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 29, 2024
Q2 2024
|
American Capital Advisory, LLC
Ketchum, ID |
SELL
|
- |
-1.12K- 73.64% |
$130K - $141K
|
401
$52.9K
|
|
|
Jul 29, 2024
Q2 2024
|
Highview Capital Management LLC
|
SELL
|
- |
-233- 6.02% |
$27K - $29.3K
|
3.64K
$480K
|
|
|
Jul 26, 2024
Q2 2024
|
Mc Clarren Financial Advisors, Inc.
State College, PA |
SELL
|
- |
-344- 74.14% |
$39.8K - $43.3K
|
120
$15.8K
|
|
|
Jul 26, 2024
Q2 2024
|
Financial Connections Group, Inc.
|
BUY
|
- |
497New |
$57.5K - $62.5K
|
497
$65.6K
|
|
|
Jul 26, 2024
Q2 2024
|
Wealth Shield Partners, LLC
Cary, NC |
BUY
|
- |
15+ 1.86% |
$1.74K - $1.89K
|
822
$108K
|
|
|
Jul 26, 2024
Q2 2024
|
Able Financial Group, LLC
Scottsdale, AZ |
BUY
|
- |
3.26KNew |
$378K - $410K
|
3.26K
$430K
|
|
|
Jul 25, 2024
Q2 2024
|
Institute For Wealth Management, Llc.
|
BUY
|
- |
226+ 12.7% |
$26.2K - $28.4K
|
2.01K
$265K
|
|
|
Jul 25, 2024
Q2 2024
|
Simplex Trading, LLC
|
BUY
|
- |
23.9KNew |
$2.77M - $3.01M
|
23.9K
$3.16M
|
|
|
Jul 25, 2024
Q2 2024
|
Salomon & Ludwin, LLC
|
SELL
|
- |
-2.74K- 87.19% |
$318K - $345K
|
403
$53.2K
|
|
|
Jul 25, 2024
Q2 2024
|
Capital Advisors, Ltd. LLC
|
SELL
|
- |
-708- 7.37% |
$81.9K - $89K
|
8.9K
$1.17M
|
|
|
Jul 25, 2024
Q2 2024
|
Access Financial Services, Inc.
|
SELL
|
- |
-102- 4.21% |
$11.8K - $12.8K
|
2.32K
$306K
|
|
|
Jul 25, 2024
Q2 2024
|
Gratus Capital LLC
|
BUY
|
- |
506+ 15.09% |
$58.6K - $63.6K
|
3.86K
$509K
|
|
|
Jul 24, 2024
Q2 2024
|
Family Firm, Inc.
|
BUY
|
- |
295New |
$34.1K - $37.1K
|
295
$38.9K
|
|
|
Jul 24, 2024
Q2 2024
|
Corundum Trust Company, Inc
Sioux Falls, SD |
SELL
|
- |
-3.76K- 16.51% |
$435K - $473K
|
19K
$2.51M
|
|
|
Jul 23, 2024
Q2 2024
|
Rockland Trust CO
|
BUY
|
- |
239+ 11.6% |
$27.7K - $30.1K
|
2.3K
$303K
|
|
|
Jul 23, 2024
Q2 2024
|
Godsey & Gibb Associates
|
BUY
|
- |
1.67KNew |
$193K - $209K
|
1.67K
$220K
|
|
|
Jul 23, 2024
Q2 2024
|
Gyl Financial Synergies, LLC
|
SELL
|
- |
-356- 9.84% |
$41.2K - $44.8K
|
3.26K
$430K
|
|
|
Jul 23, 2024
Q2 2024
|
1620 Investment Advisors, Inc.
Plymouth, MA |
BUY
|
- |
246New |
$28.5K - $30.9K
|
246
$32.4K
|
|
|
Jul 23, 2024
Q2 2024
|
Precedent Wealth Partners, LLC
Houston, TX |
SELL
|
- |
-32- 0.26% |
$3.7K - $4.02K
|
12.3K
$1.62M
|
|
|
Jul 22, 2024
Q2 2024
|
Hobbs Group Advisors, LLC
Columbia, SC |
SELL
|
- |
-66- 9.42% |
$7.64K - $8.3K
|
635
$83.8K
|
|
|
Jul 22, 2024
Q2 2024
|
Sanibel Captiva Trust Company, Inc.
Sanibel, FL |
SELL
|
- |
-500- 15.58% |
$57.9K - $62.9K
|
2.71K
$357K
|
|
|
Jul 22, 2024
Q2 2024
|
Osborne Partners Capital Management, LLC
|
SELL
|
- |
-1.27K- 7.7% |
$147K - $160K
|
15.2K
$2.01M
|
|
|
Jul 22, 2024
Q2 2024
|
Strengthening Families & Communities, LLC
|
BUY
|
- |
860New |
$99.5K - $108K
|
860
$113K
|
|
|
Jul 22, 2024
Q2 2024
|
Caldwell Sutter Capital, Inc.
Sausalito, CA |
BUY
|
- |
20+ 2.72% |
$2.31K - $2.52K
|
756
$99.7K
|
|
|
Jul 22, 2024
Q2 2024
|
Financial Freedom, LLC
Cincinnati, OH |
SELL
|
- |
-54- 16.22% |
$6.25K - $6.79K
|
279
$36.8K
|
|
|
Jul 19, 2024
Q2 2024
|
Hoyle Cohen, LLC
|
SELL
|
- |
-38- 2.19% |
$4.4K - $4.78K
|
1.7K
$224K
|
|
|
Jul 19, 2024
Q2 2024
|
Oakworth Capital, Inc.
|
SELL
|
- |
-40- 1.45% |
$4.63K - $5.03K
|
2.71K
$358K
|
|
|
Jul 19, 2024
Q2 2024
|
Madrona Financial Services, LLC
|
BUY
|
- |
8+ 0.2% |
$926 - $1.01K
|
4K
$527K
|
|
|
Jul 19, 2024
Q2 2024
|
Parsons Capital Management Inc
|
SELL
|
- |
-1K- 23.68% |
$116K - $126K
|
3.22K
$425K
|
|
|
Jul 19, 2024
Q2 2024
|
Kfg Wealth Management, LLC
Granger, IN |
SELL
|
- |
-45- 0.84% |
$5.21K - $5.66K
|
5.3K
$699K
|
|
|
Jul 19, 2024
Q2 2024
|
Chapin Davis, Inc.
Baltimore, MD |
SELL
|
- |
-176- 2.79% |
$20.4K - $22.1K
|
6.14K
$810K
|
|
|
Jul 18, 2024
Q2 2024
|
Woodmont Investment Counsel LLC
Nashville, TN |
BUY
|
- |
1.33K+ 49.39% |
$154K - $167K
|
4.01K
$529K
|
|
|
Jul 18, 2024
Q2 2024
|
Triad Wealth Partners, LLC
Lawrence, KS |
BUY
|
- |
333New |
$38.5K - $41.9K
|
333
$43.9K
|
|
|
Jul 18, 2024
Q2 2024
|
Valley National Advisers Inc
|
SELL
|
- |
-756- 28.05% |
$87.5K - $95.1K
|
1.94K
$256K
|
|
|
Jul 18, 2024
Q2 2024
|
Silver Lake Advisory, LLC
|
BUY
|
- |
2.27KNew |
$263K - $286K
|
2.27K
$300K
|
|
|
Jul 18, 2024
Q2 2024
|
Gradient Investments LLC
|
BUY
|
- |
1+ 0.2% |
$116 - $126
|
493
$65K
|
|
|
Jul 17, 2024
Q2 2024
|
First Citizens Financial Corp
|
SELL
|
- |
-142- 1.55% |
$16.4K - $17.9K
|
9.04K
$1.19M
|
|
|
Jul 17, 2024
Q2 2024
|
Alpha Mark Advisors, LLC
Ft. Wright, KY |
SELL
|
- |
-75- 7.77% |
$8.68K - $9.43K
|
890
$117K
|
|
|
Jul 17, 2024
Q2 2024
|
Provident Wealth Management, LLC
|
BUY
|
- |
3.9KNew |
$451K - $490K
|
3.9K
$514K
|
|
|
Jul 17, 2024
Q2 2024
|
Northstar Group, Inc.
|
SELL
|
- |
-32- 1.01% |
$3.7K - $4.02K
|
3.13K
$412K
|
|
|
Jul 16, 2024
Q2 2024
|
Dixon Fnancial Services, Inc.
|
SELL
|
- |
-25- 0.88% |
$2.89K - $3.14K
|
2.81K
$370K
|
|
|
Jul 16, 2024
Q2 2024
|
Legacy Trust
Grand Rapids, MI |
BUY
|
- |
1.45K+ 23.28% |
$168K - $182K
|
7.68K
$1.01M
|
|
|
Jul 15, 2024
Q2 2024
|
Roman Butler Fullerton & CO
|
SELL
|
- |
-214- 3.03% |
$24.8K - $26.9K
|
6.84K
$902K
|
|
|
Jul 12, 2024
Q2 2024
|
Legacy Private Trust Co.
|
SELL
|
- |
-50- 0.39% |
$5.79K - $6.29K
|
12.7K
$1.67M
|
|
|
Jul 12, 2024
Q2 2024
|
Gainplan LLC
Bloomfield Hills, MI |
BUY
|
- |
234+ 8.88% |
$27.1K - $29.4K
|
2.87K
$378K
|
|
|
Jul 12, 2024
Q2 2024
|
Alterna Wealth Management, Inc
Houston, TX |
BUY
|
- |
7.96KNew |
$921K - $1M
|
7.96K
$1.05M
|
|
|
Jul 10, 2024
Q2 2024
|
Clean Yield Group
|
SELL
|
- |
-150- 31.38% |
$17.4K - $18.9K
|
328
$43.3K
|
|
|
Jul 09, 2024
Q2 2024
|
Fulton Bank, N.A.
|
BUY
|
- |
8+ 0.04% |
$926 - $1.01K
|
22.4K
$2.95M
|
|
|
Jul 09, 2024
Q2 2024
|
Olistico Wealth, LLC
Tulsa, OK |
BUY
|
- |
713New |
$82.5K - $89.7K
|
713
$94K
|
|
| Q1 2024 | |||||||
|
Oct 31, 2024
Q1 2024
|
Relyea Zuckerberg Hanson LLC
|
BUY
|
- |
1+ 0.06% |
$113 - $123
|
1.71K
$225K
|
|