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 15, 2025
Q2 2025
|
Evanson Asset Management, LLC
|
SELL
|
- |
-1.79K- 11.32% |
$212K - $242K
|
14K
$1.91M
|
|
|
Jul 15, 2025
Q2 2025
|
Shulman De Meo Asset Management LLC
|
SELL
|
- |
-41- 0.13% |
$4.85K - $5.53K
|
30.3K
$4.13M
|
|
|
Jul 15, 2025
Q2 2025
|
Peddock Capital Advisors, LLC
|
BUY
|
- |
3+ 0.07% |
$355 - $405
|
4.05K
$551K
|
|
|
Jul 15, 2025
Q2 2025
|
Regatta Capital Group, LLC
El Segundo, CA |
BUY
|
- |
154+ 3.86% |
$18.2K - $20.8K
|
4.14K
$563K
|
|
|
Jul 15, 2025
Q2 2025
|
Missouri Trust & Investment CO
Springfield, MO |
SELL
|
- |
-10- 0.78% |
$1.18K - $1.35K
|
1.27K
$173K
|
|
|
Jul 15, 2025
Q2 2025
|
Signet Financial Management, LLC
Parsippany, NJ |
SELL
|
- |
-562- 6.74% |
$66.5K - $75.8K
|
7.78K
$1.06M
|
|
|
Jul 15, 2025
Q2 2025
|
Mather Group, Llc.
Chicago, IL |
BUY
|
- |
380+ 13.35% |
$45K - $51.2K
|
3.23K
$439K
|
|
|
Jul 15, 2025
Q2 2025
|
Td Private Client Wealth LLC
New York, NY |
BUY
|
- |
7.88K+ 15.08% |
$933K - $1.06M
|
60.2K
$8.19M
|
|
|
Jul 15, 2025
Q2 2025
|
Octavia Wealth Advisors, LLC
|
SELL
|
- |
-150- 8.88% |
$17.8K - $20.2K
|
1.54K
$210K
|
|
|
Jul 15, 2025
Q2 2025
|
Magnus Financial Group LLC
New York, NY |
BUY
|
- |
99+ 0.63% |
$11.7K - $13.4K
|
15.9K
$2.16M
|
|
|
Jul 15, 2025
Q2 2025
|
Perigon Wealth Management, LLC
San Francisco, CA |
SELL
|
- |
-437- 3.8% |
$51.7K - $58.9K
|
11.1K
$1.51M
|
|
|
Jul 14, 2025
Q2 2025
|
Southland Equity Partners LLC
Wildwood, MO |
BUY
|
- |
808+ 43.09% |
$95.6K - $109K
|
2.68K
$365K
|
|
|
Jul 14, 2025
Q2 2025
|
Able Financial Group, LLC
Scottsdale, AZ |
SELL
|
- |
-1.24K- 37.7% |
$146K - $167K
|
2.04K
$278K
|
|
|
Jul 14, 2025
Q2 2025
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
BUY
|
- |
200+ 3.24% |
$23.7K - $27K
|
6.37K
$866K
|
|
|
Jul 14, 2025
Q2 2025
|
Advisor Net Financial, Inc
|
BUY
|
- |
5+ 0.24% |
$592 - $674
|
2.11K
$287K
|
|
|
Jul 14, 2025
Q2 2025
|
Signature Securities Group Corporation
|
SELL
|
- |
-1.82K- 8.34% |
$215K - $245K
|
20K
$2.72M
|
|
|
Jul 14, 2025
Q2 2025
|
Mechanics Bank Trust Department
|
SELL
|
- |
-3.84K- 8.77% |
$455K - $518K
|
39.9K
$5.44M
|
|
|
Jul 14, 2025
Q2 2025
|
Proathlete Wealth Management LLC
Boca Raton, FL |
BUY
|
- |
122New |
$14.4K - $16.5K
|
122
$16.6K
|
|
|
Jul 14, 2025
Q2 2025
|
Armstrong Advisory Group, Inc
Needham, MA |
BUY
|
- |
419+ 81.2% |
$49.6K - $56.5K
|
935
$127K
|
|
|
Jul 14, 2025
Q2 2025
|
Kfg Wealth Management, LLC
Granger, IN |
SELL
|
- |
-750- 14.88% |
$88.8K - $101K
|
4.29K
$584K
|
|
|
Jul 14, 2025
Q2 2025
|
Cra Financial Services, LLC
|
BUY
|
- |
91+ 0.95% |
$10.8K - $12.3K
|
9.62K
$1.31M
|
|
|
Jul 14, 2025
Q2 2025
|
Baring Financial LLC
Bellingham, WA |
SELL
|
- |
-139- 3.8% |
$16.5K - $18.7K
|
3.52K
$479K
|
|
|
Jul 14, 2025
Q2 2025
|
Wealth Advisory Solutions, LLC
|
BUY
|
- |
44+ 2.74% |
$5.21K - $5.93K
|
1.65K
$224K
|
|
|
Jul 14, 2025
Q2 2025
|
Occidental Asset Management, LLC
|
SELL
|
- |
-99- 1.04% |
$11.7K - $13.4K
|
9.4K
$1.28M
|
|
|
Jul 14, 2025
Q2 2025
|
Gunma Bank,Ltd.
|
BUY
|
- |
3.48K+ 6.48% |
$411K - $469K
|
57.1K
$7.77M
|
|
|
Jul 11, 2025
Q2 2025
|
Trust CO Of Virginia
|
SELL
|
- |
-35- 2.03% |
$4.14K - $4.72K
|
1.69K
$230K
|
|
|
Jul 11, 2025
Q2 2025
|
Kapstone Financial Advisors LLC
Dayton, OH |
SELL
|
- |
-112- 0.51% |
$13.3K - $15.1K
|
22K
$3M
|
|
|
Jul 11, 2025
Q2 2025
|
Essex Savings Bank
|
SELL
|
- |
-15- 0.51% |
$1.78K - $2.02K
|
2.95K
$401K
|
|
|
Jul 11, 2025
Q2 2025
|
Miller Howard Investments Inc
|
SELL
|
- |
-292K- 83.06% |
$34.5M - $39.3M
|
59.5K
$8.1M
|
|
|
Jul 11, 2025
Q2 2025
|
Sea Crest Wealth Management, LLC
Purchase, NY |
BUY
|
- |
401+ 10.86% |
$47.5K - $54.1K
|
4.09K
$557K
|
|
|
Jul 11, 2025
Q2 2025
|
Thomasville National Bank
|
SELL
|
- |
-100- 1.5% |
$11.8K - $13.5K
|
6.58K
$895K
|
|
|
Jul 11, 2025
Q2 2025
|
Rockwood Wealth Management, LLC
New Hope, PA |
SELL
|
- |
-235- 5.53% |
$27.8K - $31.7K
|
4.02K
$547K
|
|
|
Jul 11, 2025
Q2 2025
|
Long View Wealth Management
Atlanta, GA |
BUY
|
- |
2+ 0.07% |
$237 - $270
|
2.69K
$366K
|
|
|
Jul 11, 2025
Q2 2025
|
Kaydan Wealth Management, Inc.
Fenton, MI |
SELL
|
- |
-147- 0.94% |
$17.4K - $19.8K
|
15.5K
$2.1M
|
|
|
Jul 11, 2025
Q2 2025
|
Busey Wealth Management
|
SELL
|
- |
-920- 24.1% |
$109K - $124K
|
2.9K
$394K
|
|
|
Jul 11, 2025
Q2 2025
|
Silver Oak Securities, Inc
Jackson, TN |
BUY
|
- |
2.48KNew |
$293K - $334K
|
2.48K
$337K
|
|
|
Jul 11, 2025
Q2 2025
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
2.05K+ 20.09% |
$243K - $276K
|
12.2K
$1.67M
|
|
|
Jul 11, 2025
Q2 2025
|
Capital Advantage, Inc.
|
SELL
|
- |
-487- 6.24% |
$57.6K - $65.7K
|
7.32K
$996K
|
|
|
Jul 11, 2025
Q2 2025
|
Bouvel Investment Partners, LLC
|
SELL
|
- |
-17.1K- 87.97% |
$2.02M - $2.3M
|
2.34K
$318K
|
|
|
Jul 11, 2025
Q2 2025
|
Arthur M. Cohen & Associates, LLC
|
BUY
|
- |
24+ 0.57% |
$2.84K - $3.24K
|
4.25K
$578K
|
|
|
Jul 11, 2025
Q2 2025
|
Uma Financial Services, Inc.
|
BUY
|
- |
1+ 0.08% |
$118 - $135
|
1.2K
$163K
|
|
|
Jul 11, 2025
Q2 2025
|
Sowell Financial Services LLC
North Little Rock, AR |
SELL
|
- |
-1.99K- 9.84% |
$235K - $268K
|
18.2K
$2.48M
|
|
|
Jul 10, 2025
Q2 2025
|
Secure Asset Management, LLC
|
BUY
|
- |
12+ 0.36% |
$1.42K - $1.62K
|
3.35K
$456K
|
|
|
Jul 10, 2025
Q2 2025
|
Wedmont Private Capital
|
SELL
|
- |
-166- 5.99% |
$19.6K - $22.4K
|
2.61K
$355K
|
|
|
Jul 10, 2025
Q2 2025
|
American Financial Advisors, LLC
|
BUY
|
- |
2+ 0.11% |
$237 - $270
|
1.84K
$250K
|
|
|
Jul 10, 2025
Q2 2025
|
North Crest Asset Manangement, LLC
|
SELL
|
- |
-219- 1.84% |
$25.9K - $29.5K
|
11.7K
$1.59M
|
|
|
Jul 10, 2025
Q2 2025
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
8.92K+ 4.45% |
$1.06M - $1.2M
|
209K
$28.5M
|
|
|
Jul 10, 2025
Q2 2025
|
High Net Worth Advisory Group LLC
Naples, FL |
SELL
|
- |
-704- 3.11% |
$83.3K - $94.9K
|
22K
$2.99M
|
|
|
Jul 10, 2025
Q2 2025
|
Capital Advisory Group Advisory Services, LLC
Bloomington, MN |
BUY
|
- |
295+ 1.34% |
$34.9K - $39.8K
|
22.3K
$3.03M
|
|
|
Jul 10, 2025
Q2 2025
|
Fulton Bank, N.A.
|
BUY
|
- |
2.79K+ 10.36% |
$330K - $376K
|
29.7K
$4.04M
|