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 04, 2024
Q3 2024
|
Ti Trust, Inc
|
BUY
|
- |
1.52KNew |
$182K - $206K
|
1.52K
$198K
|
|
|
Nov 04, 2024
Q3 2024
|
Ashton Thomas Securities, LLC
Rochester, NY |
BUY
|
- |
501+ 72.71% |
$60.1K - $68K
|
1.19K
$155K
|
|
|
Nov 04, 2024
Q3 2024
|
Jupiter Wealth Management LLC
Glendale, CO |
SELL
|
- |
-52- 0.79% |
$6.24K - $7.06K
|
6.5K
$849K
|
|
|
Nov 01, 2024
Q3 2024
|
Spider Rock Advisors, LLC
|
SELL
|
- |
-2.55K- 40.38% |
$306K - $346K
|
3.76K
$492K
|
|
|
Nov 01, 2024
Q3 2024
|
Leavell Investment Management, Inc.
|
BUY
|
- |
1.65K+ 45.78% |
$198K - $224K
|
5.25K
$686K
|
|
|
Nov 01, 2024
Q3 2024
|
Objective Capital Management, LLC
|
SELL
|
- |
-260- 14.77% |
$31.2K - $35.3K
|
1.5K
$196K
|
|
|
Nov 01, 2024
Q3 2024
|
Lindbrook Capital, LLC
|
SELL
|
- |
-100- 1.25% |
$12K - $13.6K
|
7.93K
$1.04M
|
|
|
Oct 31, 2024
Q3 2024
|
Claris Advisors, LLC
|
BUY
|
- |
54New |
$6.48K - $7.33K
|
54
$7.06K
|
|
|
Oct 31, 2024
Q3 2024
|
Ls Investment Advisors, LLC
|
SELL
|
- |
-450- 8.35% |
$54K - $61.1K
|
4.94K
$646K
|
|
|
Oct 31, 2024
Q3 2024
|
Keudell
|
SELL
|
- |
-10- 0.12% |
$1.2K - $1.36K
|
8.15K
$1.06M
|
|
|
Oct 30, 2024
Q3 2024
|
Interactive Financial Advisors
Chicago, IL |
SELL
|
- |
-236- 12.43% |
$28.3K - $32K
|
1.66K
$217K
|
|
|
Oct 30, 2024
Q3 2024
|
Global Wealth Management Investment Advisory, Inc.
Fort Lauderdale, FL |
BUY
|
- |
1.62KNew |
$195K - $220K
|
1.62K
$212K
|
|
|
Oct 30, 2024
Q3 2024
|
Cary Street Partners Investment Advisory LLC
Richmond, VA |
BUY
|
- |
121+ 1.14% |
$14.5K - $16.4K
|
10.7K
$1.4M
|
|
|
Oct 30, 2024
Q3 2024
|
Pittenger & Anderson Inc
|
SELL
|
- |
-300- 30.52% |
$36K - $40.7K
|
683
$89.2K
|
|
|
Oct 30, 2024
Q3 2024
|
United Advisor Group, LLC
Cincinnati, OH |
BUY
|
- |
2.26KNew |
$271K - $307K
|
2.26K
$295K
|
|
|
Oct 30, 2024
Q3 2024
|
Radnor Capital Management, LLC
|
BUY
|
- |
1.7KNew |
$204K - $231K
|
1.7K
$222K
|
|
|
Oct 29, 2024
Q3 2024
|
Private Management Group Inc
|
BUY
|
- |
1.58KNew |
$189K - $214K
|
1.58K
$206K
|
|
|
Oct 28, 2024
Q3 2024
|
Hills Bank & Trust CO
|
SELL
|
- |
-119- 5.98% |
$14.3K - $16.2K
|
1.87K
$244K
|
|
|
Oct 28, 2024
Q3 2024
|
American Financial & Tax Strategies Inc
New York, NY |
BUY
|
- |
187+ 7.9% |
$22.4K - $25.4K
|
2.55K
$334K
|
|
|
Oct 25, 2024
Q3 2024
|
Voisard Asset Management Group, Inc.
Grand Rapids, MI |
SELL
|
- |
-5- 9.09% |
$600 - $679
|
50
$6.53K
|
|
|
Oct 25, 2024
Q3 2024
|
Tnf LLC
|
SELL
|
- |
-189- 4.88% |
$22.7K - $25.7K
|
3.69K
$481K
|
|
|
Oct 25, 2024
Q3 2024
|
Loring Wolcott & Coolidge Fiduciary Advisors LLP
|
SELL
|
- |
-80- 41.67% |
$9.6K - $10.9K
|
112
$14.6K
|
|
|
Oct 24, 2024
Q3 2024
|
First Financial Corp
|
SELL
|
- |
-44- 3.51% |
$5.28K - $5.97K
|
1.21K
$158K
|
|
|
Oct 24, 2024
Q3 2024
|
First Merchants Corp
|
BUY
|
- |
1.63KNew |
$196K - $222K
|
1.63K
$213K
|
|
|
Oct 23, 2024
Q3 2024
|
Cfm Wealth Partners LLC
|
SELL
|
- |
-91- 3.27% |
$10.9K - $12.4K
|
2.69K
$352K
|
|
|
Oct 23, 2024
Q3 2024
|
Hwg Holdings LP
Houston, TX |
BUY
|
- |
2.25KNew |
$270K - $305K
|
2.25K
$294K
|
|
|
Oct 22, 2024
Q3 2024
|
Psi Advisors, LLC
|
BUY
|
- |
1+ 0.98% |
$120 - $136
|
103
$13.5K
|
|
|
Oct 22, 2024
Q3 2024
|
Romano Brothers And Company
Evanston, IL |
SELL
|
- |
-115- 1.14% |
$13.8K - $15.6K
|
9.95K
$1.3M
|
|
|
Oct 21, 2024
Q3 2024
|
Prio Wealth Limited Partnership
Boston, MA |
SELL
|
- |
-15- 0.3% |
$1.8K - $2.04K
|
4.93K
$644K
|
|
|
Oct 21, 2024
Q3 2024
|
My Legacy Advisors, LLC
|
SELL
|
- |
-533- 21.41% |
$64K - $72.3K
|
1.96K
$256K
|
|
|
Oct 21, 2024
Q3 2024
|
Northwest Investment Counselors, LLC
|
SELL
|
- |
-104- 4.32% |
$12.5K - $14.1K
|
2.31K
$301K
|
|
|
Oct 18, 2024
Q3 2024
|
Raymond James & Associates
St Petersburg, FL |
BUY
|
- |
16.5K+ 2.91% |
$1.98M - $2.24M
|
584K
$76.4M
|
|
|
Oct 18, 2024
Q3 2024
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
SELL
|
- |
-720- 0.1% |
$86.4K - $97.7K
|
718K
$93.9M
|
|
|
Oct 18, 2024
Q3 2024
|
Granite Fo LLC
Bedford, NH |
SELL
|
- |
-1.86K- 5.95% |
$223K - $252K
|
29.3K
$3.83M
|
|
|
Oct 18, 2024
Q3 2024
|
West Branch Capital LLC
|
BUY
|
- |
4New |
$480 - $543
|
4
$523
|
|
|
Oct 17, 2024
Q3 2024
|
Kozak & Associates, Inc.
Highlands Ranch, CO |
BUY
|
- |
2+ 1.17% |
$240 - $271
|
173
$22.6K
|
|
|
Oct 17, 2024
Q3 2024
|
Norden Group LLC
Provo, UT |
BUY
|
- |
1.77KNew |
$213K - $241K
|
1.77K
$232K
|
|
|
Oct 16, 2024
Q3 2024
|
Indiana Trust & Investment Management CO
|
BUY
|
- |
4K+ 163.33% |
$480K - $543K
|
6.45K
$843K
|
|
|
Oct 15, 2024
Q3 2024
|
Stillwater Capital Advisors, LLC
|
BUY
|
- |
1.97KNew |
$237K - $268K
|
1.97K
$258K
|
|
|
Oct 15, 2024
Q3 2024
|
Tsfg, LLC
|
SELL
|
- |
-16- 12.7% |
$1.92K - $2.17K
|
110
$14.4K
|
|
|
Oct 11, 2024
Q3 2024
|
Fin Trust Capital Advisors, LLC
|
BUY
|
- |
10+ 0.21% |
$1.2K - $1.36K
|
4.72K
$617K
|
|
|
Oct 11, 2024
Q3 2024
|
Occidental Asset Management, LLC
|
BUY
|
- |
99+ 1.05% |
$11.9K - $13.4K
|
9.49K
$1.24M
|
|
|
Oct 10, 2024
Q3 2024
|
Code Waechter LLC
Tampa, FL |
BUY
|
- |
7.05KNew |
$846K - $957K
|
7.05K
$921K
|
|
|
Oct 10, 2024
Q3 2024
|
Annex Advisory Services, LLC
|
SELL
|
- |
-5- 0.29% |
$600 - $679
|
1.71K
$224K
|
|
|
Oct 09, 2024
Q3 2024
|
Hoese & CO LLP
|
SELL
|
- |
-610- 15.7% |
$73.2K - $82.8K
|
3.28K
$428K
|
|
|
Oct 09, 2024
Q3 2024
|
Charles Schwab Trust CO
|
SELL
|
- |
-2.21K- 49.95% |
$265K - $300K
|
2.22K
$290K
|
|
|
Oct 09, 2024
Q3 2024
|
Pacific Sun Financial Corp
|
SELL
|
- |
-110- 4.4% |
$13.2K - $14.9K
|
2.39K
$313K
|
|
|
Oct 09, 2024
Q3 2024
|
Fermata Advisors, LLC
Sonoma, CA |
SELL
|
- |
-268- 14.48% |
$32.2K - $36.4K
|
1.58K
$207K
|
|
|
Oct 08, 2024
Q3 2024
|
Park Place Capital Corp
Birmingham, AL |
SELL
|
- |
-45- 0.6% |
$5.4K - $6.11K
|
7.44K
$972K
|
|
|
Oct 08, 2024
Q3 2024
|
Adirondack Trust CO
|
SELL
|
- |
-850- 65.38% |
$102K - $115K
|
450
$58.8K
|