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 |
|---|---|---|---|---|---|---|---|
|
Oct 08, 2024
Q3 2024
|
Morton Capital Management Llc/Ca
Calabasas, CA |
BUY
|
- |
1.64KNew |
$197K - $222K
|
1.64K
$214K
|
|
|
Oct 07, 2024
Q3 2024
|
Platte River Wealth Advisors, LLC
|
SELL
|
- |
-387- 1.66% |
$46.4K - $52.5K
|
23K
$3M
|
|
|
Oct 04, 2024
Q3 2024
|
First Hawaiian Bank
|
SELL
|
- |
-769- 26.16% |
$92.3K - $104K
|
2.17K
$284K
|
|
|
Oct 02, 2024
Q3 2024
|
M&R Capital Management Inc
|
BUY
|
- |
291+ 1455.0% |
$34.9K - $39.5K
|
311
$40.6K
|
|
|
Oct 01, 2024
Q3 2024
|
Park National Corp
|
SELL
|
- |
-100- 0.59% |
$12K - $13.6K
|
16.8K
$2.2M
|
|
| Q2 2024 | |||||||
|
Mar 11, 2025
Q2 2024
|
Private Capital Management LLC
|
SELL
|
- |
-445- 16.37% |
$51.5K - $56K
|
2.27K
$297K
|
|
|
Nov 22, 2024
Q2 2024
|
Freestone Capital Holdings, LLC
Seattle, WA |
SELL
|
- |
-561- 6.64% |
$64.9K - $70.5K
|
7.89K
$1.03M
|
|
|
Sep 25, 2024
Q2 2024
|
Passive Capital Management, Llc.
Baltimore, MD |
BUY
|
- |
2.5KNew |
$289K - $314K
|
2.5K
$327K
|
|
|
Aug 21, 2024
Q2 2024
|
Ims Capital Management
|
SELL
|
- |
-1.25K- 6.14% |
$145K - $157K
|
19.2K
$2.5M
|
|
|
Aug 15, 2024
Q2 2024
|
Gsa Capital Partners LLP
London, X0 |
SELL
|
- |
-27- 0.99% |
$3.12K - $3.4K
|
2.7K
$352K
|
|
|
Aug 15, 2024
Q2 2024
|
Clarity Asset Management, Inc.
Ames, IA |
BUY
|
- |
1+ 0.95% |
$116 - $126
|
106
$13.8K
|
|
|
Aug 15, 2024
Q2 2024
|
Front Row Advisors LLC
Tiburon, CA |
SELL
|
- |
-34- 2.87% |
$3.93K - $4.28K
|
1.15K
$150K
|
|
|
Aug 14, 2024
Q2 2024
|
Evergreen Capital Management LLC
Bellevue, WA |
BUY
|
- |
1.95KNew |
$226K - $245K
|
1.95K
$255K
|
|
|
Aug 14, 2024
Q2 2024
|
Icon Wealth Advisors, LLC
Houston, TX |
BUY
|
- |
839New |
$97.1K - $106K
|
839
$110K
|
|
|
Aug 14, 2024
Q2 2024
|
Walleye Trading LLC
Plymouth, MN |
SELL
|
- |
-5K- 74.22% |
$579K - $629K
|
1.74K
$227K
|
|
|
Aug 14, 2024
Q2 2024
|
Wolverine Trading, LLC
Chicago, IL |
BUY
|
- |
2.61KNew |
$301K - $328K
|
2.61K
$340K
|
|
|
Aug 14, 2024
Q2 2024
|
Cardiff Park Advisors, LLC
San Marcos, CA |
BUY
|
- |
20+ 0.75% |
$2.31K - $2.52K
|
2.67K
$349K
|
|
|
Aug 14, 2024
Q2 2024
|
Wetherby Asset Management Inc
San Francisco, CA |
SELL
|
- |
-1.15K- 19.41% |
$133K - $144K
|
4.76K
$621K
|
|
|
Aug 14, 2024
Q2 2024
|
Widmann Financial Services, Inc.
|
BUY
|
- |
1.38KNew |
$159K - $173K
|
1.38K
$180K
|
|
|
Aug 14, 2024
Q2 2024
|
Nicolet Bankshares Inc
Green Bay, WI |
SELL
|
- |
-117- 2.87% |
$13.5K - $14.7K
|
3.96K
$517K
|
|
|
Aug 14, 2024
Q2 2024
|
Cubist Systematic Strategies, LLC
Stamford, CT |
BUY
|
PUT |
10.5KNew |
$1.22M - $1.32M
|
10.5K
$1.37M
|
|
|
Aug 14, 2024
Q2 2024
|
D. E. Shaw & Co., Inc.
New York, NY |
BUY
|
- |
6.09KNew |
$705K - $766K
|
6.09K
$796K
|
|
|
Aug 13, 2024
Q2 2024
|
Fwl Investment Management, LLC
|
SELL
|
- |
-35- 3.33% |
$4.05K - $4.4K
|
1.02K
$133K
|
|
|
Aug 13, 2024
Q2 2024
|
Gunn & CO Investment Management, Inc.
Jacksonville, FL |
BUY
|
- |
3.7KNew |
$428K - $465K
|
3.7K
$483K
|
|
|
Aug 13, 2024
Q2 2024
|
Mengis Capital Management, Inc.
|
SELL
|
- |
-50- 1.96% |
$5.79K - $6.29K
|
2.5K
$327K
|
|
|
Aug 13, 2024
Q2 2024
|
Wealth Trust Axiom LLC
|
SELL
|
- |
-17- 0.28% |
$1.97K - $2.14K
|
6.1K
$796K
|
|
|
Aug 13, 2024
Q2 2024
|
Certified Advisory Corp
Altamonte Springs, FL |
SELL
|
- |
-898- 28.62% |
$104K - $113K
|
2.24K
$293K
|
|
|
Aug 13, 2024
Q2 2024
|
1832 Asset Management L.P.
Toronto, A6 |
BUY
|
- |
604New |
$69.9K - $76K
|
604
$78.9K
|
|
|
Aug 13, 2024
Q2 2024
|
Black Rock Inc.
New York, NY |
SELL
|
- |
-66.1K- 21.86% |
$7.65M - $8.31M
|
236K
$30.9M
|
|
|
Aug 12, 2024
Q2 2024
|
Buckingham Strategic Wealth, LLC
Clayton, MO |
BUY
|
- |
10+ 0.37% |
$1.16K - $1.26K
|
2.69K
$351K
|
|
|
Aug 12, 2024
Q2 2024
|
Middleton & CO Inc
|
BUY
|
- |
1.68KNew |
$194K - $211K
|
1.68K
$219K
|
|
|
Aug 12, 2024
Q2 2024
|
Pro Vise Management Group, LLC
Clearwater, FL |
SELL
|
- |
-32- 0.99% |
$3.7K - $4.02K
|
3.19K
$417K
|
|
|
Aug 12, 2024
Q2 2024
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
SELL
|
- |
-432- 3.8% |
$50K - $54.3K
|
10.9K
$1.43M
|
|
|
Aug 12, 2024
Q2 2024
|
Tritonpoint Wealth, LLC
Chevy Chase, MD |
BUY
|
- |
1.67KNew |
$193K - $210K
|
1.67K
$218K
|
|
|
Aug 09, 2024
Q2 2024
|
Edgestream Partners, L.P.
Princeton, NJ |
BUY
|
- |
1.85KNew |
$214K - $232K
|
1.85K
$241K
|
|
|
Aug 08, 2024
Q2 2024
|
Zions Bancorporation, N.A.
|
BUY
|
- |
3.39KNew |
$392K - $426K
|
3.39K
$443K
|
|
|
Aug 08, 2024
Q2 2024
|
Abbrea Capital, LLC
|
SELL
|
- |
-200- 2.07% |
$23.1K - $25.2K
|
9.47K
$1.24M
|
|
|
Aug 08, 2024
Q2 2024
|
Manchester Capital Management LLC
Manchester, VT |
SELL
|
- |
-14.9K- 99.43% |
$1.72M - $1.87M
|
85
$11.1K
|
|
|
Aug 08, 2024
Q2 2024
|
Element Wealth, LLC
|
BUY
|
- |
32+ 2.29% |
$3.7K - $4.02K
|
1.43K
$187K
|
|
|
Aug 08, 2024
Q2 2024
|
1 St Source Bank
|
BUY
|
- |
3.95KNew |
$457K - $496K
|
3.95K
$516K
|
|
|
Aug 08, 2024
Q2 2024
|
Ica Group Wealth Management, LLC
Denver, CO |
SELL
|
- |
-1.62K- 82.92% |
$187K - $203K
|
333
$43.5K
|
|
|
Aug 07, 2024
Q2 2024
|
Farmers & Merchants Trust CO Of Long Beach
|
SELL
|
- |
-131- 2.06% |
$15.2K - $16.5K
|
6.23K
$814K
|
|
|
Aug 07, 2024
Q2 2024
|
Biltmore Family Office, LLC
|
BUY
|
- |
643+ 31.77% |
$74.4K - $80.9K
|
2.67K
$348K
|
|
|
Aug 07, 2024
Q2 2024
|
Angeles Wealth Management, LLC
|
SELL
|
- |
-533- 33.33% |
$61.7K - $67K
|
1.07K
$139K
|
|
|
Aug 06, 2024
Q2 2024
|
Cherry Tree Wealth Management, LLC
Minnetonka, MN |
SELL
|
- |
-1.52K- 57.0% |
$176K - $191K
|
1.15K
$150K
|
|
|
Aug 06, 2024
Q2 2024
|
Pacific Capital Wealth Advisors, Inc
|
BUY
|
- |
2.21KNew |
$256K - $278K
|
2.21K
$289K
|
|
|
Aug 06, 2024
Q2 2024
|
First Foundation Advisors
Irvine, CA |
SELL
|
- |
-244- 12.04% |
$28.2K - $30.7K
|
1.78K
$233K
|
|
|
Aug 06, 2024
Q2 2024
|
Chris Bulman Inc
Roseville, CA |
BUY
|
- |
100New |
$11.6K - $12.6K
|
100
$13.1K
|
|
|
Aug 06, 2024
Q2 2024
|
Caprock Group, Inc.
|
BUY
|
- |
100+ 3.01% |
$11.6K - $12.6K
|
3.43K
$447K
|
|
|
Aug 06, 2024
Q2 2024
|
W Advisors, LLC
Germantown, TN |
SELL
|
- |
-236- 3.66% |
$27.3K - $29.7K
|
6.21K
$811K
|
|