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 |
|---|---|---|---|---|---|---|---|
|
Jul 30, 2025
Q2 2025
|
Dupree Financial Group, LLC
Lexington, KY |
SELL
|
- |
-131- 2.13% |
$15.5K - $17.7K
|
6.01K
$818K
|
|
|
Jul 30, 2025
Q2 2025
|
Smith Thornton Advisors LLC
Huntsville, AL |
SELL
|
- |
-143- 4.18% |
$16.9K - $19.3K
|
3.28K
$446K
|
|
|
Jul 30, 2025
Q2 2025
|
Advantage Trust CO
Salina, KS |
BUY
|
- |
120New |
$14.2K - $16.2K
|
120
$16.3K
|
|
|
Jul 30, 2025
Q2 2025
|
Retirement Planning Group
|
SELL
|
- |
-509- 7.73% |
$60.3K - $68.6K
|
6.08K
$827K
|
|
|
Jul 30, 2025
Q2 2025
|
Tfb Advisors LLC
Overland Park, KS |
BUY
|
- |
21+ 0.5% |
$2.49K - $2.83K
|
4.23K
$576K
|
|
|
Jul 30, 2025
Q2 2025
|
D.A. Davidson & Co.
|
BUY
|
- |
3.6K+ 16.91% |
$426K - $485K
|
24.9K
$3.39M
|
|
|
Jul 30, 2025
Q2 2025
|
Brookstone Capital Management
|
BUY
|
- |
3+ 0.11% |
$355 - $405
|
2.68K
$365K
|
|
|
Jul 30, 2025
Q2 2025
|
Phillips Financial Management, LLC
|
SELL
|
- |
-1- 0.06% |
$118 - $135
|
1.63K
$222K
|
|
|
Jul 30, 2025
Q2 2025
|
Exencial Wealth Advisors, LLC
Oklahoma City, OK |
SELL
|
- |
-6- 0.17% |
$710 - $809
|
3.51K
$478K
|
|
|
Jul 30, 2025
Q2 2025
|
First Citizens Bank & Trust CO
|
SELL
|
- |
-86- 0.36% |
$10.2K - $11.6K
|
23.5K
$3.2M
|
|
|
Jul 30, 2025
Q2 2025
|
Roman Butler Fullerton & CO
|
BUY
|
- |
1+ 0.01% |
$118 - $135
|
6.98K
$950K
|
|
|
Jul 30, 2025
Q2 2025
|
Cornerstone Advisory, LLC
|
BUY
|
- |
14+ 0.58% |
$1.66K - $1.89K
|
2.44K
$332K
|
|
|
Jul 30, 2025
Q2 2025
|
Fogel Capital Management, Inc.
Stuart, FL |
SELL
|
- |
-525- 18.29% |
$62.1K - $70.8K
|
2.35K
$319K
|
|
|
Jul 30, 2025
Q2 2025
|
Caliber Wealth Management, LLC / Ks
Overland Park, KS |
BUY
|
- |
1.64KNew |
$194K - $221K
|
1.64K
$223K
|
|
|
Jul 30, 2025
Q2 2025
|
White Lighthouse Investment Management Inc.
|
BUY
|
- |
2.94K+ 4.59% |
$348K - $396K
|
66.9K
$9.11M
|
|
|
Jul 30, 2025
Q2 2025
|
Castle Wealth Management LLC
|
BUY
|
- |
100+ 4.67% |
$11.8K - $13.5K
|
2.24K
$305K
|
|
|
Jul 30, 2025
Q2 2025
|
Insight Advisors, LLC
Newtown, PA |
BUY
|
- |
7+ 0.33% |
$829 - $944
|
2.1K
$285K
|
|
|
Jul 30, 2025
Q2 2025
|
Fusion Family Wealth LLC
|
BUY
|
- |
54+ 1.16% |
$6.39K - $7.28K
|
4.72K
$642K
|
|
|
Jul 30, 2025
Q2 2025
|
Principle Wealth Partners LLC
|
BUY
|
- |
4.67K+ 12.15% |
$552K - $629K
|
43.1K
$5.86M
|
|
|
Jul 30, 2025
Q2 2025
|
Sonata Capital Group Inc
|
SELL
|
- |
-1.02K- 4.06% |
$120K - $137K
|
24K
$3.27M
|
|
|
Jul 30, 2025
Q2 2025
|
Clifford Swan Investment Counsel LLC
|
SELL
|
- |
-200- 7.9% |
$23.7K - $27K
|
2.33K
$318K
|
|
|
Jul 30, 2025
Q2 2025
|
Prosperity Financial Group, Inc.
San Ramon, CA |
BUY
|
- |
1.65KNew |
$195K - $222K
|
1.65K
$224K
|
|
|
Jul 30, 2025
Q2 2025
|
180 Wealth Advisors, LLC
|
BUY
|
- |
2+ 0.06% |
$237 - $270
|
3.5K
$476K
|
|
|
Jul 30, 2025
Q2 2025
|
Carnegie Capital Asset Management, LLC
|
BUY
|
- |
695+ 5.61% |
$82.3K - $93.7K
|
13.1K
$1.78M
|
|
|
Jul 30, 2025
Q2 2025
|
Avion Wealth
The Woodlands, TX |
SELL
|
- |
-198- 9.1% |
$23.4K - $26.7K
|
1.98K
$269K
|
|
|
Jul 30, 2025
Q2 2025
|
Cornerstone Management, Inc.
Duluth, GA |
SELL
|
- |
-293- 0.84% |
$34.7K - $39.5K
|
34.8K
$4.73M
|
|
|
Jul 30, 2025
Q2 2025
|
Wfa Asset Management Corp
Whitefish Bay, WI |
SELL
|
- |
-4.09K- 81.64% |
$484K - $552K
|
920
$125K
|
|
|
Jul 30, 2025
Q2 2025
|
Al Ti Global, Inc.
New York, NY |
SELL
|
- |
-5.4K- 4.81% |
$639K - $728K
|
107K
$14.5M
|
|
|
Jul 30, 2025
Q2 2025
|
Fsa Investment Group, LLC
Pensacola, FL |
BUY
|
- |
34+ 0.96% |
$4.02K - $4.59K
|
3.59K
$489K
|
|
|
Jul 30, 2025
Q2 2025
|
Gallagher Capital Advisors, LLC
Argyle, TX |
SELL
|
- |
-19.8K- 59.93% |
$2.34M - $2.66M
|
13.2K
$1.8M
|
|
|
Jul 29, 2025
Q2 2025
|
Private Trust CO Na
|
SELL
|
- |
-150- 1.76% |
$17.8K - $20.2K
|
8.37K
$1.14M
|
|
|
Jul 29, 2025
Q2 2025
|
Stratos Wealth Partners, Ltd.
|
SELL
|
- |
-222- 1.58% |
$26.3K - $29.9K
|
13.8K
$1.88M
|
|
|
Jul 29, 2025
Q2 2025
|
Primoris Wealth Advisors, LLC
|
BUY
|
- |
3.05KNew |
$361K - $411K
|
3.05K
$415K
|
|
|
Jul 29, 2025
Q2 2025
|
Tfc Financial Management
|
BUY
|
- |
80+ 2.29% |
$9.47K - $10.8K
|
3.57K
$485K
|
|
|
Jul 29, 2025
Q2 2025
|
Oxbow Advisors, LLC
Corpus Christi, TX |
SELL
|
- |
-508- 3.19% |
$60.1K - $68.5K
|
15.4K
$2.09M
|
|
|
Jul 29, 2025
Q2 2025
|
Mine & Arao Wealth Creation & Management, Llc.
Campbell, CA |
BUY
|
- |
159+ 0.56% |
$18.8K - $21.4K
|
28.6K
$3.89M
|
|
|
Jul 29, 2025
Q2 2025
|
Harbor Asset Planning, Inc.
Belmont, MA |
BUY
|
- |
2.09KNew |
$247K - $282K
|
2.09K
$284K
|
|
|
Jul 29, 2025
Q2 2025
|
Angeles Wealth Management, LLC
|
BUY
|
- |
20+ 1.88% |
$2.37K - $2.7K
|
1.09K
$148K
|
|
|
Jul 29, 2025
Q2 2025
|
Kanawha Capital Management LLC
|
SELL
|
- |
-62- 0.82% |
$7.34K - $8.36K
|
7.53K
$1.03M
|
|
|
Jul 29, 2025
Q2 2025
|
Dale Q Rice Investment Management LTD
Vancouver, WA |
SELL
|
- |
-6.26K- 49.81% |
$741K - $844K
|
6.31K
$858K
|
|
|
Jul 29, 2025
Q2 2025
|
Chevy Chase Trust Holdings, Inc.
Bethesda, MD |
BUY
|
- |
1.76KNew |
$208K - $237K
|
1.76K
$240K
|
|
|
Jul 29, 2025
Q2 2025
|
Cap Wealth Advisors, LLC
|
SELL
|
- |
-127- 2.61% |
$15K - $17.1K
|
4.73K
$644K
|
|
|
Jul 29, 2025
Q2 2025
|
Koshinski Asset Management, Inc.
|
BUY
|
- |
1.26K+ 18.26% |
$149K - $170K
|
8.16K
$1.11M
|
|
|
Jul 29, 2025
Q2 2025
|
Hoese & CO LLP
|
BUY
|
- |
1.22K+ 37.25% |
$144K - $165K
|
4.5K
$612K
|
|
|
Jul 29, 2025
Q2 2025
|
Ballast, Inc.
|
BUY
|
- |
31.8KNew |
$3.77M - $4.29M
|
31.8K
$4.33M
|
|
|
Jul 29, 2025
Q2 2025
|
Arcus Capital Partners, LLC
|
BUY
|
- |
11.1K+ 6.79% |
$1.31M - $1.49M
|
174K
$23.7M
|
|
|
Jul 29, 2025
Q2 2025
|
Morgan Dempsey Capital Management LLC
Menomonee Falls, WI |
SELL
|
- |
-446- 85.6% |
$52.8K - $60.1K
|
75
$10.2K
|
|
|
Jul 29, 2025
Q2 2025
|
International Assets Investment Management, LLC
Orlando, FL |
SELL
|
- |
-25.3K- 65.49% |
$3M - $3.41M
|
13.3K
$1.82M
|
|
|
Jul 29, 2025
Q2 2025
|
Signature Estate & Investment Advisors LLC
|
SELL
|
- |
-15- 0.28% |
$1.78K - $2.02K
|
5.37K
$731K
|
|
|
Jul 29, 2025
Q2 2025
|
Planned Solutions, Inc.
|
BUY
|
- |
25+ 0.26% |
$2.96K - $3.37K
|
9.67K
$1.32M
|