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 |
|---|---|---|---|---|---|---|---|
|
Apr 22, 2025
Q1 2025
|
Inlight Wealth Management, LLC
Atlanta, GA |
BUY
|
- |
73New |
$9.39K - $10.1K
|
73
$9.94K
|
|
|
Apr 22, 2025
Q1 2025
|
Garde Capital, Inc.
Seattle, WA |
BUY
|
- |
570New |
$73.3K - $78.7K
|
570
$77.6K
|
|
|
Apr 22, 2025
Q1 2025
|
Tanglewood Legacy Advisors, LLC
Houston, TX |
BUY
|
- |
15New |
$1.93K - $2.07K
|
15
$2.04K
|
|
|
Apr 22, 2025
Q1 2025
|
Palisade Asset Management, LLC
|
SELL
|
- |
-510- 16.45% |
$65.6K - $70.4K
|
2.59K
$352K
|
|
|
Apr 22, 2025
Q1 2025
|
Chapin Davis, Inc.
Baltimore, MD |
SELL
|
- |
-1.1K- 17.92% |
$141K - $152K
|
5.04K
$686K
|
|
|
Apr 22, 2025
Q1 2025
|
Post Resch Tallon Group Inc.
Pittsford, NY |
BUY
|
- |
1.5KNew |
$193K - $207K
|
1.5K
$204K
|
|
|
Apr 21, 2025
Q1 2025
|
Life Wealth Investments, LLC
Winter Garden, FL |
BUY
|
- |
1.5KNew |
$193K - $207K
|
1.5K
$204K
|
|
|
Apr 21, 2025
Q1 2025
|
Aspiriant, LLC
|
BUY
|
- |
147+ 2.41% |
$18.9K - $20.3K
|
6.25K
$851K
|
|
|
Apr 21, 2025
Q1 2025
|
Org Wealth Partners, LLC
Dallas, TX |
SELL
|
- |
-1- 0.39% |
$129 - $138
|
254
$34.6K
|
|
|
Apr 21, 2025
Q1 2025
|
Hcr Wealth Advisors
Los Angeles, CA |
SELL
|
- |
-150- 4.26% |
$19.3K - $20.7K
|
3.37K
$459K
|
|
|
Apr 21, 2025
Q1 2025
|
Compass Ion Advisors, LLC
|
SELL
|
- |
-700- 13.58% |
$90K - $96.7K
|
4.46K
$606K
|
|
|
Apr 17, 2025
Q1 2025
|
Access Financial Services, Inc.
|
BUY
|
- |
1+ 0.04% |
$129 - $138
|
2.32K
$315K
|
|
|
Apr 17, 2025
Q1 2025
|
Asio Capital, LLC
|
BUY
|
- |
1.5KNew |
$193K - $207K
|
1.5K
$204K
|
|
|
Apr 17, 2025
Q1 2025
|
Cyndeo Wealth Partners, LLC
St. Petersburg, FL |
BUY
|
- |
1.95KNew |
$250K - $269K
|
1.95K
$265K
|
|
|
Apr 17, 2025
Q1 2025
|
Grove Bank & Trust
|
BUY
|
- |
2.28K+ 1293.18% |
$293K - $314K
|
2.45K
$334K
|
|
|
Apr 16, 2025
Q1 2025
|
Legacy Trust
Grand Rapids, MI |
BUY
|
- |
406+ 5.47% |
$52.2K - $56.1K
|
7.84K
$1.07M
|
|
|
Apr 16, 2025
Q1 2025
|
Rmr Wealth Builders
|
SELL
|
- |
-639- 24.92% |
$82.2K - $88.2K
|
1.93K
$262K
|
|
|
Apr 16, 2025
Q1 2025
|
Quintet Private Bank (Europe) S.A.
Luxembourg, N4 |
SELL
|
- |
-50- 33.33% |
$6.43K - $6.91K
|
100
$13.6K
|
|
|
Apr 16, 2025
Q1 2025
|
Bar Harbor Wealth Management
Concord, NH |
SELL
|
- |
-105- 1.41% |
$13.5K - $14.5K
|
7.34K
$999K
|
|
|
Apr 16, 2025
Q1 2025
|
Pps&V Asset Management Consultants, Inc.
Portage, MI |
SELL
|
- |
-261- 6.17% |
$33.6K - $36K
|
3.97K
$541K
|
|
|
Apr 16, 2025
Q1 2025
|
Founders Grove Wealth Partners, LLC
Richmond, VA |
SELL
|
- |
-161- 9.71% |
$20.7K - $22.2K
|
1.5K
$204K
|
|
|
Apr 15, 2025
Q1 2025
|
Sanibel Captiva Trust Company, Inc.
Sanibel, FL |
BUY
|
- |
700+ 17.9% |
$90K - $96.7K
|
4.61K
$627K
|
|
|
Apr 15, 2025
Q1 2025
|
Cx Institutional
|
SELL
|
- |
-30.2K- 98.7% |
$3.88M - $4.17M
|
398
$54.2K
|
|
|
Apr 15, 2025
Q1 2025
|
Mc Kinley Carter Wealth Services, Inc.
|
SELL
|
- |
-64- 3.37% |
$8.23K - $8.84K
|
1.84K
$250K
|
|
|
Apr 15, 2025
Q1 2025
|
Transform Wealth, LLC
|
SELL
|
- |
-299- 3.98% |
$38.4K - $41.3K
|
7.21K
$981K
|
|
|
Apr 15, 2025
Q1 2025
|
Ironwood Financial, LLC
|
SELL
|
- |
-499- 1.38% |
$64.2K - $68.9K
|
35.7K
$4.86M
|
|
|
Apr 15, 2025
Q1 2025
|
Murphy, Middleton, Hinkle & Parker, Inc.
|
BUY
|
- |
84+ 0.26% |
$10.8K - $11.6K
|
32.2K
$4.38M
|
|
|
Apr 14, 2025
Q1 2025
|
Regent Peak Wealth Advisors LLC
Atlanta, GA |
SELL
|
- |
-2.07K- 25.88% |
$267K - $286K
|
5.94K
$808K
|
|
|
Apr 14, 2025
Q1 2025
|
Dentgroup LLC
|
BUY
|
- |
1.52KNew |
$195K - $210K
|
1.52K
$207K
|
|
|
Apr 14, 2025
Q1 2025
|
Ars Wealth Advisors Group, LLC
St. Petersburg, FL |
SELL
|
- |
-50- 2.98% |
$6.43K - $6.91K
|
1.63K
$222K
|
|
|
Apr 14, 2025
Q1 2025
|
Charter Oak Capital Management, LLC
|
SELL
|
- |
-47- 2.5% |
$6.04K - $6.49K
|
1.84K
$250K
|
|
|
Apr 14, 2025
Q1 2025
|
Flagship Private Wealth, LLC
|
SELL
|
- |
-281- 12.13% |
$36.1K - $38.8K
|
2.04K
$277K
|
|
|
Apr 14, 2025
Q1 2025
|
Park Avenue Securities LLC
|
SELL
|
- |
-234- 2.68% |
$30.1K - $32.3K
|
8.48K
$1.15M
|
|
|
Apr 14, 2025
Q1 2025
|
Henrickson Nauta Wealth Advisors, Inc.
Belmont, MI |
SELL
|
- |
-71- 2.5% |
$9.13K - $9.81K
|
2.77K
$377K
|
|
|
Apr 14, 2025
Q1 2025
|
Gamma Investing LLC
Foster City, CA |
SELL
|
- |
-201K- 99.26% |
$25.8M - $27.7M
|
1.51K
$205K
|
|
|
Apr 11, 2025
Q1 2025
|
Procyon Advisors, LLC
|
BUY
|
- |
372+ 11.5% |
$47.8K - $51.4K
|
3.61K
$491K
|
|
|
Apr 11, 2025
Q1 2025
|
Davis Capital Management
Jacksonville, FL |
BUY
|
- |
23+ 3.0% |
$2.96K - $3.18K
|
790
$108K
|
|
|
Apr 11, 2025
Q1 2025
|
Pines Wealth Management, LLC
Southern Pines, NC |
BUY
|
- |
782+ 28.03% |
$101K - $108K
|
3.57K
$486K
|
|
|
Apr 11, 2025
Q1 2025
|
Piscataqua Savings Bank
|
SELL
|
- |
-120- 6.63% |
$15.4K - $16.6K
|
1.69K
$230K
|
|
|
Apr 10, 2025
Q1 2025
|
Bremer Bank National Association
|
BUY
|
- |
1.8KNew |
$231K - $249K
|
1.8K
$245K
|
|
|
Apr 10, 2025
Q1 2025
|
Clarus Wealth Advisors
|
BUY
|
- |
3.24KNew |
$416K - $447K
|
3.24K
$440K
|
|
|
Apr 10, 2025
Q1 2025
|
West Coast Financial LLC
|
SELL
|
- |
-45- 2.05% |
$5.79K - $6.21K
|
2.15K
$293K
|
|
|
Apr 10, 2025
Q1 2025
|
Ullmann Wealth Partners Group, LLC
|
BUY
|
- |
1.51KNew |
$194K - $208K
|
1.51K
$205K
|
|
|
Apr 10, 2025
Q1 2025
|
Edge Wealth Management LLC
|
BUY
|
- |
910+ 8.29% |
$117K - $126K
|
11.9K
$1.62M
|
|
|
Apr 10, 2025
Q1 2025
|
Armstrong, Fleming & Moore, Inc
Washington, DC |
BUY
|
- |
12.2KNew |
$1.56M - $1.68M
|
12.2K
$1.66M
|
|
|
Apr 10, 2025
Q1 2025
|
Signal Advisors Wealth, LLC
Detroit, MI |
SELL
|
- |
-20- 0.7% |
$2.57K - $2.76K
|
2.84K
$387K
|
|
|
Apr 08, 2025
Q1 2025
|
Lvm Capital Management LTD
|
BUY
|
- |
1.52KNew |
$195K - $209K
|
1.52K
$206K
|
|
|
Apr 07, 2025
Q1 2025
|
Tompkins Financial Corp
|
BUY
|
- |
125+ 1.27% |
$16.1K - $17.3K
|
9.98K
$1.36M
|
|
|
Apr 07, 2025
Q1 2025
|
Lowe Wealth Advisors, LLC
|
BUY
|
- |
350+ 52.47% |
$45K - $48.3K
|
1.02K
$138K
|
|
| Q4 2024 | |||||||
|
Aug 15, 2025
Q4 2024
|
Darwin Advisors, LLC
|
BUY
|
- |
6New |
$777 - $860
|
6
$817
|
|