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 23, 2025
Q1 2025
|
International Assets Investment Management, LLC
Orlando, FL |
BUY
|
- |
5.4K+ 16.24% |
$694K - $746K
|
38.6K
$5.05M
|
|
|
Apr 23, 2025
Q1 2025
|
Koesten, Hirschmann & Crabtree, Inc.
Overland Park, KS |
BUY
|
- |
1+ 0.4% |
$129 - $138
|
251
$32.8K
|
|
|
Apr 23, 2025
Q1 2025
|
Tabr Capital Management, LLC
Orange, CA |
BUY
|
- |
12+ 0.77% |
$1.54K - $1.66K
|
1.58K
$206K
|
|
|
Apr 23, 2025
Q1 2025
|
Gray Private Wealth, LLC
Canton, MA |
SELL
|
- |
-39- 2.21% |
$5.01K - $5.39K
|
1.73K
$226K
|
|
|
Apr 23, 2025
Q1 2025
|
First Pacific Financial
|
BUY
|
- |
300New |
$38.6K - $41.4K
|
300
$39.2K
|
|
|
Apr 23, 2025
Q1 2025
|
Spire Wealth Management
|
BUY
|
- |
53+ 1.17% |
$6.81K - $7.32K
|
4.6K
$600K
|
|
|
Apr 23, 2025
Q1 2025
|
Bessemer Group Inc
Woodbridge, NJ |
BUY
|
- |
10K+ 350.38% |
$1.29M - $1.39M
|
12.9K
$1.69M
|
|
|
Apr 23, 2025
Q1 2025
|
Waypoint Wealth Counsel
Atlanta, GA |
BUY
|
- |
27+ 0.27% |
$3.47K - $3.73K
|
10.1K
$1.33M
|
|
|
Apr 23, 2025
Q1 2025
|
Hbk Sorce Advisory LLC
Erie, PA |
SELL
|
- |
-777- 3.48% |
$99.9K - $107K
|
21.6K
$2.82M
|
|
|
Apr 23, 2025
Q1 2025
|
Perigon Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
1.45K+ 14.42% |
$186K - $200K
|
11.5K
$1.5M
|
|
|
Apr 23, 2025
Q1 2025
|
Tyche Wealth Partners LLC
Plano, TX |
BUY
|
- |
226+ 2.22% |
$29.1K - $31.2K
|
10.4K
$1.36M
|
|
|
Apr 23, 2025
Q1 2025
|
Inman Jager Wealth Management, LLC
Hattiesburg, MS |
SELL
|
- |
-1.14K- 3.86% |
$146K - $157K
|
28.2K
$3.69M
|
|
|
Apr 23, 2025
Q1 2025
|
Creative Financial Designs Inc
|
SELL
|
- |
-99- 11.79% |
$12.7K - $13.7K
|
741
$96.8K
|
|
|
Apr 23, 2025
Q1 2025
|
Financial Life Planners
Tempe, AZ |
BUY
|
- |
374+ 84.23% |
$48.1K - $51.6K
|
818
$107K
|
|
|
Apr 23, 2025
Q1 2025
|
Alpine Bank Wealth Management
Grand Junction, CO |
SELL
|
- |
-227- 5.37% |
$29.2K - $31.3K
|
4K
$523K
|
|
|
Apr 23, 2025
Q1 2025
|
Sequoia Financial Advisors, LLC
|
SELL
|
- |
-2.57K- 4.01% |
$330K - $355K
|
61.5K
$8.04M
|
|
|
Apr 23, 2025
Q1 2025
|
Sabal Trust CO
|
BUY
|
- |
644+ 21.36% |
$82.8K - $88.9K
|
3.66K
$478K
|
|
|
Apr 23, 2025
Q1 2025
|
Western Wealth Management, LLC
|
SELL
|
- |
-175- 0.66% |
$22.5K - $24.2K
|
26.3K
$3.43M
|
|
|
Apr 23, 2025
Q1 2025
|
Madrona Financial Services, LLC
|
BUY
|
- |
98+ 2.55% |
$12.6K - $13.5K
|
3.94K
$515K
|
|
|
Apr 23, 2025
Q1 2025
|
Kpp Advisory Services LLC
Louisville, KY |
SELL
|
- |
-150- 5.48% |
$19.3K - $20.7K
|
2.59K
$338K
|
|
|
Apr 23, 2025
Q1 2025
|
My Personal Cfo, LLC
|
BUY
|
- |
39+ 0.18% |
$5.01K - $5.39K
|
21.8K
$2.85M
|
|
|
Apr 23, 2025
Q1 2025
|
Capasso Planning Partners LLC
Charleston, SC |
BUY
|
- |
13+ 0.8% |
$1.67K - $1.8K
|
1.64K
$215K
|
|
|
Apr 23, 2025
Q1 2025
|
Wright Fund Management, LLC
Santa Monica, CA |
BUY
|
- |
1.56K+ 42.86% |
$201K - $215K
|
5.2K
$679K
|
|
|
Apr 22, 2025
Q1 2025
|
Runnymede Capital Advisors, Inc.
Dublin, OH |
SELL
|
- |
-20- 1.38% |
$2.57K - $2.76K
|
1.43K
$186K
|
|
|
Apr 22, 2025
Q1 2025
|
Carret Asset Management, LLC
|
BUY
|
- |
340+ 0.71% |
$43.7K - $47K
|
48.4K
$6.33M
|
|
|
Apr 22, 2025
Q1 2025
|
Mayport, LLC
|
BUY
|
- |
3+ 0.08% |
$386 - $414
|
3.72K
$486K
|
|
|
Apr 22, 2025
Q1 2025
|
Perfromance Wealth Partners, LLC
|
SELL
|
- |
-588- 5.96% |
$75.6K - $81.2K
|
9.28K
$1.21M
|
|
|
Apr 22, 2025
Q1 2025
|
Denver Wealth Management, Inc.
Greenwood Village, CO |
BUY
|
- |
85+ 4.25% |
$10.9K - $11.7K
|
2.09K
$273K
|
|
|
Apr 22, 2025
Q1 2025
|
Hubbell Strickland Wealth Management, LLC
|
BUY
|
- |
1.52KNew |
$195K - $210K
|
1.52K
$199K
|
|
|
Apr 22, 2025
Q1 2025
|
Register Financial Advisors LLC
Atlanta, GA |
BUY
|
- |
1+ 1.85% |
$129 - $138
|
55
$7.19K
|
|
|
Apr 22, 2025
Q1 2025
|
Nilsine Partners, LLC
Greenwood Village, CO |
BUY
|
- |
1.51KNew |
$194K - $208K
|
1.51K
$197K
|
|
|
Apr 22, 2025
Q1 2025
|
Inlight Wealth Management, LLC
Atlanta, GA |
BUY
|
- |
73New |
$9.39K - $10.1K
|
73
$9.54K
|
|
|
Apr 22, 2025
Q1 2025
|
Garde Capital, Inc.
Seattle, WA |
BUY
|
- |
570New |
$73.3K - $78.7K
|
570
$74.5K
|
|
|
Apr 22, 2025
Q1 2025
|
Union Savings Bank
Litchfield, CT |
SELL
|
- |
-74- 0.56% |
$9.51K - $10.2K
|
13.2K
$1.73M
|
|
|
Apr 22, 2025
Q1 2025
|
Ellis Investment Partners, LLC
|
SELL
|
- |
-15.4K- 7.09% |
$1.98M - $2.13M
|
202K
$26.4M
|
|
|
Apr 22, 2025
Q1 2025
|
Cambridge Investment Research Advisors, Inc.
|
SELL
|
- |
-1.55K- 0.97% |
$200K - $214K
|
158K
$20.7M
|
|
|
Apr 22, 2025
Q1 2025
|
Wolff Wiese Magana LLC
|
SELL
|
- |
-68- 0.29% |
$8.74K - $9.39K
|
23.3K
$3.05M
|
|
|
Apr 22, 2025
Q1 2025
|
Flagship Harbor Advisors, LLC
|
SELL
|
- |
-241- 1.62% |
$31K - $33.3K
|
14.6K
$1.91M
|
|
|
Apr 22, 2025
Q1 2025
|
Xml Financial, LLC
|
SELL
|
- |
-1.12K- 10.23% |
$144K - $155K
|
9.82K
$1.28M
|
|
|
Apr 22, 2025
Q1 2025
|
Jfs Wealth Advisors, LLC
|
BUY
|
- |
29+ 0.13% |
$3.73K - $4K
|
23K
$3M
|
|
|
Apr 22, 2025
Q1 2025
|
Tanglewood Legacy Advisors, LLC
Houston, TX |
BUY
|
- |
15New |
$1.93K - $2.07K
|
15
$1.96K
|
|
|
Apr 22, 2025
Q1 2025
|
Stiles Financial Services Inc
|
SELL
|
- |
-140- 4.73% |
$18K - $19.3K
|
2.82K
$368K
|
|
|
Apr 22, 2025
Q1 2025
|
Ledyard National Bank
|
SELL
|
- |
-235- 3.69% |
$30.2K - $32.5K
|
6.13K
$801K
|
|
|
Apr 22, 2025
Q1 2025
|
Narwhal Capital Management
|
SELL
|
- |
-3- 0.01% |
$386 - $414
|
25.9K
$3.39M
|
|
|
Apr 22, 2025
Q1 2025
|
Valmark Advisers, Inc.
|
SELL
|
- |
-721- 0.45% |
$92.7K - $99.6K
|
159K
$20.8M
|
|
|
Apr 22, 2025
Q1 2025
|
Crewe Advisors LLC
|
SELL
|
- |
-204- 18.01% |
$26.2K - $28.2K
|
929
$121K
|
|
|
Apr 22, 2025
Q1 2025
|
Palisade Asset Management, LLC
|
SELL
|
- |
-510- 16.45% |
$65.6K - $70.4K
|
2.59K
$338K
|
|
|
Apr 22, 2025
Q1 2025
|
Oppenheimer & CO Inc
New York, NY |
BUY
|
- |
674+ 1.7% |
$86.7K - $93.1K
|
40.4K
$5.27M
|
|
|
Apr 22, 2025
Q1 2025
|
Eagle Strategies LLC
New York, NY |
SELL
|
- |
-1.42K- 8.22% |
$182K - $196K
|
15.8K
$2.07M
|
|
|
Apr 22, 2025
Q1 2025
|
Continuum Advisory, LLC
Eagle, ID |
BUY
|
- |
120+ 1.35% |
$15.4K - $16.6K
|
9.03K
$1.18M
|