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 01, 2025
Q1 2025
|
Hughes Financial Services, LLC
Herndon, VA |
BUY
|
- |
97New |
$12.5K - $13.4K
|
97
$12.7K
|
|
|
May 01, 2025
Q1 2025
|
Asset Dedication, LLC
|
SELL
|
- |
-2.37K- 16.02% |
$304K - $327K
|
12.4K
$1.62M
|
|
|
May 01, 2025
Q1 2025
|
Kerntke Otto Mc Glone Wealth Management Group
Appleton, WI |
SELL
|
- |
-12- 0.78% |
$1.54K - $1.66K
|
1.53K
$200K
|
|
|
May 01, 2025
Q1 2025
|
Gould Asset Management LLC
Claremont, CA |
SELL
|
- |
-297- 3.78% |
$38.2K - $41K
|
7.56K
$988K
|
|
|
May 01, 2025
Q1 2025
|
Weatherly Asset Management L. P.
|
SELL
|
- |
-100- 2.08% |
$12.9K - $13.8K
|
4.72K
$616K
|
|
|
May 01, 2025
Q1 2025
|
Dakota Wealth Management
|
SELL
|
- |
-7.8K- 43.93% |
$1M - $1.08M
|
9.96K
$1.3M
|
|
|
May 01, 2025
Q1 2025
|
Signaturefd, LLC
Atlanta, GA |
BUY
|
- |
106+ 6.33% |
$13.6K - $14.6K
|
1.78K
$233K
|
|
|
May 01, 2025
Q1 2025
|
Sigma Planning Corp
Ann Arbor, MI |
SELL
|
- |
-2.64K- 10.26% |
$339K - $364K
|
23.1K
$3.01M
|
|
|
May 01, 2025
Q1 2025
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
BUY
|
- |
2.69K+ 37.2% |
$345K - $371K
|
9.9K
$1.29M
|
|
|
May 01, 2025
Q1 2025
|
Apollon Financial, LLC
Mount Pleasant, SC |
SELL
|
- |
-450- 5.83% |
$57.9K - $62.1K
|
7.26K
$949K
|
|
|
May 01, 2025
Q1 2025
|
Sbi Securities Co., Ltd.
Tokyo, M0 |
SELL
|
- |
-34- 0.16% |
$4.37K - $4.7K
|
21.9K
$2.86M
|
|
|
Apr 30, 2025
Q1 2025
|
Ntv Asset Management LLC
|
SELL
|
- |
-1.06K- 0.95% |
$136K - $146K
|
111K
$14.5M
|
|
|
Apr 30, 2025
Q1 2025
|
Highview Capital Management LLC
|
SELL
|
- |
-769- 24.67% |
$98.9K - $106K
|
2.35K
$307K
|
|
|
Apr 30, 2025
Q1 2025
|
Cap Wealth Advisors, LLC
|
SELL
|
- |
-25- 0.51% |
$3.21K - $3.45K
|
4.86K
$635K
|
|
|
Apr 30, 2025
Q1 2025
|
M&T Bank Corp
|
SELL
|
- |
-457- 0.19% |
$58.8K - $63.1K
|
234K
$30.6M
|
|
|
Apr 30, 2025
Q1 2025
|
Stratos Wealth Partners, Ltd.
|
SELL
|
- |
-53.7K- 79.24% |
$6.91M - $7.42M
|
14.1K
$1.84M
|
|
|
Apr 30, 2025
Q1 2025
|
Valeo Financial Advisors, LLC
|
BUY
|
- |
791+ 3.99% |
$102K - $109K
|
20.6K
$2.69M
|
|
|
Apr 30, 2025
Q1 2025
|
Optimum Investment Advisors
|
SELL
|
- |
-86- 2.49% |
$11.1K - $11.9K
|
3.37K
$440K
|
|
|
Apr 30, 2025
Q1 2025
|
First National Bank & Trust CO Of Newtown
|
SELL
|
- |
-1.35K- 0.78% |
$174K - $187K
|
172K
$22.5M
|
|
|
Apr 30, 2025
Q1 2025
|
Greenleaf Trust
Kalamazoo, MI |
SELL
|
- |
-130- 2.54% |
$16.7K - $18K
|
4.98K
$651K
|
|
|
Apr 30, 2025
Q1 2025
|
Peddock Capital Advisors, LLC
|
SELL
|
- |
-9- 0.22% |
$1.16K - $1.24K
|
4.04K
$528K
|
|
|
Apr 30, 2025
Q1 2025
|
Moloney Securities Asset Management, LLC
|
BUY
|
- |
2.08KNew |
$267K - $287K
|
2.08K
$272K
|
|
|
Apr 30, 2025
Q1 2025
|
Wealth Advisory Solutions, LLC
|
SELL
|
- |
-25- 1.53% |
$3.21K - $3.45K
|
1.6K
$210K
|
|
|
Apr 30, 2025
Q1 2025
|
Axxcess Wealth Management, LLC
Carlsbad, CA |
BUY
|
- |
124+ 1.78% |
$15.9K - $17.1K
|
7.08K
$926K
|
|
|
Apr 30, 2025
Q1 2025
|
Cfo4 Life Group, LLC
|
SELL
|
- |
-104- 5.19% |
$13.4K - $14.4K
|
1.9K
$248K
|
|
|
Apr 30, 2025
Q1 2025
|
Main Street Investment Advisors LLC
|
BUY
|
- |
4.14KNew |
$533K - $572K
|
4.14K
$541K
|
|
|
Apr 30, 2025
Q1 2025
|
Allworth Financial LP
|
BUY
|
- |
670+ 2.87% |
$86.1K - $92.5K
|
24K
$3.13M
|
|
|
Apr 30, 2025
Q1 2025
|
Round Rock Advisors, LLC
|
BUY
|
- |
13.9K+ 15.67% |
$1.79M - $1.92M
|
103K
$13.4M
|
|
|
Apr 30, 2025
Q1 2025
|
Financial Gravity Asset Management, Inc.
|
BUY
|
- |
221New |
$28.4K - $30.5K
|
221
$28.9K
|
|
|
Apr 30, 2025
Q1 2025
|
Peoples Financial Services Corp.
|
BUY
|
- |
181+ 26.01% |
$23.3K - $25K
|
877
$115K
|
|
|
Apr 30, 2025
Q1 2025
|
Cerity Partners LLC
New York, NY |
SELL
|
- |
-11.2K- 7.56% |
$1.45M - $1.55M
|
137K
$18M
|
|
|
Apr 30, 2025
Q1 2025
|
Hunter Associates Investment Management LLC
Pittsburgh, PA |
SELL
|
- |
-550- 12.64% |
$70.7K - $76K
|
3.8K
$497K
|
|
|
Apr 30, 2025
Q1 2025
|
Arcus Capital Partners, LLC
|
BUY
|
- |
27.7K+ 20.49% |
$3.56M - $3.83M
|
163K
$21.3M
|
|
|
Apr 30, 2025
Q1 2025
|
Country Club Bank
|
SELL
|
- |
-921- 11.66% |
$118K - $127K
|
6.98K
$912K
|
|
|
Apr 30, 2025
Q1 2025
|
Fidelis Capital Partners, LLC
Tampa, FL |
SELL
|
- |
-934- 5.53% |
$120K - $129K
|
15.9K
$2.08M
|
|
|
Apr 30, 2025
Q1 2025
|
Gateway Wealth Partners, LLC
Appleton, WI |
BUY
|
- |
61+ 3.19% |
$7.84K - $8.42K
|
1.97K
$258K
|
|
|
Apr 30, 2025
Q1 2025
|
Fonville Wealth Management LLC
Richmond, VA |
BUY
|
- |
312+ 7.01% |
$40.1K - $43.1K
|
4.77K
$623K
|
|
|
Apr 30, 2025
Q1 2025
|
Rik Saylor Financial, Inc.
Fairfield, OH |
BUY
|
- |
21+ 0.41% |
$2.7K - $2.9K
|
5.16K
$674K
|
|
|
Apr 29, 2025
Q1 2025
|
Harel Insurance Investments & Financial Services Ltd.
|
SELL
|
- |
-3.21K- 60.13% |
$413K - $443K
|
2.13K
$278K
|
|
|
Apr 29, 2025
Q1 2025
|
Vaughan & CO Securities, Inc.
|
SELL
|
- |
-300- 3.25% |
$38.6K - $41.4K
|
8.94K
$1.17M
|
|
|
Apr 29, 2025
Q1 2025
|
Concurrent Investment Advisors, LLC
Tampa, FL |
BUY
|
- |
2.11K+ 34.71% |
$271K - $291K
|
8.18K
$1.07M
|
|
|
Apr 29, 2025
Q1 2025
|
Simmons Bank
|
SELL
|
- |
-75- 0.6% |
$9.64K - $10.4K
|
12.4K
$1.62M
|
|
|
Apr 29, 2025
Q1 2025
|
Brookstone Capital Management
|
BUY
|
- |
22+ 0.83% |
$2.83K - $3.04K
|
2.68K
$350K
|
|
|
Apr 29, 2025
Q1 2025
|
Hm Payson & CO
Portland, ME |
BUY
|
- |
1.9K+ 32.12% |
$244K - $262K
|
7.82K
$1.02M
|
|
|
Apr 29, 2025
Q1 2025
|
Capital Investment Advisory Services, LLC
|
BUY
|
- |
1+ 0.04% |
$129 - $138
|
2.24K
$293K
|
|
|
Apr 29, 2025
Q1 2025
|
Truist Financial Corp
|
SELL
|
- |
-45.1K- 3.78% |
$5.8M - $6.23M
|
1.15M
$150M
|
|
|
Apr 29, 2025
Q1 2025
|
Morris Financial Concepts, Inc.
|
SELL
|
- |
-36- 8.29% |
$4.63K - $4.97K
|
398
$52K
|
|
|
Apr 29, 2025
Q1 2025
|
Sonata Capital Group Inc
|
SELL
|
- |
-530- 2.07% |
$68.1K - $73.2K
|
25K
$3.27M
|
|
|
Apr 29, 2025
Q1 2025
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
BUY
|
- |
70+ 0.57% |
$9K - $9.67K
|
12.4K
$1.62M
|
|
|
Apr 29, 2025
Q1 2025
|
Wayfinding Financial, LLC
Lynnwood, WA |
BUY
|
- |
549New |
$70.6K - $75.8K
|
549
$71.7K
|