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 17, 2025
Q2 2025
|
Wolff Wiese Magana LLC
|
SELL
|
- |
-300- 1.29% |
$35.5K - $40.5K
|
23K
$3.14M
|
|
|
Jul 17, 2025
Q2 2025
|
Fifth Third Securities, Inc.
|
SELL
|
- |
-501- 2.01% |
$59.3K - $67.6K
|
24.5K
$3.33M
|
|
|
Jul 17, 2025
Q2 2025
|
Sterling Investment Advisors, Ltd.
|
BUY
|
- |
1.83K+ 2.64% |
$216K - $247K
|
71.2K
$9.69M
|
|
|
Jul 17, 2025
Q2 2025
|
Smith Anglin Financial, LLC
|
BUY
|
- |
52+ 0.37% |
$6.16K - $7.01K
|
14.1K
$1.92M
|
|
|
Jul 17, 2025
Q2 2025
|
Venture Visionary Partners LLC
|
SELL
|
- |
-378- 2.76% |
$44.7K - $51K
|
13.3K
$1.81M
|
|
|
Jul 17, 2025
Q2 2025
|
Hb Wealth Management, LLC
|
BUY
|
- |
73.1K+ 129.74% |
$8.65M - $9.86M
|
129K
$17.6M
|
|
|
Jul 17, 2025
Q2 2025
|
Janney Montgomery Scott LLC
|
SELL
|
- |
-3.35K- 1.56% |
$396K - $451K
|
211K
$28.7M
|
|
|
Jul 17, 2025
Q2 2025
|
Lex Aurum Advisors, LLC
|
SELL
|
- |
-17- 0.43% |
$2.01K - $2.29K
|
3.98K
$541K
|
|
|
Jul 17, 2025
Q2 2025
|
Capital Investment Advisors, LLC
|
BUY
|
- |
122KNew |
$14.5M - $16.5M
|
122K
$16.6M
|
|
|
Jul 17, 2025
Q2 2025
|
Xml Financial, LLC
|
SELL
|
- |
-38- 0.39% |
$4.5K - $5.12K
|
9.78K
$1.33M
|
|
|
Jul 17, 2025
Q2 2025
|
Paradigm Financial Partners, LLC
|
BUY
|
- |
3.12K+ 65.53% |
$369K - $421K
|
7.88K
$1.07M
|
|
|
Jul 17, 2025
Q2 2025
|
One Wealth Advisors, LLC
San Francisco, CA |
BUY
|
- |
226+ 0.74% |
$26.8K - $30.5K
|
30.8K
$4.19M
|
|
|
Jul 17, 2025
Q2 2025
|
Melfa Wealth Management, LLC
Westborough, MA |
BUY
|
- |
25+ 1.32% |
$2.96K - $3.37K
|
1.93K
$262K
|
|
|
Jul 17, 2025
Q2 2025
|
Alley Investment Management Company, LLC
|
BUY
|
- |
72+ 1.28% |
$8.52K - $9.71K
|
5.71K
$777K
|
|
|
Jul 17, 2025
Q2 2025
|
Pfg Investments, LLC
Woodbury, NY |
SELL
|
- |
-471- 3.54% |
$55.8K - $63.5K
|
12.8K
$1.75M
|
|
|
Jul 17, 2025
Q2 2025
|
Tabr Capital Management, LLC
Orange, CA |
BUY
|
- |
15+ 0.95% |
$1.78K - $2.02K
|
1.6K
$217K
|
|
|
Jul 16, 2025
Q2 2025
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
BUY
|
- |
3+ 0.05% |
$355 - $405
|
5.73K
$779K
|
|
|
Jul 16, 2025
Q2 2025
|
Essex Financial Services, Inc.
|
SELL
|
- |
-481- 2.13% |
$56.9K - $64.9K
|
22.1K
$3.01M
|
|
|
Jul 16, 2025
Q2 2025
|
Dakota Wealth Management
|
SELL
|
- |
-1.02K- 10.19% |
$120K - $137K
|
8.94K
$1.22M
|
|
|
Jul 16, 2025
Q2 2025
|
American National Bank
|
SELL
|
- |
-400- 7.14% |
$47.3K - $53.9K
|
5.2K
$708K
|
|
|
Jul 16, 2025
Q2 2025
|
Mkt Advisors LLC
Escondido, CA |
SELL
|
- |
-24- 0.31% |
$2.84K - $3.24K
|
7.66K
$1.04M
|
|
|
Jul 16, 2025
Q2 2025
|
Kerntke Otto Mc Glone Wealth Management Group
Appleton, WI |
BUY
|
- |
43+ 2.81% |
$5.09K - $5.8K
|
1.57K
$214K
|
|
|
Jul 16, 2025
Q2 2025
|
Beaumont Financial Advisors, LLC
Needham, DE |
SELL
|
- |
-951- 1.52% |
$113K - $128K
|
61.8K
$8.41M
|
|
|
Jul 16, 2025
Q2 2025
|
Strategic Investment Solutions, Inc. /Il
Orland Park, IL |
BUY
|
- |
50New |
$5.92K - $6.74K
|
50
$6.81K
|
|
|
Jul 16, 2025
Q2 2025
|
Tci Wealth Advisors, Inc.
|
SELL
|
- |
-747- 7.47% |
$88.4K - $101K
|
9.25K
$1.26M
|
|
|
Jul 16, 2025
Q2 2025
|
Amarillo National Bank
|
SELL
|
- |
-735- 1.32% |
$87K - $99.1K
|
55K
$7.48M
|
|
|
Jul 16, 2025
Q2 2025
|
Embree Financial Group
Chicago, IL |
BUY
|
- |
148+ 1.72% |
$17.5K - $20K
|
8.74K
$1.19M
|
|
|
Jul 16, 2025
Q2 2025
|
St Germain D J CO Inc
Springfield, MA |
SELL
|
- |
-351- 18.05% |
$41.5K - $47.3K
|
1.59K
$217K
|
|
|
Jul 16, 2025
Q2 2025
|
Crowley Wealth Management, Inc.
Wilmington, DE |
BUY
|
- |
38+ 4.31% |
$4.5K - $5.12K
|
920
$125K
|
|
|
Jul 16, 2025
Q2 2025
|
Moisand Fitzgerald Tamayo, LLC
|
BUY
|
- |
100+ 7.14% |
$11.8K - $13.5K
|
1.5K
$204K
|
|
|
Jul 16, 2025
Q2 2025
|
Stillwater Capital Advisors, LLC
|
BUY
|
- |
50+ 2.54% |
$5.92K - $6.74K
|
2.02K
$275K
|
|
|
Jul 16, 2025
Q2 2025
|
Cove Private Wealth, LLC
Oyster Bay Cove, NY |
BUY
|
- |
3.25K+ 64.61% |
$385K - $438K
|
8.28K
$1.13M
|
|
|
Jul 16, 2025
Q2 2025
|
Augustine Asset Management Inc
|
SELL
|
- |
-132- 6.19% |
$15.6K - $17.8K
|
2K
$272K
|
|
|
Jul 16, 2025
Q2 2025
|
Signaturefd, LLC
Atlanta, GA |
BUY
|
- |
455+ 25.56% |
$53.9K - $61.4K
|
2.24K
$304K
|
|
|
Jul 16, 2025
Q2 2025
|
Townsend Asset Management Corp
|
BUY
|
- |
907+ 2.91% |
$107K - $122K
|
32.1K
$4.37M
|
|
|
Jul 16, 2025
Q2 2025
|
Spirepoint Private Client, LLC
Vero Beach, FL |
BUY
|
- |
1.85KNew |
$219K - $250K
|
1.85K
$252K
|
|
|
Jul 16, 2025
Q2 2025
|
Diversified Enterprises, LLC
Wilmington, DE |
BUY
|
- |
1.75KNew |
$208K - $237K
|
1.75K
$239K
|
|
|
Jul 16, 2025
Q2 2025
|
Cahaba Wealth Management, Inc.
|
SELL
|
- |
-597- 13.17% |
$70.7K - $80.5K
|
3.94K
$536K
|
|
|
Jul 16, 2025
Q2 2025
|
Independent Wealth Network Inc.
|
BUY
|
- |
70+ 0.85% |
$8.29K - $9.44K
|
8.35K
$1.14M
|
|
|
Jul 16, 2025
Q2 2025
|
Tempus Wealth Planning, LLC
|
SELL
|
- |
-636- 3.85% |
$75.3K - $85.8K
|
15.9K
$2.16M
|
|
|
Jul 16, 2025
Q2 2025
|
Worth Financial Advisory Group, LLC
Charlotte, NC |
BUY
|
- |
625+ 29.04% |
$74K - $84.3K
|
2.78K
$378K
|
|
|
Jul 15, 2025
Q2 2025
|
Kwmg, LLC
|
BUY
|
- |
1.59K+ 1.6% |
$188K - $214K
|
101K
$13.7M
|
|
|
Jul 15, 2025
Q2 2025
|
Sheets Smith Wealth Management
|
SELL
|
- |
-118- 1.61% |
$14K - $15.9K
|
7.23K
$984K
|
|
|
Jul 15, 2025
Q2 2025
|
Fifth Third Bancorp
|
SELL
|
- |
-5.89K- 2.15% |
$698K - $795K
|
268K
$36.4M
|
|
|
Jul 15, 2025
Q2 2025
|
Main Street Group, LTD
Glen Allen, VA |
SELL
|
- |
-175- 35.5% |
$20.7K - $23.6K
|
318
$43.3K
|
|
|
Jul 15, 2025
Q2 2025
|
Charter Capital Management, Llc\De
Brookfield, WI |
BUY
|
- |
4.11KNew |
$487K - $555K
|
4.11K
$560K
|
|
|
Jul 15, 2025
Q2 2025
|
Patriot Investment Management Inc.
|
SELL
|
- |
-431- 3.45% |
$51K - $58.1K
|
12.1K
$1.64M
|
|
|
Jul 15, 2025
Q2 2025
|
Northside Capital Management, LLC
|
SELL
|
- |
-1.38K- 0.2% |
$164K - $187K
|
684K
$93M
|
|
|
Jul 15, 2025
Q2 2025
|
Ims Capital Management
|
BUY
|
- |
104+ 0.52% |
$12.3K - $14K
|
20.1K
$2.73M
|
|
|
Jul 15, 2025
Q2 2025
|
North Star Investment Management Corp.
Chicago, IL |
SELL
|
- |
-1.58K- 1.98% |
$187K - $213K
|
78.3K
$10.7M
|