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 |
|---|---|---|---|---|---|---|---|
|
Oct 28, 2024
Q3 2024
|
Weatherly Asset Management L. P.
|
SELL
|
- |
-5- 0.1% |
$600 - $679
|
4.82K
$666K
|
|
|
Oct 28, 2024
Q3 2024
|
Chicago Partners Investment Group LLC
|
BUY
|
- |
229+ 1.68% |
$27.5K - $31.1K
|
13.8K
$1.92M
|
|
|
Oct 28, 2024
Q3 2024
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
1+ 0.08% |
$120 - $136
|
1.26K
$174K
|
|
|
Oct 28, 2024
Q3 2024
|
American Financial & Tax Strategies Inc
New York, NY |
BUY
|
- |
187+ 7.9% |
$22.4K - $25.4K
|
2.55K
$353K
|
|
|
Oct 25, 2024
Q3 2024
|
Pallas Capital Advisors LLC
Braintree, MA |
BUY
|
- |
6.48K+ 51.34% |
$778K - $880K
|
19.1K
$2.64M
|
|
|
Oct 25, 2024
Q3 2024
|
Augustine Asset Management Inc
|
BUY
|
- |
24+ 1.16% |
$2.88K - $3.26K
|
2.09K
$290K
|
|
|
Oct 25, 2024
Q3 2024
|
Financial Advocates Investment Management
Olympia, WA |
BUY
|
- |
4.84K+ 39.03% |
$581K - $657K
|
17.2K
$2.38M
|
|
|
Oct 25, 2024
Q3 2024
|
Mutual Advisors, LLC
Casper, WY |
SELL
|
- |
-396- 0.61% |
$47.5K - $53.8K
|
64.8K
$8.96M
|
|
|
Oct 25, 2024
Q3 2024
|
Voisard Asset Management Group, Inc.
Grand Rapids, MI |
SELL
|
- |
-5- 9.09% |
$600 - $679
|
50
$6.92K
|
|
|
Oct 25, 2024
Q3 2024
|
Lodestar Private Asset Management LLC
Alamo, CA |
SELL
|
- |
-117- 2.27% |
$14K - $15.9K
|
5.04K
$697K
|
|
|
Oct 25, 2024
Q3 2024
|
American Financial Advisors, LLC
|
BUY
|
- |
2+ 0.11% |
$240 - $271
|
1.83K
$253K
|
|
|
Oct 25, 2024
Q3 2024
|
Valmark Advisers, Inc.
|
SELL
|
- |
-1.77K- 1.09% |
$213K - $241K
|
161K
$22.3M
|
|
|
Oct 25, 2024
Q3 2024
|
Eagle Strategies LLC
New York, NY |
BUY
|
- |
1.1K+ 7.2% |
$132K - $149K
|
16.4K
$2.27M
|
|
|
Oct 25, 2024
Q3 2024
|
Fidelis Capital Partners, LLC
Tampa, FL |
BUY
|
- |
325+ 2.57% |
$39K - $44.1K
|
13K
$1.79M
|
|
|
Oct 25, 2024
Q3 2024
|
Gw Henssler & Associates LTD
|
BUY
|
- |
5.59K+ 6.09% |
$670K - $758K
|
97.3K
$13.5M
|
|
|
Oct 25, 2024
Q3 2024
|
Tyche Wealth Partners LLC
Plano, TX |
SELL
|
- |
-24- 0.23% |
$2.88K - $3.26K
|
10.2K
$1.42M
|
|
|
Oct 25, 2024
Q3 2024
|
Dodds Wealth, LLC
Greenwood Village, CO |
BUY
|
- |
90+ 1.15% |
$10.8K - $12.2K
|
7.94K
$1.1M
|
|
|
Oct 25, 2024
Q3 2024
|
Cornerstone Wealth Group, LLC
|
SELL
|
- |
-20- 0.23% |
$2.4K - $2.71K
|
8.51K
$1.18M
|
|
|
Oct 25, 2024
Q3 2024
|
Tnf LLC
|
SELL
|
- |
-189- 4.88% |
$22.7K - $25.7K
|
3.69K
$510K
|
|
|
Oct 25, 2024
Q3 2024
|
Bellevue Asset Management, LLC
Bellevue, WA |
BUY
|
- |
5+ 0.14% |
$600 - $679
|
3.62K
$500K
|
|
|
Oct 25, 2024
Q3 2024
|
Washington Trust CO
|
SELL
|
- |
-360- 2.29% |
$43.2K - $48.9K
|
15.4K
$2.13M
|
|
|
Oct 25, 2024
Q3 2024
|
Loring Wolcott & Coolidge Fiduciary Advisors LLP
|
SELL
|
- |
-80- 41.67% |
$9.6K - $10.9K
|
112
$15.5K
|
|
|
Oct 25, 2024
Q3 2024
|
Creekmur Asset Management LLC
Morton, IL |
BUY
|
- |
2+ 0.34% |
$240 - $271
|
593
$82K
|
|
|
Oct 25, 2024
Q3 2024
|
Jfs Wealth Advisors, LLC
|
BUY
|
- |
257+ 1.03% |
$30.8K - $34.9K
|
25.3K
$3.5M
|
|
|
Oct 25, 2024
Q3 2024
|
Pinnacle Associates LTD
|
BUY
|
- |
569+ 1.74% |
$68.3K - $77.2K
|
33.3K
$4.61M
|
|
|
Oct 25, 2024
Q3 2024
|
Fiducient Advisors LLC
|
SELL
|
- |
-6.11K- 34.1% |
$733K - $829K
|
11.8K
$1.63M
|
|
|
Oct 25, 2024
Q3 2024
|
Catalyst Financial Partners LLC
Boston, MA |
SELL
|
- |
-240- 4.17% |
$28.8K - $32.6K
|
5.51K
$763K
|
|
|
Oct 24, 2024
Q3 2024
|
Sageworth Trust CO
|
SELL
|
- |
-9.62K- 59.46% |
$1.15M - $1.31M
|
6.56K
$907K
|
|
|
Oct 24, 2024
Q3 2024
|
Arkadios Wealth Advisors
|
SELL
|
- |
-566- 5.77% |
$67.9K - $76.8K
|
9.24K
$1.28M
|
|
|
Oct 24, 2024
Q3 2024
|
First Financial Corp
|
SELL
|
- |
-44- 3.51% |
$5.28K - $5.97K
|
1.21K
$168K
|
|
|
Oct 24, 2024
Q3 2024
|
First Merchants Corp
|
BUY
|
- |
1.63KNew |
$196K - $222K
|
1.63K
$226K
|
|
|
Oct 24, 2024
Q3 2024
|
Davenport & CO LLC
|
BUY
|
- |
3.48K+ 6.56% |
$418K - $473K
|
56.6K
$7.83M
|
|
|
Oct 24, 2024
Q3 2024
|
Navis Wealth Advisors, LLC
Rye Brook, NY |
BUY
|
- |
8+ 0.23% |
$960 - $1.09K
|
3.49K
$483K
|
|
|
Oct 24, 2024
Q3 2024
|
Wolff Financial Management LLC
|
BUY
|
- |
9.06KNew |
$1.09M - $1.23M
|
9.06K
$1.25M
|
|
|
Oct 24, 2024
Q3 2024
|
Bristlecone Advisors, LLC
|
SELL
|
- |
-5- 0.23% |
$600 - $679
|
2.15K
$297K
|
|
|
Oct 24, 2024
Q3 2024
|
Ghp Investment Advisors, Inc.
Denver, CO |
BUY
|
- |
5+ 0.78% |
$600 - $679
|
645
$89.2K
|
|
|
Oct 24, 2024
Q3 2024
|
Benedict Financial Advisors Inc
|
BUY
|
- |
42+ 2.26% |
$5.04K - $5.7K
|
1.9K
$263K
|
|
|
Oct 24, 2024
Q3 2024
|
Essex Financial Services, Inc.
|
SELL
|
- |
-203- 0.91% |
$24.4K - $27.6K
|
22.2K
$3.07M
|
|
|
Oct 24, 2024
Q3 2024
|
Carret Asset Management, LLC
|
SELL
|
- |
-80- 0.16% |
$9.6K - $10.9K
|
48.9K
$6.76M
|
|
|
Oct 24, 2024
Q3 2024
|
Amarillo National Bank
|
SELL
|
- |
-1.46K- 2.52% |
$175K - $198K
|
56.6K
$7.82M
|
|
|
Oct 24, 2024
Q3 2024
|
Trust CO Of Virginia
|
SELL
|
- |
-7- 0.4% |
$840 - $950
|
1.75K
$242K
|
|
|
Oct 24, 2024
Q3 2024
|
Arbor Investment Advisors, LLC
|
SELL
|
- |
-87- 3.02% |
$10.4K - $11.8K
|
2.8K
$387K
|
|
|
Oct 24, 2024
Q3 2024
|
Tci Wealth Advisors, Inc.
|
SELL
|
- |
-142- 1.39% |
$17K - $19.3K
|
10.1K
$1.4M
|
|
|
Oct 24, 2024
Q3 2024
|
Patriot Financial Group Insurance Agency, LLC
|
BUY
|
- |
14+ 0.53% |
$1.68K - $1.9K
|
2.66K
$368K
|
|
|
Oct 24, 2024
Q3 2024
|
Concord Wealth Partners
|
BUY
|
- |
14+ 1.11% |
$1.68K - $1.9K
|
1.28K
$177K
|
|
|
Oct 24, 2024
Q3 2024
|
Tcp Asset Management, LLC
Columbus, OH |
BUY
|
- |
73+ 1.47% |
$8.76K - $9.91K
|
5.04K
$698K
|
|
|
Oct 24, 2024
Q3 2024
|
Yeomans Consulting Group, Inc.
Marietta, GA |
SELL
|
- |
-185- 0.96% |
$22.2K - $25.1K
|
19K
$2.63M
|
|
|
Oct 24, 2024
Q3 2024
|
Welch Group, LLC
|
BUY
|
- |
3+ 0.09% |
$360 - $407
|
3.25K
$450K
|
|
|
Oct 24, 2024
Q3 2024
|
Bay Colony Advisory Group, Inc D
|
SELL
|
- |
-136- 0.74% |
$16.3K - $18.5K
|
18.2K
$2.52M
|
|
|
Oct 24, 2024
Q3 2024
|
Barrett & Company, Inc.
Providence, RI |
BUY
|
- |
23+ 0.69% |
$2.76K - $3.12K
|
3.37K
$466K
|