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 |
|---|---|---|---|---|---|---|---|
|
May 05, 2025
Q1 2025
|
Pfg Advisors
|
BUY
|
- |
434+ 4.76% |
$55.8K - $59.9K
|
9.56K
$1.3M
|
|
|
May 02, 2025
Q1 2025
|
Whittier Trust CO
|
SELL
|
- |
-520- 4.99% |
$66.9K - $71.8K
|
9.89K
$1.35M
|
|
|
May 02, 2025
Q1 2025
|
Blue Pointe Capital Management, LLC
San Mateo, CA |
BUY
|
- |
11.2K+ 258.71% |
$1.44M - $1.55M
|
15.6K
$2.12M
|
|
|
May 02, 2025
Q1 2025
|
Wsfs Capital Management, LLC
Philadelphia, PA |
SELL
|
- |
-1.04K- 36.66% |
$133K - $143K
|
1.79K
$244K
|
|
|
May 02, 2025
Q1 2025
|
Litman Gregory Wealth Management LLC
|
SELL
|
- |
-642- 15.88% |
$82.5K - $88.7K
|
3.4K
$463K
|
|
|
May 02, 2025
Q1 2025
|
Forte Capital LLC
|
SELL
|
- |
-175- 9.62% |
$22.5K - $24.2K
|
1.65K
$224K
|
|
|
May 01, 2025
Q1 2025
|
Quest 10 Wealth Builders, Inc.
Fuquay Varina, VA |
SELL
|
- |
-2.41K- 30.56% |
$310K - $333K
|
5.48K
$746K
|
|
|
May 01, 2025
Q1 2025
|
Lane & Associates LLC
Moorestown, NJ |
BUY
|
- |
3+ 0.15% |
$386 - $414
|
2.04K
$278K
|
|
|
May 01, 2025
Q1 2025
|
Sky Oak Wealth, LLC
|
SELL
|
- |
-138- 3.06% |
$17.7K - $19.1K
|
4.37K
$595K
|
|
|
May 01, 2025
Q1 2025
|
Hughes Financial Services, LLC
Herndon, VA |
BUY
|
- |
97New |
$12.5K - $13.4K
|
97
$13.2K
|
|
|
May 01, 2025
Q1 2025
|
Asset Dedication, LLC
|
SELL
|
- |
-2.37K- 16.02% |
$304K - $327K
|
12.4K
$1.69M
|
|
|
May 01, 2025
Q1 2025
|
Weatherly Asset Management L. P.
|
SELL
|
- |
-100- 2.08% |
$12.9K - $13.8K
|
4.72K
$642K
|
|
|
May 01, 2025
Q1 2025
|
Apollon Financial, LLC
Mount Pleasant, SC |
SELL
|
- |
-450- 5.83% |
$57.9K - $62.1K
|
7.26K
$988K
|
|
|
Apr 30, 2025
Q1 2025
|
Highview Capital Management LLC
|
SELL
|
- |
-769- 24.67% |
$98.9K - $106K
|
2.35K
$320K
|
|
|
Apr 30, 2025
Q1 2025
|
Greenleaf Trust
Kalamazoo, MI |
SELL
|
- |
-130- 2.54% |
$16.7K - $18K
|
4.98K
$678K
|
|
|
Apr 30, 2025
Q1 2025
|
Moloney Securities Asset Management, LLC
|
BUY
|
- |
2.08KNew |
$267K - $287K
|
2.08K
$283K
|
|
|
Apr 30, 2025
Q1 2025
|
Cfo4 Life Group, LLC
|
SELL
|
- |
-104- 5.19% |
$13.4K - $14.4K
|
1.9K
$259K
|
|
|
Apr 30, 2025
Q1 2025
|
Financial Gravity Asset Management, Inc.
|
BUY
|
- |
221New |
$28.4K - $30.5K
|
221
$30.1K
|
|
|
Apr 30, 2025
Q1 2025
|
Country Club Bank
|
SELL
|
- |
-921- 11.66% |
$118K - $127K
|
6.98K
$950K
|
|
|
Apr 29, 2025
Q1 2025
|
Hm Payson & CO
Portland, ME |
BUY
|
- |
1.9K+ 32.12% |
$244K - $262K
|
7.82K
$1.06M
|
|
|
Apr 29, 2025
Q1 2025
|
Wayfinding Financial, LLC
Lynnwood, WA |
BUY
|
- |
549New |
$70.6K - $75.8K
|
549
$74.7K
|
|
|
Apr 29, 2025
Q1 2025
|
Riggs Asset Managment Co. Inc.
|
BUY
|
- |
1+ 0.68% |
$129 - $138
|
148
$20.1K
|
|
|
Apr 29, 2025
Q1 2025
|
Financial Counselors Inc
|
SELL
|
- |
-3.41K- 15.45% |
$438K - $471K
|
18.7K
$2.54M
|
|
|
Apr 29, 2025
Q1 2025
|
Yankcom Partnership
Yankton, SD |
SELL
|
- |
-100- 3.57% |
$12.9K - $13.8K
|
2.7K
$367K
|
|
|
Apr 29, 2025
Q1 2025
|
Synergy Investment Management, LLC
Altamonte Springs, FL |
SELL
|
- |
-560- 51.66% |
$72K - $77.3K
|
524
$71.3K
|
|
|
Apr 28, 2025
Q1 2025
|
Rossby Financial, Lcc
Melbourne, FL |
BUY
|
- |
472New |
$60.7K - $65.2K
|
472
$64.2K
|
|
|
Apr 28, 2025
Q1 2025
|
Arlington Trust CO LLC
Birmingham, AL |
SELL
|
- |
-1.68K- 7.65% |
$216K - $232K
|
20.3K
$2.76M
|
|
|
Apr 28, 2025
Q1 2025
|
Pinnacle Financial Partners Inc
|
BUY
|
- |
1.46K+ 1.5% |
$187K - $201K
|
98.5K
$13.4M
|
|
|
Apr 28, 2025
Q1 2025
|
Weaver Consulting Group
|
SELL
|
- |
-84- 1.96% |
$10.8K - $11.6K
|
4.21K
$573K
|
|
|
Apr 28, 2025
Q1 2025
|
Capital Investment Counsel, Inc
|
SELL
|
- |
-256- 18.18% |
$32.9K - $35.4K
|
1.15K
$157K
|
|
|
Apr 28, 2025
Q1 2025
|
North Capital, Inc.
Salt Lake City, UT |
BUY
|
- |
1.26KNew |
$162K - $174K
|
1.26K
$172K
|
|
|
Apr 28, 2025
Q1 2025
|
Davidson Trust CO
|
BUY
|
- |
6.51K+ 368.12% |
$837K - $899K
|
8.28K
$1.13M
|
|
|
Apr 25, 2025
Q1 2025
|
Stonebridge Financial Group, LLC
Wormleysburg, PA |
BUY
|
- |
34+ 121.43% |
$4.37K - $4.7K
|
62
$8.44K
|
|
|
Apr 25, 2025
Q1 2025
|
Washington Trust CO
|
SELL
|
- |
-665- 4.42% |
$85.5K - $91.8K
|
14.4K
$1.96M
|
|
|
Apr 25, 2025
Q1 2025
|
Saxon Interests, Inc.
|
BUY
|
- |
1.5KNew |
$193K - $208K
|
1.5K
$205K
|
|
|
Apr 25, 2025
Q1 2025
|
Unified Investment Management
Atlanta, GA |
SELL
|
- |
-108- 6.22% |
$13.9K - $14.9K
|
1.63K
$221K
|
|
|
Apr 25, 2025
Q1 2025
|
Jnba Financial Advisors
|
SELL
|
- |
-113- 55.39% |
$14.5K - $15.6K
|
91
$12.4K
|
|
|
Apr 24, 2025
Q1 2025
|
Allspring Global Investments Holdings, LLC
|
BUY
|
- |
75New |
$9.64K - $10.4K
|
75
$10.2K
|
|
|
Apr 24, 2025
Q1 2025
|
Cambridge Advisors Inc.
|
SELL
|
- |
-40- 1.22% |
$5.14K - $5.52K
|
3.25K
$442K
|
|
|
Apr 23, 2025
Q1 2025
|
C2 C Wealth Management, LLC
|
SELL
|
- |
-300- 13.95% |
$38.6K - $41.4K
|
1.85K
$252K
|
|
|
Apr 23, 2025
Q1 2025
|
Gray Private Wealth, LLC
Canton, MA |
SELL
|
- |
-39- 2.21% |
$5.01K - $5.39K
|
1.73K
$235K
|
|
|
Apr 23, 2025
Q1 2025
|
First Pacific Financial
|
BUY
|
- |
300New |
$38.6K - $41.4K
|
300
$40.8K
|
|
|
Apr 23, 2025
Q1 2025
|
Financial Life Planners
Tempe, AZ |
BUY
|
- |
374+ 84.23% |
$48.1K - $51.6K
|
818
$111K
|
|
|
Apr 23, 2025
Q1 2025
|
Sabal Trust CO
|
BUY
|
- |
644+ 21.36% |
$82.8K - $88.9K
|
3.66K
$498K
|
|
|
Apr 23, 2025
Q1 2025
|
Kpp Advisory Services LLC
Louisville, KY |
SELL
|
- |
-150- 5.48% |
$19.3K - $20.7K
|
2.59K
$352K
|
|
|
Apr 23, 2025
Q1 2025
|
Capasso Planning Partners LLC
Charleston, SC |
BUY
|
- |
13+ 0.8% |
$1.67K - $1.8K
|
1.64K
$224K
|
|
|
Apr 23, 2025
Q1 2025
|
Wright Fund Management, LLC
Santa Monica, CA |
BUY
|
- |
1.56K+ 42.86% |
$201K - $215K
|
5.2K
$708K
|
|
|
Apr 22, 2025
Q1 2025
|
Runnymede Capital Advisors, Inc.
Dublin, OH |
SELL
|
- |
-20- 1.38% |
$2.57K - $2.76K
|
1.43K
$194K
|
|
|
Apr 22, 2025
Q1 2025
|
Register Financial Advisors LLC
Atlanta, GA |
BUY
|
- |
1+ 1.85% |
$129 - $138
|
55
$7.49K
|
|
|
Apr 22, 2025
Q1 2025
|
Nilsine Partners, LLC
Greenwood Village, CO |
BUY
|
- |
1.51KNew |
$194K - $208K
|
1.51K
$205K
|