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 29, 2025
Q2 2025
|
Dumont & Blake Investment Advisors LLC
|
SELL
|
- |
-50- 0.08% |
$5.92K - $6.74K
|
65.8K
$8.96M
|
|
|
Jul 29, 2025
Q2 2025
|
Salomon & Ludwin, LLC
|
SELL
|
- |
-15- 3.92% |
$1.78K - $2.02K
|
368
$50.1K
|
|
|
Jul 29, 2025
Q2 2025
|
Northeast Investment Management
|
BUY
|
- |
127+ 6.2% |
$15K - $17.1K
|
2.17K
$296K
|
|
|
Jul 29, 2025
Q2 2025
|
Mezzasalma Advisors, LLC
|
SELL
|
- |
-214- 5.17% |
$25.3K - $28.9K
|
3.93K
$534K
|
|
|
Jul 29, 2025
Q2 2025
|
Sigma Investment Counselors Inc
|
BUY
|
- |
155+ 8.2% |
$18.3K - $20.9K
|
2.05K
$278K
|
|
|
Jul 29, 2025
Q2 2025
|
Regions Financial Corp
|
SELL
|
- |
-287- 2.07% |
$34K - $38.7K
|
13.6K
$1.85M
|
|
|
Jul 29, 2025
Q2 2025
|
Chicago Partners Investment Group LLC
|
BUY
|
- |
15+ 0.08% |
$1.78K - $2.02K
|
18.8K
$2.56M
|
|
|
Jul 29, 2025
Q2 2025
|
Stephens Inc
|
SELL
|
- |
-2.49K- 13.31% |
$295K - $336K
|
16.2K
$2.21M
|
|
|
Jul 29, 2025
Q2 2025
|
Altus Wealth Group LLC
Colorado Springs, CO |
BUY
|
- |
1+ 0.05% |
$118 - $135
|
1.94K
$263K
|
|
|
Jul 29, 2025
Q2 2025
|
Lmg Wealth Partners, LLC
Shreveport, LA |
SELL
|
- |
-392- 1.04% |
$46.4K - $52.9K
|
37.3K
$5.08M
|
|
|
Jul 29, 2025
Q2 2025
|
West Tower Group, LLC
Richmond, VA |
BUY
|
- |
13KNew |
$1.54M - $1.75M
|
13K
$1.77M
|
|
|
Jul 29, 2025
Q2 2025
|
Wbh Advisory Inc
|
BUY
|
- |
9+ 0.08% |
$1.07K - $1.21K
|
11.4K
$1.55M
|
|
|
Jul 29, 2025
Q2 2025
|
Arbor Investment Advisors, LLC
|
SELL
|
- |
-46- 1.99% |
$5.45K - $6.2K
|
2.27K
$308K
|
|
|
Jul 29, 2025
Q2 2025
|
Schnieders Capital Management LLC
|
SELL
|
- |
-100- 2.63% |
$11.8K - $13.5K
|
3.71K
$505K
|
|
|
Jul 29, 2025
Q2 2025
|
Crewe Advisors LLC
|
BUY
|
- |
7+ 0.75% |
$829 - $944
|
936
$127K
|
|
|
Jul 29, 2025
Q2 2025
|
Princeton Global Asset Management LLC
|
BUY
|
- |
45+ 180.0% |
$5.33K - $6.07K
|
70
$9.53K
|
|
|
Jul 29, 2025
Q2 2025
|
Cmg Global Holdings, LLC
|
BUY
|
- |
3.97K+ 21.91% |
$470K - $536K
|
22.1K
$3.01M
|
|
|
Jul 29, 2025
Q2 2025
|
Evermay Wealth Management LLC
Arlington, VA |
SELL
|
- |
-116- 2.37% |
$13.7K - $15.6K
|
4.79K
$652K
|
|
|
Jul 28, 2025
Q2 2025
|
Cornerstone Wealth Group, LLC
|
SELL
|
- |
-182- 2.44% |
$21.5K - $24.5K
|
7.29K
$992K
|
|
|
Jul 28, 2025
Q2 2025
|
Perfromance Wealth Partners, LLC
|
SELL
|
- |
-731- 7.88% |
$86.5K - $98.6K
|
8.55K
$1.16M
|
|
|
Jul 28, 2025
Q2 2025
|
Axxcess Wealth Management, LLC
Carlsbad, CA |
SELL
|
- |
-33- 0.47% |
$3.91K - $4.45K
|
7.05K
$960K
|
|
|
Jul 28, 2025
Q2 2025
|
Bryn Mawr Trust CO
Bryn Mawr, PA |
BUY
|
- |
1.59K+ 8.13% |
$188K - $214K
|
21.1K
$2.87M
|
|
|
Jul 28, 2025
Q2 2025
|
Rfg Advisory, LLC
Birmingham, AL |
SELL
|
- |
-188- 7.62% |
$22.3K - $25.4K
|
2.28K
$310K
|
|
|
Jul 28, 2025
Q2 2025
|
Ifc Advisors LLC
Los Angeles, CA |
SELL
|
- |
-17- 0.09% |
$2.01K - $2.29K
|
19.2K
$2.61M
|
|
|
Jul 28, 2025
Q2 2025
|
Sagespring Wealth Partners, LLC
Franklin, TN |
BUY
|
- |
71+ 4.77% |
$8.4K - $9.58K
|
1.56K
$212K
|
|
|
Jul 28, 2025
Q2 2025
|
Ritholtz Wealth Management
|
SELL
|
- |
-396- 15.75% |
$46.9K - $53.4K
|
2.12K
$288K
|
|
|
Jul 28, 2025
Q2 2025
|
Sterling Financial Planning, Inc.
|
SELL
|
- |
-12- 0.62% |
$1.42K - $1.62K
|
1.92K
$262K
|
|
|
Jul 28, 2025
Q2 2025
|
Jgp Wealth Management, LLC
|
BUY
|
- |
2.13K+ 2.53% |
$252K - $288K
|
86.3K
$11.7M
|
|
|
Jul 28, 2025
Q2 2025
|
Cypress Wealth Services, LLC
|
SELL
|
- |
-2.62K- 12.3% |
$310K - $353K
|
18.7K
$2.54M
|
|
|
Jul 28, 2025
Q2 2025
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
113+ 1.36% |
$13.4K - $15.2K
|
8.41K
$1.15M
|
|
|
Jul 28, 2025
Q2 2025
|
Fairman Group, LLC
Chesterbrook, PA |
BUY
|
- |
2+ 0.53% |
$237 - $270
|
378
$51.4K
|
|
|
Jul 28, 2025
Q2 2025
|
Ifg Advisors, LLC
|
SELL
|
- |
-3.81K- 3.33% |
$451K - $514K
|
111K
$15.1M
|
|
|
Jul 28, 2025
Q2 2025
|
Twin Tree Management, LP
Dallas, TX |
SELL
|
CALL |
-283K- 78.7% |
$33.5M - $38.1M
|
76.5K
$10.4M
|
|
|
Jul 28, 2025
Q2 2025
|
Mutual Advisors, LLC
Casper, WY |
BUY
|
- |
1.9K+ 3.15% |
$225K - $256K
|
62.1K
$8.45M
|
|
|
Jul 28, 2025
Q2 2025
|
Rik Saylor Financial, Inc.
Fairfield, OH |
SELL
|
- |
-188- 3.64% |
$22.3K - $25.4K
|
4.97K
$677K
|
|
|
Jul 28, 2025
Q2 2025
|
Morris Financial Concepts, Inc.
|
SELL
|
- |
-1- 0.25% |
$118 - $135
|
397
$54K
|
|
|
Jul 28, 2025
Q2 2025
|
Pettinga Financial Advisors, LLC
|
SELL
|
- |
-325- 17.11% |
$38.5K - $43.8K
|
1.58K
$214K
|
|
|
Jul 28, 2025
Q2 2025
|
Patten & Patten Inc
|
SELL
|
- |
-181- 2.49% |
$21.4K - $24.4K
|
7.1K
$966K
|
|
|
Jul 28, 2025
Q2 2025
|
Wealth Plan Partners, LLC
Omaha, NE |
BUY
|
- |
1+ 0.02% |
$118 - $135
|
5.32K
$724K
|
|
|
Jul 28, 2025
Q2 2025
|
Latitude Advisors, LLC
|
BUY
|
- |
2+ 0.13% |
$237 - $270
|
1.56K
$212K
|
|
|
Jul 25, 2025
Q2 2025
|
Gfs Advisors, LLC
|
BUY
|
- |
60+ 1.52% |
$7.1K - $8.09K
|
4K
$544K
|
|
|
Jul 25, 2025
Q2 2025
|
Inman Jager Wealth Management, LLC
Hattiesburg, MS |
SELL
|
- |
-966- 3.42% |
$114K - $130K
|
27.3K
$3.71M
|
|
|
Jul 25, 2025
Q2 2025
|
Investment Advisory Group, LLC
|
BUY
|
- |
8+ 0.06% |
$947 - $1.08K
|
13.6K
$1.86M
|
|
|
Jul 25, 2025
Q2 2025
|
Johnson Investment Counsel Inc
Cincinnati, OH |
BUY
|
- |
49+ 0.18% |
$5.8K - $6.61K
|
27.1K
$3.69M
|
|
|
Jul 25, 2025
Q2 2025
|
Waypoint Wealth Counsel
Atlanta, GA |
BUY
|
- |
32+ 0.32% |
$3.79K - $4.32K
|
10.2K
$1.39M
|
|
|
Jul 25, 2025
Q2 2025
|
Concurrent Investment Advisors, LLC
Tampa, FL |
SELL
|
- |
-812- 9.93% |
$96.1K - $110K
|
7.37K
$1M
|
|
|
Jul 25, 2025
Q2 2025
|
Lodestar Private Asset Management LLC
Alamo, CA |
BUY
|
- |
2+ 0.04% |
$237 - $270
|
5.03K
$685K
|
|
|
Jul 25, 2025
Q2 2025
|
Spc Financial, Inc.
|
SELL
|
- |
-872- 2.04% |
$103K - $118K
|
41.9K
$5.71M
|
|
|
Jul 25, 2025
Q2 2025
|
Cwm, LLC
|
BUY
|
- |
4.28K+ 8.97% |
$507K - $577K
|
52K
$7.07M
|
|
|
Jul 25, 2025
Q2 2025
|
Hazlett, Burt & Watson, Inc.
|
SELL
|
- |
-132- 0.66% |
$15.6K - $17.8K
|
19.8K
$2.7M
|