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 |
|---|---|---|---|---|---|---|---|
|
May 15, 2025
Q1 2025
|
Ashton Thomas Private Wealth, LLC
Scottsdale, AZ |
BUY
|
- |
118+ 0.71% |
$15.2K - $16.3K
|
16.7K
$2.18M
|
|
|
May 15, 2025
Q1 2025
|
Challenger Wealth Management
Aliso Viejo, CA |
BUY
|
- |
644+ 6.71% |
$82.8K - $88.9K
|
10.2K
$1.34M
|
|
|
May 14, 2025
Q1 2025
|
Murphy & Mullick Capital Management Corp
Smithtown, NY |
BUY
|
- |
38+ 12.5% |
$4.89K - $5.25K
|
342
$44.7K
|
|
|
May 14, 2025
Q1 2025
|
Sumitomo Mitsui Financial Group, Inc.
Tokyo, M0 |
SELL
|
- |
-72- 1.11% |
$9.26K - $9.94K
|
6.39K
$835K
|
|
|
May 14, 2025
Q1 2025
|
Hsbc Holdings PLC
London, X0 |
SELL
|
- |
-707- 4.12% |
$90.9K - $97.6K
|
16.5K
$2.15M
|
|
|
May 14, 2025
Q1 2025
|
Berkshire Asset Management LLC
Wilkes Barre, PA |
SELL
|
- |
-119- 0.6% |
$15.3K - $16.4K
|
19.7K
$2.58M
|
|
|
May 14, 2025
Q1 2025
|
Tradition Wealth Management, LLC
|
SELL
|
- |
-37- 0.1% |
$4.76K - $5.11K
|
35.3K
$4.61M
|
|
|
May 14, 2025
Q1 2025
|
Level Four Advisory Services, LLC
Dallas, TX |
SELL
|
- |
-408- 2.18% |
$52.5K - $56.3K
|
18.3K
$2.39M
|
|
|
May 14, 2025
Q1 2025
|
Vertex Planning Partners, LLC
Downers Grove, IL |
SELL
|
- |
-191- 1.73% |
$24.6K - $26.4K
|
10.9K
$1.42M
|
|
|
May 14, 2025
Q1 2025
|
Heritage Financial Services, LLC
|
BUY
|
- |
119+ 6.04% |
$15.3K - $16.4K
|
2.09K
$273K
|
|
|
May 14, 2025
Q1 2025
|
Venture Visionary Partners LLC
|
SELL
|
- |
-12.3K- 47.4% |
$1.59M - $1.7M
|
13.7K
$1.79M
|
|
|
May 14, 2025
Q1 2025
|
Brown Brothers Harriman & CO
New York, NY |
SELL
|
- |
-625- 12.96% |
$80.4K - $86.3K
|
4.2K
$548K
|
|
|
May 14, 2025
Q1 2025
|
Stelac Advisory Services LLC
New York, NY |
BUY
|
- |
2.4K+ 4.92% |
$308K - $331K
|
51.1K
$6.68M
|
|
|
May 14, 2025
Q1 2025
|
Main Street Group, LTD
Glen Allen, VA |
BUY
|
- |
153+ 45.0% |
$19.7K - $21.1K
|
493
$64.4K
|
|
|
May 14, 2025
Q1 2025
|
Joseph P. Lucia & Associates, LLC
|
SELL
|
- |
-387- 1.17% |
$49.8K - $53.4K
|
32.7K
$4.28M
|
|
|
May 14, 2025
Q1 2025
|
Capital Analysts, LLC
Fort Washington, PA |
BUY
|
- |
7.42K+ 36.89% |
$954K - $1.02M
|
27.5K
$3.6M
|
|
|
May 14, 2025
Q1 2025
|
Dorsey & Whitney Trust CO LLC
Sioux Falls, SD |
SELL
|
- |
-202- 3.62% |
$26K - $27.9K
|
5.38K
$703K
|
|
|
May 14, 2025
Q1 2025
|
Gm Advisory Group, Inc.
Melville, NY |
BUY
|
- |
2.23KNew |
$287K - $308K
|
2.23K
$292K
|
|
|
May 14, 2025
Q1 2025
|
Asset Management Group, Inc.
Stamford, CT |
BUY
|
- |
100+ 0.66% |
$12.9K - $13.8K
|
15.2K
$1.98M
|
|
|
May 14, 2025
Q1 2025
|
Tfb Advisors LLC
Overland Park, KS |
BUY
|
- |
28+ 0.67% |
$3.6K - $3.87K
|
4.21K
$550K
|
|
|
May 14, 2025
Q1 2025
|
Huntington National Bank
Columbus, OH |
SELL
|
- |
-849- 0.3% |
$109K - $117K
|
282K
$36.9M
|
|
|
May 14, 2025
Q1 2025
|
River Wealth Advisors LLC
Camp Hill, PA |
SELL
|
- |
-54- 0.93% |
$6.94K - $7.46K
|
5.73K
$749K
|
|
|
May 14, 2025
Q1 2025
|
Ken Fisher
Fisher Asset Management, LLC | Camas, Wa
|
BUY
|
- |
1.59KNew |
$204K - $219K
|
1.59K
$207K
|
|
|
May 14, 2025
Q1 2025
|
Cibc World Market Inc.
Toronto, A6 |
BUY
|
- |
43.9K+ 17.85% |
$5.65M - $6.07M
|
290K
$37.9M
|
|
|
May 14, 2025
Q1 2025
|
Banco De Sabadell, S.A
Miami, FL |
BUY
|
- |
2.95K+ 13.47% |
$379K - $408K
|
24.9K
$3.25M
|
|
|
May 14, 2025
Q1 2025
|
Kestra Advisory Services, LLC
|
SELL
|
- |
-24.5K- 18.57% |
$3.15M - $3.39M
|
108K
$14.1M
|
|
|
May 14, 2025
Q1 2025
|
Summit Financial, LLC
Parsippany, NJ |
BUY
|
- |
20+ 0.58% |
$2.57K - $2.76K
|
3.47K
$453K
|
|
|
May 14, 2025
Q1 2025
|
Kcm Investment Advisors LLC
Greenbrae, CA |
SELL
|
- |
-112- 0.21% |
$14.4K - $15.5K
|
52.8K
$6.9M
|
|
|
May 14, 2025
Q1 2025
|
Strategies Wealth Advisors, LLC
Grand Rapids, MI |
BUY
|
- |
50+ 1.09% |
$6.43K - $6.91K
|
4.64K
$606K
|
|
|
May 14, 2025
Q1 2025
|
Guidance Point Advisors, LLC
|
SELL
|
- |
-570- 2.24% |
$73.3K - $78.7K
|
24.9K
$3.25M
|
|
|
May 14, 2025
Q1 2025
|
Congress Wealth Management LLC
Boston, MA |
BUY
|
- |
6.13K+ 4.43% |
$788K - $846K
|
144K
$18.9M
|
|
|
May 14, 2025
Q1 2025
|
Ameriprise Financial Inc
Minneapolis, MN |
SELL
|
- |
-5.17K- 1.05% |
$665K - $714K
|
486K
$63.5M
|
|
|
May 14, 2025
Q1 2025
|
Monetary Management Group Inc
St Louis, MO |
BUY
|
- |
2.25K+ 11.84% |
$289K - $311K
|
21.3K
$2.78M
|
|
|
May 14, 2025
Q1 2025
|
Bok Financial Private Wealth, Inc.
Denver, CO |
SELL
|
- |
-82- 0.75% |
$10.5K - $11.3K
|
10.8K
$1.41M
|
|
|
May 14, 2025
Q1 2025
|
Ci Private Wealth, LLC
Miami, FL |
BUY
|
- |
95.6K+ 94.67% |
$12.3M - $13.2M
|
196K
$25.7M
|
|
|
May 14, 2025
Q1 2025
|
Atomi Financial Group, Inc.
Irvine, CA |
SELL
|
- |
-371- 11.57% |
$47.7K - $51.2K
|
2.84K
$370K
|
|
|
May 14, 2025
Q1 2025
|
Monterey Private Wealth, Inc.
|
SELL
|
- |
-132- 3.64% |
$17K - $18.2K
|
3.5K
$457K
|
|
|
May 14, 2025
Q1 2025
|
Td Capital Management LLC
Memphis, TN |
BUY
|
- |
1+ 1.39% |
$129 - $138
|
73
$9.54K
|
|
|
May 14, 2025
Q1 2025
|
Rockefeller Capital Management L.P.
New York, NY |
BUY
|
- |
44.1K+ 10.31% |
$5.67M - $6.09M
|
472K
$61.7M
|
|
|
May 14, 2025
Q1 2025
|
Northwestern Mutual Wealth Management CO
|
SELL
|
- |
-31.8K- 8.26% |
$4.09M - $4.4M
|
354K
$46.2M
|
|
|
May 14, 2025
Q1 2025
|
Stonebridge Capital Advisors LLC
St Paul, MN |
SELL
|
- |
-3.81K- 21.7% |
$490K - $526K
|
13.8K
$1.8M
|
|
|
May 14, 2025
Q1 2025
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
- |
4.25K+ 54.78% |
$546K - $586K
|
12K
$1.57M
|
|
|
May 14, 2025
Q1 2025
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
SELL
|
PUT |
-16.5K- 45.21% |
$2.12M - $2.28M
|
20K
$2.61M
|
|
|
May 14, 2025
Q1 2025
|
Scs Capital Management LLC
Boston, MA |
BUY
|
- |
12.7KNew |
$1.63M - $1.75M
|
12.7K
$1.66M
|
|
|
May 14, 2025
Q1 2025
|
Farmers National Bank
Danville, KY |
SELL
|
- |
-1.1K- 9.61% |
$142K - $152K
|
10.4K
$1.35M
|
|
|
May 14, 2025
Q1 2025
|
Ieq Capital, LLC
|
BUY
|
- |
25.3K+ 72.05% |
$3.25M - $3.5M
|
60.4K
$7.9M
|
|
|
May 14, 2025
Q1 2025
|
Comerica Bank
|
SELL
|
- |
-43.1K- 8.74% |
$5.54M - $5.95M
|
450K
$58.8M
|
|
|
May 14, 2025
Q1 2025
|
Cibc Private Wealth Group, LLC
|
BUY
|
- |
362+ 0.6% |
$46.5K - $50K
|
60.4K
$7.9M
|
|
|
May 14, 2025
Q1 2025
|
Tortoise Investment Management, LLC
|
SELL
|
- |
-191- 12.4% |
$24.6K - $26.4K
|
1.35K
$176K
|
|
|
May 14, 2025
Q1 2025
|
Gerber Kawasaki Wealth & Investment Management
|
BUY
|
- |
603+ 32.4% |
$77.5K - $83.3K
|
2.46K
$322K
|