q2 2025
|
Burke & Herbert Bank & Trust CO
|
BUY
|
- |
280+ 0.67% |
$33.1K - $37.8K
|
41.8K
$5.69M
|
|
|
Jul 31, 2025
Q2 2025
|
Cva Family Office, LLC
|
BUY
|
- |
13+ 0.19% |
$1.54K - $1.75K
|
6.82K
$928K
|
|
|
Jul 31, 2025
Q2 2025
|
Optimum Investment Advisors
|
SELL
|
- |
-198- 5.87% |
$23.4K - $26.7K
|
3.17K
$432K
|
|
|
Jul 31, 2025
Q2 2025
|
Orion Capital Management LLC
|
SELL
|
- |
-200- 8.58% |
$23.7K - $27K
|
2.13K
$290K
|
|
|
Jul 31, 2025
Q2 2025
|
Strait & Sound Wealth Management LLC
San Francisco, CA |
SELL
|
- |
-16- 0.24% |
$1.89K - $2.16K
|
6.65K
$905K
|
|
|
Jul 31, 2025
Q2 2025
|
Hixon Zuercher, LLC
|
BUY
|
- |
175+ 5.28% |
$20.7K - $23.6K
|
3.49K
$475K
|
|
|
Jul 31, 2025
Q2 2025
|
Resonant Capital Advisors, LLC
|
BUY
|
- |
50+ 0.71% |
$5.92K - $6.74K
|
7.06K
$960K
|
|
|
Jul 31, 2025
Q2 2025
|
Wealthfront Advisers LLC
|
BUY
|
- |
3.13K+ 16.91% |
$371K - $423K
|
21.7K
$2.95M
|
|
|
Jul 31, 2025
Q2 2025
|
Envestnet Asset Management Inc
|
BUY
|
- |
58K+ 3.73% |
$6.86M - $7.82M
|
1.61M
$219M
|
|
|
Jul 31, 2025
Q2 2025
|
Chilton Capital Management LLC
Houston, TX |
BUY
|
- |
1.81K+ 3018.33% |
$214K - $244K
|
1.87K
$255K
|
|
|
Jul 31, 2025
Q2 2025
|
Ashton Thomas Private Wealth, LLC
Scottsdale, AZ |
BUY
|
- |
6.73K+ 40.39% |
$796K - $907K
|
23.4K
$3.18M
|
|
|
Jul 30, 2025
Q2 2025
|
Avidian Wealth Solutions, LLC
|
BUY
|
- |
188+ 8.53% |
$22.3K - $25.4K
|
2.39K
$326K
|
|
|
Jul 30, 2025
Q2 2025
|
Journey Advisory Group, LLC
|
SELL
|
- |
-100- 1.03% |
$11.8K - $13.5K
|
9.62K
$1.31M
|
|
|
Jul 30, 2025
Q2 2025
|
Pittenger & Anderson Inc
|
SELL
|
- |
-175- 25.62% |
$20.7K - $23.6K
|
508
$69.1K
|
|
|
Jul 30, 2025
Q2 2025
|
Klingman & Associates, LLC
|
BUY
|
- |
9+ 0.03% |
$1.07K - $1.21K
|
32.7K
$4.45M
|
|
|
Jul 30, 2025
Q2 2025
|
Whittier Trust CO Of Nevada Inc
|
BUY
|
- |
1.26K+ 7.22% |
$149K - $170K
|
18.7K
$2.54M
|
|
|
Jul 30, 2025
Q2 2025
|
Cullen/Frost Bankers, Inc.
|
SELL
|
- |
-1.01K- 0.88% |
$119K - $136K
|
113K
$15.4M
|
|
|
Jul 30, 2025
Q2 2025
|
Syntegra Private Wealth Group, LLC
Chesterfield, MO |
SELL
|
- |
-187- 1.58% |
$22.1K - $25.2K
|
11.7K
$1.59M
|