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 21, 2025
Q2 2025
|
Qrg Capital Management, Inc.
Berwyn, PA |
BUY
|
- |
97+ 1.27% |
$11.5K - $13.1K
|
7.75K
$1.05M
|
|
|
Jul 21, 2025
Q2 2025
|
Grassi Investment Management
|
SELL
|
- |
-161- 4.84% |
$19.1K - $21.7K
|
3.17K
$431K
|
|
|
Jul 21, 2025
Q2 2025
|
Greenwood Capital Associates LLC
Greenwood, SC |
BUY
|
- |
7.65KNew |
$906K - $1.03M
|
7.65K
$1.04M
|
|
|
Jul 21, 2025
Q2 2025
|
Precedent Wealth Partners, LLC
Houston, TX |
BUY
|
- |
77+ 0.69% |
$9.11K - $10.4K
|
11.2K
$1.52M
|
|
|
Jul 21, 2025
Q2 2025
|
Ascent Group, LLC
|
BUY
|
- |
3.29KNew |
$389K - $443K
|
3.29K
$447K
|
|
|
Jul 21, 2025
Q2 2025
|
Stock Yards Bank & Trust CO
Louisville, KY |
BUY
|
- |
2.43K+ 22.09% |
$288K - $328K
|
13.4K
$1.83M
|
|
|
Jul 21, 2025
Q2 2025
|
Barrett & Company, Inc.
Providence, RI |
BUY
|
- |
20+ 0.59% |
$2.37K - $2.7K
|
3.43K
$466K
|
|
|
Jul 21, 2025
Q2 2025
|
Asset Advisors Investment Management, LLC
|
SELL
|
- |
-475- 0.73% |
$56.2K - $64.1K
|
64.9K
$8.84M
|
|
|
Jul 21, 2025
Q2 2025
|
Ameritas Advisory Services, LLC
Lincoln, NE |
SELL
|
- |
-8.47K- 39.71% |
$1M - $1.14M
|
12.9K
$1.75M
|
|
|
Jul 21, 2025
Q2 2025
|
Creative Capital Management Investments LLC
San Diego, CA |
BUY
|
- |
207+ 82.14% |
$24.5K - $27.9K
|
459
$62.5K
|
|
|
Jul 21, 2025
Q2 2025
|
Yeomans Consulting Group, Inc.
Marietta, GA |
SELL
|
- |
-3.44K- 18.69% |
$407K - $464K
|
15K
$2.04M
|
|
|
Jul 21, 2025
Q2 2025
|
Dhjj Financial Advisors, Ltd.
|
SELL
|
- |
-38- 10.7% |
$4.5K - $5.12K
|
317
$43.1K
|
|
|
Jul 21, 2025
Q2 2025
|
Empirical Financial Services, LLC D.B.A. Empirical Wealth Management
|
SELL
|
- |
-246- 9.35% |
$29.1K - $33.2K
|
2.39K
$325K
|
|
|
Jul 21, 2025
Q2 2025
|
My Personal Cfo, LLC
|
BUY
|
- |
46+ 0.21% |
$5.45K - $6.2K
|
21.9K
$2.98M
|
|
|
Jul 21, 2025
Q2 2025
|
Warwick Investment Management, Inc.
|
SELL
|
- |
-44- 0.9% |
$5.21K - $5.93K
|
4.85K
$660K
|
|
|
Jul 21, 2025
Q2 2025
|
Oak Hill Wealth Advisors, LLC
Lansdowne, VA |
BUY
|
- |
1.48KNew |
$175K - $199K
|
1.48K
$201K
|
|
|
Jul 21, 2025
Q2 2025
|
Team Financial Group, LLC
Temecula, CA |
BUY
|
- |
171New |
$20.2K - $23.1K
|
171
$23.3K
|
|
|
Jul 18, 2025
Q2 2025
|
First United Bank & Trust
|
SELL
|
- |
-1.56K- 2.55% |
$184K - $210K
|
59.5K
$8.1M
|
|
|
Jul 18, 2025
Q2 2025
|
Truist Financial Corp
|
BUY
|
- |
15.8K+ 1.37% |
$1.87M - $2.13M
|
1.17M
$159M
|
|
|
Jul 18, 2025
Q2 2025
|
Institute For Wealth Management, Llc.
|
SELL
|
- |
-376- 18.74% |
$44.5K - $50.7K
|
1.63K
$222K
|
|
|
Jul 18, 2025
Q2 2025
|
Victrix Investment Advisors
Stuart, FL |
BUY
|
- |
190+ 9.41% |
$22.5K - $25.6K
|
2.21K
$301K
|
|
|
Jul 18, 2025
Q2 2025
|
Pb Mares Wealth Management LLC
|
BUY
|
- |
34+ 1.22% |
$4.02K - $4.59K
|
2.83K
$385K
|
|
|
Jul 18, 2025
Q2 2025
|
O'Rourke & Company, Inc
Boston, MA |
BUY
|
- |
15+ 0.18% |
$1.78K - $2.02K
|
8.5K
$1.16M
|
|
|
Jul 18, 2025
Q2 2025
|
Provident Wealth Management, LLC
|
SELL
|
- |
-271- 7.47% |
$32.1K - $36.5K
|
3.36K
$457K
|
|
|
Jul 18, 2025
Q2 2025
|
Bartlett & Co. Wealth Management LLC
Cincinnati, OH |
SELL
|
- |
-25- 0.42% |
$2.96K - $3.37K
|
5.91K
$804K
|
|
|
Jul 18, 2025
Q2 2025
|
Trust CO Of Vermont
|
BUY
|
- |
601+ 14.38% |
$71.1K - $81.1K
|
4.78K
$651K
|
|
|
Jul 18, 2025
Q2 2025
|
Trilogy Capital Inc.
|
SELL
|
- |
-36.5K- 91.07% |
$4.32M - $4.92M
|
3.58K
$487K
|
|
|
Jul 18, 2025
Q2 2025
|
Centricity Wealth Management, LLC
Westerville, OH |
BUY
|
- |
1.58K+ 51.02% |
$187K - $213K
|
4.68K
$637K
|
|
|
Jul 18, 2025
Q2 2025
|
Soa Wealth Advisors, Llc.
|
SELL
|
- |
-3.89K- 5.29% |
$461K - $525K
|
69.7K
$9.49M
|
|
|
Jul 18, 2025
Q2 2025
|
Heritage Financial Services, LLC
|
SELL
|
- |
-25- 1.2% |
$2.96K - $3.37K
|
2.06K
$281K
|
|
|
Jul 18, 2025
Q2 2025
|
Madrona Financial Services, LLC
|
BUY
|
- |
234+ 5.94% |
$27.7K - $31.6K
|
4.17K
$568K
|
|
|
Jul 18, 2025
Q2 2025
|
Pure Financial Advisors, LLC
|
BUY
|
- |
1.86KNew |
$221K - $251K
|
1.86K
$254K
|
|
|
Jul 18, 2025
Q2 2025
|
Parsons Capital Management Inc
|
BUY
|
- |
250+ 7.97% |
$29.6K - $33.7K
|
3.39K
$461K
|
|
|
Jul 18, 2025
Q2 2025
|
Naples Global Advisors, LLC
Naples, FL |
BUY
|
- |
5KNew |
$592K - $675K
|
5K
$681K
|
|
|
Jul 18, 2025
Q2 2025
|
Vicus Capital
State College, PA |
BUY
|
- |
9+ 0.48% |
$1.07K - $1.21K
|
1.9K
$258K
|
|
|
Jul 18, 2025
Q2 2025
|
Cliftonlarsonallen Wealth Advisors, LLC
|
BUY
|
- |
1.39K+ 7.5% |
$165K - $188K
|
20K
$2.72M
|
|
|
Jul 17, 2025
Q2 2025
|
Fort Washington Investment Advisors Inc
|
SELL
|
- |
-440- 5.01% |
$52.1K - $59.3K
|
8.35K
$1.14M
|
|
|
Jul 17, 2025
Q2 2025
|
Sonora Investment Management Group, LLC
Tucson, AZ |
BUY
|
- |
50+ 1.78% |
$5.92K - $6.74K
|
2.86K
$389K
|
|
|
Jul 17, 2025
Q2 2025
|
Grandview Asset Management LLC
|
BUY
|
- |
9+ 0.38% |
$1.07K - $1.21K
|
2.36K
$321K
|
|
|
Jul 17, 2025
Q2 2025
|
Beacon Capital Management, LLC
|
BUY
|
- |
2+ 0.84% |
$237 - $270
|
240
$32.7K
|
|
|
Jul 17, 2025
Q2 2025
|
Pmg Wealth Management, Inc.
Hawthorn Woods, IL |
SELL
|
- |
-94- 3.35% |
$11.1K - $12.7K
|
2.71K
$369K
|
|
|
Jul 17, 2025
Q2 2025
|
City Holding CO
|
SELL
|
- |
-285- 1.33% |
$33.7K - $38.4K
|
21.1K
$2.87M
|
|
|
Jul 17, 2025
Q2 2025
|
Peoples Financial Services Corp.
|
BUY
|
- |
74+ 8.44% |
$8.76K - $9.98K
|
951
$129K
|
|
|
Jul 17, 2025
Q2 2025
|
Independence Bank Of Kentucky
|
BUY
|
- |
225+ 1.48% |
$26.6K - $30.3K
|
15.4K
$2.1M
|
|
|
Jul 17, 2025
Q2 2025
|
Global Trust Asset Management, LLC
|
SELL
|
- |
-2.23K- 16.94% |
$264K - $301K
|
10.9K
$1.49M
|
|
|
Jul 17, 2025
Q2 2025
|
Sound Income Strategies, LLC
|
SELL
|
- |
-3.06K- 19.21% |
$363K - $413K
|
12.9K
$1.75M
|
|
|
Jul 17, 2025
Q2 2025
|
Jackson, Grant Investment Advisers, Inc.
|
BUY
|
- |
496+ 1.23% |
$58.7K - $66.9K
|
40.9K
$5.57M
|
|
|
Jul 17, 2025
Q2 2025
|
Vermillion Wealth Management, Inc.
Rosemount, MN |
BUY
|
- |
1+ 1.23% |
$118 - $135
|
82
$11.2K
|
|
|
Jul 17, 2025
Q2 2025
|
Albion Financial Group
|
SELL
|
- |
-5- 0.02% |
$592 - $674
|
33K
$4.49M
|
|
|
Jul 17, 2025
Q2 2025
|
Alpine Bank Wealth Management
Grand Junction, CO |
SELL
|
- |
-1.25K- 31.25% |
$148K - $169K
|
2.75K
$374K
|