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 10, 2025
Q2 2025
|
Weinberger Asset Management, Inc
Los Angeles, CA |
SELL
|
- |
-130- 0.73% |
$15.4K - $17.5K
|
17.6K
$2.39M
|
|
|
Jul 10, 2025
Q2 2025
|
Rockland Trust CO
|
SELL
|
- |
-175- 6.47% |
$20.7K - $23.6K
|
2.53K
$344K
|
|
|
Jul 10, 2025
Q2 2025
|
Exchange Traded Concepts, LLC
|
SELL
|
- |
-56.2K- 91.39% |
$6.65M - $7.58M
|
5.3K
$721K
|
|
|
Jul 10, 2025
Q2 2025
|
Sterling Investment Advisors LLC
|
BUY
|
- |
749+ 42.92% |
$88.7K - $101K
|
2.49K
$339K
|
|
|
Jul 10, 2025
Q2 2025
|
Peoples Bank/Ks
Pratt, KS |
BUY
|
- |
343+ 2.32% |
$40.6K - $46.3K
|
15.1K
$2.06M
|
|
|
Jul 10, 2025
Q2 2025
|
Ferguson Wellman Capital Management, Inc
|
SELL
|
- |
-4.33K- 11.74% |
$512K - $583K
|
32.5K
$4.43M
|
|
|
Jul 10, 2025
Q2 2025
|
Selective Wealth Management, Inc.
|
BUY
|
- |
24+ 0.55% |
$2.84K - $3.24K
|
4.42K
$602K
|
|
|
Jul 10, 2025
Q2 2025
|
Trust Point Inc.
La Crosse, WI |
BUY
|
- |
219+ 2.25% |
$25.9K - $29.5K
|
9.96K
$1.36M
|
|
|
Jul 10, 2025
Q2 2025
|
Kingstone Capital Partners Texas, LLC
Frisco, TX |
BUY
|
- |
1.47MNew |
$174M - $199M
|
1.47M
$200M
|
|
|
Jul 09, 2025
Q2 2025
|
Westmount Partners, LLC
Los Angeles, CA |
SELL
|
- |
-62- 2.63% |
$7.34K - $8.36K
|
2.3K
$313K
|
|
|
Jul 09, 2025
Q2 2025
|
Byrne Asset Management LLC
|
SELL
|
- |
-175- 35.0% |
$20.7K - $23.6K
|
325
$44.2K
|
|
|
Jul 09, 2025
Q2 2025
|
Fiduciary Alliance LLC
Greenville, SC |
BUY
|
- |
2+ 0.13% |
$237 - $270
|
1.53K
$208K
|
|
|
Jul 09, 2025
Q2 2025
|
Lbmc Investment Advisors, LLC
|
BUY
|
- |
360+ 0.16% |
$42.6K - $48.5K
|
232K
$31.5M
|
|
|
Jul 09, 2025
Q2 2025
|
David J Yvars Group
|
BUY
|
- |
1.86K+ 16.55% |
$220K - $251K
|
13.1K
$1.78M
|
|
|
Jul 09, 2025
Q2 2025
|
Thrive Wealth Management, LLC
|
BUY
|
- |
10+ 0.33% |
$1.18K - $1.35K
|
3.05K
$415K
|
|
|
Jul 09, 2025
Q2 2025
|
Keystone Wealth Services, LLC
|
BUY
|
- |
67+ 1.44% |
$7.93K - $9.04K
|
4.72K
$642K
|
|
|
Jul 09, 2025
Q2 2025
|
Blodgett Wealth Advisors, LLC
|
SELL
|
- |
-400- 3.79% |
$47.3K - $53.9K
|
10.2K
$1.38M
|
|
|
Jul 09, 2025
Q2 2025
|
Dynamic Advisor Solutions LLC
|
SELL
|
- |
-172- 7.1% |
$20.4K - $23.2K
|
2.25K
$306K
|
|
|
Jul 09, 2025
Q2 2025
|
Breakwater Capital Group
Paramus, NJ |
SELL
|
- |
-101- 2.56% |
$12K - $13.6K
|
3.85K
$524K
|
|
|
Jul 09, 2025
Q2 2025
|
Wolff Financial Management LLC
|
SELL
|
- |
-77- 0.85% |
$9.11K - $10.4K
|
8.95K
$1.22M
|
|
|
Jul 09, 2025
Q2 2025
|
Focus Wealth Advisors, LLC
|
BUY
|
- |
359+ 0.9% |
$42.5K - $48.4K
|
40.3K
$5.48M
|
|
|
Jul 09, 2025
Q2 2025
|
Gilman Hill Asset Management, LLC
|
SELL
|
- |
-249- 10.56% |
$29.5K - $33.6K
|
2.11K
$287K
|
|
|
Jul 09, 2025
Q2 2025
|
Pallas Capital Advisors LLC
Braintree, MA |
BUY
|
- |
565+ 2.9% |
$66.9K - $76.2K
|
20.1K
$2.73M
|
|
|
Jul 09, 2025
Q2 2025
|
Graves Light Lenhart Wealth, Inc.
Harrisonburg, VA |
SELL
|
- |
-1.65K- 5.42% |
$195K - $222K
|
28.7K
$3.91M
|
|
|
Jul 09, 2025
Q2 2025
|
Focus Financial Network, Inc.
Minneapolis, MN |
SELL
|
- |
-68- 0.68% |
$8.05K - $9.17K
|
9.9K
$1.35M
|
|
|
Jul 08, 2025
Q2 2025
|
Legacy Private Trust Co.
|
SELL
|
- |
-400- 2.52% |
$47.3K - $53.9K
|
15.5K
$2.11M
|
|
|
Jul 08, 2025
Q2 2025
|
Heartwood Wealth Advisors LLC
|
SELL
|
- |
-23- 0.52% |
$2.72K - $3.1K
|
4.41K
$600K
|
|
|
Jul 08, 2025
Q2 2025
|
Canandaigua National Bank & Trust CO
Canandaigua, NY |
SELL
|
- |
-279- 1.8% |
$33K - $37.6K
|
15.2K
$2.08M
|
|
|
Jul 08, 2025
Q2 2025
|
Nbc Securities, Inc.
Birmingham, AL |
SELL
|
- |
-184- 1.33% |
$21.8K - $24.8K
|
13.6K
$1.85M
|
|
|
Jul 08, 2025
Q2 2025
|
Apella Capital, LLC
|
BUY
|
- |
2.37K+ 127.15% |
$281K - $320K
|
4.23K
$576K
|
|
|
Jul 08, 2025
Q2 2025
|
Webster Bank, N. A.
|
SELL
|
- |
-480- 2.43% |
$56.8K - $64.7K
|
19.3K
$2.62M
|
|
|
Jul 08, 2025
Q2 2025
|
Rise Advisors, LLC
|
BUY
|
- |
6+ 0.39% |
$710 - $809
|
1.54K
$210K
|
|
|
Jul 08, 2025
Q2 2025
|
Chemistry Wealth Management LLC
New York, NY |
SELL
|
- |
-28- 1.66% |
$3.31K - $3.78K
|
1.66K
$226K
|
|
|
Jul 08, 2025
Q2 2025
|
Northstar Advisory Group, LLC
|
SELL
|
- |
-76- 4.51% |
$9K - $10.2K
|
1.61K
$219K
|
|
|
Jul 08, 2025
Q2 2025
|
Juncture Wealth Strategies, LLC
|
BUY
|
- |
51+ 1.01% |
$6.04K - $6.88K
|
5.09K
$693K
|
|
|
Jul 08, 2025
Q2 2025
|
Next Level Private LLC
Harrison, NY |
BUY
|
- |
68+ 0.94% |
$8.05K - $9.17K
|
7.26K
$989K
|
|
|
Jul 08, 2025
Q2 2025
|
Zrc Wealth Management, LLC
Santa Rosa, CA |
BUY
|
- |
2+ 0.43% |
$237 - $270
|
469
$63.8K
|
|
|
Jul 08, 2025
Q2 2025
|
Massmutual Trust CO Fsb
|
BUY
|
- |
450+ 21.13% |
$53.3K - $60.7K
|
2.58K
$351K
|
|
|
Jul 08, 2025
Q2 2025
|
Sar Wealth Management Group, LLC
Atlanta, GA |
BUY
|
- |
6+ 0.36% |
$710 - $809
|
1.68K
$228K
|
|
|
Jul 07, 2025
Q2 2025
|
Tru Wealth Advisors, LLC
|
BUY
|
- |
13+ 0.22% |
$1.54K - $1.75K
|
6K
$817K
|
|
|
Jul 07, 2025
Q2 2025
|
Bangor Savings Bank
Bangor, ME |
SELL
|
- |
-94- 2.61% |
$11.1K - $12.7K
|
3.51K
$477K
|
|
|
Jul 07, 2025
Q2 2025
|
Salem Investment Counselors Inc
Winston Salem, NC |
SELL
|
- |
-160- 1.04% |
$18.9K - $21.6K
|
15.3K
$2.08M
|
|
|
Jul 07, 2025
Q2 2025
|
Thurston, Springer, Miller, Herd & Titak, Inc.
Indianapolis, IN |
BUY
|
- |
2+ 0.48% |
$237 - $270
|
416
$56.6K
|
|
|
Jul 07, 2025
Q2 2025
|
Greenfield Savings Bank
|
SELL
|
- |
-45- 0.9% |
$5.33K - $6.07K
|
4.95K
$673K
|
|
|
Jul 07, 2025
Q2 2025
|
Roxbury Financial LLC
Mount Arlington, NJ |
BUY
|
- |
4+ 1.09% |
$473 - $539
|
371
$50.5K
|
|
|
Jul 07, 2025
Q2 2025
|
First Citizens Financial Corp
|
SELL
|
- |
-3.59K- 37.51% |
$425K - $484K
|
5.98K
$814K
|
|
|
Jul 07, 2025
Q2 2025
|
Insight Wealth Strategies, LLC
San Ramon, CA |
BUY
|
- |
28+ 0.83% |
$3.31K - $3.78K
|
3.4K
$462K
|
|
|
Jul 07, 2025
Q2 2025
|
Investors Research Corp
|
SELL
|
- |
-290- 6.11% |
$34.3K - $39.1K
|
4.46K
$607K
|
|
|
Jul 07, 2025
Q2 2025
|
Fox Hill Wealth Management
Dedham, MA |
BUY
|
- |
152+ 1.4% |
$18K - $20.5K
|
11K
$1.5M
|
|
|
Jul 07, 2025
Q2 2025
|
Accelerate Investment Advisors LLC
Aliso Viejo, CA |
BUY
|
- |
2.06KNew |
$243K - $277K
|
2.06K
$280K
|