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 22, 2025
Q1 2025
|
Chapin Davis, Inc.
Baltimore, MD |
SELL
|
- |
-1.1K- 17.92% |
$141K - $152K
|
5.04K
$658K
|
|
|
Apr 22, 2025
Q1 2025
|
Integris Wealth Management, LLC
Monterey, CA |
BUY
|
- |
38+ 1.02% |
$4.89K - $5.25K
|
3.76K
$491K
|
|
|
Apr 22, 2025
Q1 2025
|
Embree Financial Group
Chicago, IL |
BUY
|
- |
14+ 0.16% |
$1.8K - $1.93K
|
8.59K
$1.12M
|
|
|
Apr 22, 2025
Q1 2025
|
Post Resch Tallon Group Inc.
Pittsford, NY |
BUY
|
- |
1.5KNew |
$193K - $207K
|
1.5K
$196K
|
|
|
Apr 22, 2025
Q1 2025
|
Gallagher Capital Advisors, LLC
Argyle, TX |
SELL
|
- |
-15- 0.05% |
$1.93K - $2.07K
|
33K
$4.31M
|
|
|
Apr 21, 2025
Q1 2025
|
Essex Savings Bank
|
SELL
|
- |
-50- 1.66% |
$6.43K - $6.91K
|
2.96K
$387K
|
|
|
Apr 21, 2025
Q1 2025
|
Kingswood Wealth Advisors, LLC
San Diego, CA |
BUY
|
- |
81.7K+ 188.66% |
$10.5M - $11.3M
|
125K
$16.3M
|
|
|
Apr 21, 2025
Q1 2025
|
Warner Financial, Inc
Bethesda, MD |
BUY
|
- |
10+ 0.16% |
$1.29K - $1.38K
|
6.12K
$800K
|
|
|
Apr 21, 2025
Q1 2025
|
Barrett & Company, Inc.
Providence, RI |
BUY
|
- |
16+ 0.47% |
$2.06K - $2.21K
|
3.41K
$445K
|
|
|
Apr 21, 2025
Q1 2025
|
Dunhill Financial, LLC
London, X0 |
SELL
|
- |
-788- 33.32% |
$101K - $109K
|
1.58K
$206K
|
|
|
Apr 21, 2025
Q1 2025
|
Life Wealth Investments, LLC
Winter Garden, FL |
BUY
|
- |
1.5KNew |
$193K - $207K
|
1.5K
$196K
|
|
|
Apr 21, 2025
Q1 2025
|
Aspiriant, LLC
|
BUY
|
- |
147+ 2.41% |
$18.9K - $20.3K
|
6.25K
$817K
|
|
|
Apr 21, 2025
Q1 2025
|
Grandview Asset Management LLC
|
SELL
|
- |
-252- 9.69% |
$32.4K - $34.8K
|
2.35K
$307K
|
|
|
Apr 21, 2025
Q1 2025
|
Beacon Capital Management, LLC
|
SELL
|
- |
-11- 4.42% |
$1.41K - $1.52K
|
238
$31.1K
|
|
|
Apr 21, 2025
Q1 2025
|
Johnson Investment Counsel Inc
Cincinnati, OH |
BUY
|
- |
1.19K+ 4.58% |
$152K - $164K
|
27K
$3.53M
|
|
|
Apr 21, 2025
Q1 2025
|
Tci Wealth Advisors, Inc.
|
SELL
|
- |
-112- 1.11% |
$14.4K - $15.5K
|
10K
$1.31M
|
|
|
Apr 21, 2025
Q1 2025
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
SELL
|
- |
-3.93K- 13.24% |
$505K - $542K
|
25.7K
$3.36M
|
|
|
Apr 21, 2025
Q1 2025
|
Duncan Williams Asset Management, LLC
Memphis, TN |
BUY
|
- |
6+ 0.38% |
$771 - $829
|
1.6K
$209K
|
|
|
Apr 21, 2025
Q1 2025
|
Friedenthal Financial
|
BUY
|
- |
11+ 1.96% |
$1.41K - $1.52K
|
572
$74.7K
|
|
|
Apr 21, 2025
Q1 2025
|
Heartwood Wealth Advisors LLC
|
SELL
|
- |
-89- 1.97% |
$11.4K - $12.3K
|
4.43K
$579K
|
|
|
Apr 21, 2025
Q1 2025
|
Org Wealth Partners, LLC
Dallas, TX |
SELL
|
- |
-1- 0.39% |
$129 - $138
|
254
$33.2K
|
|
|
Apr 21, 2025
Q1 2025
|
Gfs Advisors, LLC
|
BUY
|
- |
20+ 0.51% |
$2.57K - $2.76K
|
3.94K
$514K
|
|
|
Apr 21, 2025
Q1 2025
|
Townsend Asset Management Corp
|
BUY
|
- |
896+ 2.96% |
$115K - $124K
|
31.2K
$4.08M
|
|
|
Apr 21, 2025
Q1 2025
|
Hcr Wealth Advisors
Los Angeles, CA |
SELL
|
- |
-150- 4.26% |
$19.3K - $20.7K
|
3.37K
$441K
|
|
|
Apr 21, 2025
Q1 2025
|
Bay Colony Advisory Group, Inc D
|
SELL
|
- |
-1.04K- 5.81% |
$134K - $144K
|
16.9K
$2.21M
|
|
|
Apr 21, 2025
Q1 2025
|
Ronald Blue Trust, Inc.
Brentwood, TN |
BUY
|
- |
26+ 2.51% |
$3.34K - $3.59K
|
1.06K
$139K
|
|
|
Apr 21, 2025
Q1 2025
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
SELL
|
- |
-81- 1.4% |
$10.4K - $11.2K
|
5.72K
$748K
|
|
|
Apr 21, 2025
Q1 2025
|
Provident Wealth Management, LLC
|
SELL
|
- |
-179- 4.7% |
$23K - $24.7K
|
3.63K
$474K
|
|
|
Apr 21, 2025
Q1 2025
|
Old Second National Bank Of Aurora
|
SELL
|
- |
-50- 3.85% |
$6.43K - $6.91K
|
1.25K
$163K
|
|
|
Apr 21, 2025
Q1 2025
|
Long View Wealth Management
Atlanta, GA |
BUY
|
- |
3+ 0.11% |
$386 - $414
|
2.69K
$351K
|
|
|
Apr 21, 2025
Q1 2025
|
Osborne Partners Capital Management, LLC
|
SELL
|
- |
-275- 1.83% |
$35.4K - $38K
|
14.8K
$1.93M
|
|
|
Apr 21, 2025
Q1 2025
|
Evanson Asset Management, LLC
|
SELL
|
- |
-466- 2.86% |
$59.9K - $64.4K
|
15.8K
$2.07M
|
|
|
Apr 21, 2025
Q1 2025
|
Compass Ion Advisors, LLC
|
SELL
|
- |
-700- 13.58% |
$90K - $96.7K
|
4.46K
$582K
|
|
|
Apr 21, 2025
Q1 2025
|
Worth Financial Advisory Group, LLC
Charlotte, NC |
BUY
|
- |
333+ 18.31% |
$42.8K - $46K
|
2.15K
$281K
|
|
|
Apr 21, 2025
Q1 2025
|
Cornerstone Management, Inc.
Duluth, GA |
SELL
|
- |
-1.78K- 4.83% |
$229K - $246K
|
35K
$4.58M
|
|
|
Apr 21, 2025
Q1 2025
|
Pfg Investments, LLC
Woodbury, NY |
SELL
|
- |
-941- 6.6% |
$121K - $130K
|
13.3K
$1.74M
|
|
|
Apr 21, 2025
Q1 2025
|
Jamison Private Wealth Management, Inc.
Milton, GA |
BUY
|
- |
4+ 0.13% |
$514 - $552
|
3.08K
$403K
|
|
|
Apr 21, 2025
Q1 2025
|
Dale Q Rice Investment Management LTD
Vancouver, WA |
SELL
|
- |
-3- 0.02% |
$386 - $414
|
12.6K
$1.64M
|
|
|
Apr 18, 2025
Q1 2025
|
Rakuten Securities, Inc.
Tokyo, M0 |
BUY
|
- |
3+ 150.0% |
$386 - $414
|
5
$653
|
|
|
Apr 18, 2025
Q1 2025
|
Global Trust Asset Management, LLC
|
SELL
|
- |
-5.05K- 27.71% |
$649K - $697K
|
13.2K
$1.72M
|
|
|
Apr 18, 2025
Q1 2025
|
Dhjj Financial Advisors, Ltd.
|
BUY
|
- |
41+ 13.06% |
$5.27K - $5.66K
|
355
$46.4K
|
|
|
Apr 18, 2025
Q1 2025
|
Optivise Advisory Services LLC
Franklin, TN |
SELL
|
- |
-1.3K- 17.18% |
$167K - $179K
|
6.25K
$816K
|
|
|
Apr 18, 2025
Q1 2025
|
Mezzasalma Advisors, LLC
|
BUY
|
- |
25+ 0.61% |
$3.21K - $3.45K
|
4.14K
$541K
|
|
|
Apr 18, 2025
Q1 2025
|
Cornerstone Wealth Management, LLC
|
BUY
|
- |
289+ 5.24% |
$37.2K - $39.9K
|
5.81K
$758K
|
|
|
Apr 18, 2025
Q1 2025
|
Roman Butler Fullerton & CO
|
BUY
|
- |
140+ 2.05% |
$18K - $19.3K
|
6.98K
$912K
|
|
|
Apr 17, 2025
Q1 2025
|
Sound Income Strategies, LLC
|
BUY
|
- |
15.8K+ 13187.5% |
$2.03M - $2.19M
|
15.9K
$2.08M
|
|
|
Apr 17, 2025
Q1 2025
|
Cornell Pochily Investment Advisors, Inc.
|
SELL
|
- |
-200- 1.45% |
$25.7K - $27.6K
|
13.6K
$1.78M
|
|
|
Apr 17, 2025
Q1 2025
|
Exchange Traded Concepts, LLC
|
SELL
|
- |
-163K- 72.61% |
$21M - $22.5M
|
61.5K
$8.03M
|
|
|
Apr 17, 2025
Q1 2025
|
Keystone Wealth Services, LLC
|
SELL
|
- |
-4- 0.09% |
$514 - $552
|
4.65K
$607K
|
|
|
Apr 17, 2025
Q1 2025
|
Good Life Advisors, LLC
|
SELL
|
- |
-70- 1.35% |
$9K - $9.67K
|
5.12K
$668K
|