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 07, 2025
Q2 2025
|
St. Clair Advisors, LLC
Mayfield Hts, OH |
SELL
|
- |
-8.39K- 4.11% |
$993K - $1.13M
|
196K
$26.6M
|
|
|
Jul 07, 2025
Q2 2025
|
Wesbanco Bank Inc
|
BUY
|
- |
2.87K+ 18.94% |
$339K - $386K
|
18K
$2.45M
|
|
|
Jul 07, 2025
Q2 2025
|
Capital Asset Advisory Services LLC
Haslett, MI |
SELL
|
- |
-33- 0.47% |
$3.91K - $4.45K
|
7.05K
$960K
|
|
|
Jul 07, 2025
Q2 2025
|
Twele Capital Management, Inc.
|
SELL
|
- |
-169- 5.52% |
$20K - $22.8K
|
2.89K
$394K
|
|
|
Jul 07, 2025
Q2 2025
|
Parallel Advisors, LLC
|
BUY
|
- |
271+ 1.69% |
$32.1K - $36.5K
|
16.3K
$2.22M
|
|
|
Jul 03, 2025
Q2 2025
|
Sage Capital Advisors,Llc
|
BUY
|
- |
27+ 0.94% |
$3.2K - $3.64K
|
2.89K
$393K
|
|
|
Jul 02, 2025
Q2 2025
|
Capital Market Strategies LLC
|
SELL
|
- |
-46- 1.63% |
$5.45K - $6.2K
|
2.78K
$379K
|
|
|
Jul 01, 2025
Q2 2025
|
Harbor Investment Advisory, LLC
|
SELL
|
- |
-1.22K- 9.63% |
$144K - $164K
|
11.4K
$1.55M
|
|
| Q1 2025 | |||||||
|
Aug 15, 2025
Q1 2025
|
Moneco Advisors, LLC
Fairfield, CT |
SELL
|
- |
-121- 6.25% |
$15.6K - $16.7K
|
1.81K
$247K
|
|
|
Aug 14, 2025
Q1 2025
|
Carolinas Wealth Consulting LLC
Charlotte, NC |
BUY
|
- |
3.19KNew |
$410K - $440K
|
3.19K
$434K
|
|
|
Aug 13, 2025
Q1 2025
|
Argyle Capital Partners, LLC
Los Angeles, CA |
BUY
|
- |
1.8K+ 34.38% |
$232K - $249K
|
7.04K
$959K
|
|
|
Jul 25, 2025
Q1 2025
|
Kingswood Wealth Advisors, LLC
San Diego, CA |
SELL
|
- |
-27.2K- 47.91% |
$3.5M - $3.76M
|
29.6K
$4.03M
|
|
|
Jun 17, 2025
Q1 2025
|
Howe & Rusling Inc
Rochester, NY |
BUY
|
- |
100New |
$12.9K - $13.8K
|
100
$13.6K
|
|
|
May 27, 2025
Q1 2025
|
Carderock Capital Management Inc
|
SELL
|
- |
-166- 9.4% |
$21.3K - $22.9K
|
1.6K
$218K
|
|
|
May 21, 2025
Q1 2025
|
Geneos Wealth Management Inc.
|
SELL
|
- |
-3.69K- 13.24% |
$475K - $510K
|
24.2K
$3.29M
|
|
|
May 20, 2025
Q1 2025
|
Anchor Investment Management, LLC
Columbia, SC |
BUY
|
- |
4+ 0.23% |
$514 - $552
|
1.72K
$234K
|
|
|
May 15, 2025
Q1 2025
|
Wpg Advisers, LLC
Baltimore, MD |
BUY
|
- |
1+ 2.86% |
$129 - $138
|
36
$4.9K
|
|
|
May 15, 2025
Q1 2025
|
Keebeck Wealth Management, LLC
Chicago, IL |
SELL
|
- |
-180- 0.51% |
$23.1K - $24.9K
|
34.9K
$4.75M
|
|
|
May 15, 2025
Q1 2025
|
Guardian Wealth Advisors, LLC
Raleigh, NC |
SELL
|
- |
-687- 7.79% |
$88.3K - $94.9K
|
8.14K
$1.11M
|
|
|
May 15, 2025
Q1 2025
|
Private Wealth Asset Management, LLC
Cedar Rapids, IA |
BUY
|
- |
2.85KNew |
$367K - $394K
|
2.85K
$388K
|
|
|
May 15, 2025
Q1 2025
|
Orion Portfolio Solutions, LLC
|
SELL
|
- |
-23.6K- 44.86% |
$3.03M - $3.26M
|
29K
$3.94M
|
|
|
May 15, 2025
Q1 2025
|
Newbridge Financial Services Group, Inc.
|
SELL
|
- |
-88- 22.39% |
$11.3K - $12.2K
|
305
$41.5K
|
|
|
May 15, 2025
Q1 2025
|
Advisory Services Network, LLC
|
BUY
|
- |
446+ 0.61% |
$57.3K - $61.6K
|
73K
$9.93M
|
|
|
May 15, 2025
Q1 2025
|
Scarborough Advisors, LLC
Annapolis, MD |
SELL
|
- |
-542- 1.5% |
$69.7K - $74.9K
|
35.5K
$4.83M
|
|
|
May 15, 2025
Q1 2025
|
Cullen Capital Management, LLC
New York, NY |
SELL
|
- |
-24.6K- 94.06% |
$3.16M - $3.39M
|
1.55K
$211K
|
|
|
May 15, 2025
Q1 2025
|
Fairview Capital Investment Management, LLC
Greenbrae, CA |
SELL
|
- |
-812- 23.36% |
$104K - $112K
|
2.66K
$363K
|
|
|
May 15, 2025
Q1 2025
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
SELL
|
- |
-592- 4.34% |
$76.1K - $81.8K
|
13.1K
$1.78M
|
|
|
May 15, 2025
Q1 2025
|
Amussen Hunsaker Associates LLC
Salt Lake City, UT |
BUY
|
- |
1.51KNew |
$194K - $209K
|
1.51K
$206K
|
|
|
May 15, 2025
Q1 2025
|
Connecticut Wealth Management, LLC
|
SELL
|
- |
-373- 14.75% |
$48K - $51.5K
|
2.16K
$293K
|
|
|
May 15, 2025
Q1 2025
|
Mai Capital Management
|
SELL
|
- |
-3.94K- 4.42% |
$507K - $544K
|
85.2K
$11.6M
|
|
|
May 15, 2025
Q1 2025
|
Clear Harbor Asset Management, LLC
|
BUY
|
- |
3.84KNew |
$494K - $531K
|
3.84K
$523K
|
|
|
May 15, 2025
Q1 2025
|
Oxford Financial Group LTD
Indianapolis, IN |
SELL
|
- |
-4.02K- 92.55% |
$516K - $554K
|
323
$44K
|
|
|
May 15, 2025
Q1 2025
|
Pacific Center For Financial Services
San Ramon, CA |
BUY
|
- |
13+ 0.6% |
$1.67K - $1.8K
|
2.16K
$294K
|
|
|
May 15, 2025
Q1 2025
|
Glenmede Trust CO Na
Philadelphia, PA |
BUY
|
- |
1.67K+ 0.67% |
$214K - $230K
|
249K
$33.9M
|
|
|
May 15, 2025
Q1 2025
|
Advisors Asset Management, Inc.
Monument, CO |
BUY
|
- |
61+ 52.14% |
$7.84K - $8.42K
|
178
$24.2K
|
|
|
May 15, 2025
Q1 2025
|
Toronto Dominion Bank
Toronto, Ontario, A6 |
BUY
|
- |
3.57K+ 71300.0% |
$458K - $492K
|
3.57K
$486K
|
|
|
May 15, 2025
Q1 2025
|
Two Sigma Investments, LP
New York, NY |
BUY
|
- |
63.8KNew |
$8.2M - $8.81M
|
63.8K
$8.68M
|
|
|
May 15, 2025
Q1 2025
|
Joel Greenblatt
Gotham Asset Management, LLC | New York, Ny
|
BUY
|
- |
5.32KNew |
$684K - $735K
|
5.32K
$724K
|
|
|
May 15, 2025
Q1 2025
|
Israel Englander
Millennium Management LLC | New York, Ny
|
BUY
|
- |
4.25KNew |
$547K - $587K
|
4.25K
$579K
|
|
|
May 14, 2025
Q1 2025
|
Asset Management Group, Inc.
Stamford, CT |
BUY
|
- |
100+ 0.66% |
$12.9K - $13.8K
|
15.2K
$2.06M
|
|
|
May 14, 2025
Q1 2025
|
Monetary Management Group Inc
St Louis, MO |
BUY
|
- |
2.25K+ 11.84% |
$289K - $311K
|
21.3K
$2.89M
|
|
|
May 14, 2025
Q1 2025
|
Bok Financial Private Wealth, Inc.
Denver, CO |
SELL
|
- |
-82- 0.75% |
$10.5K - $11.3K
|
10.8K
$1.47M
|
|
|
May 14, 2025
Q1 2025
|
Monterey Private Wealth, Inc.
|
SELL
|
- |
-132- 3.64% |
$17K - $18.2K
|
3.5K
$476K
|
|
|
May 14, 2025
Q1 2025
|
Cibc Private Wealth Group, LLC
|
BUY
|
- |
362+ 0.6% |
$46.5K - $50K
|
60.4K
$8.23M
|
|
|
May 14, 2025
Q1 2025
|
Jim Simons
Renaissance Technologies LLC | New York, Ny
|
BUY
|
- |
2.1KNew |
$270K - $290K
|
2.1K
$286K
|
|
|
May 14, 2025
Q1 2025
|
Keeley Teton Advisors, LLC
Chicago, IL |
SELL
|
- |
-500- 4.25% |
$64.3K - $69.1K
|
11.3K
$1.53M
|
|
|
May 14, 2025
Q1 2025
|
Myda Advisors LLC
Inwood, NY |
SELL
|
- |
-40K- 50.0% |
$5.14M - $5.52M
|
40K
$5.44M
|
|
|
May 14, 2025
Q1 2025
|
Omers Administration Corp
Toronto, A6 |
BUY
|
- |
184KNew |
$23.6M - $25.4M
|
184K
$25M
|
|
|
May 14, 2025
Q1 2025
|
Zacks Investment Management
Chicago, IL |
SELL
|
- |
-159- 8.34% |
$20.4K - $22K
|
1.75K
$238K
|
|
|
May 14, 2025
Q1 2025
|
Jane Street Group, LLC
New York, NY |
BUY
|
- |
5.03K+ 120.49% |
$647K - $695K
|
9.21K
$1.25M
|
|