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 |
|---|---|---|---|---|---|---|---|
|
Nov 14, 2025
Q3 2025
|
Peapack Gladstone Financial Corp
Bedminster, NJ |
BUY
|
- |
983+ 5.73% |
$132K - $140K
|
18.2K
$2.55M
|
|
|
Nov 14, 2025
Q3 2025
|
Rockefeller Capital Management L.P.
New York, NY |
BUY
|
- |
17.9K+ 3.9% |
$2.4M - $2.56M
|
478K
$67.2M
|
|
|
Nov 14, 2025
Q3 2025
|
Summit Financial, LLC
Parsippany, NJ |
BUY
|
- |
239+ 6.84% |
$32K - $34.1K
|
3.73K
$525K
|
|
|
Nov 14, 2025
Q3 2025
|
Lido Advisors, LLC
Los Angeles, CA |
BUY
|
- |
5.44K+ 5.07% |
$728K - $775K
|
113K
$15.8M
|
|
|
Nov 14, 2025
Q3 2025
|
Keebeck Wealth Management, LLC
Chicago, IL |
BUY
|
- |
1.59K+ 4.54% |
$212K - $226K
|
36.5K
$5.13M
|
|
|
Nov 14, 2025
Q3 2025
|
Ameriprise Financial Inc
Minneapolis, MN |
SELL
|
- |
-5.2K- 1.15% |
$696K - $741K
|
446K
$62.7M
|
|
|
Nov 14, 2025
Q3 2025
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
SELL
|
- |
-10.2K- 85.01% |
$1.37M - $1.46M
|
1.8K
$253K
|
|
|
Nov 14, 2025
Q3 2025
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
SELL
|
PUT |
-1.3K- 3.36% |
$174K - $185K
|
37.4K
$5.26M
|
|
|
Nov 14, 2025
Q3 2025
|
Moneta Group Investment Advisors LLC
St Louis, MO |
BUY
|
- |
1.66K+ 1.89% |
$223K - $237K
|
89.6K
$12.6M
|
|
|
Nov 14, 2025
Q3 2025
|
Beutel, Goodman & CO Ltd.
Toronto, A6 |
BUY
|
- |
195New |
$26.1K - $27.8K
|
195
$27.4K
|
|
|
Nov 14, 2025
Q3 2025
|
Warren Averett Asset Management, LLC
Birmingham, AL |
SELL
|
- |
-139- 0.72% |
$18.6K - $19.8K
|
19.2K
$2.7M
|
|
|
Nov 14, 2025
Q3 2025
|
Alliancebernstein L.P.
New York, NY |
SELL
|
- |
-1.73K- 5.69% |
$232K - $247K
|
28.7K
$4.04M
|
|
|
Nov 14, 2025
Q3 2025
|
Iconiq Capital, LLC
San Francisco, CA |
BUY
|
- |
9+ 0.15% |
$1.2K - $1.28K
|
6.15K
$865K
|
|
|
Nov 14, 2025
Q3 2025
|
Quantinno Capital Management LP
New York, NY |
BUY
|
- |
16.1K+ 65.64% |
$2.16M - $2.3M
|
40.7K
$5.72M
|
|
|
Nov 14, 2025
Q3 2025
|
Pgim Custom Harvest LLC
Newark, NJ |
SELL
|
- |
-10- 0.65% |
$1.34K - $1.43K
|
1.53K
$214K
|
|
|
Nov 14, 2025
Q3 2025
|
Ci Private Wealth, LLC
Miami, FL |
SELL
|
- |
-5.69K- 6.35% |
$762K - $812K
|
83.9K
$11.8M
|
|
|
Nov 14, 2025
Q3 2025
|
Leo Wealth, LLC
Hurst, TX |
BUY
|
- |
28+ 0.54% |
$3.75K - $3.99K
|
5.17K
$727K
|
|
|
Nov 14, 2025
Q3 2025
|
Federation Des Caisses Desjardins Du Quebec
Levis, A8 |
SELL
|
- |
-624- 4.0% |
$83.5K - $89K
|
15K
$2.11M
|
|
|
Nov 14, 2025
Q3 2025
|
Seneschal Advisors, LLC
Tacoma, WA |
BUY
|
- |
343New |
$45.9K - $48.9K
|
343
$48.2K
|
|
|
Nov 14, 2025
Q3 2025
|
Sig Brokerage, LP
Bala Cynwyd, PA |
SELL
|
- |
-6.11K- 14.88% |
$818K - $871K
|
35K
$4.92M
|
|
|
Nov 14, 2025
Q3 2025
|
Mpwm Advisory Solutions, LLC
Alpharetta, GA |
SELL
|
- |
-57- 18.45% |
$7.63K - $8.13K
|
252
$35.4K
|
|
|
Nov 14, 2025
Q3 2025
|
Yukon Wealth Management, Inc.
Overland Park, KS |
BUY
|
- |
5.27K+ 3.06% |
$705K - $751K
|
178K
$25M
|
|
|
Nov 14, 2025
Q3 2025
|
Goldman Sachs Group Inc
New York, NY |
BUY
|
- |
30.6K+ 4.63% |
$4.09M - $4.36M
|
690K
$97.1M
|
|
|
Nov 14, 2025
Q3 2025
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
256K+ 3.27% |
$34.3M - $36.6M
|
8.1M
$1.14B
|
|
|
Nov 14, 2025
Q3 2025
|
Morgan Stanley
New York, NY |
SELL
|
- |
-14.6K- 0.23% |
$1.95M - $2.08M
|
6.28M
$884M
|
|
|
Nov 14, 2025
Q3 2025
|
Great Valley Advisor Group, Inc.
|
BUY
|
- |
151+ 3.18% |
$20.2K - $21.5K
|
4.89K
$688K
|
|
|
Nov 14, 2025
Q3 2025
|
Round Rock Advisors, LLC
|
BUY
|
- |
3.38K+ 3.22% |
$452K - $481K
|
108K
$15.2M
|
|
|
Nov 14, 2025
Q3 2025
|
Prosperity Consulting Group, LLC
|
SELL
|
- |
-24- 0.27% |
$3.21K - $3.42K
|
8.78K
$1.23M
|
|
|
Nov 14, 2025
Q3 2025
|
Ieq Capital, LLC
|
BUY
|
- |
110+ 0.54% |
$14.7K - $15.7K
|
20.5K
$2.88M
|
|
|
Nov 14, 2025
Q3 2025
|
Main Street Financial Solutions, LLC
|
BUY
|
- |
545+ 4.6% |
$73K - $77.7K
|
12.4K
$1.74M
|
|
|
Nov 14, 2025
Q3 2025
|
Stone X Group Inc.
|
SELL
|
- |
-76- 2.73% |
$10.2K - $10.8K
|
2.71K
$381K
|
|
|
Nov 14, 2025
Q3 2025
|
Wealth Trust Axiom LLC
|
BUY
|
- |
480+ 7.88% |
$64.3K - $68.4K
|
6.58K
$925K
|
|
|
Nov 14, 2025
Q3 2025
|
National Bank Of Canada
|
BUY
|
- |
8.44K+ 7.12% |
$1.13M - $1.2M
|
127K
$17.9M
|
|
|
Nov 14, 2025
Q3 2025
|
Brown Advisory Inc
|
SELL
|
- |
-13.3K- 30.54% |
$1.78M - $1.89M
|
30.2K
$4.24M
|
|
|
Nov 14, 2025
Q3 2025
|
Mount Yale Investment Advisors, LLC
|
BUY
|
- |
1.45K+ 4833.33% |
$194K - $207K
|
1.48K
$208K
|
|
|
Nov 14, 2025
Q3 2025
|
Fagan Associates, Inc.
|
BUY
|
- |
4+ 0.07% |
$536 - $570
|
6.09K
$857K
|
|
|
Nov 14, 2025
Q3 2025
|
Larson Financial Group LLC
|
BUY
|
- |
6+ 0.43% |
$803 - $855
|
1.39K
$196K
|
|
|
Nov 14, 2025
Q3 2025
|
Ausdal Financial Partners, Inc.
Davenport, IA |
BUY
|
- |
9+ 0.18% |
$1.2K - $1.28K
|
5.02K
$705K
|
|
|
Nov 14, 2025
Q3 2025
|
Summit Trail Advisors, LLC
New York, NY |
SELL
|
- |
-119- 0.83% |
$15.9K - $17K
|
14.1K
$1.99M
|
|
|
Nov 14, 2025
Q3 2025
|
Moors & Cabot, Inc.
Boston, MA |
BUY
|
- |
4+ 0.07% |
$536 - $570
|
5.85K
$822K
|
|
|
Nov 14, 2025
Q3 2025
|
Mercer Global Advisors Inc
Denver, CO |
SELL
|
- |
-17.3K- 9.87% |
$2.32M - $2.47M
|
158K
$22.2M
|
|
|
Nov 14, 2025
Q3 2025
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
BUY
|
- |
838+ 14.63% |
$112K - $119K
|
6.56K
$923K
|
|
|
Nov 14, 2025
Q3 2025
|
Northern Trust Corp
Chicago, IL |
SELL
|
- |
-4.56K- 0.15% |
$611K - $651K
|
3.08M
$433M
|
|
|
Nov 14, 2025
Q3 2025
|
Snowden Capital Advisors LLC
New York, NY |
BUY
|
- |
1.52K+ 7.45% |
$204K - $217K
|
21.9K
$3.09M
|
|
|
Nov 14, 2025
Q3 2025
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
116K+ 29.96% |
$15.6M - $16.6M
|
505K
$71M
|
|
|
Nov 14, 2025
Q3 2025
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
SELL
|
- |
-2.54K- 7.44% |
$340K - $362K
|
31.6K
$4.45M
|
|
|
Nov 14, 2025
Q3 2025
|
Horizon Investments, LLC
Charlotte, NC |
BUY
|
- |
50+ 1.69% |
$6.69K - $7.13K
|
3K
$422K
|
|
|
Nov 14, 2025
Q3 2025
|
Equitable Holdings, Inc.
New York, NY |
BUY
|
- |
2.15K+ 2.08% |
$288K - $307K
|
105K
$14.8M
|
|
|
Nov 14, 2025
Q3 2025
|
Pinnacle Family Advisors, LLC
Springfield, MO |
BUY
|
- |
259+ 1.01% |
$34.7K - $36.9K
|
25.9K
$3.64M
|
|
|
Nov 14, 2025
Q3 2025
|
Prelude Capital Management, LLC
New York, NY |
SELL
|
- |
-1.64K- 26.01% |
$220K - $234K
|
4.67K
$657K
|
|