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 |
|---|---|---|---|---|---|---|---|
|
Oct 15, 2024
Q3 2024
|
Nbc Securities, Inc.
Birmingham, AL |
BUY
|
- |
50+ 0.36% |
$6K - $6.79K
|
14K
$1.94M
|
|
|
Oct 15, 2024
Q3 2024
|
Salem Investment Counselors Inc
Winston Salem, NC |
SELL
|
- |
-300- 1.89% |
$36K - $40.7K
|
15.5K
$2.15M
|
|
|
Oct 15, 2024
Q3 2024
|
Hb Wealth Management, LLC
|
SELL
|
- |
-2.68K- 4.72% |
$321K - $364K
|
54.1K
$7.48M
|
|
|
Oct 15, 2024
Q3 2024
|
Spire Wealth Management
|
SELL
|
- |
-126- 2.15% |
$15.1K - $17.1K
|
5.74K
$794K
|
|
|
Oct 15, 2024
Q3 2024
|
Zhang Financial LLC
|
BUY
|
- |
5+ 0.03% |
$600 - $679
|
19.2K
$2.66M
|
|
|
Oct 15, 2024
Q3 2024
|
Advisor Net Financial, Inc
|
SELL
|
- |
-369- 28.49% |
$44.3K - $50.1K
|
926
$128K
|
|
|
Oct 15, 2024
Q3 2024
|
Wbh Advisory Inc
|
BUY
|
- |
388+ 3.4% |
$46.6K - $52.7K
|
11.8K
$1.63M
|
|
|
Oct 15, 2024
Q3 2024
|
Hubbell Strickland Wealth Management, LLC
|
BUY
|
- |
1.48KNew |
$178K - $201K
|
1.48K
$205K
|
|
|
Oct 15, 2024
Q3 2024
|
Union Savings Bank
Litchfield, CT |
SELL
|
- |
-1.4K- 9.46% |
$168K - $190K
|
13.4K
$1.85M
|
|
|
Oct 15, 2024
Q3 2024
|
Signal Advisors Wealth, LLC
Detroit, MI |
BUY
|
- |
3.32KNew |
$399K - $451K
|
3.32K
$460K
|
|
|
Oct 15, 2024
Q3 2024
|
Stillwater Capital Advisors, LLC
|
BUY
|
- |
1.97KNew |
$237K - $268K
|
1.97K
$273K
|
|
|
Oct 15, 2024
Q3 2024
|
Tsfg, LLC
|
SELL
|
- |
-16- 12.7% |
$1.92K - $2.17K
|
110
$15.2K
|
|
|
Oct 15, 2024
Q3 2024
|
Jamison Private Wealth Management, Inc.
Milton, GA |
BUY
|
- |
4+ 0.13% |
$480 - $543
|
3.07K
$425K
|
|
|
Oct 15, 2024
Q3 2024
|
Asset Dedication, LLC
|
BUY
|
- |
1.76K+ 16.47% |
$211K - $239K
|
12.4K
$1.72M
|
|
|
Oct 15, 2024
Q3 2024
|
Pfg Advisors
|
SELL
|
- |
-373- 4.07% |
$44.8K - $50.6K
|
8.79K
$1.22M
|
|
|
Oct 15, 2024
Q3 2024
|
First United Bank & Trust
|
BUY
|
- |
1.57K+ 3.0% |
$188K - $212K
|
53.7K
$7.42M
|
|
|
Oct 15, 2024
Q3 2024
|
Investment Advisory Group, LLC
|
SELL
|
- |
-16- 0.11% |
$1.92K - $2.17K
|
14K
$1.94M
|
|
|
Oct 15, 2024
Q3 2024
|
Edge Wealth Management LLC
|
BUY
|
- |
210+ 1.97% |
$25.2K - $28.5K
|
10.8K
$1.5M
|
|
|
Oct 15, 2024
Q3 2024
|
Shulman De Meo Asset Management LLC
|
SELL
|
- |
-52- 0.16% |
$6.24K - $7.06K
|
32K
$4.43M
|
|
|
Oct 15, 2024
Q3 2024
|
Regatta Capital Group, LLC
El Segundo, CA |
BUY
|
- |
90+ 2.48% |
$10.8K - $12.2K
|
3.72K
$514K
|
|
|
Oct 15, 2024
Q3 2024
|
Magnus Financial Group LLC
New York, NY |
BUY
|
- |
160+ 1.02% |
$19.2K - $21.7K
|
15.8K
$2.18M
|
|
|
Oct 15, 2024
Q3 2024
|
Keystone Wealth Services, LLC
|
BUY
|
- |
3+ 0.06% |
$360 - $407
|
4.66K
$644K
|
|
|
Oct 15, 2024
Q3 2024
|
Mc Kinley Carter Wealth Services, Inc.
|
BUY
|
- |
1.84KNew |
$220K - $249K
|
1.84K
$254K
|
|
|
Oct 15, 2024
Q3 2024
|
Transform Wealth, LLC
|
SELL
|
- |
-150- 3.13% |
$18K - $20.4K
|
4.64K
$642K
|
|
|
Oct 11, 2024
Q3 2024
|
Smith Chas P & Associates Pa Cpas
|
BUY
|
- |
40+ 1.08% |
$4.8K - $5.43K
|
3.74K
$517K
|
|
|
Oct 11, 2024
Q3 2024
|
Thomasville National Bank
|
BUY
|
- |
300+ 4.26% |
$36K - $40.7K
|
7.35K
$1.02M
|
|
|
Oct 11, 2024
Q3 2024
|
Patriot Investment Management Inc.
|
SELL
|
- |
-45- 0.35% |
$5.4K - $6.11K
|
13K
$1.8M
|
|
|
Oct 11, 2024
Q3 2024
|
High Net Worth Advisory Group LLC
Naples, FL |
BUY
|
- |
20+ 0.09% |
$2.4K - $2.71K
|
23.2K
$3.2M
|
|
|
Oct 11, 2024
Q3 2024
|
Rise Advisors, LLC
|
SELL
|
- |
-82- 4.69% |
$9.84K - $11.1K
|
1.67K
$231K
|
|
|
Oct 11, 2024
Q3 2024
|
Armstrong Advisory Group, Inc
Needham, MA |
BUY
|
- |
169New |
$20.3K - $22.9K
|
169
$23.4K
|
|
|
Oct 11, 2024
Q3 2024
|
Fin Trust Capital Advisors, LLC
|
BUY
|
- |
10+ 0.21% |
$1.2K - $1.36K
|
4.72K
$653K
|
|
|
Oct 11, 2024
Q3 2024
|
Fifth Third Securities, Inc.
|
SELL
|
- |
-3.54K- 13.13% |
$424K - $480K
|
23.4K
$3.24M
|
|
|
Oct 11, 2024
Q3 2024
|
Wesbanco Bank Inc
|
SELL
|
- |
-20- 0.13% |
$2.4K - $2.71K
|
15.4K
$2.14M
|
|
|
Oct 11, 2024
Q3 2024
|
Creative Planning
Overland Park, KS |
SELL
|
- |
-554- 0.2% |
$66.5K - $75.2K
|
283K
$39.1M
|
|
|
Oct 11, 2024
Q3 2024
|
Thurston, Springer, Miller, Herd & Titak, Inc.
Indianapolis, IN |
SELL
|
- |
-31- 41.33% |
$3.72K - $4.21K
|
44
$6.09K
|
|
|
Oct 11, 2024
Q3 2024
|
Cx Institutional
|
BUY
|
- |
27.5KNew |
$3.3M - $3.74M
|
27.5K
$3.81M
|
|
|
Oct 11, 2024
Q3 2024
|
Fiduciary Alliance LLC
Greenville, SC |
BUY
|
- |
1.63KNew |
$195K - $221K
|
1.63K
$225K
|
|
|
Oct 11, 2024
Q3 2024
|
Org Partners LLC
Roanoke, IN |
SELL
|
- |
-151- 57.2% |
$18.1K - $20.5K
|
113
$15.6K
|
|
|
Oct 11, 2024
Q3 2024
|
Org Wealth Partners, LLC
Dallas, TX |
BUY
|
- |
264New |
$31.7K - $35.8K
|
264
$36.5K
|
|
|
Oct 11, 2024
Q3 2024
|
Cliftonlarsonallen Wealth Advisors, LLC
|
BUY
|
- |
345+ 1.86% |
$41.4K - $46.8K
|
18.9K
$2.62M
|
|
|
Oct 11, 2024
Q3 2024
|
Occidental Asset Management, LLC
|
BUY
|
- |
99+ 1.05% |
$11.9K - $13.4K
|
9.49K
$1.31M
|
|
|
Oct 10, 2024
Q3 2024
|
Cva Family Office, LLC
|
BUY
|
- |
9+ 0.13% |
$1.08K - $1.22K
|
6.98K
$966K
|
|
|
Oct 10, 2024
Q3 2024
|
Gilman Hill Asset Management, LLC
|
BUY
|
- |
8.26K+ 370.18% |
$991K - $1.12M
|
10.5K
$1.45M
|
|
|
Oct 10, 2024
Q3 2024
|
Ritholtz Wealth Management
|
BUY
|
- |
675+ 33.7% |
$81K - $91.6K
|
2.68K
$370K
|
|
|
Oct 10, 2024
Q3 2024
|
Valeo Financial Advisors, LLC
|
SELL
|
- |
-404- 2.03% |
$48.5K - $54.8K
|
19.5K
$2.7M
|
|
|
Oct 10, 2024
Q3 2024
|
Sound Income Strategies, LLC
|
SELL
|
- |
-320- 72.73% |
$38.4K - $43.4K
|
120
$16.6K
|
|
|
Oct 10, 2024
Q3 2024
|
Code Waechter LLC
Tampa, FL |
BUY
|
- |
7.05KNew |
$846K - $957K
|
7.05K
$975K
|
|
|
Oct 10, 2024
Q3 2024
|
Perfromance Wealth Partners, LLC
|
BUY
|
- |
416+ 4.15% |
$49.9K - $56.5K
|
10.5K
$1.45M
|
|
|
Oct 10, 2024
Q3 2024
|
Next Level Private LLC
Harrison, NY |
BUY
|
- |
5.21K+ 276.77% |
$625K - $707K
|
7.09K
$980K
|
|
|
Oct 10, 2024
Q3 2024
|
Asio Capital, LLC
|
BUY
|
- |
1.5KNew |
$180K - $204K
|
1.5K
$207K
|