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 |
|---|---|---|---|---|---|---|---|
|
Jan 31, 2025
Q4 2024
|
Fedenia Advisers LLC
Madison, WI |
BUY
|
- |
514New |
$66.6K - $73.7K
|
514
$67.2K
|
|
|
Jan 31, 2025
Q4 2024
|
Global Retirement Partners, LLC
|
SELL
|
- |
-129- 3.05% |
$16.7K - $18.5K
|
4.1K
$536K
|
|
|
Jan 31, 2025
Q4 2024
|
Sterling Financial Planning, Inc.
|
SELL
|
- |
-83- 4.12% |
$10.8K - $11.9K
|
1.93K
$253K
|
|
|
Jan 31, 2025
Q4 2024
|
Tbh Global Asset Management, LLC
Brentwood, TN |
BUY
|
- |
1.98KNew |
$256K - $284K
|
1.98K
$258K
|
|
|
Jan 30, 2025
Q4 2024
|
Aveo Capital Partners, LLC
|
SELL
|
- |
-281- 11.38% |
$36.4K - $40.3K
|
2.19K
$286K
|
|
|
Jan 30, 2025
Q4 2024
|
Montag A & Associates Inc
Atlanta, GA |
SELL
|
- |
-1.17K- 36.63% |
$152K - $168K
|
2.03K
$265K
|
|
|
Jan 30, 2025
Q4 2024
|
Salomon & Ludwin, LLC
|
SELL
|
- |
-20- 4.96% |
$2.59K - $2.87K
|
383
$50K
|
|
|
Jan 30, 2025
Q4 2024
|
Little House Capital LLC
Braintree, MA |
BUY
|
- |
3.05KNew |
$395K - $437K
|
3.05K
$398K
|
|
|
Jan 30, 2025
Q4 2024
|
Tiger Oak Management, L.L.C.
Albuquerque, NM |
BUY
|
- |
1.53KNew |
$198K - $220K
|
1.53K
$200K
|
|
|
Jan 30, 2025
Q4 2024
|
Amarillo National Bank
|
SELL
|
- |
-842- 1.49% |
$109K - $121K
|
55.7K
$7.28M
|
|
|
Jan 30, 2025
Q4 2024
|
Principal Securities, Inc.
Des Moines, IA |
SELL
|
- |
-277- 1.63% |
$35.9K - $39.7K
|
16.7K
$2.18M
|
|
|
Jan 30, 2025
Q4 2024
|
Rogco, LP
Claremore, OK |
SELL
|
- |
-84- 2.29% |
$10.9K - $12K
|
3.59K
$469K
|
|
|
Jan 29, 2025
Q4 2024
|
Pineridge Advisors LLC
St. Charles, MO |
BUY
|
- |
600New |
$77.7K - $86K
|
600
$78.4K
|
|
|
Jan 29, 2025
Q4 2024
|
Sovran Advisors, LLC
San Diego, CA |
BUY
|
- |
3.11KNew |
$403K - $446K
|
3.11K
$406K
|
|
|
Jan 29, 2025
Q4 2024
|
Quent Capital, LLC
|
SELL
|
- |
-1.02K- 48.16% |
$132K - $147K
|
1.1K
$144K
|
|
|
Jan 29, 2025
Q4 2024
|
Jmac Enterprises LLC
|
BUY
|
- |
104+ 0.61% |
$13.5K - $14.9K
|
17.1K
$2.24M
|
|
|
Jan 29, 2025
Q4 2024
|
Castle Wealth Management LLC
|
SELL
|
- |
-158- 6.87% |
$20.5K - $22.7K
|
2.14K
$280K
|
|
|
Jan 29, 2025
Q4 2024
|
Catalyst Financial Partners LLC
Boston, MA |
SELL
|
- |
-1.05K- 18.95% |
$135K - $150K
|
4.47K
$584K
|
|
|
Jan 28, 2025
Q4 2024
|
Fairvoy Private Wealth, LLC
Birmingham, AL |
BUY
|
- |
2.73KNew |
$354K - $392K
|
2.73K
$357K
|
|
|
Jan 28, 2025
Q4 2024
|
Sageworth Trust CO
|
SELL
|
- |
-7- 0.11% |
$907 - $1K
|
6.55K
$856K
|
|
|
Jan 28, 2025
Q4 2024
|
Santori & Peters, Inc.
|
BUY
|
- |
15+ 0.99% |
$1.94K - $2.15K
|
1.54K
$201K
|
|
|
Jan 28, 2025
Q4 2024
|
Comprehensive Financial Planning, Inc./Pa
East Petersburg, PA |
BUY
|
- |
53New |
$6.87K - $7.6K
|
53
$6.92K
|
|
|
Jan 27, 2025
Q4 2024
|
Greenwood Capital Associates LLC
Greenwood, SC |
BUY
|
- |
8.32KNew |
$1.08M - $1.19M
|
8.32K
$1.09M
|
|
|
Jan 27, 2025
Q4 2024
|
Confluence Wealth Services, Inc.
Mcmurray, PA |
BUY
|
- |
1.61KNew |
$209K - $231K
|
1.61K
$211K
|
|
|
Jan 27, 2025
Q4 2024
|
Weaver Capital Management LLC
Suwanee, GA |
BUY
|
- |
325New |
$42.1K - $46.6K
|
325
$42.5K
|
|
|
Jan 27, 2025
Q4 2024
|
Meritage Portfolio Management
|
BUY
|
- |
1.7KNew |
$220K - $244K
|
1.7K
$222K
|
|
|
Jan 27, 2025
Q4 2024
|
Vision Capital Management, Inc.
Portland, OR |
BUY
|
- |
50+ 1.64% |
$6.48K - $7.17K
|
3.1K
$405K
|
|
|
Jan 27, 2025
Q4 2024
|
Bleakley Financial Group, LLC
Fairfield, NJ |
BUY
|
- |
15.9K+ 352.69% |
$2.06M - $2.28M
|
20.4K
$2.67M
|
|
|
Jan 27, 2025
Q4 2024
|
Measured Wealth Private Client Group, LLC
|
BUY
|
- |
27+ 1.35% |
$3.5K - $3.87K
|
2.03K
$265K
|
|
|
Jan 24, 2025
Q4 2024
|
Independence Bank Of Kentucky
|
BUY
|
- |
6.36K+ 71.82% |
$824K - $912K
|
15.2K
$1.99M
|
|
|
Jan 24, 2025
Q4 2024
|
Richardson Financial Services Inc.
Medway, MA |
BUY
|
- |
75+ 17.9% |
$9.72K - $10.8K
|
494
$64.5K
|
|
|
Jan 24, 2025
Q4 2024
|
Pb Mares Wealth Management LLC
|
BUY
|
- |
31+ 1.12% |
$4.02K - $4.45K
|
2.79K
$365K
|
|
|
Jan 24, 2025
Q4 2024
|
Valley National Advisers Inc
|
SELL
|
- |
-50- 2.58% |
$6.48K - $7.17K
|
1.89K
$247K
|
|
|
Jan 24, 2025
Q4 2024
|
Central Trust CO
Jefferson City, MO |
BUY
|
- |
1.48K+ 23.6% |
$191K - $212K
|
7.73K
$1.01M
|
|
|
Jan 24, 2025
Q4 2024
|
Cabana LLC
Fayetteville, AR |
BUY
|
- |
2.54K+ 14.54% |
$329K - $364K
|
20K
$2.61M
|
|
|
Jan 24, 2025
Q4 2024
|
Calamos Wealth Management LLC
|
SELL
|
- |
-900- 26.22% |
$117K - $129K
|
2.53K
$331K
|
|
|
Jan 24, 2025
Q4 2024
|
Commonwealth Financial Services, LLC
Parkersburg, WV |
SELL
|
- |
-109- 4.12% |
$14.1K - $15.6K
|
2.54K
$331K
|
|
|
Jan 23, 2025
Q4 2024
|
Hanson & Doremus Investment Management
|
BUY
|
- |
195+ 20.92% |
$25.3K - $28K
|
1.13K
$147K
|
|
|
Jan 23, 2025
Q4 2024
|
Ibex Wealth Advisors
Lebanon, NJ |
BUY
|
- |
1.62KNew |
$210K - $233K
|
1.62K
$212K
|
|
|
Jan 23, 2025
Q4 2024
|
Busey Wealth Management
|
BUY
|
- |
385+ 11.22% |
$49.9K - $55.2K
|
3.82K
$499K
|
|
|
Jan 23, 2025
Q4 2024
|
Synergy Asset Management, LLC
Bellevue, WA |
BUY
|
- |
15New |
$1.94K - $2.15K
|
15
$1.96K
|
|
|
Jan 23, 2025
Q4 2024
|
American Institute For Advanced Investment Management, LLP
|
SELL
|
- |
-75- 3.32% |
$9.72K - $10.8K
|
2.18K
$285K
|
|
|
Jan 23, 2025
Q4 2024
|
Crews Bank & Trust
Port Charlotte, FL |
BUY
|
- |
1.04KNew |
$134K - $149K
|
1.04K
$136K
|
|
|
Jan 23, 2025
Q4 2024
|
Country Trust Bank
|
BUY
|
- |
17+ 2.17% |
$2.2K - $2.44K
|
802
$105K
|
|
|
Jan 23, 2025
Q4 2024
|
Heck Capital Advisors, LLC
Rhinelander, WI |
BUY
|
- |
5.64KNew |
$731K - $809K
|
5.64K
$737K
|
|
|
Jan 23, 2025
Q4 2024
|
Total Clarity Wealth Management, Inc.
|
SELL
|
- |
-15- 0.41% |
$1.94K - $2.15K
|
3.62K
$472K
|
|
|
Jan 23, 2025
Q4 2024
|
Manuka Financial, LLC
Richmond, VA |
BUY
|
- |
1.92KNew |
$248K - $275K
|
1.92K
$250K
|
|
|
Jan 22, 2025
Q4 2024
|
United Asset Strategies, Inc.
Garden City, NY |
SELL
|
- |
-73- 4.38% |
$9.46K - $10.5K
|
1.59K
$208K
|
|
|
Jan 22, 2025
Q4 2024
|
Parsons Capital Management Inc
|
SELL
|
- |
-86- 2.67% |
$11.1K - $12.3K
|
3.14K
$410K
|
|
|
Jan 22, 2025
Q4 2024
|
Town & Country Bank & Trust CO Dba First Bankers Trust CO
|
SELL
|
- |
-100- 5.08% |
$13K - $14.3K
|
1.87K
$244K
|