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 |
|---|---|---|---|---|---|---|---|
|
May 05, 2025
Q1 2025
|
Y Intercept (Hong Kong) LTD
|
SELL
|
- |
-4.96K- 72.63% |
$638K - $685K
|
1.87K
$244K
|
|
|
May 05, 2025
Q1 2025
|
Obermeyer Wood Investment Counsel, Lllp
Aspen, CO |
SELL
|
- |
-15- 0.53% |
$1.93K - $2.07K
|
2.82K
$368K
|
|
|
May 05, 2025
Q1 2025
|
Vsm Wealth Advisory, LLC
Hunt Valley, MD |
BUY
|
- |
3+ 0.6% |
$386 - $414
|
502
$65.6K
|
|
|
May 02, 2025
Q1 2025
|
Whittier Trust CO
|
SELL
|
- |
-520- 4.99% |
$66.9K - $71.8K
|
9.89K
$1.29M
|
|
|
May 02, 2025
Q1 2025
|
Whittier Trust CO Of Nevada Inc
|
BUY
|
- |
2.37K+ 15.77% |
$305K - $328K
|
17.4K
$2.28M
|
|
|
May 02, 2025
Q1 2025
|
Schwarz Dygos Wheeler Investment Advisors LLC
Minneapolis, MN |
BUY
|
- |
4.67K+ 4.51% |
$601K - $645K
|
108K
$14.1M
|
|
|
May 02, 2025
Q1 2025
|
United Community Bank
Greenville, SC |
SELL
|
- |
-40- 0.75% |
$5.14K - $5.52K
|
5.26K
$687K
|
|
|
May 02, 2025
Q1 2025
|
Leo Wealth, LLC
Hurst, TX |
BUY
|
- |
26+ 0.39% |
$3.34K - $3.59K
|
6.78K
$886K
|
|
|
May 02, 2025
Q1 2025
|
Blue Pointe Capital Management, LLC
San Mateo, CA |
BUY
|
- |
11.2K+ 258.71% |
$1.44M - $1.55M
|
15.6K
$2.03M
|
|
|
May 02, 2025
Q1 2025
|
Wealthfront Advisers LLC
|
SELL
|
- |
-1.25K- 6.32% |
$161K - $173K
|
18.5K
$2.42M
|
|
|
May 02, 2025
Q1 2025
|
Landaas & CO
Milwaukee, WI |
BUY
|
- |
151+ 0.4% |
$19.4K - $20.9K
|
38.1K
$4.97M
|
|
|
May 02, 2025
Q1 2025
|
Mine & Arao Wealth Creation & Management, Llc.
Campbell, CA |
BUY
|
- |
149+ 0.53% |
$19.2K - $20.6K
|
28.4K
$3.71M
|
|
|
May 02, 2025
Q1 2025
|
Mosaic Family Wealth Partners, LLC
St. Louis, MO |
BUY
|
- |
235+ 1.33% |
$30.2K - $32.5K
|
17.9K
$2.33M
|
|
|
May 02, 2025
Q1 2025
|
Larson Financial Group LLC
|
BUY
|
- |
15+ 1.14% |
$1.93K - $2.07K
|
1.33K
$173K
|
|
|
May 02, 2025
Q1 2025
|
Cullen/Frost Bankers, Inc.
|
BUY
|
- |
409+ 0.36% |
$52.6K - $56.5K
|
114K
$14.9M
|
|
|
May 02, 2025
Q1 2025
|
Bip Wealth, LLC
Atlanta, GA |
SELL
|
- |
-350- 5.81% |
$45K - $48.3K
|
5.68K
$742K
|
|
|
May 02, 2025
Q1 2025
|
Pettinga Financial Advisors, LLC
|
SELL
|
- |
-25- 1.3% |
$3.21K - $3.45K
|
1.9K
$248K
|
|
|
May 02, 2025
Q1 2025
|
Welch & Forbes LLC
|
SELL
|
- |
-30- 0.28% |
$3.86K - $4.14K
|
10.7K
$1.4M
|
|
|
May 02, 2025
Q1 2025
|
Wsfs Capital Management, LLC
Philadelphia, PA |
SELL
|
- |
-1.04K- 36.66% |
$133K - $143K
|
1.79K
$234K
|
|
|
May 02, 2025
Q1 2025
|
Mayflower Financial Advisors, LLC
|
BUY
|
- |
681+ 4.74% |
$87.6K - $94K
|
15.1K
$1.97M
|
|
|
May 02, 2025
Q1 2025
|
Litman Gregory Wealth Management LLC
|
SELL
|
- |
-642- 15.88% |
$82.5K - $88.7K
|
3.4K
$444K
|
|
|
May 02, 2025
Q1 2025
|
Verdence Capital Advisors LLC
Hunt Valley, MD |
BUY
|
- |
240+ 2.3% |
$30.9K - $33.1K
|
10.7K
$1.39M
|
|
|
May 02, 2025
Q1 2025
|
Lmg Wealth Partners, LLC
Shreveport, LA |
SELL
|
- |
-487- 1.27% |
$62.6K - $67.3K
|
37.7K
$4.93M
|
|
|
May 02, 2025
Q1 2025
|
Concord Wealth Partners
|
BUY
|
- |
10+ 0.78% |
$1.29K - $1.38K
|
1.3K
$170K
|
|
|
May 02, 2025
Q1 2025
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
BUY
|
- |
39+ 0.9% |
$5.01K - $5.39K
|
4.39K
$573K
|
|
|
May 02, 2025
Q1 2025
|
Asset Advisors Investment Management, LLC
|
SELL
|
- |
-6.4K- 8.91% |
$823K - $884K
|
65.4K
$8.54M
|
|
|
May 02, 2025
Q1 2025
|
Fortis Group Advisors, LLC
Westwood, NJ |
BUY
|
- |
9.11K+ 81.26% |
$1.17M - $1.26M
|
20.3K
$2.65M
|
|
|
May 02, 2025
Q1 2025
|
Forte Capital LLC
|
SELL
|
- |
-175- 9.62% |
$22.5K - $24.2K
|
1.65K
$215K
|
|
|
May 02, 2025
Q1 2025
|
Independent Wealth Network Inc.
|
SELL
|
- |
-6- 0.07% |
$771 - $829
|
8.28K
$1.08M
|
|
|
May 02, 2025
Q1 2025
|
Carson Advisory Inc.
|
BUY
|
- |
460+ 27.07% |
$59.1K - $63.5K
|
2.16K
$282K
|
|
|
May 02, 2025
Q1 2025
|
Armor Investment Advisors, LLC
|
SELL
|
- |
-35- 1.2% |
$4.5K - $4.83K
|
2.88K
$376K
|
|
|
May 02, 2025
Q1 2025
|
Creekmur Asset Management LLC
Morton, IL |
BUY
|
- |
733+ 123.19% |
$94.2K - $101K
|
1.33K
$174K
|
|
|
May 02, 2025
Q1 2025
|
Ring Mountain Capital, LLC
Tiburon, CA |
SELL
|
- |
-13- 0.75% |
$1.67K - $1.8K
|
1.71K
$223K
|
|
|
May 01, 2025
Q1 2025
|
Fifth Third Securities, Inc.
|
BUY
|
- |
2.46K+ 10.93% |
$316K - $340K
|
25K
$3.26M
|
|
|
May 01, 2025
Q1 2025
|
Quest 10 Wealth Builders, Inc.
Fuquay Varina, VA |
SELL
|
- |
-2.41K- 30.56% |
$310K - $333K
|
5.48K
$716K
|
|
|
May 01, 2025
Q1 2025
|
Omega Financial Group, LLC
|
SELL
|
- |
-2.89K- 5.92% |
$372K - $399K
|
45.9K
$6M
|
|
|
May 01, 2025
Q1 2025
|
Lane & Associates LLC
Moorestown, NJ |
BUY
|
- |
3+ 0.15% |
$386 - $414
|
2.04K
$267K
|
|
|
May 01, 2025
Q1 2025
|
American Financial Advisors, LLC
|
BUY
|
- |
2+ 0.11% |
$257 - $276
|
1.84K
$240K
|
|
|
May 01, 2025
Q1 2025
|
Sky Oak Wealth, LLC
|
SELL
|
- |
-138- 3.06% |
$17.7K - $19.1K
|
4.37K
$571K
|
|
|
May 01, 2025
Q1 2025
|
Fidelity D & D Bancorp Inc
Dunmore, PA |
BUY
|
- |
93+ 5.68% |
$12K - $12.8K
|
1.73K
$226K
|
|
|
May 01, 2025
Q1 2025
|
Coastal Investment Advisors, Inc.
Wilmington, DE |
SELL
|
- |
-72- 1.76% |
$9.26K - $9.94K
|
4.02K
$526K
|
|
|
May 01, 2025
Q1 2025
|
Nikulski Financial, Inc.
|
SELL
|
- |
-261- 6.4% |
$33.6K - $36K
|
3.82K
$499K
|
|
|
May 01, 2025
Q1 2025
|
Fulton Breakefield Broenniman LLC
|
SELL
|
- |
-8.25K- 53.83% |
$1.06M - $1.14M
|
7.08K
$925K
|
|
|
May 01, 2025
Q1 2025
|
Stephens Inc
|
SELL
|
- |
-130- 0.69% |
$16.7K - $18K
|
18.7K
$2.44M
|
|
|
May 01, 2025
Q1 2025
|
Cahaba Wealth Management, Inc.
|
BUY
|
- |
25+ 0.55% |
$3.21K - $3.45K
|
4.53K
$592K
|
|
|
May 01, 2025
Q1 2025
|
Smith Thornton Advisors LLC
Huntsville, AL |
SELL
|
- |
-15- 0.44% |
$1.93K - $2.07K
|
3.42K
$447K
|
|
|
May 01, 2025
Q1 2025
|
Westmount Partners, LLC
Los Angeles, CA |
SELL
|
- |
-354- 13.04% |
$45.5K - $48.9K
|
2.36K
$308K
|
|
|
May 01, 2025
Q1 2025
|
Adg Wealth Management Group, LLC
Metairie, LA |
BUY
|
- |
648+ 7.4% |
$83.3K - $89.5K
|
9.4K
$1.23M
|
|
|
May 01, 2025
Q1 2025
|
Cwm, LLC
|
BUY
|
- |
12.9K+ 37.12% |
$1.66M - $1.78M
|
47.7K
$6.23M
|
|
|
May 01, 2025
Q1 2025
|
Oxbow Advisors, LLC
Corpus Christi, TX |
SELL
|
- |
-1.53K- 8.76% |
$196K - $211K
|
15.9K
$2.08M
|