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 12, 2024
Q4 2023
|
Alerus Financial Na
Grand Forks, ND |
SELL
|
- |
-44- 1.31% |
$4.53K - $5.24K
|
3.3K
$432K
|
|
|
Feb 12, 2024
Q4 2023
|
Headinvest, LLC
Portland, ME |
SELL
|
- |
-250- 11.79% |
$25.7K - $29.8K
|
1.87K
$244K
|
|
|
Feb 12, 2024
Q4 2023
|
Focus Financial Network Inc /Adv
Minneapolis, MN |
BUY
|
- |
49KNew |
$5.04M - $5.83M
|
49K
$6.4M
|
|
|
Feb 12, 2024
Q4 2023
|
Gridiron Partners, LLC
Wexford, PA |
BUY
|
- |
2KNew |
$206K - $238K
|
2K
$261K
|
|
|
Feb 12, 2024
Q4 2023
|
F Dx Advisors, Inc.
|
BUY
|
- |
351+ 11.03% |
$36.1K - $41.8K
|
3.53K
$461K
|
|
|
Feb 09, 2024
Q4 2023
|
Imc Chicago, LLC
|
BUY
|
- |
10.8KNew |
$1.12M - $1.29M
|
10.8K
$1.42M
|
|
|
Feb 09, 2024
Q4 2023
|
Trexquant Investment LP
Stamford, CT |
SELL
|
- |
-5.17K- 65.91% |
$532K - $615K
|
2.67K
$349K
|
|
|
Feb 09, 2024
Q4 2023
|
Plancorp, LLC
|
SELL
|
- |
-339- 1.65% |
$34.9K - $40.4K
|
20.2K
$2.63M
|
|
|
Feb 08, 2024
Q4 2023
|
Jag Capital Management, LLC
|
SELL
|
- |
-4.29K- 50.43% |
$442K - $511K
|
4.22K
$551K
|
|
|
Feb 08, 2024
Q4 2023
|
Apexium Financial, LP
|
BUY
|
- |
15.9KNew |
$1.64M - $1.89M
|
15.9K
$2.08M
|
|
|
Feb 08, 2024
Q4 2023
|
Curi Wealth Management, LLC
|
SELL
|
- |
-105- 0.85% |
$10.8K - $12.5K
|
12.3K
$1.6M
|
|
|
Feb 08, 2024
Q4 2023
|
Wade G W & Inc
Wellesley, MA |
SELL
|
- |
-34.8K- 8.96% |
$3.58M - $4.14M
|
354K
$46.2M
|
|
|
Feb 08, 2024
Q4 2023
|
Davidson Capital Management Inc.
Corpus Christi, TX |
BUY
|
- |
180New |
$18.5K - $21.4K
|
180
$23.5K
|
|
|
Feb 08, 2024
Q4 2023
|
Atlantic Edge Private Wealth Management, LLC
Jacksonville, FL |
BUY
|
- |
90New |
$9.27K - $10.7K
|
90
$11.8K
|
|
|
Feb 07, 2024
Q4 2023
|
Pecaut & Co.
|
SELL
|
- |
-13- 0.31% |
$1.34K - $1.55K
|
4.2K
$549K
|
|
|
Feb 07, 2024
Q4 2023
|
Ironwood Investment Counsel, LLC
|
SELL
|
- |
-55- 2.2% |
$5.66K - $6.55K
|
2.45K
$319K
|
|
|
Feb 07, 2024
Q4 2023
|
Moran Wealth Management, LLC
Naples, FL |
BUY
|
- |
3.52KNew |
$362K - $419K
|
3.52K
$460K
|
|
|
Feb 07, 2024
Q4 2023
|
Shared Vision Wealth Group LLC
Carlsbad, X1 |
BUY
|
- |
2.09KNew |
$215K - $249K
|
2.09K
$273K
|
|
|
Feb 06, 2024
Q4 2023
|
Wilbanks Smith & Thomas Asset Management LLC
|
SELL
|
- |
-911- 12.48% |
$93.8K - $108K
|
6.39K
$835K
|
|
|
Feb 06, 2024
Q4 2023
|
New South Capital Management Inc
Memphis, TN |
SELL
|
- |
-620- 3.8% |
$63.8K - $73.8K
|
15.7K
$2.05M
|
|
|
Feb 06, 2024
Q4 2023
|
Clifford Swan Investment Counsel LLC
|
SELL
|
- |
-1.27K- 33.36% |
$131K - $151K
|
2.53K
$331K
|
|
|
Feb 06, 2024
Q4 2023
|
Gallacher Capital Management LLC
Lone Tree, CO |
BUY
|
- |
1.92KNew |
$198K - $229K
|
1.92K
$251K
|
|
|
Feb 06, 2024
Q4 2023
|
Avalon Trust CO
Santa Fe, NM |
SELL
|
- |
-150- 42.86% |
$15.4K - $17.9K
|
200
$26.1K
|
|
|
Feb 06, 2024
Q4 2023
|
Signature Resources Capital Management, LLC
Newport Beach, CA |
BUY
|
- |
156New |
$16.1K - $18.6K
|
156
$20.4K
|
|
|
Feb 06, 2024
Q4 2023
|
Crestone Asset Management LLC
|
SELL
|
- |
-963- 35.64% |
$99.2K - $115K
|
1.74K
$227K
|
|
|
Feb 06, 2024
Q4 2023
|
Bogart Wealth, LLC
|
BUY
|
- |
63New |
$6.49K - $7.5K
|
63
$8.23K
|
|
|
Feb 05, 2024
Q4 2023
|
Sargent Investment Group, LLC
|
SELL
|
- |
-700- 28.4% |
$72.1K - $83.3K
|
1.77K
$231K
|
|
|
Feb 05, 2024
Q4 2023
|
Hexagon Capital Partners LLC
|
SELL
|
- |
-415- 10.58% |
$42.7K - $49.4K
|
3.51K
$458K
|
|
|
Feb 02, 2024
Q4 2023
|
Marquette Asset Management, LLC
|
SELL
|
- |
-402- 13.81% |
$41.4K - $47.9K
|
2.51K
$328K
|
|
|
Feb 01, 2024
Q4 2023
|
North Star Asset Management Inc
|
BUY
|
- |
1.71KNew |
$176K - $204K
|
1.71K
$223K
|
|
|
Feb 01, 2024
Q4 2023
|
New Square Capital LLC
|
SELL
|
- |
-1.4K- 52.83% |
$144K - $167K
|
1.25K
$163K
|
|
|
Jan 31, 2024
Q4 2023
|
Wetzel Investment Advisors, Inc.
Indianapolis, IN |
BUY
|
- |
552New |
$56.8K - $65.7K
|
552
$72.1K
|
|
|
Jan 31, 2024
Q4 2023
|
Ria Advisory Group LLC
Ames, IA |
BUY
|
- |
3.14KNew |
$323K - $374K
|
3.14K
$410K
|
|
|
Jan 30, 2024
Q4 2023
|
Main Street Research LLC
Sausalito, CA |
BUY
|
- |
2.42KNew |
$249K - $288K
|
2.42K
$316K
|
|
|
Jan 30, 2024
Q4 2023
|
True Private Wealth Advisors
|
SELL
|
- |
-2.35K- 27.36% |
$242K - $280K
|
6.25K
$816K
|
|
|
Jan 29, 2024
Q4 2023
|
Tennessee Valley Asset Management Partners
|
BUY
|
- |
55+ 2.21% |
$5.66K - $6.55K
|
2.54K
$332K
|
|
|
Jan 29, 2024
Q4 2023
|
Center For Financial Planning, Inc.
Southfied, MI |
BUY
|
- |
61New |
$6.28K - $7.26K
|
61
$7.97K
|
|
|
Jan 29, 2024
Q4 2023
|
Sawtooth Solutions, LLC
|
SELL
|
- |
-1.29K- 5.3% |
$133K - $153K
|
23K
$3.01M
|
|
|
Jan 29, 2024
Q4 2023
|
Baystate Wealth Management LLC
|
BUY
|
- |
7+ 2.46% |
$721 - $833
|
292
$38.1K
|
|
|
Jan 29, 2024
Q4 2023
|
Beverly Hills Private Wealth, LLC
Beverly Hills, CA |
BUY
|
- |
9.45KNew |
$973K - $1.12M
|
9.45K
$1.23M
|
|
|
Jan 25, 2024
Q4 2023
|
Moseley Investment Management Inc
|
SELL
|
- |
-700- 28.7% |
$72.1K - $83.3K
|
1.74K
$227K
|
|
|
Jan 24, 2024
Q4 2023
|
Comprehensive Financial Consultants Institutional, Inc.
Bloomington, IN |
SELL
|
- |
-1.34K- 7.46% |
$138K - $159K
|
16.6K
$2.17M
|
|
|
Jan 23, 2024
Q4 2023
|
Strateg Iq Financial Group, LLC
|
SELL
|
- |
-959- 9.63% |
$98.7K - $114K
|
9K
$1.18M
|
|
|
Jan 23, 2024
Q4 2023
|
Ledge Wealth Management, Inc.
|
BUY
|
- |
1.73KNew |
$178K - $205K
|
1.73K
$225K
|
|
|
Jan 23, 2024
Q4 2023
|
Halbert Hargrove Global Advisors, LLC
|
BUY
|
- |
88+ 2.05% |
$9.06K - $10.5K
|
4.38K
$572K
|
|
|
Jan 22, 2024
Q4 2023
|
Silverlake Wealth Management LLC
Williston, VT |
SELL
|
- |
-820- 29.7% |
$84.4K - $97.6K
|
1.94K
$254K
|
|
|
Jan 18, 2024
Q4 2023
|
Lauterbach Financial Advisors, LLC
|
BUY
|
- |
1.79KNew |
$184K - $213K
|
1.79K
$234K
|
|
|
Jan 18, 2024
Q4 2023
|
Cutler Group LP
|
BUY
|
- |
28New |
$2.88K - $3.33K
|
28
$3.66K
|
|
|
Jan 18, 2024
Q4 2023
|
Mc Glone Suttner Wealth Management, Inc.
Appleton, WI |
BUY
|
- |
41New |
$4.22K - $4.88K
|
41
$5.36K
|
|
|
Jan 17, 2024
Q4 2023
|
Acorn Financial Advisory Services Inc
|
SELL
|
- |
-523- 10.3% |
$53.9K - $62.3K
|
4.56K
$595K
|