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 |
---|---|---|---|---|---|---|---|
Nov 14, 2024
Q3 2024
|
Advisors Capital Management, LLC
Ridgewood, NJ |
BUY
|
- |
84+ 4.76% |
$10.1K - $11.4K
|
1.85K
$242K
|
|
Nov 14, 2024
Q3 2024
|
Ionic Capital Management LLC
New York, NY |
BUY
|
- |
3.43KNew |
$412K - $466K
|
3.43K
$448K
|
|
Nov 14, 2024
Q3 2024
|
Ionic Capital Management LLC
New York, NY |
BUY
|
PUT |
25KNew |
$3M - $3.39M
|
25K
$3.27M
|
|
Nov 14, 2024
Q3 2024
|
Paul Tudor Jones
Tudor Investment Corp Et Al | Stamford, Ct
|
BUY
|
- |
44.8K+ 876.67% |
$5.37M - $6.08M
|
49.9K
$6.52M
|
|
Nov 14, 2024
Q3 2024
|
Prestige Wealth Management Group LLC
|
SELL
|
- |
-266- 83.65% |
$31.9K - $36.1K
|
52
$6.79K
|
|
Nov 13, 2024
Q3 2024
|
Capital Fund Management S.A.
Paris, I0 |
SELL
|
- |
-13.1K- 46.53% |
$1.57M - $1.78M
|
15.1K
$1.97M
|
|
Nov 13, 2024
Q3 2024
|
Thrive Capital Management, LLC
Fort Washington, PA |
SELL
|
- |
-584- 8.27% |
$70.1K - $79.3K
|
6.47K
$846K
|
|
Nov 13, 2024
Q3 2024
|
Wfa Of San Diego, LLC
|
SELL
|
- |
-46- 2.27% |
$5.52K - $6.24K
|
1.98K
$259K
|
|
Nov 13, 2024
Q3 2024
|
River Glades Family Offices LLC
Naples, FL |
BUY
|
- |
1.65KNew |
$198K - $224K
|
1.65K
$216K
|
|
Nov 13, 2024
Q3 2024
|
Gts Securities LLC
New York, NY |
SELL
|
- |
-18.6K- 50.79% |
$2.24M - $2.53M
|
18.1K
$2.36M
|
|
Nov 13, 2024
Q3 2024
|
Gts Securities LLC
New York, NY |
SELL
|
PUT |
-25.6K- 81.01% |
$3.07M - $3.47M
|
6K
$784K
|
|
Nov 13, 2024
Q3 2024
|
Btg Pactual Asset Management Us LLC
New York, NY |
BUY
|
- |
2.04KNew |
$245K - $277K
|
2.04K
$267K
|
|
Nov 12, 2024
Q3 2024
|
Raymond James Trust N.A.
|
SELL
|
- |
-897- 1.48% |
$108K - $122K
|
59.5K
$7.78M
|
|
Nov 12, 2024
Q3 2024
|
Advisory Alpha, LLC
|
BUY
|
- |
1.52KNew |
$182K - $206K
|
1.52K
$198K
|
|
Nov 12, 2024
Q3 2024
|
Fairhaven Wealth Management, LLC
|
BUY
|
- |
1.52KNew |
$182K - $206K
|
1.52K
$198K
|
|
Nov 12, 2024
Q3 2024
|
Pettyjohn, Wood & White, Inc
Lynchburg, VA |
BUY
|
- |
1.86K+ 25.8% |
$223K - $252K
|
9.06K
$1.18M
|
|
Nov 12, 2024
Q3 2024
|
Edgewood Management LLC
Greenwich, CT |
SELL
|
- |
-566- 0.98% |
$67.9K - $76.8K
|
57.2K
$7.47M
|
|
Nov 12, 2024
Q3 2024
|
Howard Capital Management Inc.
|
BUY
|
- |
985KNew |
$118M - $134M
|
985K
$129M
|
|
Nov 12, 2024
Q3 2024
|
Wealthgarden F.S. LLC
El Segundo, CA |
BUY
|
- |
17.6KNew |
$2.11M - $2.38M
|
17.6K
$2.29M
|
|
Nov 12, 2024
Q3 2024
|
Sand Hill Global Advisors, LLC
Palo Alto, CA |
BUY
|
- |
1.65KNew |
$198K - $224K
|
1.65K
$215K
|
|
Nov 12, 2024
Q3 2024
|
Adapt Wealth Advisors, LLC
Atlanta, GA |
BUY
|
- |
1.59KNew |
$191K - $216K
|
1.59K
$208K
|
|
Nov 12, 2024
Q3 2024
|
Cypress Capital, LLC
|
BUY
|
- |
1.54KNew |
$184K - $209K
|
1.54K
$201K
|
|
Nov 12, 2024
Q3 2024
|
Berger Financial Group, Inc
Plymouth, MN |
BUY
|
- |
1.49KNew |
$179K - $203K
|
1.49K
$195K
|
|
Nov 12, 2024
Q3 2024
|
Bedel Financial Consulting, Inc.
|
BUY
|
- |
597+ 14.03% |
$71.6K - $81K
|
4.85K
$634K
|
|
Nov 12, 2024
Q3 2024
|
9258 Wealth Management, LLC
|
SELL
|
- |
-700- 26.27% |
$84K - $95K
|
1.97K
$257K
|
|
Nov 12, 2024
Q3 2024
|
Summit Trail Advisors, LLC
New York, NY |
SELL
|
- |
-52- 0.21% |
$6.24K - $7.06K
|
24.2K
$3.17M
|
|
Nov 12, 2024
Q3 2024
|
Capital Investment Counsel, LLC
Denver, CO |
SELL
|
- |
-2- 0.09% |
$240 - $271
|
2.2K
$287K
|
|
Nov 12, 2024
Q3 2024
|
Hemington Wealth Management
|
BUY
|
- |
371New |
$44.5K - $50.4K
|
371
$48.5K
|
|
Nov 12, 2024
Q3 2024
|
Dynamic Technology Lab Private LTD
Singapore, U0 |
BUY
|
- |
2.32KNew |
$279K - $315K
|
2.32K
$304K
|
|
Nov 08, 2024
Q3 2024
|
Banque Cantonale Vaudoise
|
BUY
|
- |
73+ 10.07% |
$8.76K - $9.91K
|
798
$104K
|
|
Nov 08, 2024
Q3 2024
|
New Millennium Group LLC
Sandy, UT |
SELL
|
- |
-1- 5.88% |
$120 - $136
|
16
$2.09K
|
|
Nov 08, 2024
Q3 2024
|
Allie Family Office LLC
|
BUY
|
- |
3KNew |
$360K - $407K
|
3K
$392K
|
|
Nov 08, 2024
Q3 2024
|
Oarsman Capital, Inc.
Milwaukee, WI |
BUY
|
- |
100New |
$12K - $13.6K
|
100
$13.1K
|
|
Nov 08, 2024
Q3 2024
|
Darwin Advisors, LLC
|
BUY
|
- |
6New |
$720 - $814
|
6
$784
|
|
Nov 08, 2024
Q3 2024
|
Etfidea, LLC
Syracuse, NY |
SELL
|
- |
-223- 7.29% |
$26.8K - $30.3K
|
2.84K
$371K
|
|
Nov 08, 2024
Q3 2024
|
Hilton Capital Management, LLC
|
BUY
|
- |
5.46KNew |
$655K - $740K
|
5.46K
$713K
|
|
Nov 08, 2024
Q3 2024
|
Paces Ferry Wealth Advisors, LLC
|
BUY
|
- |
1.57KNew |
$189K - $213K
|
1.57K
$205K
|
|
Nov 07, 2024
Q3 2024
|
Allen Investment Management LLC
|
BUY
|
- |
48.3K+ 195.7% |
$5.79M - $6.56M
|
73K
$9.53M
|
|
Nov 07, 2024
Q3 2024
|
Ritter Daniher Financial Advisory LLC
Cincinnati, OH |
SELL
|
- |
-60- 1.81% |
$7.2K - $8.14K
|
3.25K
$425K
|
|
Nov 07, 2024
Q3 2024
|
Zynergy Retirement Planning Llc
Red Bank, NJ |
BUY
|
- |
121New |
$14.5K - $16.4K
|
121
$15.8K
|
|
Nov 07, 2024
Q3 2024
|
Renasant Bank
|
SELL
|
- |
-45- 2.22% |
$5.4K - $6.11K
|
1.99K
$259K
|
|
Nov 07, 2024
Q3 2024
|
Tidemark, LLC
San Diego, CA |
SELL
|
- |
-159- 29.89% |
$19.1K - $21.6K
|
373
$48.7K
|
|
Nov 06, 2024
Q3 2024
|
Cibc Asset Management Inc
Toronto, A6 |
SELL
|
- |
-3.8K- 64.93% |
$455K - $515K
|
2.05K
$268K
|
|
Nov 06, 2024
Q3 2024
|
Squire Investment Management Company, LLC
Orem, UT |
BUY
|
- |
1.17K+ 17.86% |
$140K - $159K
|
7.72K
$1.01M
|
|
Nov 06, 2024
Q3 2024
|
Hallmark Capital Management Inc
|
SELL
|
- |
-766- 65.3% |
$91.9K - $104K
|
407
$53.2K
|
|
Nov 06, 2024
Q3 2024
|
Lji Wealth Management, LLC
Indianapolis, IN |
SELL
|
- |
-110- 6.33% |
$13.2K - $14.9K
|
1.63K
$213K
|
|
Nov 06, 2024
Q3 2024
|
Turtle Creek Wealth Advisors, LLC
Dallas, TX |
BUY
|
- |
1.33K+ 80.1% |
$159K - $180K
|
2.99K
$390K
|
|
Nov 05, 2024
Q3 2024
|
Security Financial Services, Inc.
|
BUY
|
- |
1.51KNew |
$181K - $205K
|
1.51K
$197K
|
|
Nov 05, 2024
Q3 2024
|
Arq Wealth Advisors, LLC
|
BUY
|
- |
1.6KNew |
$192K - $217K
|
1.6K
$209K
|
|
Nov 04, 2024
Q3 2024
|
Colonial River Wealth Management, LLC
Midlothian, VA |
BUY
|
- |
1.49KNew |
$178K - $202K
|
1.49K
$194K
|