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 22, 2025
Q2 2025
|
Bridge Port Financial Solutions, LLC
Fairfield, IA |
BUY
|
- |
69+ 3.01% |
$8.17K - $9.31K
|
2.36K
$325K
|
|
|
Jul 22, 2025
Q2 2025
|
Capital Advisors Inc
|
BUY
|
- |
5+ 0.19% |
$592 - $674
|
2.64K
$363K
|
|
|
Jul 22, 2025
Q2 2025
|
Red Tortoise LLC
Atlanta, GA |
BUY
|
- |
3+ 0.08% |
$355 - $405
|
3.64K
$500K
|
|
|
Jul 22, 2025
Q2 2025
|
Belpointe Asset Management LLC
|
SELL
|
- |
-480- 4.69% |
$56.8K - $64.7K
|
9.75K
$1.34M
|
|
|
Jul 22, 2025
Q2 2025
|
Berkshire Money Management, Inc.
|
BUY
|
- |
566New |
$67K - $76.3K
|
566
$77.8K
|
|
|
Jul 22, 2025
Q2 2025
|
Confluence Wealth Services, Inc.
Mcmurray, PA |
BUY
|
- |
1.56KNew |
$185K - $210K
|
1.56K
$214K
|
|
|
Jul 22, 2025
Q2 2025
|
Mascoma Wealth Management LLC
|
SELL
|
- |
-1.78K- 27.73% |
$210K - $240K
|
4.63K
$637K
|
|
|
Jul 22, 2025
Q2 2025
|
Simplicity Wealth,Llc
|
BUY
|
- |
637+ 22.61% |
$75.4K - $85.9K
|
3.45K
$475K
|
|
|
Jul 22, 2025
Q2 2025
|
Old National Bancorp
|
SELL
|
- |
-7.32K- 9.74% |
$866K - $987K
|
67.8K
$9.32M
|
|
|
Jul 22, 2025
Q2 2025
|
Olistico Wealth, LLC
Tulsa, OK |
BUY
|
- |
1.2K+ 169.49% |
$142K - $162K
|
1.91K
$262K
|
|
|
Jul 22, 2025
Q2 2025
|
Duncan Williams Asset Management, LLC
Memphis, TN |
BUY
|
- |
1.61KNew |
$191K - $217K
|
1.61K
$222K
|
|
|
Jul 22, 2025
Q2 2025
|
Valeo Financial Advisors, LLC
|
BUY
|
- |
2.97K+ 14.4% |
$351K - $400K
|
23.6K
$3.24M
|
|
|
Jul 22, 2025
Q2 2025
|
Davenport & CO LLC
|
BUY
|
- |
6.5K+ 10.08% |
$769K - $877K
|
71K
$9.76M
|
|
|
Jul 22, 2025
Q2 2025
|
Woodmont Investment Counsel LLC
Nashville, TN |
BUY
|
- |
4.74K+ 118.11% |
$561K - $639K
|
8.76K
$1.2M
|
|
|
Jul 22, 2025
Q2 2025
|
Grimes & Company, Inc.
|
BUY
|
- |
36+ 0.39% |
$4.26K - $4.85K
|
9.17K
$1.26M
|
|
|
Jul 22, 2025
Q2 2025
|
Hubbell Strickland Wealth Management, LLC
|
BUY
|
- |
14+ 0.92% |
$1.66K - $1.89K
|
1.53K
$211K
|
|
|
Jul 22, 2025
Q2 2025
|
Merit Financial Group, LLC
|
BUY
|
- |
4.32K+ 153.23% |
$511K - $582K
|
7.14K
$981K
|
|
|
Jul 22, 2025
Q2 2025
|
Keudell
|
BUY
|
- |
79+ 0.97% |
$9.35K - $10.7K
|
8.22K
$1.13M
|
|
|
Jul 22, 2025
Q2 2025
|
Vaughan & CO Securities, Inc.
|
BUY
|
- |
72+ 0.81% |
$8.52K - $9.71K
|
9.01K
$1.24M
|
|
|
Jul 22, 2025
Q2 2025
|
Beacon Financial Advisory LLC
|
SELL
|
- |
-586- 7.44% |
$69.4K - $79K
|
7.29K
$1M
|
|
|
Jul 22, 2025
Q2 2025
|
Viewpoint Capital Management LLC
Seattle, WA |
BUY
|
- |
54+ 0.56% |
$6.39K - $7.28K
|
9.77K
$1.34M
|
|
|
Jul 22, 2025
Q2 2025
|
Prime Capital Investment Advisors, LLC
Overland Park, KS |
SELL
|
- |
-24.2K- 33.58% |
$2.87M - $3.26M
|
47.9K
$6.58M
|
|
|
Jul 21, 2025
Q2 2025
|
Cornell Pochily Investment Advisors, Inc.
|
BUY
|
- |
122+ 0.9% |
$14.4K - $16.5K
|
13.7K
$1.89M
|
|
|
Jul 21, 2025
Q2 2025
|
Patriot Financial Group Insurance Agency, LLC
|
BUY
|
- |
160+ 6.36% |
$18.9K - $21.6K
|
2.68K
$368K
|
|
|
Jul 21, 2025
Q2 2025
|
First National Bank & Trust CO Of Newtown
|
SELL
|
- |
-134- 0.08% |
$15.9K - $18.1K
|
172K
$23.7M
|
|
|
Jul 21, 2025
Q2 2025
|
Mirae Asset Global Investments Co., Ltd.
|
BUY
|
- |
100+ 0.6% |
$11.8K - $13.5K
|
16.8K
$2.31M
|
|
|
Jul 21, 2025
Q2 2025
|
Old Second National Bank Of Aurora
|
SELL
|
- |
-140- 11.2% |
$16.6K - $18.9K
|
1.11K
$153K
|
|
|
Jul 21, 2025
Q2 2025
|
Warner Financial, Inc
Bethesda, MD |
BUY
|
- |
13+ 0.21% |
$1.54K - $1.75K
|
6.13K
$844K
|
|
|
Jul 21, 2025
Q2 2025
|
Verus Financial Partners, Inc.
|
BUY
|
- |
136+ 0.23% |
$16.1K - $18.3K
|
58.3K
$8.02M
|
|
|
Jul 21, 2025
Q2 2025
|
Compass Planning Associates Inc
Greenfield, MA |
BUY
|
- |
1+ 4.0% |
$118 - $135
|
26
$3.58K
|
|
|
Jul 21, 2025
Q2 2025
|
Ntv Asset Management LLC
|
SELL
|
- |
-2.12K- 1.91% |
$250K - $285K
|
109K
$15M
|
|
|
Jul 21, 2025
Q2 2025
|
Pflug Koory, LLC
|
SELL
|
- |
-50- 1.73% |
$5.92K - $6.74K
|
2.85K
$392K
|
|
|
Jul 21, 2025
Q2 2025
|
Ameriflex Group, Inc.
Las Vegas, NV |
SELL
|
- |
-864- 16.27% |
$102K - $117K
|
4.45K
$612K
|
|
|
Jul 21, 2025
Q2 2025
|
Qrg Capital Management, Inc.
Berwyn, PA |
BUY
|
- |
97+ 1.27% |
$11.5K - $13.1K
|
7.75K
$1.07M
|
|
|
Jul 21, 2025
Q2 2025
|
Grassi Investment Management
|
SELL
|
- |
-161- 4.84% |
$19.1K - $21.7K
|
3.17K
$436K
|
|
|
Jul 21, 2025
Q2 2025
|
Greenwood Capital Associates LLC
Greenwood, SC |
BUY
|
- |
7.65KNew |
$906K - $1.03M
|
7.65K
$1.05M
|
|
|
Jul 21, 2025
Q2 2025
|
Precedent Wealth Partners, LLC
Houston, TX |
BUY
|
- |
77+ 0.69% |
$9.11K - $10.4K
|
11.2K
$1.54M
|
|
|
Jul 21, 2025
Q2 2025
|
Ascent Group, LLC
|
BUY
|
- |
3.29KNew |
$389K - $443K
|
3.29K
$452K
|
|
|
Jul 21, 2025
Q2 2025
|
Stock Yards Bank & Trust CO
Louisville, KY |
BUY
|
- |
2.43K+ 22.09% |
$288K - $328K
|
13.4K
$1.85M
|
|
|
Jul 21, 2025
Q2 2025
|
Barrett & Company, Inc.
Providence, RI |
BUY
|
- |
20+ 0.59% |
$2.37K - $2.7K
|
3.43K
$471K
|
|
|
Jul 21, 2025
Q2 2025
|
Asset Advisors Investment Management, LLC
|
SELL
|
- |
-475- 0.73% |
$56.2K - $64.1K
|
64.9K
$8.93M
|
|
|
Jul 21, 2025
Q2 2025
|
Ameritas Advisory Services, LLC
Lincoln, NE |
SELL
|
- |
-8.47K- 39.71% |
$1M - $1.14M
|
12.9K
$1.77M
|
|
|
Jul 21, 2025
Q2 2025
|
Creative Capital Management Investments LLC
San Diego, CA |
BUY
|
- |
207+ 82.14% |
$24.5K - $27.9K
|
459
$63.1K
|
|
|
Jul 21, 2025
Q2 2025
|
Yeomans Consulting Group, Inc.
Marietta, GA |
SELL
|
- |
-3.44K- 18.69% |
$407K - $464K
|
15K
$2.06M
|
|
|
Jul 21, 2025
Q2 2025
|
Dhjj Financial Advisors, Ltd.
|
SELL
|
- |
-38- 10.7% |
$4.5K - $5.12K
|
317
$43.6K
|
|
|
Jul 21, 2025
Q2 2025
|
Empirical Financial Services, LLC D.B.A. Empirical Wealth Management
|
SELL
|
- |
-246- 9.35% |
$29.1K - $33.2K
|
2.39K
$328K
|
|
|
Jul 21, 2025
Q2 2025
|
My Personal Cfo, LLC
|
BUY
|
- |
46+ 0.21% |
$5.45K - $6.2K
|
21.9K
$3.01M
|
|
|
Jul 21, 2025
Q2 2025
|
Warwick Investment Management, Inc.
|
SELL
|
- |
-44- 0.9% |
$5.21K - $5.93K
|
4.85K
$667K
|
|
|
Jul 21, 2025
Q2 2025
|
Oak Hill Wealth Advisors, LLC
Lansdowne, VA |
BUY
|
- |
1.48KNew |
$175K - $199K
|
1.48K
$203K
|
|
|
Jul 21, 2025
Q2 2025
|
Team Financial Group, LLC
Temecula, CA |
BUY
|
- |
171New |
$20.2K - $23.1K
|
171
$23.5K
|