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 21, 2025
Q4 2024
|
Neumann Capital Management, LLC
|
SELL
|
- |
-219- 5.42% |
$28.4K - $31.4K
|
3.82K
$499K
|
|
|
Jan 21, 2025
Q4 2024
|
Insight Inv LLC
El Segundo, CA |
BUY
|
- |
1.66KNew |
$215K - $238K
|
1.66K
$217K
|
|
|
Jan 21, 2025
Q4 2024
|
Affiance Financial, LLC
|
BUY
|
- |
2.28KNew |
$295K - $326K
|
2.28K
$297K
|
|
|
Jan 21, 2025
Q4 2024
|
Smith Chas P & Associates Pa Cpas
|
SELL
|
- |
-70- 1.87% |
$9.07K - $10K
|
3.67K
$479K
|
|
|
Jan 21, 2025
Q4 2024
|
Precedent Wealth Partners, LLC
Houston, TX |
SELL
|
- |
-1.2K- 9.74% |
$155K - $172K
|
11.1K
$1.45M
|
|
|
Jan 21, 2025
Q4 2024
|
Guerra Pan Advisors, LLC
Montclair, NJ |
BUY
|
- |
1.47K+ 25.4% |
$191K - $211K
|
7.28K
$951K
|
|
|
Jan 17, 2025
Q4 2024
|
Melfa Wealth Management, LLC
Westborough, MA |
SELL
|
- |
-200- 9.52% |
$25.9K - $28.7K
|
1.9K
$248K
|
|
|
Jan 17, 2025
Q4 2024
|
Finley Financial, LLC
Las Vegas, NV |
BUY
|
- |
730New |
$94.6K - $105K
|
730
$95.4K
|
|
|
Jan 17, 2025
Q4 2024
|
Montecito Bank & Trust
|
SELL
|
- |
-37- 0.76% |
$4.79K - $5.31K
|
4.81K
$628K
|
|
|
Jan 16, 2025
Q4 2024
|
Diversify Advisory Services, LLC
Sandy, UT |
BUY
|
- |
1.79KNew |
$232K - $257K
|
1.79K
$234K
|
|
|
Jan 16, 2025
Q4 2024
|
Breakwater Investment Management
Seattle, WA |
SELL
|
- |
-514- 24.81% |
$66.6K - $73.7K
|
1.56K
$204K
|
|
|
Jan 16, 2025
Q4 2024
|
Tudor Financial Inc.
Dayton, OH |
BUY
|
- |
222+ 9.27% |
$28.8K - $31.8K
|
2.62K
$342K
|
|
|
Jan 16, 2025
Q4 2024
|
Sugar Maple Asset Management, LLC
Sister Bay, WI |
BUY
|
- |
98New |
$12.7K - $14.1K
|
98
$12.8K
|
|
|
Jan 15, 2025
Q4 2024
|
Householder Group Estate & Retirement Specialist, LLC
|
SELL
|
- |
-11.3K- 99.16% |
$1.46M - $1.62M
|
95
$12.4K
|
|
|
Jan 15, 2025
Q4 2024
|
Relyea Zuckerberg Hanson LLC
|
BUY
|
- |
1+ 0.06% |
$130 - $143
|
1.71K
$224K
|
|
|
Jan 15, 2025
Q4 2024
|
Moss Adams Wealth Advisors LLC
Seattle, WA |
BUY
|
- |
760+ 33.73% |
$98.5K - $109K
|
3.01K
$394K
|
|
|
Jan 14, 2025
Q4 2024
|
Richard P Slaughter Associates Inc
|
BUY
|
- |
1.71KNew |
$222K - $245K
|
1.71K
$224K
|
|
|
Jan 14, 2025
Q4 2024
|
Cliftonlarsonallen Wealth Advisors, LLC
|
SELL
|
- |
-345- 1.82% |
$44.7K - $49.5K
|
18.6K
$2.43M
|
|
|
Jan 14, 2025
Q4 2024
|
Pinnacle Bancorp, Inc.
|
SELL
|
- |
-175- 1.46% |
$22.7K - $25.1K
|
11.8K
$1.54M
|
|
|
Jan 14, 2025
Q4 2024
|
Armstrong Advisory Group, Inc
Needham, MA |
BUY
|
- |
347+ 205.33% |
$45K - $49.8K
|
516
$67.4K
|
|
|
Jan 14, 2025
Q4 2024
|
Flywheel Private Wealth LLC
Los Altos, CA |
BUY
|
- |
5.29KNew |
$686K - $759K
|
5.29K
$692K
|
|
|
Jan 14, 2025
Q4 2024
|
Signal Point Asset Management, LLC
|
SELL
|
- |
-132- 1.46% |
$17.1K - $18.9K
|
8.88K
$1.16M
|
|
|
Jan 14, 2025
Q4 2024
|
American National Bank
|
SELL
|
- |
-70- 1.23% |
$9.07K - $10K
|
5.6K
$732K
|
|
|
Jan 14, 2025
Q4 2024
|
Sanders Morris Harris LLC
|
BUY
|
- |
20.2KNew |
$2.62M - $2.9M
|
20.2K
$2.64M
|
|
|
Jan 13, 2025
Q4 2024
|
Ewg Elevate Inc.
|
BUY
|
- |
24.5KNew |
$3.18M - $3.51M
|
24.5K
$3.2M
|
|
|
Jan 13, 2025
Q4 2024
|
Trust CO Of Toledo Na
Holland, OH |
BUY
|
- |
300+ 6.23% |
$38.9K - $43K
|
5.12K
$669K
|
|
|
Jan 13, 2025
Q4 2024
|
Kades & Cheifetz LLC
Berwyn, PA |
BUY
|
- |
109+ 1.72% |
$14.1K - $15.6K
|
6.45K
$843K
|
|
|
Jan 13, 2025
Q4 2024
|
Greenfield Savings Bank
|
SELL
|
- |
-171- 3.31% |
$22.2K - $24.5K
|
4.99K
$652K
|
|
|
Jan 13, 2025
Q4 2024
|
Marcum Wealth, LLC
|
BUY
|
- |
8.06KNew |
$1.04M - $1.16M
|
8.06K
$1.05M
|
|
|
Jan 13, 2025
Q4 2024
|
West Oak Capital, LLC
|
BUY
|
- |
466+ 253.26% |
$60.4K - $66.8K
|
650
$84.9K
|
|
|
Jan 10, 2025
Q4 2024
|
Org Partners LLC
Roanoke, IN |
BUY
|
- |
375+ 331.86% |
$48.6K - $53.8K
|
488
$63.8K
|
|
|
Jan 10, 2025
Q4 2024
|
Sugarloaf Wealth Management, LLC
|
BUY
|
- |
2+ 0.02% |
$259 - $287
|
10.5K
$1.37M
|
|
|
Jan 07, 2025
Q4 2024
|
Diversified Trust CO
|
BUY
|
- |
2.68KNew |
$347K - $385K
|
2.68K
$350K
|
|
| Q3 2024 | |||||||
|
Jun 26, 2025
Q3 2024
|
Deutsche Bank Ag\
Frankfurt Am Main, 2M |
BUY
|
- |
4.52K+ 40.53% |
$543K - $614K
|
15.7K
$2.05M
|
|
|
Feb 13, 2025
Q3 2024
|
Keystone Financial Group
|
BUY
|
- |
3.42KNew |
$411K - $465K
|
3.42K
$447K
|
|
|
Feb 03, 2025
Q3 2024
|
Tucker Asset Management LLC
Littleton, CO |
BUY
|
- |
52+ 104.0% |
$6.24K - $7.06K
|
102
$13.3K
|
|
|
Nov 15, 2024
Q3 2024
|
Orion Capital Management LLC
|
SELL
|
- |
-400- 14.65% |
$48K - $54.3K
|
2.33K
$304K
|
|
|
Nov 15, 2024
Q3 2024
|
Jdm Financial Group LLC
Encino, CA |
BUY
|
- |
75+ 33.33% |
$9K - $10.2K
|
300
$39.2K
|
|
|
Nov 14, 2024
Q3 2024
|
Mairs & Power Inc
St Paul, MN |
SELL
|
- |
-2.37K- 35.59% |
$284K - $321K
|
4.28K
$559K
|
|
|
Nov 14, 2024
Q3 2024
|
Chevy Chase Trust Holdings, Inc.
Bethesda, MD |
BUY
|
- |
1.49KNew |
$179K - $202K
|
1.49K
$195K
|
|
|
Nov 14, 2024
Q3 2024
|
First Manhattan CO
New York, NY |
BUY
|
- |
540+ 11.64% |
$64.8K - $73.3K
|
5.18K
$677K
|
|
|
Nov 14, 2024
Q3 2024
|
Silvercrest Asset Management Group LLC
New York, NY |
BUY
|
- |
2.44KNew |
$293K - $331K
|
2.44K
$319K
|
|
|
Nov 14, 2024
Q3 2024
|
Atlantic Union Bankshares Corp
|
BUY
|
- |
1.52KNew |
$182K - $206K
|
1.52K
$198K
|
|
|
Nov 14, 2024
Q3 2024
|
Kingfisher Capital LLC
|
BUY
|
- |
7+ 0.28% |
$840 - $950
|
2.49K
$325K
|
|
|
Nov 14, 2024
Q3 2024
|
Bw Gestao De Investimentos Ltda.
|
BUY
|
- |
79.9KNew |
$9.59M - $10.9M
|
79.9K
$10.4M
|
|
|
Nov 14, 2024
Q3 2024
|
Ascent Group, LLC
|
SELL
|
- |
-194- 9.81% |
$23.3K - $26.3K
|
1.78K
$233K
|
|
|
Nov 14, 2024
Q3 2024
|
Firestone Capital Management
|
BUY
|
- |
1.6KNew |
$192K - $217K
|
1.6K
$209K
|
|
|
Nov 14, 2024
Q3 2024
|
Reynders Mc Veigh Capital Management, LLC
|
BUY
|
- |
1.57KNew |
$188K - $213K
|
1.57K
$205K
|
|
|
Nov 14, 2024
Q3 2024
|
Cobblestone Capital Advisors LLC
Rochester, NY |
SELL
|
- |
-525- 22.78% |
$63K - $71.3K
|
1.78K
$233K
|
|
|
Nov 14, 2024
Q3 2024
|
Flow Traders U.S. LLC
New York, NY |
SELL
|
- |
-31.3K- 82.58% |
$3.75M - $4.24M
|
6.6K
$862K
|
|