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 |
|---|---|---|---|---|---|---|---|
|
Feb 11, 2025
Q4 2024
|
Blueprint Investment Partners LLC
Greensboro, NC |
BUY
|
- |
2.5KNew |
$324K - $358K
|
2.5K
$340K
|
|
|
Feb 11, 2025
Q4 2024
|
Mountain Hill Investment Partners Corp.
Atlantic Highlands, NJ |
BUY
|
- |
148New |
$19.2K - $21.2K
|
148
$20.1K
|
|
|
Feb 11, 2025
Q4 2024
|
Houlihan Financial Resource Group, Ltd.
Ashburn, VA |
BUY
|
- |
1.52KNew |
$197K - $219K
|
1.52K
$207K
|
|
|
Feb 10, 2025
Q4 2024
|
Wintrust Investments LLC
Chicago, IL |
SELL
|
- |
-331- 59.32% |
$42.9K - $47.5K
|
227
$30.9K
|
|
|
Feb 10, 2025
Q4 2024
|
Beaird Harris Wealth Management, LLC
Dallas, TX |
BUY
|
- |
525+ 448.72% |
$68K - $75.3K
|
642
$87.4K
|
|
|
Feb 10, 2025
Q4 2024
|
Van Hulzen Asset Management, LLC
|
SELL
|
- |
-350- 18.26% |
$45.3K - $50.2K
|
1.57K
$213K
|
|
|
Feb 07, 2025
Q4 2024
|
Fairfield Financial Advisors, LTD
Wellesley, MA |
BUY
|
- |
3+ 0.77% |
$389 - $430
|
394
$53.6K
|
|
|
Feb 07, 2025
Q4 2024
|
Independent Advisor Alliance
|
BUY
|
- |
25.8KNew |
$3.34M - $3.7M
|
25.8K
$3.51M
|
|
|
Feb 07, 2025
Q4 2024
|
O'Dell Group, LLC
Cincinnati, OH |
SELL
|
- |
-80- 2.79% |
$10.4K - $11.5K
|
2.79K
$379K
|
|
|
Feb 07, 2025
Q4 2024
|
Avantax Planning Partners, Inc.
|
SELL
|
- |
-278- 11.78% |
$36K - $39.9K
|
2.08K
$283K
|
|
|
Feb 07, 2025
Q4 2024
|
Essential Planning, Llc.
Portsmouth, NH |
BUY
|
- |
11.4KNew |
$1.47M - $1.63M
|
11.4K
$1.55M
|
|
|
Feb 07, 2025
Q4 2024
|
Hopwood Financial Services, Inc.
Reston, VA |
BUY
|
- |
366New |
$47.4K - $52.5K
|
366
$49.8K
|
|
|
Feb 06, 2025
Q4 2024
|
Resolute Wealth Strategies, LLC
Jackson, MS |
SELL
|
- |
-12- 0.2% |
$1.55K - $1.72K
|
6.12K
$833K
|
|
|
Feb 06, 2025
Q4 2024
|
Mainstream Capital Management LLC
Los Angeles, CA |
BUY
|
- |
9New |
$1.17K - $1.29K
|
9
$1.22K
|
|
|
Feb 06, 2025
Q4 2024
|
Wood Trust Financial Corp
|
BUY
|
- |
37+ 1.59% |
$4.79K - $5.31K
|
2.37K
$322K
|
|
|
Feb 06, 2025
Q4 2024
|
One Capital Management, LLC
Westlake Village, CA |
SELL
|
- |
-625- 21.6% |
$81K - $89.6K
|
2.27K
$309K
|
|
|
Feb 05, 2025
Q4 2024
|
Cape Investment Advisory, Inc.
Mcdonough, GA |
BUY
|
- |
200+ 40.0% |
$25.9K - $28.7K
|
700
$95.3K
|
|
|
Feb 05, 2025
Q4 2024
|
Hickory Point Bank & Trust
Decatur, IL |
BUY
|
- |
1.7KNew |
$220K - $244K
|
1.7K
$231K
|
|
|
Feb 04, 2025
Q4 2024
|
Crestwood Advisors Group LLC
|
SELL
|
- |
-90- 1.85% |
$11.7K - $12.9K
|
4.77K
$649K
|
|
|
Feb 04, 2025
Q4 2024
|
Edge Capital Group, LLC
|
BUY
|
- |
3.01K+ 22.61% |
$390K - $431K
|
16.3K
$2.22M
|
|
|
Feb 04, 2025
Q4 2024
|
Pine Valley Investments LTD Liability CO
Marlton, NJ |
SELL
|
- |
-336- 12.98% |
$43.5K - $48.2K
|
2.25K
$307K
|
|
|
Feb 04, 2025
Q4 2024
|
Bank Plus Trust Department
Jackson, MS |
BUY
|
- |
1.39KNew |
$180K - $199K
|
1.39K
$189K
|
|
|
Feb 04, 2025
Q4 2024
|
Transcendent Capital Group LLC
Edmond, OK |
BUY
|
- |
1+ 0.71% |
$130 - $143
|
142
$19.3K
|
|
|
Feb 04, 2025
Q4 2024
|
Advisor Os, LLC
|
SELL
|
- |
-29- 1.18% |
$3.76K - $4.16K
|
2.43K
$331K
|
|
|
Feb 04, 2025
Q4 2024
|
Kovack Advisors, Inc.
|
BUY
|
- |
1.55KNew |
$200K - $222K
|
1.55K
$211K
|
|
|
Feb 03, 2025
Q4 2024
|
Unionview, LLC
Seattle, WA |
BUY
|
- |
83+ 0.74% |
$10.8K - $11.9K
|
11.2K
$1.53M
|
|
|
Feb 03, 2025
Q4 2024
|
Wealth Alliance
Mellville, NY |
BUY
|
- |
24KNew |
$3.1M - $3.44M
|
24K
$3.26M
|
|
|
Feb 03, 2025
Q4 2024
|
Able Wealth Management LLC
Lakewood, NJ |
BUY
|
- |
1+ 0.02% |
$130 - $143
|
6.36K
$865K
|
|
|
Feb 03, 2025
Q4 2024
|
Jmg Financial Group, Ltd.
|
SELL
|
- |
-106- 0.93% |
$13.7K - $15.2K
|
11.3K
$1.54M
|
|
|
Feb 03, 2025
Q4 2024
|
Investors Asset Management Of Georgia Inc
|
SELL
|
- |
-175- 7.65% |
$22.7K - $25.1K
|
2.11K
$288K
|
|
|
Feb 03, 2025
Q4 2024
|
Nicholson Wealth Management Group, LLC
Charlestown, SC |
BUY
|
- |
4.27KNew |
$554K - $613K
|
4.27K
$582K
|
|
|
Jan 31, 2025
Q4 2024
|
Sanctuary Advisors, LLC
Indianapolis, IN |
SELL
|
- |
-6.31K- 12.6% |
$818K - $905K
|
43.8K
$5.96M
|
|
|
Jan 31, 2025
Q4 2024
|
Key F Inancial Inc
|
SELL
|
- |
-139- 15.39% |
$18K - $19.9K
|
764
$104K
|
|
|
Jan 31, 2025
Q4 2024
|
Kestra Investment Management, LLC
Austin, TX |
BUY
|
- |
54New |
$7K - $7.74K
|
54
$7.35K
|
|
|
Jan 31, 2025
Q4 2024
|
Bank Of Jackson Hole Trust
Jackson, WY |
BUY
|
- |
2.93KNew |
$379K - $419K
|
2.93K
$398K
|
|
|
Jan 31, 2025
Q4 2024
|
Fedenia Advisers LLC
Madison, WI |
BUY
|
- |
514New |
$66.6K - $73.7K
|
514
$70K
|
|
|
Jan 31, 2025
Q4 2024
|
Tbh Global Asset Management, LLC
Brentwood, TN |
BUY
|
- |
1.98KNew |
$256K - $284K
|
1.98K
$269K
|
|
|
Jan 30, 2025
Q4 2024
|
Aveo Capital Partners, LLC
|
SELL
|
- |
-281- 11.38% |
$36.4K - $40.3K
|
2.19K
$298K
|
|
|
Jan 30, 2025
Q4 2024
|
Montag A & Associates Inc
Atlanta, GA |
SELL
|
- |
-1.17K- 36.63% |
$152K - $168K
|
2.03K
$276K
|
|
|
Jan 30, 2025
Q4 2024
|
Little House Capital LLC
Braintree, MA |
BUY
|
- |
3.05KNew |
$395K - $437K
|
3.05K
$415K
|
|
|
Jan 30, 2025
Q4 2024
|
Tiger Oak Management, L.L.C.
Albuquerque, NM |
BUY
|
- |
1.53KNew |
$198K - $220K
|
1.53K
$208K
|
|
|
Jan 30, 2025
Q4 2024
|
Rogco, LP
Claremore, OK |
SELL
|
- |
-84- 2.29% |
$10.9K - $12K
|
3.59K
$489K
|
|
|
Jan 29, 2025
Q4 2024
|
Pineridge Advisors LLC
St. Charles, MO |
BUY
|
- |
600New |
$77.7K - $86K
|
600
$81.7K
|
|
|
Jan 29, 2025
Q4 2024
|
Sovran Advisors, LLC
San Diego, CA |
BUY
|
- |
3.11KNew |
$403K - $446K
|
3.11K
$423K
|
|
|
Jan 29, 2025
Q4 2024
|
Quent Capital, LLC
|
SELL
|
- |
-1.02K- 48.16% |
$132K - $147K
|
1.1K
$150K
|
|
|
Jan 29, 2025
Q4 2024
|
Jmac Enterprises LLC
|
BUY
|
- |
104+ 0.61% |
$13.5K - $14.9K
|
17.1K
$2.33M
|
|
|
Jan 29, 2025
Q4 2024
|
Catalyst Financial Partners LLC
Boston, MA |
SELL
|
- |
-1.05K- 18.95% |
$135K - $150K
|
4.47K
$608K
|
|
|
Jan 28, 2025
Q4 2024
|
Fairvoy Private Wealth, LLC
Birmingham, AL |
BUY
|
- |
2.73KNew |
$354K - $392K
|
2.73K
$372K
|
|
|
Jan 28, 2025
Q4 2024
|
Sageworth Trust CO
|
SELL
|
- |
-7- 0.11% |
$907 - $1K
|
6.55K
$891K
|
|
|
Jan 28, 2025
Q4 2024
|
Santori & Peters, Inc.
|
BUY
|
- |
15+ 0.99% |
$1.94K - $2.15K
|
1.54K
$209K
|