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 25, 2025
Q1 2025
|
Avidian Wealth Solutions, LLC
|
BUY
|
- |
118+ 5.66% |
$15.2K - $16.3K
|
2.2K
$288K
|
|
|
Apr 25, 2025
Q1 2025
|
Augustine Asset Management Inc
|
BUY
|
- |
17+ 0.8% |
$2.19K - $2.35K
|
2.13K
$279K
|
|
|
Apr 25, 2025
Q1 2025
|
Albion Financial Group
|
SELL
|
- |
-10- 0.03% |
$1.29K - $1.38K
|
33K
$4.31M
|
|
|
Apr 25, 2025
Q1 2025
|
Iron Financial, LLC
|
BUY
|
- |
12+ 0.52% |
$1.54K - $1.66K
|
2.3K
$301K
|
|
|
Apr 25, 2025
Q1 2025
|
Ameritas Advisory Services, LLC
Lincoln, NE |
SELL
|
- |
-2.79K- 11.58% |
$359K - $386K
|
21.3K
$2.79M
|
|
|
Apr 25, 2025
Q1 2025
|
Washington Trust CO
|
SELL
|
- |
-665- 4.42% |
$85.5K - $91.8K
|
14.4K
$1.88M
|
|
|
Apr 25, 2025
Q1 2025
|
Argent Advisors, Inc.
Monroe, LA |
BUY
|
- |
834+ 3.64% |
$107K - $115K
|
23.8K
$3.11M
|
|
|
Apr 25, 2025
Q1 2025
|
Canandaigua National Bank & Trust CO
Canandaigua, NY |
BUY
|
- |
411+ 2.72% |
$52.8K - $56.8K
|
15.5K
$2.03M
|
|
|
Apr 25, 2025
Q1 2025
|
Arbor Investment Advisors, LLC
|
SELL
|
- |
-443- 16.08% |
$57K - $61.2K
|
2.31K
$302K
|
|
|
Apr 25, 2025
Q1 2025
|
Cmg Global Holdings, LLC
|
BUY
|
- |
445+ 2.52% |
$57.2K - $61.5K
|
18.1K
$2.37M
|
|
|
Apr 25, 2025
Q1 2025
|
Koshinski Asset Management, Inc.
|
BUY
|
- |
187+ 2.79% |
$24K - $25.8K
|
6.9K
$901K
|
|
|
Apr 25, 2025
Q1 2025
|
Saxon Interests, Inc.
|
BUY
|
- |
1.5KNew |
$193K - $208K
|
1.5K
$196K
|
|
|
Apr 25, 2025
Q1 2025
|
Red Tortoise LLC
Atlanta, GA |
BUY
|
- |
3+ 0.08% |
$386 - $414
|
3.63K
$475K
|
|
|
Apr 25, 2025
Q1 2025
|
Altus Wealth Group LLC
Colorado Springs, CO |
SELL
|
- |
-301- 13.46% |
$38.7K - $41.6K
|
1.94K
$253K
|
|
|
Apr 25, 2025
Q1 2025
|
Hixon Zuercher, LLC
|
SELL
|
- |
-179- 5.12% |
$23K - $24.7K
|
3.31K
$433K
|
|
|
Apr 25, 2025
Q1 2025
|
Lodestar Private Asset Management LLC
Alamo, CA |
SELL
|
- |
-28- 0.55% |
$3.6K - $3.87K
|
5.03K
$657K
|
|
|
Apr 25, 2025
Q1 2025
|
Unified Investment Management
Atlanta, GA |
SELL
|
- |
-108- 6.22% |
$13.9K - $14.9K
|
1.63K
$213K
|
|
|
Apr 25, 2025
Q1 2025
|
Jnba Financial Advisors
|
SELL
|
- |
-113- 55.39% |
$14.5K - $15.6K
|
91
$11.9K
|
|
|
Apr 25, 2025
Q1 2025
|
Mather Group, Llc.
Chicago, IL |
BUY
|
- |
50+ 1.79% |
$6.43K - $6.91K
|
2.85K
$372K
|
|
|
Apr 25, 2025
Q1 2025
|
Astoria Portfolio Advisors Llc.
|
BUY
|
- |
163+ 3.8% |
$21K - $22.5K
|
4.45K
$582K
|
|
|
Apr 25, 2025
Q1 2025
|
Blb&B Advisors, LLC
|
BUY
|
- |
102+ 4.14% |
$13.1K - $14.1K
|
2.57K
$336K
|
|
|
Apr 24, 2025
Q1 2025
|
Beacon Financial Advisory LLC
|
SELL
|
- |
-124- 1.55% |
$15.9K - $17.1K
|
7.88K
$1.03M
|
|
|
Apr 24, 2025
Q1 2025
|
Tfc Financial Management
|
BUY
|
- |
3.35K+ 2463.97% |
$431K - $463K
|
3.49K
$456K
|
|
|
Apr 24, 2025
Q1 2025
|
Victrix Investment Advisors
Stuart, FL |
BUY
|
- |
2.02KNew |
$260K - $279K
|
2.02K
$264K
|
|
|
Apr 24, 2025
Q1 2025
|
Trust CO Of Vermont
|
BUY
|
- |
1.07K+ 34.49% |
$138K - $148K
|
4.18K
$546K
|
|
|
Apr 24, 2025
Q1 2025
|
Wolff Financial Management LLC
|
SELL
|
- |
-45- 0.5% |
$5.79K - $6.21K
|
9.03K
$1.18M
|
|
|
Apr 24, 2025
Q1 2025
|
Money Concepts Capital Corp
|
SELL
|
- |
-64- 2.77% |
$8.23K - $8.84K
|
2.25K
$294K
|
|
|
Apr 24, 2025
Q1 2025
|
Transcend Capital Advisors, LLC
|
SELL
|
- |
-28- 0.14% |
$3.6K - $3.87K
|
19.3K
$2.53M
|
|
|
Apr 24, 2025
Q1 2025
|
Jaffetilchin Investment Partners, LLC
Tampa, FL |
BUY
|
- |
25+ 0.62% |
$3.21K - $3.45K
|
4.07K
$531K
|
|
|
Apr 24, 2025
Q1 2025
|
Bartlett & Co. Wealth Management LLC
Cincinnati, OH |
SELL
|
- |
-1.43K- 19.37% |
$183K - $197K
|
5.93K
$775K
|
|
|
Apr 24, 2025
Q1 2025
|
Hicks Capital Management LLC
Columbus, OH |
BUY
|
- |
12.6KNew |
$1.62M - $1.74M
|
12.6K
$1.65M
|
|
|
Apr 24, 2025
Q1 2025
|
Mirae Asset Global Investments Co., Ltd.
|
SELL
|
- |
-1.6K- 8.74% |
$206K - $221K
|
16.7K
$2.18M
|
|
|
Apr 24, 2025
Q1 2025
|
St. Clair Advisors, LLC
Mayfield Hts, OH |
BUY
|
- |
4.3K+ 2.15% |
$553K - $594K
|
204K
$26.7M
|
|
|
Apr 24, 2025
Q1 2025
|
Mascoma Wealth Management LLC
|
SELL
|
- |
-4.49K- 41.17% |
$577K - $620K
|
6.41K
$837K
|
|
|
Apr 24, 2025
Q1 2025
|
Trust CO Of Virginia
|
SELL
|
- |
-20- 1.14% |
$2.57K - $2.76K
|
1.73K
$226K
|
|
|
Apr 24, 2025
Q1 2025
|
Crescent Grove Advisors, LLC
|
BUY
|
- |
452+ 2.97% |
$58.1K - $62.4K
|
15.7K
$2.05M
|
|
|
Apr 24, 2025
Q1 2025
|
Sunbelt Securities, Inc.
Houston, TX |
SELL
|
- |
-10.1K- 61.77% |
$1.29M - $1.39M
|
6.23K
$814K
|
|
|
Apr 24, 2025
Q1 2025
|
Highland Capital Management, LLC
|
BUY
|
- |
215+ 0.45% |
$27.6K - $29.7K
|
48.3K
$6.31M
|
|
|
Apr 24, 2025
Q1 2025
|
Allspring Global Investments Holdings, LLC
|
BUY
|
- |
75New |
$9.64K - $10.4K
|
75
$9.8K
|
|
|
Apr 24, 2025
Q1 2025
|
Mendel Capital Management LLC
|
BUY
|
- |
2.44K+ 6.75% |
$314K - $337K
|
38.6K
$5.04M
|
|
|
Apr 24, 2025
Q1 2025
|
Golden State Wealth Management, LLC
Santa Ana, CA |
SELL
|
- |
-1.7K- 50.0% |
$219K - $235K
|
1.7K
$222K
|
|
|
Apr 24, 2025
Q1 2025
|
Cambridge Advisors Inc.
|
SELL
|
- |
-40- 1.22% |
$5.14K - $5.52K
|
3.25K
$425K
|
|
|
Apr 24, 2025
Q1 2025
|
Joel Isaacson & Co., LLC
|
BUY
|
- |
36+ 0.16% |
$4.63K - $4.97K
|
23.1K
$3.02M
|
|
|
Apr 24, 2025
Q1 2025
|
Sterling Investment Advisors LLC
|
BUY
|
- |
6+ 0.35% |
$771 - $829
|
1.75K
$228K
|
|
|
Apr 24, 2025
Q1 2025
|
Wealth Bridge Capital Management, LLC
Westerville, OH |
SELL
|
- |
-270- 1.75% |
$34.7K - $37.3K
|
15.1K
$1.98M
|
|
|
Apr 23, 2025
Q1 2025
|
Ghp Investment Advisors, Inc.
Denver, CO |
SELL
|
- |
-169- 26.08% |
$21.7K - $23.3K
|
479
$62.6K
|
|
|
Apr 23, 2025
Q1 2025
|
C2 C Wealth Management, LLC
|
SELL
|
- |
-300- 13.95% |
$38.6K - $41.4K
|
1.85K
$242K
|
|
|
Apr 23, 2025
Q1 2025
|
Sheets Smith Wealth Management
|
BUY
|
- |
7+ 0.1% |
$900 - $967
|
7.35K
$960K
|
|
|
Apr 23, 2025
Q1 2025
|
Cornerstone Wealth Group, LLC
|
SELL
|
- |
-1.1K- 12.83% |
$141K - $152K
|
7.47K
$976K
|
|
|
Apr 23, 2025
Q1 2025
|
Navis Wealth Advisors, LLC
Rye Brook, NY |
BUY
|
- |
6+ 0.17% |
$771 - $829
|
3.51K
$458K
|