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 |
|---|---|---|---|---|---|---|---|
|
Aug 05, 2024
Q2 2024
|
Bbr Partners, LLC
New York, NY |
SELL
|
- |
-9.21K- 70.11% |
$1.07M - $1.16M
|
3.93K
$513K
|
|
|
Aug 05, 2024
Q2 2024
|
Farmers & Merchants Investments Inc
|
BUY
|
- |
3.2K+ 3331.25% |
$370K - $402K
|
3.29K
$430K
|
|
|
Aug 01, 2024
Q2 2024
|
Vision Point Advisory Group, LLC
Dallas, TX |
SELL
|
- |
-35- 3.33% |
$4.05K - $4.4K
|
1.02K
$133K
|
|
|
Aug 01, 2024
Q2 2024
|
Klingenstein Fields & CO LP
|
SELL
|
- |
-1.84K- 46.83% |
$213K - $231K
|
2.09K
$273K
|
|
|
Aug 01, 2024
Q2 2024
|
Advanced Asset Management Advisors Inc
Dublin, OH |
SELL
|
- |
-5- 1.42% |
$579 - $629
|
348
$45.5K
|
|
|
Aug 01, 2024
Q2 2024
|
Octavia Wealth Advisors, LLC
|
BUY
|
- |
1.69KNew |
$196K - $213K
|
1.69K
$221K
|
|
|
Jul 30, 2024
Q2 2024
|
Platform Technology Partners
|
BUY
|
- |
1+ 0.01% |
$116 - $126
|
8.7K
$1.14M
|
|
|
Jul 30, 2024
Q2 2024
|
Private Ocean, LLC
|
BUY
|
- |
1K+ 21.89% |
$116K - $126K
|
5.57K
$727K
|
|
|
Jul 30, 2024
Q2 2024
|
Cassaday & CO Wealth Management LLC
Mclean, VA |
BUY
|
- |
1.02K+ 23.09% |
$118K - $129K
|
5.45K
$712K
|
|
|
Jul 30, 2024
Q2 2024
|
Integrity Financial Corp
|
SELL
|
- |
-100- 8.7% |
$11.6K - $12.6K
|
1.05K
$137K
|
|
|
Jul 30, 2024
Q2 2024
|
Rothschild Investment LLC
Chicago, IL |
BUY
|
- |
1.84KNew |
$213K - $231K
|
1.84K
$240K
|
|
|
Jul 29, 2024
Q2 2024
|
Bfsg, LLC
|
SELL
|
- |
-30- 54.55% |
$3.47K - $3.77K
|
25
$3.27K
|
|
|
Jul 29, 2024
Q2 2024
|
Vantage Investment Partners, LLC
|
SELL
|
- |
-1.21K- 29.91% |
$140K - $153K
|
2.85K
$372K
|
|
|
Jul 29, 2024
Q2 2024
|
Crossmark Global Holdings, Inc.
|
SELL
|
- |
-2.14K- 13.03% |
$247K - $269K
|
14.3K
$1.86M
|
|
|
Jul 29, 2024
Q2 2024
|
American Capital Advisory, LLC
Ketchum, ID |
SELL
|
- |
-1.12K- 73.64% |
$130K - $141K
|
401
$52.4K
|
|
|
Jul 26, 2024
Q2 2024
|
Mc Clarren Financial Advisors, Inc.
State College, PA |
SELL
|
- |
-344- 74.14% |
$39.8K - $43.3K
|
120
$15.7K
|
|
|
Jul 26, 2024
Q2 2024
|
Financial Connections Group, Inc.
|
BUY
|
- |
497New |
$57.5K - $62.5K
|
497
$64.9K
|
|
|
Jul 25, 2024
Q2 2024
|
Institute For Wealth Management, Llc.
|
BUY
|
- |
226+ 12.7% |
$26.2K - $28.4K
|
2.01K
$262K
|
|
|
Jul 25, 2024
Q2 2024
|
Capital Advisors, Ltd. LLC
|
SELL
|
- |
-708- 7.37% |
$81.9K - $89K
|
8.9K
$1.16M
|
|
|
Jul 25, 2024
Q2 2024
|
Gratus Capital LLC
|
BUY
|
- |
506+ 15.09% |
$58.6K - $63.6K
|
3.86K
$504K
|
|
|
Jul 24, 2024
Q2 2024
|
Family Firm, Inc.
|
BUY
|
- |
295New |
$34.1K - $37.1K
|
295
$38.5K
|
|
|
Jul 24, 2024
Q2 2024
|
Corundum Trust Company, Inc
Sioux Falls, SD |
SELL
|
- |
-3.76K- 16.51% |
$435K - $473K
|
19K
$2.48M
|
|
|
Jul 23, 2024
Q2 2024
|
Godsey & Gibb Associates
|
BUY
|
- |
1.67KNew |
$193K - $209K
|
1.67K
$218K
|
|
|
Jul 23, 2024
Q2 2024
|
Gyl Financial Synergies, LLC
|
SELL
|
- |
-356- 9.84% |
$41.2K - $44.8K
|
3.26K
$426K
|
|
|
Jul 22, 2024
Q2 2024
|
Hobbs Group Advisors, LLC
Columbia, SC |
SELL
|
- |
-66- 9.42% |
$7.64K - $8.3K
|
635
$83K
|
|
|
Jul 22, 2024
Q2 2024
|
Strengthening Families & Communities, LLC
|
BUY
|
- |
860New |
$99.5K - $108K
|
860
$112K
|
|
|
Jul 22, 2024
Q2 2024
|
Caldwell Sutter Capital, Inc.
Sausalito, CA |
BUY
|
- |
20+ 2.72% |
$2.31K - $2.52K
|
756
$98.8K
|
|
|
Jul 22, 2024
Q2 2024
|
Financial Freedom, LLC
Cincinnati, OH |
SELL
|
- |
-54- 16.22% |
$6.25K - $6.79K
|
279
$36.5K
|
|
|
Jul 19, 2024
Q2 2024
|
Hoyle Cohen, LLC
|
SELL
|
- |
-38- 2.19% |
$4.4K - $4.78K
|
1.7K
$222K
|
|
|
Jul 19, 2024
Q2 2024
|
Oakworth Capital, Inc.
|
SELL
|
- |
-40- 1.45% |
$4.63K - $5.03K
|
2.71K
$354K
|
|
|
Jul 18, 2024
Q2 2024
|
Woodmont Investment Counsel LLC
Nashville, TN |
BUY
|
- |
1.33K+ 49.39% |
$154K - $167K
|
4.01K
$524K
|
|
|
Jul 18, 2024
Q2 2024
|
Silver Lake Advisory, LLC
|
BUY
|
- |
2.27KNew |
$263K - $286K
|
2.27K
$297K
|
|
|
Jul 18, 2024
Q2 2024
|
Gradient Investments LLC
|
BUY
|
- |
1+ 0.2% |
$116 - $126
|
493
$64.4K
|
|
|
Jul 17, 2024
Q2 2024
|
Alpha Mark Advisors, LLC
Ft. Wright, KY |
SELL
|
- |
-75- 7.77% |
$8.68K - $9.43K
|
890
$116K
|
|
|
Jul 17, 2024
Q2 2024
|
Northstar Group, Inc.
|
SELL
|
- |
-32- 1.01% |
$3.7K - $4.02K
|
3.13K
$408K
|
|
|
Jul 16, 2024
Q2 2024
|
Dixon Fnancial Services, Inc.
|
SELL
|
- |
-25- 0.88% |
$2.89K - $3.14K
|
2.81K
$366K
|
|
|
Jul 10, 2024
Q2 2024
|
Clean Yield Group
|
SELL
|
- |
-150- 31.38% |
$17.4K - $18.9K
|
328
$42.9K
|
|
| Q1 2024 | |||||||
|
Aug 06, 2024
Q1 2024
|
Hantz Financial Services, Inc.
|
BUY
|
- |
7+ 0.26% |
$793 - $862
|
2.71K
$353K
|
|
|
Jun 11, 2024
Q1 2024
|
Ever Source Wealth Advisors, LLC
|
BUY
|
- |
32+ 7.11% |
$3.63K - $3.94K
|
482
$63K
|
|
|
May 30, 2024
Q1 2024
|
Cambridge Trust CO
Boston, MA |
SELL
|
- |
-1.15K- 14.84% |
$131K - $142K
|
6.62K
$865K
|
|
|
May 20, 2024
Q1 2024
|
Continuum Wealth Advisors, LLC
Saratoga Springs, NY |
SELL
|
- |
-73- 2.33% |
$8.27K - $8.99K
|
3.06K
$400K
|
|
|
May 20, 2024
Q1 2024
|
Highlander Capital Management, LLC
Short Hills, NJ |
SELL
|
- |
-350- 63.64% |
$39.7K - $43.1K
|
200
$26.1K
|
|
|
May 16, 2024
Q1 2024
|
First Western Trust Bank
Denver, CO |
BUY
|
- |
2.12KNew |
$240K - $261K
|
2.12K
$276K
|
|
|
May 15, 2024
Q1 2024
|
Greytown Advisors Inc.
Miami, FL |
BUY
|
- |
2.04KNew |
$231K - $251K
|
2.04K
$267K
|
|
|
May 15, 2024
Q1 2024
|
Nissay Asset Management Corp
Tokyo, M0 |
SELL
|
- |
-572K- 49.07% |
$64.8M - $70.4M
|
594K
$77.6M
|
|
|
May 15, 2024
Q1 2024
|
Evercore Wealth Management, LLC
New York, NY |
SELL
|
- |
-1.13K- 7.21% |
$127K - $139K
|
14.5K
$1.89M
|
|
|
May 15, 2024
Q1 2024
|
Rice Partnership, LLC
|
BUY
|
- |
200New |
$22.7K - $24.6K
|
200
$26.1K
|
|
|
May 15, 2024
Q1 2024
|
Western Pacific Wealth Management, LP
|
BUY
|
- |
1.84K+ 140.98% |
$208K - $226K
|
3.14K
$410K
|
|
|
May 15, 2024
Q1 2024
|
Running Point Capital Advisors, LLC
|
SELL
|
- |
-80- 79.21% |
$9.06K - $9.85K
|
21
$2.74K
|
|
|
May 15, 2024
Q1 2024
|
Quadrant Capital Group LLC
Cincinnati, OH |
SELL
|
- |
-593- 42.12% |
$67.2K - $73K
|
815
$106K
|
|