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 10, 2024
Q1 2024
|
Lcnb Corp
Lebanon, OH |
BUY
|
- |
116+ 5.66% |
$13.1K - $14.3K
|
2.17K
$284K
|
|
|
May 09, 2024
Q1 2024
|
Ken Fisher
Fisher Asset Management, LLC | Camas, Wa
|
SELL
|
- |
-2.34K- 56.81% |
$265K - $288K
|
1.78K
$233K
|
|
|
May 09, 2024
Q1 2024
|
Rain Capital Management, LLC
Lake Oswego, OR |
BUY
|
- |
3+ 1.02% |
$340 - $370
|
298
$39.1K
|
|
|
May 09, 2024
Q1 2024
|
Vision Capital Management, Inc.
Portland, OR |
SELL
|
- |
-26- 0.85% |
$2.95K - $3.2K
|
3.05K
$400K
|
|
|
May 09, 2024
Q1 2024
|
Tctc Holdings, LLC
Dallas, TX |
SELL
|
- |
-142- 10.78% |
$16.1K - $17.5K
|
1.18K
$154K
|
|
|
May 09, 2024
Q1 2024
|
Windsor Advisory Group, LLC
Columbus, OH |
BUY
|
- |
54New |
$6.12K - $6.65K
|
54
$7.09K
|
|
|
May 08, 2024
Q1 2024
|
Cyrus J. Lawrence, LLC
|
BUY
|
- |
200New |
$22.7K - $24.6K
|
200
$26.3K
|
|
|
May 08, 2024
Q1 2024
|
Paladin Advisory Group, LLC
|
SELL
|
- |
-91- 45.73% |
$10.3K - $11.2K
|
108
$14.2K
|
|
|
May 08, 2024
Q1 2024
|
Eagle Bay Advisors LLC
New York, NY |
BUY
|
- |
38.7KNew |
$4.39M - $4.77M
|
38.7K
$5.08M
|
|
|
May 08, 2024
Q1 2024
|
Fpc Investment Advisory, Inc.
Petaluma, CA |
BUY
|
- |
1.01KNew |
$114K - $124K
|
1.01K
$133K
|
|
|
May 08, 2024
Q1 2024
|
Tbh Global Asset Management, LLC
Brentwood, TN |
BUY
|
- |
574+ 24.45% |
$65K - $70.7K
|
2.92K
$384K
|
|
|
May 08, 2024
Q1 2024
|
Sage View Advisory Group, LLC
Newport Beach, CA |
BUY
|
- |
6.86K+ 294.67% |
$777K - $845K
|
9.19K
$1.21M
|
|
|
May 07, 2024
Q1 2024
|
Headlands Technologies LLC
Chicago, IL |
BUY
|
- |
345+ 884.62% |
$39.1K - $42.5K
|
384
$50.4K
|
|
|
May 06, 2024
Q1 2024
|
Syntax Research, Inc.
Boca Raton, FL |
BUY
|
- |
6+ 0.32% |
$680 - $739
|
1.88K
$246K
|
|
|
May 03, 2024
Q1 2024
|
Litman Gregory Wealth Management LLC
|
BUY
|
- |
3.4KNew |
$385K - $419K
|
3.4K
$446K
|
|
|
May 03, 2024
Q1 2024
|
Emfo, LLC
|
SELL
|
- |
-574- 19.67% |
$65K - $70.7K
|
2.34K
$308K
|
|
|
May 03, 2024
Q1 2024
|
Glassman Wealth Services
|
BUY
|
- |
2+ 0.08% |
$227 - $246
|
2.57K
$337K
|
|
|
May 03, 2024
Q1 2024
|
Gables Capital Management Inc.
|
BUY
|
- |
289New |
$32.7K - $35.6K
|
289
$37.9K
|
|
|
May 02, 2024
Q1 2024
|
Cnb Bank
Clearfield, PA |
SELL
|
- |
-1.25K- 53.15% |
$142K - $154K
|
1.1K
$145K
|
|
|
May 02, 2024
Q1 2024
|
Central Pacific Bank Trust Division
Honolulu, HI |
BUY
|
- |
18New |
$2.04K - $2.22K
|
18
$2.36K
|
|
|
May 02, 2024
Q1 2024
|
First Command Advisory Services, Inc.
|
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
May 01, 2024
Q1 2024
|
Rakuten Securities, Inc.
Tokyo, M0 |
BUY
|
- |
1New |
$113 - $123
|
1
$131
|
|
|
May 01, 2024
Q1 2024
|
Mitchell Mcleod Pugh & Williams Inc
|
BUY
|
- |
1.72KNew |
$195K - $212K
|
1.72K
$226K
|
|
|
May 01, 2024
Q1 2024
|
Lincoln National Corp
|
SELL
|
- |
-2.28K- 19.09% |
$258K - $280K
|
9.65K
$1.27M
|
|
|
Apr 30, 2024
Q1 2024
|
Hixon Zuercher, LLC
|
BUY
|
- |
53+ 2.65% |
$6.01K - $6.53K
|
2.06K
$270K
|
|
|
Apr 30, 2024
Q1 2024
|
Blue Chip Wealth Advisors LLC
Milton, GA |
BUY
|
- |
2.34KNew |
$265K - $288K
|
2.34K
$307K
|
|
|
Apr 30, 2024
Q1 2024
|
Retirement Group, LLC
|
SELL
|
- |
-5- 0.99% |
$567 - $616
|
502
$65.9K
|
|
|
Apr 30, 2024
Q1 2024
|
Hartline Investment Corp
Winnetka, IL |
BUY
|
- |
18.1KNew |
$2.05M - $2.23M
|
18.1K
$2.37M
|
|
|
Apr 29, 2024
Q1 2024
|
Princeton Global Asset Management LLC
|
BUY
|
- |
25New |
$2.83K - $3.08K
|
25
$3.28K
|
|
|
Apr 29, 2024
Q1 2024
|
Pb Mares Wealth Management LLC
|
SELL
|
- |
-85- 2.98% |
$9.63K - $10.5K
|
2.76K
$363K
|
|
|
Apr 26, 2024
Q1 2024
|
Planning Capital Management Corp
Paoli, PA |
BUY
|
- |
2+ 0.3% |
$227 - $246
|
679
$89.1K
|
|
|
Apr 26, 2024
Q1 2024
|
Yhb Investment Advisors, Inc.
|
BUY
|
- |
1.09KNew |
$123K - $134K
|
1.09K
$143K
|
|
|
Apr 26, 2024
Q1 2024
|
Farmers & Merchants Trust CO Of Chambersburg Pa
|
BUY
|
- |
50+ 11.96% |
$5.67K - $6.16K
|
468
$61.4K
|
|
|
Apr 26, 2024
Q1 2024
|
Life Steps Financial, Inc.
|
BUY
|
- |
881New |
$99.8K - $109K
|
881
$116K
|
|
|
Apr 26, 2024
Q1 2024
|
Jnba Financial Advisors
|
SELL
|
- |
-150- 42.37% |
$17K - $18.5K
|
204
$26.8K
|
|
|
Apr 24, 2024
Q1 2024
|
Country Club Bank
|
BUY
|
- |
538+ 7.04% |
$61K - $66.3K
|
8.18K
$1.07M
|
|
|
Apr 24, 2024
Q1 2024
|
Carmichael Hill & Associates, Inc.
|
SELL
|
- |
-60- 2.45% |
$6.8K - $7.39K
|
2.39K
$313K
|
|
|
Apr 24, 2024
Q1 2024
|
Iag Wealth Partners, LLC
|
BUY
|
- |
119New |
$13.5K - $14.7K
|
119
$15.6K
|
|
|
Apr 24, 2024
Q1 2024
|
Central Trust CO
Jefferson City, MO |
SELL
|
- |
-500- 7.41% |
$56.7K - $61.6K
|
6.25K
$821K
|
|
|
Apr 23, 2024
Q1 2024
|
Melfa Wealth Management, LLC
Westborough, MA |
BUY
|
- |
2.1KNew |
$238K - $259K
|
2.1K
$276K
|
|
|
Apr 23, 2024
Q1 2024
|
Morton Brown Family Wealth, LLC
|
SELL
|
- |
-53- 39.85% |
$6.01K - $6.53K
|
80
$10.5K
|
|
|
Apr 23, 2024
Q1 2024
|
United Asset Strategies, Inc.
Garden City, NY |
BUY
|
- |
1.67KNew |
$189K - $205K
|
1.67K
$219K
|
|
|
Apr 22, 2024
Q1 2024
|
American Institute For Advanced Investment Management, LLP
|
SELL
|
- |
-50- 2.17% |
$5.67K - $6.16K
|
2.26K
$296K
|
|
|
Apr 22, 2024
Q1 2024
|
Gray Private Wealth, LLC
Canton, MA |
BUY
|
- |
1.77KNew |
$200K - $218K
|
1.77K
$232K
|
|
|
Apr 22, 2024
Q1 2024
|
Accordant Advisory Group Inc
Annapolis, MD |
BUY
|
- |
633New |
$71.7K - $78K
|
633
$83.1K
|
|
|
Apr 22, 2024
Q1 2024
|
America First Investment Advisors, LLC
|
BUY
|
- |
47New |
$5.33K - $5.79K
|
47
$6.17K
|
|
|
Apr 22, 2024
Q1 2024
|
Blodgett Wealth Advisors, LLC
|
SELL
|
- |
-600- 5.37% |
$68K - $73.9K
|
10.6K
$1.39M
|
|
|
Apr 19, 2024
Q1 2024
|
Cutler Group LP
|
SELL
|
PUT |
-500- 10.42% |
$56.7K - $61.6K
|
4.3K
$565K
|
|
|
Apr 19, 2024
Q1 2024
|
Redmont Wealth Advisors LLC
Chicago, IL |
SELL
|
- |
-3.04K- 17.71% |
$344K - $374K
|
14.1K
$1.85M
|
|
|
Apr 17, 2024
Q1 2024
|
Cedar Brook Financial Partners, LLC
Cleveland, OH |
BUY
|
- |
8+ 0.16% |
$906 - $985
|
5.17K
$678K
|