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 25, 2025
Q2 2025
|
Almanack Investment Partners, Llc.
Wayne, PA |
BUY
|
- |
6.89KNew |
$815K - $929K
|
6.89K
$938K
|
|
|
Jul 25, 2025
Q2 2025
|
Carbahal Olsen Financial Services Group, LLC
Davis, CA |
SELL
|
- |
-124- 0.9% |
$14.7K - $16.7K
|
13.7K
$1.87M
|
|
|
Jul 25, 2025
Q2 2025
|
Ellis Investment Partners, LLC
|
SELL
|
- |
-3.88K- 1.92% |
$460K - $524K
|
198K
$27M
|
|
|
Jul 25, 2025
Q2 2025
|
Gw Henssler & Associates LTD
|
BUY
|
- |
4.72K+ 4.05% |
$558K - $636K
|
121K
$16.5M
|
|
|
Jul 25, 2025
Q2 2025
|
Welch Group, LLC
|
BUY
|
- |
1.2K+ 36.82% |
$142K - $162K
|
4.46K
$607K
|
|
|
Jul 25, 2025
Q2 2025
|
Mgo One Seven LLC
Beachwood, OH |
BUY
|
- |
1.08K+ 21.84% |
$128K - $146K
|
6.04K
$822K
|
|
|
Jul 25, 2025
Q2 2025
|
Cypress Capital Group
|
SELL
|
- |
-300- 2.31% |
$35.5K - $40.5K
|
12.7K
$1.73M
|
|
|
Jul 25, 2025
Q2 2025
|
Astoria Portfolio Advisors Llc.
|
BUY
|
- |
1.14K+ 25.51% |
$134K - $153K
|
5.59K
$761K
|
|
|
Jul 25, 2025
Q2 2025
|
Courage Miller Partners, LLC
|
BUY
|
- |
621+ 28.56% |
$73.5K - $83.7K
|
2.8K
$380K
|
|
|
Jul 25, 2025
Q2 2025
|
Total Clarity Wealth Management, Inc.
|
SELL
|
- |
-237- 6.56% |
$28.1K - $32K
|
3.38K
$460K
|
|
|
Jul 25, 2025
Q2 2025
|
Concord Wealth Partners
|
BUY
|
- |
13+ 1.0% |
$1.54K - $1.75K
|
1.31K
$179K
|
|
|
Jul 25, 2025
Q2 2025
|
North Rock Partners, LLC
|
BUY
|
- |
981+ 10.15% |
$116K - $132K
|
10.6K
$1.45M
|
|
|
Jul 25, 2025
Q2 2025
|
Verdence Capital Advisors LLC
Hunt Valley, MD |
BUY
|
- |
4+ 0.04% |
$473 - $539
|
10.7K
$1.45M
|
|
|
Jul 25, 2025
Q2 2025
|
Atria Wealth Solutions, Inc.
New York, NY |
SELL
|
- |
-27.9K- 69.48% |
$3.3M - $3.76M
|
12.3K
$1.67M
|
|
|
Jul 25, 2025
Q2 2025
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
SELL
|
- |
-2.12K- 8.23% |
$250K - $285K
|
23.6K
$3.21M
|
|
|
Jul 24, 2025
Q2 2025
|
Fifth Third Wealth Advisors LLC
Cincinnati, OH |
BUY
|
- |
313+ 0.22% |
$37K - $42.2K
|
146K
$19.8M
|
|
|
Jul 24, 2025
Q2 2025
|
Stiles Financial Services Inc
|
BUY
|
- |
17+ 0.6% |
$2.01K - $2.29K
|
2.84K
$386K
|
|
|
Jul 24, 2025
Q2 2025
|
Kc Investment Advisors, LLC
Wichita, KS |
SELL
|
- |
-13.4K- 39.23% |
$1.58M - $1.8M
|
20.7K
$2.82M
|
|
|
Jul 24, 2025
Q2 2025
|
Blair William & CO
Chicago, IL |
SELL
|
- |
-18.7K- 11.91% |
$2.22M - $2.52M
|
138K
$18.8M
|
|
|
Jul 24, 2025
Q2 2025
|
Lee Financial CO
Dallas, TX |
SELL
|
- |
-1.1K- 1.9% |
$130K - $148K
|
56.6K
$7.7M
|
|
|
Jul 24, 2025
Q2 2025
|
Callan Family Office, LLC
Radnor, PA |
BUY
|
- |
4.5K+ 12.98% |
$533K - $607K
|
39.2K
$5.33M
|
|
|
Jul 24, 2025
Q2 2025
|
Capital Advisors, Ltd. LLC
|
SELL
|
- |
-40- 0.45% |
$4.73K - $5.39K
|
8.86K
$1.21M
|
|
|
Jul 24, 2025
Q2 2025
|
Ifp Advisors, Inc
|
BUY
|
- |
672+ 1.55% |
$79.5K - $90.6K
|
44.1K
$6M
|
|
|
Jul 24, 2025
Q2 2025
|
M1 Capital Management LLC
Bloomfield Hills, MI |
BUY
|
- |
35+ 0.61% |
$4.14K - $4.72K
|
5.75K
$783K
|
|
|
Jul 24, 2025
Q2 2025
|
Costello Asset Management, Inc
|
BUY
|
- |
11+ 0.8% |
$1.3K - $1.48K
|
1.39K
$189K
|
|
|
Jul 24, 2025
Q2 2025
|
Robertson Stephens Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
37+ 0.28% |
$4.38K - $4.99K
|
13K
$1.77M
|
|
|
Jul 24, 2025
Q2 2025
|
Jb Capital LLC
|
BUY
|
- |
2.18KNew |
$258K - $294K
|
2.18K
$297K
|
|
|
Jul 24, 2025
Q2 2025
|
Ronald Blue Trust, Inc.
Brentwood, TN |
SELL
|
- |
-1- 0.09% |
$118 - $135
|
1.06K
$144K
|
|
|
Jul 24, 2025
Q2 2025
|
Eastern Bank
|
SELL
|
- |
-740- 10.19% |
$87.6K - $99.8K
|
6.52K
$888K
|
|
|
Jul 24, 2025
Q2 2025
|
First Fiduciary Investment Counsel, Inc.
|
BUY
|
- |
2.87KNew |
$340K - $387K
|
2.87K
$391K
|
|
|
Jul 24, 2025
Q2 2025
|
Jfs Wealth Advisors, LLC
|
BUY
|
- |
380+ 1.65% |
$45K - $51.2K
|
23.4K
$3.18M
|
|
|
Jul 24, 2025
Q2 2025
|
Kfa Private Wealth Group, LLC
|
SELL
|
- |
-4- 0.2% |
$473 - $539
|
1.99K
$271K
|
|
|
Jul 24, 2025
Q2 2025
|
Trust CO Of Toledo Na
Holland, OH |
BUY
|
- |
16+ 0.31% |
$1.89K - $2.16K
|
5.14K
$699K
|
|
|
Jul 24, 2025
Q2 2025
|
Iron Financial, LLC
|
BUY
|
- |
15+ 0.65% |
$1.78K - $2.02K
|
2.32K
$315K
|
|
|
Jul 24, 2025
Q2 2025
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
SELL
|
- |
-1.05K- 10.64% |
$125K - $142K
|
8.85K
$1.2M
|
|
|
Jul 23, 2025
Q2 2025
|
Richwood Investment Advisors, LLC
|
SELL
|
- |
-349- 2.94% |
$41.3K - $47.1K
|
11.5K
$1.57M
|
|
|
Jul 23, 2025
Q2 2025
|
Tyche Wealth Partners LLC
Plano, TX |
BUY
|
- |
861+ 8.27% |
$102K - $116K
|
11.3K
$1.53M
|
|
|
Jul 23, 2025
Q2 2025
|
Gentry Private Wealth, LLC
Wichita, KS |
BUY
|
- |
2.74K+ 17.02% |
$324K - $369K
|
18.8K
$2.56M
|
|
|
Jul 23, 2025
Q2 2025
|
Joel Isaacson & Co., LLC
|
BUY
|
- |
356+ 1.54% |
$42.1K - $48K
|
23.5K
$3.2M
|
|
|
Jul 23, 2025
Q2 2025
|
Integris Wealth Management, LLC
Monterey, CA |
BUY
|
- |
281+ 7.48% |
$33.3K - $37.9K
|
4.04K
$549K
|
|
|
Jul 23, 2025
Q2 2025
|
Friedenthal Financial
|
SELL
|
- |
-15- 2.62% |
$1.78K - $2.02K
|
557
$75.8K
|
|
|
Jul 23, 2025
Q2 2025
|
Tpg Financial Advisors, LLC
|
BUY
|
- |
2.12KNew |
$250K - $285K
|
2.12K
$288K
|
|
|
Jul 23, 2025
Q2 2025
|
Sax Wealth Advisors, LLC
Parsippany, NJ |
SELL
|
- |
-419- 2.24% |
$49.6K - $56.5K
|
18.3K
$2.49M
|
|
|
Jul 23, 2025
Q2 2025
|
Venturi Wealth Management, LLC
Austin, TX |
SELL
|
- |
-1.45K- 14.2% |
$171K - $195K
|
8.75K
$1.19M
|
|
|
Jul 23, 2025
Q2 2025
|
1 North Wealth Services LLC
Annapolis, MD |
SELL
|
- |
-148- 8.32% |
$17.5K - $20K
|
1.63K
$222K
|
|
|
Jul 23, 2025
Q2 2025
|
Bellevue Asset Management, LLC
Bellevue, WA |
BUY
|
- |
12+ 0.29% |
$1.42K - $1.62K
|
4.21K
$574K
|
|
|
Jul 23, 2025
Q2 2025
|
Traphagen Investment Advisors LLC
Oradell, NJ |
BUY
|
- |
3+ 0.18% |
$355 - $405
|
1.71K
$232K
|
|
|
Jul 23, 2025
Q2 2025
|
Winthrop Advisory Group LLC
|
BUY
|
- |
1.06K+ 13.63% |
$126K - $143K
|
8.85K
$1.2M
|
|
|
Jul 23, 2025
Q2 2025
|
Citizens National Bank Trust Department
|
SELL
|
- |
-135- 1.57% |
$16K - $18.2K
|
8.49K
$1.16M
|
|
|
Jul 23, 2025
Q2 2025
|
Nbt Bank N A
|
SELL
|
- |
-410- 26.74% |
$48.5K - $55.3K
|
1.12K
$153K
|