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 17, 2025
Q1 2025
|
Access Financial Services, Inc.
|
BUY
|
- |
1+ 0.04% |
$129 - $138
|
2.32K
$303K
|
|
|
Apr 17, 2025
Q1 2025
|
Kc Investment Advisors, LLC
Wichita, KS |
BUY
|
- |
16.8K+ 96.73% |
$2.16M - $2.31M
|
34.1K
$4.45M
|
|
|
Apr 17, 2025
Q1 2025
|
Atlas Private Wealth Advisors
Matawan, NJ |
BUY
|
- |
2.02K+ 13.37% |
$260K - $279K
|
17.2K
$2.24M
|
|
|
Apr 17, 2025
Q1 2025
|
North Star Investment Management Corp.
Chicago, IL |
BUY
|
- |
220+ 0.28% |
$28.3K - $30.4K
|
79.9K
$10.4M
|
|
|
Apr 17, 2025
Q1 2025
|
Bouvel Investment Partners, LLC
|
SELL
|
- |
-6.83K- 26.03% |
$878K - $943K
|
19.4K
$2.54M
|
|
|
Apr 17, 2025
Q1 2025
|
Asio Capital, LLC
|
BUY
|
- |
1.5KNew |
$193K - $207K
|
1.5K
$196K
|
|
|
Apr 17, 2025
Q1 2025
|
Brighton Jones LLC
|
SELL
|
- |
-869- 7.12% |
$112K - $120K
|
11.3K
$1.48M
|
|
|
Apr 17, 2025
Q1 2025
|
Cyndeo Wealth Partners, LLC
St. Petersburg, FL |
BUY
|
- |
1.95KNew |
$250K - $269K
|
1.95K
$254K
|
|
|
Apr 17, 2025
Q1 2025
|
Trust Point Inc.
La Crosse, WI |
SELL
|
- |
-33- 0.34% |
$4.24K - $4.56K
|
9.74K
$1.27M
|
|
|
Apr 17, 2025
Q1 2025
|
Traphagen Investment Advisors LLC
Oradell, NJ |
BUY
|
- |
2+ 0.12% |
$257 - $276
|
1.7K
$222K
|
|
|
Apr 17, 2025
Q1 2025
|
Mission Wealth Management, LP
|
SELL
|
- |
-942- 3.94% |
$121K - $130K
|
23K
$3M
|
|
|
Apr 17, 2025
Q1 2025
|
Janney Montgomery Scott LLC
|
BUY
|
- |
1.3K+ 0.61% |
$167K - $179K
|
214K
$28M
|
|
|
Apr 17, 2025
Q1 2025
|
Pflug Koory, LLC
|
SELL
|
- |
-15- 0.51% |
$1.93K - $2.07K
|
2.9K
$379K
|
|
|
Apr 17, 2025
Q1 2025
|
Sagespring Wealth Partners, LLC
Franklin, TN |
BUY
|
- |
1.49KNew |
$192K - $206K
|
1.49K
$195K
|
|
|
Apr 17, 2025
Q1 2025
|
Sowell Financial Services LLC
North Little Rock, AR |
BUY
|
- |
17+ 0.08% |
$2.19K - $2.35K
|
20.2K
$2.64M
|
|
|
Apr 17, 2025
Q1 2025
|
Qrg Capital Management, Inc.
Berwyn, PA |
SELL
|
- |
-791- 9.37% |
$102K - $109K
|
7.65K
$999K
|
|
|
Apr 17, 2025
Q1 2025
|
Grimes & Company, Inc.
|
SELL
|
- |
-221- 2.36% |
$28.4K - $30.5K
|
9.13K
$1.19M
|
|
|
Apr 17, 2025
Q1 2025
|
Grove Bank & Trust
|
BUY
|
- |
2.28K+ 1293.18% |
$293K - $314K
|
2.45K
$320K
|
|
|
Apr 17, 2025
Q1 2025
|
Smith Shellnut Wilson LLC
|
SELL
|
- |
-750- 3.37% |
$96.4K - $104K
|
21.5K
$2.81M
|
|
|
Apr 17, 2025
Q1 2025
|
Vicus Capital
State College, PA |
BUY
|
- |
8+ 0.43% |
$1.03K - $1.1K
|
1.89K
$247K
|
|
|
Apr 17, 2025
Q1 2025
|
Kaydan Wealth Management, Inc.
Fenton, MI |
BUY
|
- |
51+ 0.33% |
$6.56K - $7.04K
|
15.6K
$2.04M
|
|
|
Apr 17, 2025
Q1 2025
|
Robertson Stephens Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
1.02K+ 8.56% |
$132K - $141K
|
13K
$1.7M
|
|
|
Apr 16, 2025
Q1 2025
|
Legacy Trust
Grand Rapids, MI |
BUY
|
- |
406+ 5.47% |
$52.2K - $56.1K
|
7.84K
$1.02M
|
|
|
Apr 16, 2025
Q1 2025
|
Fort Washington Investment Advisors Inc
|
SELL
|
- |
-100- 1.12% |
$12.9K - $13.8K
|
8.79K
$1.15M
|
|
|
Apr 16, 2025
Q1 2025
|
Thomasville National Bank
|
SELL
|
- |
-269- 3.87% |
$34.6K - $37.1K
|
6.68K
$872K
|
|
|
Apr 16, 2025
Q1 2025
|
Rockland Trust CO
|
BUY
|
- |
406+ 17.65% |
$52.2K - $56.1K
|
2.71K
$354K
|
|
|
Apr 16, 2025
Q1 2025
|
Rmr Wealth Builders
|
SELL
|
- |
-639- 24.92% |
$82.2K - $88.2K
|
1.93K
$252K
|
|
|
Apr 16, 2025
Q1 2025
|
Quintet Private Bank (Europe) S.A.
Luxembourg, N4 |
SELL
|
- |
-50- 33.33% |
$6.43K - $6.91K
|
100
$13.1K
|
|
|
Apr 16, 2025
Q1 2025
|
North Crest Asset Manangement, LLC
|
SELL
|
- |
-56- 0.47% |
$7.2K - $7.73K
|
11.9K
$1.56M
|
|
|
Apr 16, 2025
Q1 2025
|
Patriot Investment Management Inc.
|
SELL
|
- |
-100- 0.79% |
$12.9K - $13.8K
|
12.5K
$1.63M
|
|
|
Apr 16, 2025
Q1 2025
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
9.63K+ 5.05% |
$1.24M - $1.33M
|
200K
$26.2M
|
|
|
Apr 16, 2025
Q1 2025
|
Byrne Asset Management LLC
|
BUY
|
- |
500New |
$64.3K - $69.1K
|
500
$65.3K
|
|
|
Apr 16, 2025
Q1 2025
|
Cva Family Office, LLC
|
SELL
|
- |
-40- 0.58% |
$5.14K - $5.52K
|
6.81K
$889K
|
|
|
Apr 16, 2025
Q1 2025
|
Bar Harbor Wealth Management
Concord, NH |
SELL
|
- |
-105- 1.41% |
$13.5K - $14.5K
|
7.34K
$959K
|
|
|
Apr 16, 2025
Q1 2025
|
Pps&V Asset Management Consultants, Inc.
Portage, MI |
SELL
|
- |
-261- 6.17% |
$33.6K - $36K
|
3.97K
$519K
|
|
|
Apr 16, 2025
Q1 2025
|
Bensler, LLC
Bellevue, WA |
SELL
|
- |
-1.91K- 10.66% |
$245K - $263K
|
16K
$2.09M
|
|
|
Apr 16, 2025
Q1 2025
|
Dodds Wealth, LLC
Greenwood Village, CO |
BUY
|
- |
48+ 0.62% |
$6.17K - $6.63K
|
7.85K
$1.03M
|
|
|
Apr 16, 2025
Q1 2025
|
Founders Grove Wealth Partners, LLC
Richmond, VA |
SELL
|
- |
-161- 9.71% |
$20.7K - $22.2K
|
1.5K
$196K
|
|
|
Apr 16, 2025
Q1 2025
|
Salem Investment Counselors Inc
Winston Salem, NC |
SELL
|
- |
-125- 0.8% |
$16.1K - $17.3K
|
15.4K
$2.01M
|
|
|
Apr 16, 2025
Q1 2025
|
Stock Yards Bank & Trust CO
Louisville, KY |
BUY
|
- |
1.54K+ 16.31% |
$198K - $213K
|
11K
$1.44M
|
|
|
Apr 16, 2025
Q1 2025
|
Iag Wealth Partners, LLC
|
BUY
|
- |
400New |
$51.4K - $55.2K
|
400
$52.3K
|
|
|
Apr 16, 2025
Q1 2025
|
Southland Equity Partners LLC
Wildwood, MO |
BUY
|
- |
5+ 0.27% |
$643 - $691
|
1.88K
$245K
|
|
|
Apr 16, 2025
Q1 2025
|
Cra Financial Services, LLC
|
BUY
|
- |
254+ 2.74% |
$32.7K - $35.1K
|
9.53K
$1.24M
|
|
|
Apr 16, 2025
Q1 2025
|
Lakeridge Wealth Management LLC
Mentor, OH |
BUY
|
- |
413+ 6.03% |
$53.1K - $57K
|
7.26K
$949K
|
|
|
Apr 16, 2025
Q1 2025
|
David J Yvars Group
|
BUY
|
- |
1.72K+ 18.02% |
$221K - $237K
|
11.2K
$1.47M
|
|
|
Apr 16, 2025
Q1 2025
|
Ritholtz Wealth Management
|
SELL
|
- |
-250- 9.04% |
$32.1K - $34.5K
|
2.51K
$328K
|
|
|
Apr 16, 2025
Q1 2025
|
Dynamic Advisor Solutions LLC
|
BUY
|
- |
200+ 9.0% |
$25.7K - $27.6K
|
2.42K
$316K
|
|
|
Apr 16, 2025
Q1 2025
|
Missouri Trust & Investment CO
Springfield, MO |
BUY
|
- |
155+ 13.78% |
$19.9K - $21.4K
|
1.28K
$167K
|
|
|
Apr 15, 2025
Q1 2025
|
Integrated Advisors Network LLC
Palos Verdes Estates, CA |
SELL
|
- |
-14K- 28.14% |
$1.8M - $1.93M
|
35.8K
$4.67M
|
|
|
Apr 15, 2025
Q1 2025
|
Sanibel Captiva Trust Company, Inc.
Sanibel, FL |
BUY
|
- |
700+ 17.9% |
$90K - $96.7K
|
4.61K
$602K
|