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 |
|---|---|---|---|---|---|---|---|
|
Apr 29, 2025
Q1 2025
|
Burke & Herbert Bank & Trust CO
|
SELL
|
- |
-620- 1.47% |
$79.7K - $85.6K
|
41.5K
$5.43M
|
|
|
Apr 29, 2025
Q1 2025
|
Lee Danner & Bass Inc
|
SELL
|
- |
-65- 1.91% |
$8.36K - $8.98K
|
3.35K
$437K
|
|
|
Apr 29, 2025
Q1 2025
|
Riggs Asset Managment Co. Inc.
|
BUY
|
- |
1+ 0.68% |
$129 - $138
|
148
$19.3K
|
|
|
Apr 29, 2025
Q1 2025
|
Viewpoint Capital Management LLC
Seattle, WA |
BUY
|
- |
53+ 0.55% |
$6.81K - $7.32K
|
9.71K
$1.27M
|
|
|
Apr 29, 2025
Q1 2025
|
Core First Bank & Trust
Topeka, KS |
SELL
|
- |
-132- 5.47% |
$17K - $18.2K
|
2.28K
$298K
|
|
|
Apr 29, 2025
Q1 2025
|
Olistico Wealth, LLC
Tulsa, OK |
SELL
|
- |
-1.21K- 62.99% |
$155K - $166K
|
708
$92.5K
|
|
|
Apr 29, 2025
Q1 2025
|
Envestnet Asset Management Inc
|
SELL
|
- |
-33.3K- 2.1% |
$4.29M - $4.6M
|
1.55M
$203M
|
|
|
Apr 29, 2025
Q1 2025
|
Chilton Capital Management LLC
Houston, TX |
SELL
|
- |
-60- 50.0% |
$7.71K - $8.29K
|
60
$7.84K
|
|
|
Apr 29, 2025
Q1 2025
|
Financial Counselors Inc
|
SELL
|
- |
-3.41K- 15.45% |
$438K - $471K
|
18.7K
$2.44M
|
|
|
Apr 29, 2025
Q1 2025
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
BUY
|
- |
670+ 12.19% |
$86.1K - $92.5K
|
6.17K
$805K
|
|
|
Apr 29, 2025
Q1 2025
|
Security National Bank Of So Dak
Sioux City, IA |
SELL
|
- |
-400- 5.17% |
$51.4K - $55.2K
|
7.33K
$958K
|
|
|
Apr 29, 2025
Q1 2025
|
Capital Advisors Inc
|
BUY
|
- |
594+ 29.13% |
$76.4K - $82K
|
2.63K
$344K
|
|
|
Apr 29, 2025
Q1 2025
|
Td Private Client Wealth LLC
New York, NY |
BUY
|
- |
3.36K+ 6.86% |
$431K - $463K
|
52.3K
$6.83M
|
|
|
Apr 29, 2025
Q1 2025
|
Yankcom Partnership
Yankton, SD |
SELL
|
- |
-100- 3.57% |
$12.9K - $13.8K
|
2.7K
$353K
|
|
|
Apr 29, 2025
Q1 2025
|
Sigma Investment Counselors Inc
|
SELL
|
- |
-200- 9.57% |
$25.7K - $27.6K
|
1.89K
$247K
|
|
|
Apr 29, 2025
Q1 2025
|
Brown Advisory Inc
|
SELL
|
- |
-750- 1.73% |
$96.4K - $104K
|
42.7K
$5.58M
|
|
|
Apr 29, 2025
Q1 2025
|
Interchange Capital Partners, LLC
|
SELL
|
- |
-45- 1.25% |
$5.79K - $6.21K
|
3.55K
$464K
|
|
|
Apr 29, 2025
Q1 2025
|
Investment Partners, Ltd.
|
BUY
|
- |
4+ 0.12% |
$514 - $552
|
3.46K
$452K
|
|
|
Apr 29, 2025
Q1 2025
|
Dupree Financial Group, LLC
Lexington, KY |
SELL
|
- |
-235- 3.68% |
$30.2K - $32.5K
|
6.14K
$803K
|
|
|
Apr 29, 2025
Q1 2025
|
Synergy Investment Management, LLC
Altamonte Springs, FL |
SELL
|
- |
-560- 51.66% |
$72K - $77.3K
|
524
$68.5K
|
|
|
Apr 28, 2025
Q1 2025
|
Keybank National Association
|
SELL
|
- |
-480- 1.34% |
$61.7K - $66.3K
|
35.4K
$4.63M
|
|
|
Apr 28, 2025
Q1 2025
|
Davenport & CO LLC
|
BUY
|
- |
14.6K+ 29.19% |
$1.87M - $2.01M
|
64.5K
$8.42M
|
|
|
Apr 28, 2025
Q1 2025
|
Tcp Asset Management, LLC
Columbus, OH |
BUY
|
- |
6+ 0.12% |
$771 - $829
|
5.06K
$661K
|
|
|
Apr 28, 2025
Q1 2025
|
Rossby Financial, Lcc
Melbourne, FL |
BUY
|
- |
472New |
$60.7K - $65.2K
|
472
$61.7K
|
|
|
Apr 28, 2025
Q1 2025
|
Yukon Wealth Management, Inc.
Overland Park, KS |
BUY
|
- |
159KNew |
$20.5M - $22M
|
159K
$20.8M
|
|
|
Apr 28, 2025
Q1 2025
|
Alterna Wealth Management, Inc
Houston, TX |
BUY
|
- |
12+ 0.15% |
$1.54K - $1.66K
|
7.97K
$1.04M
|
|
|
Apr 28, 2025
Q1 2025
|
Miller Howard Investments Inc
|
SELL
|
- |
-148K- 29.59% |
$19M - $20.4M
|
351K
$45.9M
|
|
|
Apr 28, 2025
Q1 2025
|
Kanawha Capital Management LLC
|
BUY
|
- |
2.15K+ 39.37% |
$276K - $296K
|
7.59K
$992K
|
|
|
Apr 28, 2025
Q1 2025
|
Financial Advocates Investment Management
Olympia, WA |
SELL
|
- |
-415- 3.08% |
$53.4K - $57.3K
|
13K
$1.7M
|
|
|
Apr 28, 2025
Q1 2025
|
Alley Investment Management Company, LLC
|
BUY
|
- |
61+ 1.09% |
$7.84K - $8.42K
|
5.64K
$736K
|
|
|
Apr 28, 2025
Q1 2025
|
Arlington Trust CO LLC
Birmingham, AL |
SELL
|
- |
-1.68K- 7.65% |
$216K - $232K
|
20.3K
$2.65M
|
|
|
Apr 28, 2025
Q1 2025
|
Pinnacle Financial Partners Inc
|
BUY
|
- |
1.46K+ 1.5% |
$187K - $201K
|
98.5K
$12.9M
|
|
|
Apr 28, 2025
Q1 2025
|
Private Trust CO Na
|
BUY
|
- |
383+ 4.71% |
$49.2K - $52.9K
|
8.52K
$1.11M
|
|
|
Apr 28, 2025
Q1 2025
|
Weaver Consulting Group
|
SELL
|
- |
-84- 1.96% |
$10.8K - $11.6K
|
4.21K
$550K
|
|
|
Apr 28, 2025
Q1 2025
|
First Horizon Advisors, Inc.
|
SELL
|
- |
-353- 2.15% |
$45.4K - $48.7K
|
16.1K
$2.1M
|
|
|
Apr 28, 2025
Q1 2025
|
Latitude Advisors, LLC
|
SELL
|
- |
-149- 8.72% |
$19.2K - $20.6K
|
1.56K
$204K
|
|
|
Apr 28, 2025
Q1 2025
|
Capital Investment Counsel, Inc
|
SELL
|
- |
-256- 18.18% |
$32.9K - $35.4K
|
1.15K
$151K
|
|
|
Apr 28, 2025
Q1 2025
|
Resonant Capital Advisors, LLC
|
BUY
|
- |
7+ 0.1% |
$900 - $967
|
7.01K
$915K
|
|
|
Apr 28, 2025
Q1 2025
|
D.A. Davidson & Co.
|
BUY
|
- |
3.49K+ 19.63% |
$449K - $482K
|
21.3K
$2.78M
|
|
|
Apr 28, 2025
Q1 2025
|
Fusion Family Wealth LLC
|
BUY
|
- |
3+ 0.06% |
$386 - $414
|
4.67K
$610K
|
|
|
Apr 28, 2025
Q1 2025
|
Bellevue Asset Management, LLC
Bellevue, WA |
BUY
|
- |
580+ 16.01% |
$74.6K - $80.1K
|
4.2K
$549K
|
|
|
Apr 28, 2025
Q1 2025
|
Mutual Advisors, LLC
Casper, WY |
SELL
|
- |
-2.15K- 3.44% |
$276K - $296K
|
60.2K
$7.87M
|
|
|
Apr 28, 2025
Q1 2025
|
North Capital, Inc.
Salt Lake City, UT |
BUY
|
- |
1.26KNew |
$162K - $174K
|
1.26K
$165K
|
|
|
Apr 28, 2025
Q1 2025
|
Courage Miller Partners, LLC
|
SELL
|
- |
-2- 0.09% |
$257 - $276
|
2.17K
$284K
|
|
|
Apr 28, 2025
Q1 2025
|
Davidson Trust CO
|
BUY
|
- |
6.51K+ 368.12% |
$837K - $899K
|
8.28K
$1.08M
|
|
|
Apr 28, 2025
Q1 2025
|
Af Advisors, Inc.
|
BUY
|
- |
5+ 0.17% |
$643 - $691
|
2.9K
$379K
|
|
|
Apr 28, 2025
Q1 2025
|
Resources Investment Advisors, Llc.
Overland Park, KS |
BUY
|
- |
444+ 2.86% |
$57.1K - $61.3K
|
16K
$2.08M
|
|
|
Apr 25, 2025
Q1 2025
|
Essex Financial Services, Inc.
|
SELL
|
- |
-8.16K- 26.51% |
$1.05M - $1.13M
|
22.6K
$2.95M
|
|
|
Apr 25, 2025
Q1 2025
|
Stonebridge Financial Group, LLC
Wormleysburg, PA |
BUY
|
- |
34+ 121.43% |
$4.37K - $4.7K
|
62
$8.1K
|
|
|
Apr 25, 2025
Q1 2025
|
Citizens National Bank Trust Department
|
BUY
|
- |
105+ 1.23% |
$13.5K - $14.5K
|
8.63K
$1.13M
|