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 02, 2024
Q1 2024
|
Central Pacific Bank Trust Division
Honolulu, HI |
BUY
|
- |
18New |
$2.04K - $2.22K
|
18
$2.45K
|
|
|
May 02, 2024
Q1 2024
|
First Command Advisory Services, Inc.
|
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
May 01, 2024
Q1 2024
|
Mitchell Mcleod Pugh & Williams Inc
|
BUY
|
- |
1.72KNew |
$195K - $212K
|
1.72K
$234K
|
|
|
May 01, 2024
Q1 2024
|
Lincoln National Corp
|
SELL
|
- |
-2.28K- 19.09% |
$258K - $280K
|
9.65K
$1.31M
|
|
|
Apr 30, 2024
Q1 2024
|
Blue Chip Wealth Advisors LLC
Milton, GA |
BUY
|
- |
2.34KNew |
$265K - $288K
|
2.34K
$319K
|
|
|
Apr 30, 2024
Q1 2024
|
Retirement Group, LLC
|
SELL
|
- |
-5- 0.99% |
$567 - $616
|
502
$68.3K
|
|
|
Apr 30, 2024
Q1 2024
|
Hartline Investment Corp
Winnetka, IL |
BUY
|
- |
18.1KNew |
$2.05M - $2.23M
|
18.1K
$2.46M
|
|
|
Apr 26, 2024
Q1 2024
|
Planning Capital Management Corp
Paoli, PA |
BUY
|
- |
2+ 0.3% |
$227 - $246
|
679
$92.4K
|
|
|
Apr 26, 2024
Q1 2024
|
Yhb Investment Advisors, Inc.
|
BUY
|
- |
1.09KNew |
$123K - $134K
|
1.09K
$148K
|
|
|
Apr 26, 2024
Q1 2024
|
Farmers & Merchants Trust CO Of Chambersburg Pa
|
BUY
|
- |
50+ 11.96% |
$5.67K - $6.16K
|
468
$63.7K
|
|
|
Apr 26, 2024
Q1 2024
|
Life Steps Financial, Inc.
|
BUY
|
- |
881New |
$99.8K - $109K
|
881
$120K
|
|
|
Apr 24, 2024
Q1 2024
|
Carmichael Hill & Associates, Inc.
|
SELL
|
- |
-60- 2.45% |
$6.8K - $7.39K
|
2.39K
$325K
|
|
|
Apr 23, 2024
Q1 2024
|
Morton Brown Family Wealth, LLC
|
SELL
|
- |
-53- 39.85% |
$6.01K - $6.53K
|
80
$10.9K
|
|
|
Apr 22, 2024
Q1 2024
|
Accordant Advisory Group Inc
Annapolis, MD |
BUY
|
- |
633New |
$71.7K - $78K
|
633
$86.2K
|
|
|
Apr 22, 2024
Q1 2024
|
America First Investment Advisors, LLC
|
BUY
|
- |
47New |
$5.33K - $5.79K
|
47
$6.4K
|
|
|
Apr 19, 2024
Q1 2024
|
Cutler Group LP
|
SELL
|
PUT |
-500- 10.42% |
$56.7K - $61.6K
|
4.3K
$585K
|
|
|
Apr 19, 2024
Q1 2024
|
Redmont Wealth Advisors LLC
Chicago, IL |
SELL
|
- |
-3.04K- 17.71% |
$344K - $374K
|
14.1K
$1.92M
|
|
|
Apr 17, 2024
Q1 2024
|
Cedar Brook Financial Partners, LLC
Cleveland, OH |
BUY
|
- |
8+ 0.16% |
$906 - $985
|
5.17K
$703K
|
|
|
Apr 17, 2024
Q1 2024
|
Francis Financial, Inc.
New York, NY |
BUY
|
- |
1.68KNew |
$190K - $206K
|
1.68K
$228K
|
|
|
Apr 16, 2024
Q1 2024
|
Robbins Farley LLC
Manchester, NH |
SELL
|
- |
-75- 50.0% |
$8.5K - $9.24K
|
75
$10.2K
|
|
|
Apr 16, 2024
Q1 2024
|
Toth Financial Advisory Corp
|
SELL
|
- |
-76- 24.44% |
$8.61K - $9.36K
|
235
$32K
|
|
|
Apr 15, 2024
Q1 2024
|
West Paces Advisors Inc.
Atlanta, GA |
SELL
|
- |
-250- 6.68% |
$28.3K - $30.8K
|
3.49K
$476K
|
|
|
Apr 15, 2024
Q1 2024
|
Atlas Private Wealth Management
|
SELL
|
- |
-4.61K- 26.75% |
$522K - $567K
|
12.6K
$1.72M
|
|
|
Apr 15, 2024
Q1 2024
|
Elk River Wealth Management, LLC
|
SELL
|
- |
-1.83K- 42.6% |
$208K - $226K
|
2.47K
$336K
|
|
|
Apr 12, 2024
Q1 2024
|
Westend Capital Management, LLC
Sausalito, CA |
BUY
|
- |
1.18KNew |
$134K - $145K
|
1.18K
$161K
|
|
|
Apr 12, 2024
Q1 2024
|
Riverview Trust CO
|
BUY
|
- |
1.2KNew |
$136K - $147K
|
1.2K
$163K
|
|
|
Apr 11, 2024
Q1 2024
|
Soundmark Wealth Management, LLC
|
BUY
|
- |
3+ 0.17% |
$340 - $370
|
1.8K
$245K
|
|
|
Apr 11, 2024
Q1 2024
|
Central Bank & Trust CO
|
BUY
|
- |
106New |
$12K - $13.1K
|
106
$14.4K
|
|
|
Apr 11, 2024
Q1 2024
|
Ballew Advisors, Inc
|
SELL
|
- |
-249- 5.52% |
$28.2K - $30.7K
|
4.26K
$580K
|
|
|
Apr 10, 2024
Q1 2024
|
Bank Of New Hampshire
|
SELL
|
- |
-87- 2.43% |
$9.86K - $10.7K
|
3.5K
$476K
|
|
|
Apr 10, 2024
Q1 2024
|
Triangle Securities Wealth Management
|
SELL
|
- |
-244- 6.0% |
$27.6K - $30.1K
|
3.83K
$521K
|
|
|
Apr 09, 2024
Q1 2024
|
Halpern Financial, Inc.
Ashburn, VA |
SELL
|
- |
-123- 63.73% |
$13.9K - $15.2K
|
70
$9.53K
|
|
|
Apr 09, 2024
Q1 2024
|
Hoffman, Alan N Investment Management
|
SELL
|
- |
-434- 16.9% |
$49.2K - $53.5K
|
2.13K
$290K
|
|
|
Apr 05, 2024
Q1 2024
|
Compass Wealth Management LLC
Guilford, CT |
SELL
|
- |
-229- 35.5% |
$25.9K - $28.2K
|
416
$56.6K
|
|
|
Apr 05, 2024
Q1 2024
|
Summit Financial Group, Inc.
|
BUY
|
- |
265+ 0.65% |
$30K - $32.6K
|
41.1K
$5.59M
|
|
|
Apr 01, 2024
Q1 2024
|
First Financial Bank Trust Division
Hamilton, OH |
SELL
|
- |
-628- 23.58% |
$71.2K - $77.4K
|
2.04K
$277K
|
|
| Q4 2023 | |||||||
|
Jun 10, 2025
Q4 2023
|
Birchbrook, Inc.
Bangor, ME |
BUY
|
- |
90New |
$9.27K - $10.7K
|
90
$12.2K
|
|
|
Dec 12, 2024
Q4 2023
|
Heritage Wealth Advisors
|
SELL
|
- |
-283- 11.13% |
$29.1K - $33.7K
|
2.26K
$308K
|
|
|
May 14, 2024
Q4 2023
|
Mowery & Schoenfeld Wealth Management, LLC
Lincolnshire, IL |
BUY
|
- |
4.55KNew |
$468K - $541K
|
4.55K
$619K
|
|
|
Apr 09, 2024
Q4 2023
|
Nalls Sherbakoff Group, LLC
Knoxville, TN |
SELL
|
- |
-130- 19.49% |
$13.4K - $15.5K
|
537
$73.1K
|
|
|
Mar 22, 2024
Q4 2023
|
Livelsberger Financial Advisory
Ashland, OH |
BUY
|
- |
143New |
$14.7K - $17K
|
143
$19.5K
|
|
|
Feb 15, 2024
Q4 2023
|
Main Management LLC
San Francisco, CA |
BUY
|
- |
101+ 2.97% |
$10.4K - $12K
|
3.51K
$477K
|
|
|
Feb 15, 2024
Q4 2023
|
Punch & Associates Investment Management, Inc.
Edina, MN |
BUY
|
- |
156New |
$16.1K - $18.6K
|
156
$21.2K
|
|
|
Feb 14, 2024
Q4 2023
|
Punch & Associates Investment Management, Inc.
Edina, MN |
BUY
|
CALL |
156New |
$16.1K - $18.6K
|
156
$21.2K
|
|
|
Feb 14, 2024
Q4 2023
|
Cairn Investment Group, Inc.
|
BUY
|
- |
1.74KNew |
$179K - $207K
|
1.74K
$237K
|
|
|
Feb 14, 2024
Q4 2023
|
Elevate Wealth Advisory, Inc
Athens, GA |
BUY
|
- |
189New |
$19.5K - $22.5K
|
189
$25.7K
|
|
|
Feb 14, 2024
Q4 2023
|
Dividend Assets Capital, LLC
|
SELL
|
- |
-993- 59.57% |
$102K - $118K
|
674
$91.7K
|
|
|
Feb 14, 2024
Q4 2023
|
Twin Tree Management, LP
Dallas, TX |
BUY
|
- |
13.7KNew |
$1.41M - $1.63M
|
13.7K
$1.86M
|
|
|
Feb 14, 2024
Q4 2023
|
Tranquilli Financial Advisor LLC
Clinton, NJ |
BUY
|
- |
3.58KNew |
$369K - $426K
|
3.58K
$487K
|
|
|
Feb 14, 2024
Q4 2023
|
New England Asset Management Inc
Farmington, CT |
SELL
|
- |
-3.55K- 7.44% |
$366K - $423K
|
44.2K
$6.01M
|
|