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 |
|---|---|---|---|---|---|---|---|
|
Jan 23, 2024
Q4 2023
|
Ledge Wealth Management, Inc.
|
BUY
|
- |
1.73KNew |
$178K - $205K
|
1.73K
$235K
|
|
|
Jan 23, 2024
Q4 2023
|
Halbert Hargrove Global Advisors, LLC
|
BUY
|
- |
88+ 2.05% |
$9.06K - $10.5K
|
4.38K
$596K
|
|
|
Jan 22, 2024
Q4 2023
|
Silverlake Wealth Management LLC
Williston, VT |
SELL
|
- |
-820- 29.7% |
$84.4K - $97.6K
|
1.94K
$264K
|
|
|
Jan 18, 2024
Q4 2023
|
Lauterbach Financial Advisors, LLC
|
BUY
|
- |
1.79KNew |
$184K - $213K
|
1.79K
$244K
|
|
|
Jan 18, 2024
Q4 2023
|
Cutler Group LP
|
BUY
|
- |
28New |
$2.88K - $3.33K
|
28
$3.81K
|
|
|
Jan 18, 2024
Q4 2023
|
Mc Glone Suttner Wealth Management, Inc.
Appleton, WI |
BUY
|
- |
41New |
$4.22K - $4.88K
|
41
$5.58K
|
|
|
Jan 17, 2024
Q4 2023
|
Acorn Financial Advisory Services Inc
|
SELL
|
- |
-523- 10.3% |
$53.9K - $62.3K
|
4.56K
$620K
|
|
|
Jan 17, 2024
Q4 2023
|
Schechter Investment Advisors, LLC
Birmingham, MI |
SELL
|
- |
-65- 2.63% |
$6.69K - $7.74K
|
2.4K
$327K
|
|
|
Jan 17, 2024
Q4 2023
|
Alhambra Investment Partners LLC
|
SELL
|
- |
-34- 0.21% |
$3.5K - $4.05K
|
16.4K
$2.24M
|
|
|
Jan 17, 2024
Q4 2023
|
Columbia Trust CO 01012016
|
BUY
|
- |
1.75KNew |
$180K - $208K
|
1.75K
$238K
|
|
|
Jan 12, 2024
Q4 2023
|
Fortitude Family Office, LLC
Scottsdale, AZ |
BUY
|
- |
490New |
$50.5K - $58.3K
|
490
$66.7K
|
|
|
Jan 12, 2024
Q4 2023
|
Wealthsource Partners, LLC
|
BUY
|
- |
291+ 2.21% |
$30K - $34.6K
|
13.5K
$1.83M
|
|
|
Jan 10, 2024
Q4 2023
|
Focused Wealth Management, Inc
|
BUY
|
- |
10+ 1.04% |
$1.03K - $1.19K
|
970
$132K
|
|
|
Jan 10, 2024
Q4 2023
|
Bkm Wealth Management, LLC
Brookfield, WI |
BUY
|
- |
1.22KNew |
$126K - $145K
|
1.22K
$166K
|
|
|
Jan 09, 2024
Q4 2023
|
Db Wealth Management Group, LLC
San Diego, CA |
SELL
|
- |
-1.27K- 55.95% |
$131K - $151K
|
1K
$136K
|
|
|
Jan 08, 2024
Q4 2023
|
Baldwin Brothers LLC
|
SELL
|
- |
-197- 15.19% |
$20.3K - $23.5K
|
1.1K
$150K
|
|
|
Jan 08, 2024
Q4 2023
|
Bartlett & Co. LLC
|
BUY
|
- |
156+ 2.11% |
$16.1K - $18.6K
|
7.55K
$1.03M
|
|
| Q3 2023 | |||||||
|
Apr 28, 2025
Q3 2023
|
Clark Asset Management, LLC
Stratham, NH |
SELL
|
- |
-1.79KClosed |
$193K - $212K
|
0
$0
|
|
|
Apr 10, 2025
Q3 2023
|
Arrien Investments, Inc.
Boise, ID |
SELL
|
- |
-4.18KClosed |
$450K - $494K
|
0
$0
|
|
|
Feb 13, 2025
Q3 2023
|
Ategra Capital Management, LLC
Vienna, VA |
SELL
|
- |
-2.21KClosed |
$237K - $261K
|
0
$0
|
|
|
Aug 08, 2024
Q3 2023
|
Syntrinsic LLC
Denver, CO |
BUY
|
- |
250New |
$26.9K - $29.5K
|
250
$34K
|
|
|
Jun 28, 2024
Q3 2023
|
Brown, Lisle/Cummings, Inc.
Providence, RI |
SELL
|
- |
-75- 6.42% |
$8.06K - $8.86K
|
1.09K
$149K
|
|
|
Apr 22, 2024
Q3 2023
|
Fee Only Financial Planning, L.C.
Okatie, SC |
SELL
|
- |
-200- 8.0% |
$21.5K - $23.6K
|
2.3K
$313K
|
|
|
Feb 21, 2024
Q3 2023
|
Vident Advisory, LLC
Alpharetta, GA |
BUY
|
- |
4.22KNew |
$453K - $498K
|
4.22K
$574K
|
|
|
Nov 14, 2023
Q3 2023
|
Foster Dykema Cabot & CO Inc
|
BUY
|
- |
1.77KNew |
$190K - $209K
|
1.77K
$240K
|
|
|
Nov 14, 2023
Q3 2023
|
Legacy Advisors, LLC
|
BUY
|
- |
1.92KNew |
$207K - $227K
|
1.92K
$262K
|
|
|
Nov 14, 2023
Q3 2023
|
Community Bank, N.A.
|
SELL
|
- |
-82.3K- 99.28% |
$8.84M - $9.73M
|
600
$81.7K
|
|
|
Nov 14, 2023
Q3 2023
|
Bank Of Nova Scotia
|
BUY
|
- |
2+ 0.04% |
$215 - $236
|
5.5K
$749K
|
|
|
Nov 14, 2023
Q3 2023
|
State Street Corp
Boston, MA |
SELL
|
- |
-31- 0.12% |
$3.33K - $3.66K
|
26K
$3.53M
|
|
|
Nov 14, 2023
Q3 2023
|
Colony Group LLC
Boston, MA |
SELL
|
- |
-851- 5.93% |
$91.4K - $101K
|
13.5K
$1.84M
|
|
|
Nov 14, 2023
Q3 2023
|
Circle Wealth Management, LLC
Summit, NJ |
BUY
|
- |
13.5KNew |
$1.45M - $1.59M
|
13.5K
$1.83M
|
|
|
Nov 13, 2023
Q3 2023
|
Chartist Inc
Seal Beach, CA |
SELL
|
- |
-90- 4.43% |
$9.67K - $10.6K
|
1.94K
$264K
|
|
|
Nov 13, 2023
Q3 2023
|
Agf Management LTD
Toronto Ontario Canada, A6 |
SELL
|
- |
-155- 6.14% |
$16.7K - $18.3K
|
2.37K
$323K
|
|
|
Nov 13, 2023
Q3 2023
|
Destiny Capital Securities Corporation
Golden, CO |
BUY
|
- |
4.21KNew |
$452K - $497K
|
4.21K
$572K
|
|
|
Nov 09, 2023
Q3 2023
|
Texas Yale Capital Corp.
St. Petersburg, FL |
SELL
|
- |
-1.5K- 20.56% |
$161K - $177K
|
5.8K
$789K
|
|
|
Nov 09, 2023
Q3 2023
|
Cassady Schiller Wealth Management, LLC
Cincinnati, OH |
SELL
|
- |
-700- 68.29% |
$75.2K - $82.7K
|
325
$44.2K
|
|
|
Nov 09, 2023
Q3 2023
|
Wealth Plan Investment Management, LLC
Omaha, NE |
BUY
|
- |
6.33KNew |
$680K - $748K
|
6.33K
$861K
|
|
|
Nov 09, 2023
Q3 2023
|
Anchor Capital Advisors LLC
|
BUY
|
- |
41.5KNew |
$4.46M - $4.9M
|
41.5K
$5.64M
|
|
|
Nov 08, 2023
Q3 2023
|
Sutton Wealth Advisors Inc.
Tampa, FL |
SELL
|
- |
-2- 0.02% |
$215 - $236
|
11.3K
$1.54M
|
|
|
Nov 08, 2023
Q3 2023
|
Pathstone Family Office, LLC
Englewood, NJ |
BUY
|
- |
76.5KNew |
$8.22M - $9.04M
|
76.5K
$10.4M
|
|
|
Nov 07, 2023
Q3 2023
|
Community Financial Services Group, LLC
Newport, VT |
SELL
|
- |
-1.19K- 34.8% |
$127K - $140K
|
2.22K
$302K
|
|
|
Nov 07, 2023
Q3 2023
|
First Republic Investment Management, Inc.
San Francisco, CA |
SELL
|
- |
-247K- 39.42% |
$26.6M - $29.2M
|
380K
$51.7M
|
|
|
Nov 03, 2023
Q3 2023
|
Column Capital Advisors, LLC
|
BUY
|
- |
216New |
$23.2K - $25.5K
|
216
$29.4K
|
|
|
Nov 02, 2023
Q3 2023
|
Lwm Advisory Services, LLC
Plantation, FL |
BUY
|
- |
845New |
$90.8K - $99.8K
|
845
$115K
|
|
|
Nov 02, 2023
Q3 2023
|
Kcs Wealth Advisory
|
BUY
|
- |
1.9KNew |
$204K - $224K
|
1.9K
$258K
|
|
|
Nov 01, 2023
Q3 2023
|
Mattern Wealth Management LLC
|
SELL
|
- |
-765- 23.04% |
$82.2K - $90.4K
|
2.56K
$348K
|
|
|
Oct 30, 2023
Q3 2023
|
Annapolis Financial Services, LLC
|
BUY
|
- |
1.2KNew |
$129K - $142K
|
1.2K
$163K
|
|
|
Oct 27, 2023
Q3 2023
|
Financial Futures LTD Liability Co.
|
SELL
|
- |
-48K- 95.26% |
$5.15M - $5.67M
|
2.39K
$325K
|
|
|
Oct 26, 2023
Q3 2023
|
Advisor Partners Ii, LLC
Walnut Creek, CA |
SELL
|
- |
-51- 1.02% |
$5.48K - $6.03K
|
4.93K
$671K
|
|
|
Oct 25, 2023
Q3 2023
|
Telemus Capital, LLC
|
SELL
|
- |
-426- 8.45% |
$45.8K - $50.3K
|
4.61K
$628K
|
|