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 |
|---|---|---|---|---|---|---|---|
|
Nov 01, 2024
Q3 2024
|
Verdence Capital Advisors LLC
Hunt Valley, MD |
BUY
|
- |
43+ 0.41% |
$5.16K - $5.84K
|
10.5K
$1.45M
|
|
|
Nov 01, 2024
Q3 2024
|
Wealth Quarterback LLC
Toms River, NJ |
BUY
|
- |
732+ 2.59% |
$87.8K - $99.4K
|
29K
$4.01M
|
|
|
Nov 01, 2024
Q3 2024
|
Verus Financial Partners, Inc.
|
SELL
|
- |
-2.07K- 3.19% |
$249K - $281K
|
62.8K
$8.69M
|
|
|
Nov 01, 2024
Q3 2024
|
Sigma Planning Corp
Ann Arbor, MI |
BUY
|
- |
11+ 0.04% |
$1.32K - $1.49K
|
25K
$3.46M
|
|
|
Oct 31, 2024
Q3 2024
|
Claris Advisors, LLC
|
BUY
|
- |
54New |
$6.48K - $7.33K
|
54
$7.47K
|
|
|
Oct 31, 2024
Q3 2024
|
Cap Wealth Advisors, LLC
|
SELL
|
- |
-364- 6.7% |
$43.7K - $49.4K
|
5.07K
$701K
|
|
|
Oct 31, 2024
Q3 2024
|
Money Concepts Capital Corp
|
SELL
|
- |
-8- 0.34% |
$960 - $1.09K
|
2.34K
$323K
|
|
|
Oct 31, 2024
Q3 2024
|
Ntv Asset Management LLC
|
SELL
|
- |
-1.43K- 1.25% |
$171K - $193K
|
113K
$15.6M
|
|
|
Oct 31, 2024
Q3 2024
|
Scarborough Advisors, LLC
Annapolis, MD |
BUY
|
- |
33.3KNew |
$3.99M - $4.52M
|
33.3K
$4.6M
|
|
|
Oct 31, 2024
Q3 2024
|
Mission Wealth Management, LP
|
SELL
|
- |
-788- 3.32% |
$94.6K - $107K
|
23K
$3.18M
|
|
|
Oct 31, 2024
Q3 2024
|
Sterling Financial Planning, Inc.
|
SELL
|
- |
-148- 6.84% |
$17.8K - $20.1K
|
2.02K
$279K
|
|
|
Oct 31, 2024
Q3 2024
|
Keybank National Association
|
BUY
|
- |
3.02K+ 9.41% |
$362K - $410K
|
35.1K
$4.86M
|
|
|
Oct 31, 2024
Q3 2024
|
Exencial Wealth Advisors, LLC
Oklahoma City, OK |
SELL
|
- |
-236- 5.09% |
$28.3K - $32K
|
4.4K
$609K
|
|
|
Oct 31, 2024
Q3 2024
|
Vaughan & CO Securities, Inc.
|
SELL
|
- |
-76- 0.81% |
$9.12K - $10.3K
|
9.27K
$1.28M
|
|
|
Oct 31, 2024
Q3 2024
|
Forte Capital LLC
|
BUY
|
- |
1.82KNew |
$218K - $247K
|
1.82K
$252K
|
|
|
Oct 31, 2024
Q3 2024
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
SELL
|
- |
-3.76K- 10.31% |
$452K - $511K
|
32.7K
$4.53M
|
|
|
Oct 31, 2024
Q3 2024
|
Stiles Financial Services Inc
|
SELL
|
- |
-1.28K- 28.96% |
$154K - $174K
|
3.15K
$436K
|
|
|
Oct 31, 2024
Q3 2024
|
Winthrop Advisory Group LLC
|
BUY
|
- |
62+ 0.8% |
$7.44K - $8.42K
|
7.78K
$1.08M
|
|
|
Oct 31, 2024
Q3 2024
|
Smith Shellnut Wilson LLC
|
SELL
|
- |
-2.21K- 9.03% |
$265K - $299K
|
22.2K
$3.07M
|
|
|
Oct 31, 2024
Q3 2024
|
First National Bank & Trust CO Of Newtown
|
SELL
|
- |
-3.87K- 2.1% |
$464K - $525K
|
180K
$24.9M
|
|
|
Oct 31, 2024
Q3 2024
|
Bensler, LLC
Bellevue, WA |
SELL
|
- |
-1.51K- 6.8% |
$182K - $206K
|
20.7K
$2.87M
|
|
|
Oct 31, 2024
Q3 2024
|
David J Yvars Group
|
SELL
|
- |
-523- 5.25% |
$62.8K - $71K
|
9.44K
$1.31M
|
|
|
Oct 31, 2024
Q3 2024
|
Ls Investment Advisors, LLC
|
SELL
|
- |
-450- 8.35% |
$54K - $61.1K
|
4.94K
$684K
|
|
|
Oct 31, 2024
Q3 2024
|
Mine & Arao Wealth Creation & Management, Llc.
Campbell, CA |
SELL
|
- |
-381- 1.23% |
$45.7K - $51.7K
|
30.6K
$4.23M
|
|
|
Oct 31, 2024
Q3 2024
|
Tfb Advisors LLC
Overland Park, KS |
SELL
|
- |
-53- 1.24% |
$6.36K - $7.19K
|
4.21K
$583K
|
|
|
Oct 31, 2024
Q3 2024
|
Keudell
|
SELL
|
- |
-10- 0.12% |
$1.2K - $1.36K
|
8.15K
$1.13M
|
|
|
Oct 31, 2024
Q3 2024
|
Jmac Enterprises LLC
|
BUY
|
- |
105+ 0.62% |
$12.6K - $14.3K
|
17K
$2.36M
|
|
|
Oct 31, 2024
Q3 2024
|
Montecito Bank & Trust
|
SELL
|
- |
-709- 12.77% |
$85.1K - $96.2K
|
4.84K
$670K
|
|
|
Oct 31, 2024
Q3 2024
|
Wood Trust Financial Corp
|
BUY
|
- |
118+ 5.33% |
$14.2K - $16K
|
2.33K
$322K
|
|
|
Oct 31, 2024
Q3 2024
|
Cozad Asset Management Inc
Champaign, IL |
BUY
|
- |
152+ 1.06% |
$18.2K - $20.6K
|
14.5K
$2M
|
|
|
Oct 31, 2024
Q3 2024
|
180 Wealth Advisors, LLC
|
SELL
|
- |
-48- 1.34% |
$5.76K - $6.52K
|
3.54K
$490K
|
|
|
Oct 31, 2024
Q3 2024
|
Sns Financial Group, LLC
|
SELL
|
- |
-41- 2.0% |
$4.92K - $5.57K
|
2.01K
$278K
|
|
|
Oct 31, 2024
Q3 2024
|
Empirical Financial Services, LLC D.B.A. Empirical Wealth Management
|
SELL
|
- |
-75- 2.68% |
$9K - $10.2K
|
2.72K
$376K
|
|
|
Oct 31, 2024
Q3 2024
|
Sonata Capital Group Inc
|
SELL
|
- |
-2.82K- 9.96% |
$338K - $382K
|
25.4K
$3.52M
|
|
|
Oct 31, 2024
Q3 2024
|
Strategic Family Wealth Counselors, L.L.C.
Fairfield, NJ |
BUY
|
- |
9+ 0.37% |
$1.08K - $1.22K
|
2.46K
$340K
|
|
|
Oct 30, 2024
Q3 2024
|
Moloney Securities Asset Management, LLC
|
BUY
|
- |
1+ 0.05% |
$120 - $136
|
2.06K
$285K
|
|
|
Oct 30, 2024
Q3 2024
|
Hazlett, Burt & Watson, Inc.
|
SELL
|
- |
-601- 2.8% |
$72.1K - $81.6K
|
20.8K
$2.88M
|
|
|
Oct 30, 2024
Q3 2024
|
Quintet Private Bank (Europe) S.A.
Luxembourg, N4 |
BUY
|
- |
19+ 14.5% |
$2.28K - $2.58K
|
150
$20.7K
|
|
|
Oct 30, 2024
Q3 2024
|
Morris Financial Concepts, Inc.
|
SELL
|
- |
-8- 1.81% |
$960 - $1.09K
|
434
$60K
|
|
|
Oct 30, 2024
Q3 2024
|
Ifg Advisory, LLC
|
BUY
|
- |
1.96K+ 5.43% |
$236K - $267K
|
38.1K
$5.28M
|
|
|
Oct 30, 2024
Q3 2024
|
Nilsine Partners, LLC
Greenwood Village, CO |
BUY
|
- |
1.51KNew |
$181K - $204K
|
1.51K
$208K
|
|
|
Oct 30, 2024
Q3 2024
|
United Community Bank
Greenville, SC |
SELL
|
- |
-352- 6.23% |
$42.2K - $47.8K
|
5.3K
$733K
|
|
|
Oct 30, 2024
Q3 2024
|
Capital Investment Advisory Services, LLC
|
BUY
|
- |
2+ 0.09% |
$240 - $271
|
2.24K
$310K
|
|
|
Oct 30, 2024
Q3 2024
|
Interactive Financial Advisors
Chicago, IL |
SELL
|
- |
-236- 12.43% |
$28.3K - $32K
|
1.66K
$230K
|
|
|
Oct 30, 2024
Q3 2024
|
Lee Danner & Bass Inc
|
SELL
|
- |
-875- 26.64% |
$105K - $119K
|
2.41K
$333K
|
|
|
Oct 30, 2024
Q3 2024
|
Global Wealth Management Investment Advisory, Inc.
Fort Lauderdale, FL |
BUY
|
- |
1.62KNew |
$195K - $220K
|
1.62K
$225K
|
|
|
Oct 30, 2024
Q3 2024
|
Cary Street Partners Investment Advisory LLC
Richmond, VA |
BUY
|
- |
121+ 1.14% |
$14.5K - $16.4K
|
10.7K
$1.48M
|
|
|
Oct 30, 2024
Q3 2024
|
Pittenger & Anderson Inc
|
SELL
|
- |
-300- 30.52% |
$36K - $40.7K
|
683
$94.5K
|
|
|
Oct 30, 2024
Q3 2024
|
Arthur M. Cohen & Associates, LLC
|
BUY
|
- |
755+ 18.12% |
$90.6K - $102K
|
4.92K
$681K
|
|
|
Oct 30, 2024
Q3 2024
|
Ameritas Advisory Services, LLC
Lincoln, NE |
SELL
|
- |
-3.92K- 17.48% |
$470K - $532K
|
18.5K
$2.56M
|