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 |
|---|---|---|---|---|---|---|---|
|
Aug 06, 2024
Q1 2024
|
Hantz Financial Services, Inc.
|
BUY
|
- |
7+ 0.26% |
$793 - $862
|
2.71K
$355K
|
|
|
Jun 13, 2024
Q1 2024
|
Breakwater Investment Management
Seattle, WA |
BUY
|
- |
2.07KNew |
$235K - $255K
|
2.07K
$272K
|
|
|
Jun 11, 2024
Q1 2024
|
Ever Source Wealth Advisors, LLC
|
BUY
|
- |
32+ 7.11% |
$3.63K - $3.94K
|
482
$63.3K
|
|
|
May 30, 2024
Q1 2024
|
Cambridge Trust CO
Boston, MA |
SELL
|
- |
-1.15K- 14.84% |
$131K - $142K
|
6.62K
$870K
|
|
|
May 20, 2024
Q1 2024
|
Strategic Wealth Partners, Ltd.
Independence, OH |
SELL
|
- |
-40- 0.95% |
$4.53K - $4.93K
|
4.15K
$545K
|
|
|
May 20, 2024
Q1 2024
|
Continuum Wealth Advisors, LLC
Saratoga Springs, NY |
SELL
|
- |
-73- 2.33% |
$8.27K - $8.99K
|
3.06K
$401K
|
|
|
May 20, 2024
Q1 2024
|
Highlander Capital Management, LLC
Short Hills, NJ |
SELL
|
- |
-350- 63.64% |
$39.7K - $43.1K
|
200
$26.3K
|
|
|
May 16, 2024
Q1 2024
|
First Western Trust Bank
Denver, CO |
BUY
|
- |
2.12KNew |
$240K - $261K
|
2.12K
$278K
|
|
|
May 15, 2024
Q1 2024
|
Greytown Advisors Inc.
Miami, FL |
BUY
|
- |
2.04KNew |
$231K - $251K
|
2.04K
$268K
|
|
|
May 15, 2024
Q1 2024
|
Nissay Asset Management Corp
Tokyo, M0 |
SELL
|
- |
-572K- 49.07% |
$64.8M - $70.4M
|
594K
$77.9M
|
|
|
May 15, 2024
Q1 2024
|
Evercore Wealth Management, LLC
New York, NY |
SELL
|
- |
-1.13K- 7.21% |
$127K - $139K
|
14.5K
$1.9M
|
|
|
May 15, 2024
Q1 2024
|
Rice Partnership, LLC
|
BUY
|
- |
200New |
$22.7K - $24.6K
|
200
$26.3K
|
|
|
May 15, 2024
Q1 2024
|
Western Pacific Wealth Management, LP
|
BUY
|
- |
1.84K+ 140.98% |
$208K - $226K
|
3.14K
$412K
|
|
|
May 15, 2024
Q1 2024
|
Capital Fund Management S.A.
Paris, I0 |
SELL
|
CALL |
-7.9K- 36.41% |
$895K - $973K
|
13.8K
$1.81M
|
|
|
May 15, 2024
Q1 2024
|
Running Point Capital Advisors, LLC
|
SELL
|
- |
-80- 79.21% |
$9.06K - $9.85K
|
21
$2.76K
|
|
|
May 15, 2024
Q1 2024
|
Quadrant Capital Group LLC
Cincinnati, OH |
SELL
|
- |
-593- 42.12% |
$67.2K - $73K
|
815
$107K
|
|
|
May 15, 2024
Q1 2024
|
David A. Siegel
Two Sigma Advisers, LP | New York, Ny
|
BUY
|
- |
8KNew |
$906K - $985K
|
8K
$1.05M
|
|
|
May 15, 2024
Q1 2024
|
Insigneo Advisory Services, LLC
Miami, FL |
BUY
|
- |
3.06KNew |
$347K - $377K
|
3.06K
$402K
|
|
|
May 15, 2024
Q1 2024
|
Steward Partners Investment Solutions, LLC
Portland, OR |
SELL
|
- |
-3.07K- 51.19% |
$347K - $378K
|
2.92K
$384K
|
|
|
May 15, 2024
Q1 2024
|
Gen Wealth Partners Inc
Zeeland, MI |
BUY
|
- |
823New |
$93.3K - $101K
|
823
$108K
|
|
|
May 15, 2024
Q1 2024
|
Barclays PLC
London, X0 |
BUY
|
- |
25KNew |
$2.83M - $3.07M
|
25K
$3.28M
|
|
|
May 15, 2024
Q1 2024
|
Df Dent & CO Inc
Baltimore, MD |
BUY
|
- |
1.71KNew |
$193K - $210K
|
1.71K
$224K
|
|
|
May 15, 2024
Q1 2024
|
Logan Stone Capital, LLC
Chicago, IL |
BUY
|
- |
9.39KNew |
$1.06M - $1.16M
|
9.39K
$1.23M
|
|
|
May 15, 2024
Q1 2024
|
Ncm Capital Management, LLC
Ramsey, NJ |
BUY
|
- |
86+ 0.66% |
$9.74K - $10.6K
|
13.1K
$1.72M
|
|
|
May 15, 2024
Q1 2024
|
Weaver Capital Management LLC
Suwanee, GA |
BUY
|
- |
1.25KNew |
$141K - $154K
|
1.25K
$164K
|
|
|
May 15, 2024
Q1 2024
|
Coppell Advisory Solutions Corp.
Coppell, TX |
SELL
|
- |
-59.5K- 94.03% |
$6.74M - $7.33M
|
3.78K
$496K
|
|
|
May 14, 2024
Q1 2024
|
Fogel Capital Management, Inc.
Stuart, FL |
BUY
|
- |
245+ 9.33% |
$27.8K - $30.2K
|
2.87K
$377K
|
|
|
May 14, 2024
Q1 2024
|
Simmons Bank
|
SELL
|
- |
-643- 4.85% |
$72.9K - $79.2K
|
12.6K
$1.66M
|
|
|
May 14, 2024
Q1 2024
|
Omers Administration Corp
Toronto, A6 |
BUY
|
- |
359KNew |
$40.6M - $44.2M
|
359K
$47.1M
|
|
|
May 14, 2024
Q1 2024
|
Schroder Investment Management Group
London, X0 |
SELL
|
- |
-200- 25.97% |
$22.7K - $24.6K
|
570
$74.8K
|
|
|
May 14, 2024
Q1 2024
|
Connectus Wealth, LLC
Cincinnati, OH |
SELL
|
- |
-2.11K- 34.32% |
$239K - $260K
|
4.04K
$530K
|
|
|
May 14, 2024
Q1 2024
|
Mario Gabelli
Gamco Investors, Inc. Et Al | Rye, Ny
|
SELL
|
- |
-250- 4.76% |
$28.3K - $30.8K
|
5K
$656K
|
|
|
May 14, 2024
Q1 2024
|
Hanseatic Management Services Inc
|
BUY
|
- |
67New |
$7.59K - $8.25K
|
67
$8.8K
|
|
|
May 14, 2024
Q1 2024
|
Mgo One Seven LLC
Beachwood, OH |
BUY
|
- |
1.69KNew |
$191K - $208K
|
1.69K
$221K
|
|
|
May 14, 2024
Q1 2024
|
Rodgers Brothers Inc.
Harmony, PA |
BUY
|
- |
2.42KNew |
$274K - $298K
|
2.42K
$318K
|
|
|
May 14, 2024
Q1 2024
|
Lri Investments, LLC
Palm Beach Gardens, FL |
BUY
|
- |
1.26KNew |
$142K - $155K
|
1.26K
$165K
|
|
|
May 14, 2024
Q1 2024
|
Cetera Advisor Networks LLC
El Segundo, CA |
SELL
|
- |
-14.9K- 5.88% |
$1.69M - $1.83M
|
238K
$31.3M
|
|
|
May 14, 2024
Q1 2024
|
Cetera Advisors LLC
Denver, CO |
BUY
|
- |
14.9K+ 22.96% |
$1.68M - $1.83M
|
79.5K
$10.4M
|
|
|
May 14, 2024
Q1 2024
|
Cetera Investment Advisers
Schaumburg, IL |
SELL
|
PUT |
-200- 40.0% |
$22.7K - $24.6K
|
300
$39.4K
|
|
|
May 14, 2024
Q1 2024
|
Vermillion & White Wealth Management Group, LLC
Phoenixville, PA |
SELL
|
- |
-322- 7.54% |
$36.5K - $39.7K
|
3.95K
$519K
|
|
|
May 13, 2024
Q1 2024
|
Fort Washington Investment Advisors Inc
|
SELL
|
- |
-242- 2.65% |
$27.4K - $29.8K
|
8.89K
$1.17M
|
|
|
May 13, 2024
Q1 2024
|
Marietta Investment Partners LLC
Milwaukee, WI |
SELL
|
- |
-70- 0.72% |
$7.93K - $8.62K
|
9.6K
$1.26M
|
|
|
May 13, 2024
Q1 2024
|
Missouri Trust & Investment CO
Springfield, MO |
BUY
|
- |
151+ 15.5% |
$17.1K - $18.6K
|
1.13K
$148K
|
|
|
May 13, 2024
Q1 2024
|
Fiduciary Group LLC
Savannah, GA |
BUY
|
- |
829+ 24.13% |
$93.9K - $102K
|
4.26K
$560K
|
|
|
May 13, 2024
Q1 2024
|
Security National Bank Of So Dak
Sioux City, IA |
SELL
|
- |
-250- 3.13% |
$28.3K - $30.8K
|
7.73K
$1.01M
|
|
|
May 13, 2024
Q1 2024
|
Intrepid Financial Planning Group LLC
Carmel, IN |
SELL
|
- |
-2.3K- 37.0% |
$260K - $283K
|
3.91K
$513K
|
|
|
May 13, 2024
Q1 2024
|
Umpqua Bank
Lake Oswego, OR |
BUY
|
- |
1.75KNew |
$198K - $216K
|
1.75K
$230K
|
|
|
May 10, 2024
Q1 2024
|
G2 Capital Management, LLC
Columbus, OH |
SELL
|
- |
-1.11K- 19.76% |
$126K - $137K
|
4.52K
$593K
|
|
|
May 10, 2024
Q1 2024
|
Imprint Wealth LLC
Mount Pleasant, SC |
BUY
|
- |
9.11KNew |
$1.03M - $1.12M
|
9.11K
$1.2M
|
|
|
May 10, 2024
Q1 2024
|
Silver Oak Securities, Inc
Jackson, TN |
BUY
|
- |
1.46KNew |
$166K - $180K
|
1.46K
$192K
|