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 |
|---|---|---|---|---|---|---|---|
|
Oct 25, 2023
Q3 2023
|
Oldfather Financial Services, LLC
|
SELL
|
- |
-6.14K- 76.09% |
$660K - $726K
|
1.93K
$263K
|
|
|
Oct 25, 2023
Q3 2023
|
Chatham Capital Group, Inc.
|
BUY
|
- |
130+ 1.59% |
$14K - $15.4K
|
8.3K
$1.13M
|
|
|
Oct 23, 2023
Q3 2023
|
Financial Consulate, Inc
|
BUY
|
- |
99+ 3.18% |
$10.6K - $11.7K
|
3.22K
$438K
|
|
|
Oct 20, 2023
Q3 2023
|
Sunesis Advisors, LLC
|
BUY
|
- |
35+ 1.56% |
$3.76K - $4.14K
|
2.28K
$310K
|
|
|
Oct 19, 2023
Q3 2023
|
Lineweaver Wealth Advisors, LLC
|
SELL
|
- |
-824- 21.67% |
$88.5K - $97.4K
|
2.98K
$405K
|
|
|
Oct 19, 2023
Q3 2023
|
Mcf Advisors LLC
Covington, KY |
BUY
|
- |
50+ 7.68% |
$5.37K - $5.91K
|
701
$95.4K
|
|
|
Oct 18, 2023
Q3 2023
|
Sterling Financial Group, Inc.
Pasadena, CA |
SELL
|
- |
-5.4K- 31.63% |
$580K - $638K
|
11.7K
$1.59M
|
|
|
Oct 13, 2023
Q3 2023
|
Brave Asset Management Inc
|
SELL
|
- |
-56- 0.06% |
$6.02K - $6.62K
|
87.4K
$11.9M
|
|
|
Oct 12, 2023
Q3 2023
|
Hibernia Wealth Partners, LLC
Baton Rouge, LA |
BUY
|
- |
29New |
$3.12K - $3.43K
|
29
$3.95K
|
|
|
Oct 12, 2023
Q3 2023
|
Granite Bay Wealth Management, LLC
|
BUY
|
- |
12.9KNew |
$1.38M - $1.52M
|
12.9K
$1.75M
|
|
|
Oct 12, 2023
Q3 2023
|
Patten Group, Inc.
|
SELL
|
- |
-62- 3.11% |
$6.66K - $7.33K
|
1.93K
$263K
|
|
|
Oct 12, 2023
Q3 2023
|
Rvw Wealth, LLC
|
BUY
|
- |
551New |
$59.2K - $65.1K
|
551
$75K
|
|
|
Oct 11, 2023
Q3 2023
|
Sageworth Trust CO Of South Dakota
|
BUY
|
- |
9.13KNew |
$981K - $1.08M
|
9.13K
$1.24M
|
|
|
Oct 11, 2023
Q3 2023
|
Donaldson Capital Management, LLC
Evansville, IN |
SELL
|
- |
-305- 13.02% |
$32.8K - $36K
|
2.04K
$277K
|
|
|
Oct 11, 2023
Q3 2023
|
Mc Carthy Grittinger Financial Group, LLC
Milwaukee, WI |
SELL
|
- |
-279- 36.42% |
$30K - $33K
|
487
$66.3K
|
|
|
Oct 11, 2023
Q3 2023
|
Versant Capital Management, Inc
|
SELL
|
- |
-178- 3.28% |
$19.1K - $21K
|
5.25K
$714K
|
|
|
Oct 10, 2023
Q3 2023
|
Claro Advisors LLC
Boston, MA |
SELL
|
- |
-444- 18.87% |
$47.7K - $52.5K
|
1.91K
$260K
|
|
|
Oct 10, 2023
Q3 2023
|
Fny Investment Advisers, LLC
|
BUY
|
- |
5.2KNew |
$559K - $614K
|
5.2K
$708K
|
|
|
Oct 10, 2023
Q3 2023
|
Baker Tilly Wealth Management, LLC
|
BUY
|
- |
135+ 5.8% |
$14.5K - $16K
|
2.46K
$335K
|
|
|
Oct 10, 2023
Q3 2023
|
Northwest Capital Management Inc
|
SELL
|
- |
-213- 41.52% |
$22.9K - $25.2K
|
300
$40.8K
|
|
|
Oct 03, 2023
Q3 2023
|
Appleton Partners Inc
|
BUY
|
- |
6.18KNew |
$664K - $731K
|
6.18K
$842K
|
|
| Q2 2023 | |||||||
|
Feb 13, 2025
Q2 2023
|
Intrua Financial, LLC
Houston, TX |
SELL
|
- |
-311- 13.77% |
$33.7K - $37.1K
|
1.95K
$265K
|
|
|
Oct 29, 2024
Q2 2023
|
Highline Wealth Partners LLC
Sherman Oaks, CA |
SELL
|
- |
-17- 1.13% |
$1.84K - $2.03K
|
1.49K
$203K
|
|
|
Apr 22, 2024
Q2 2023
|
Deane Retirement Strategies, Inc.
|
BUY
|
- |
46.9KNew |
$5.09M - $5.6M
|
46.9K
$6.39M
|
|
|
Dec 11, 2023
Q2 2023
|
Burns Matteson Capital Management, LLC
Corning, NY |
SELL
|
- |
-2.12KClosed |
$230K - $253K
|
0
$0
|
|
|
Sep 12, 2023
Q2 2023
|
Cgc Financial Services, LLC
Lake Oswego, OR |
BUY
|
- |
238New |
$25.8K - $28.4K
|
238
$32.4K
|
|
|
Aug 16, 2023
Q2 2023
|
Pca Investment Advisory Services Inc.
Cincinnati, OH |
BUY
|
- |
861New |
$93.4K - $103K
|
861
$117K
|
|
|
Aug 15, 2023
Q2 2023
|
First Capital Advisors Group, Llc.
Little Silver, NJ |
SELL
|
- |
-9.96K- 42.98% |
$1.08M - $1.19M
|
13.2K
$1.8M
|
|
|
Aug 15, 2023
Q2 2023
|
Sky View Investment Advisors, LLC
Shrewsbury, NJ |
SELL
|
- |
-9.96K- 42.98% |
$1.08M - $1.19M
|
13.2K
$1.8M
|
|
|
Aug 15, 2023
Q2 2023
|
Employees' Retirement Fund Of The City Of Fort Worth
Fort Worth, TX |
BUY
|
- |
193KNew |
$21M - $23M
|
193K
$26.3M
|
|
|
Aug 15, 2023
Q2 2023
|
Atlas Capital Advisors LLC
San Francisco, CA |
SELL
|
- |
-3.22K- 91.47% |
$349K - $384K
|
300
$40.8K
|
|
|
Aug 14, 2023
Q2 2023
|
Sandy Cove Advisors, LLC
Hingham, MA |
BUY
|
- |
3.33KNew |
$361K - $397K
|
3.33K
$453K
|
|
|
Aug 14, 2023
Q2 2023
|
Gallagher Fiduciary Advisors, LLC
Rolling Meadows, IL |
SELL
|
- |
-2.81K- 58.74% |
$305K - $335K
|
1.97K
$268K
|
|
|
Aug 11, 2023
Q2 2023
|
V Wealth Advisors LLC
|
BUY
|
- |
3+ 0.15% |
$326 - $358
|
2.07K
$282K
|
|
|
Aug 11, 2023
Q2 2023
|
Lansing Street Advisors
|
BUY
|
- |
2+ 0.85% |
$217 - $239
|
238
$32.4K
|
|
|
Aug 11, 2023
Q2 2023
|
Ubs Group Ag
|
BUY
|
PUT |
2.9KNew |
$315K - $346K
|
2.9K
$395K
|
|
|
Aug 11, 2023
Q2 2023
|
Select Asset Management & Trust
Mechanicsburg, PA |
SELL
|
- |
-23.6K- 92.25% |
$2.56M - $2.81M
|
1.98K
$269K
|
|
|
Aug 11, 2023
Q2 2023
|
Sfmg, LLC
|
BUY
|
- |
238+ 13.88% |
$25.8K - $28.4K
|
1.95K
$266K
|
|
|
Aug 11, 2023
Q2 2023
|
Laidlaw Wealth Management LLC
New York City, NY |
SELL
|
- |
-389- 4.04% |
$42.2K - $46.4K
|
9.24K
$1.26M
|
|
|
Aug 11, 2023
Q2 2023
|
Pfs Investments Inc.
Duluth, GA |
BUY
|
- |
46.8KNew |
$5.08M - $5.58M
|
46.8K
$6.37M
|
|
|
Aug 11, 2023
Q2 2023
|
Segall Bryant & Hamill, LLC
Chicago, IL |
SELL
|
- |
-607- 12.52% |
$65.9K - $72.4K
|
4.24K
$577K
|
|
|
Aug 10, 2023
Q2 2023
|
Meitav Dash Investments LTD
|
BUY
|
- |
1.07KNew |
$116K - $128K
|
1.07K
$146K
|
|
|
Aug 10, 2023
Q2 2023
|
Empower Advisory Group, LLC
Greenwood Village, CO |
SELL
|
- |
-774- 30.4% |
$84K - $92.3K
|
1.77K
$241K
|
|
|
Aug 10, 2023
Q2 2023
|
Hollencrest Capital Management
|
SELL
|
- |
-47- 10.61% |
$5.1K - $5.61K
|
396
$53.9K
|
|
|
Aug 09, 2023
Q2 2023
|
Kalos Management, Inc.
Alpharetta, GA |
SELL
|
- |
-298- 4.9% |
$32.3K - $35.5K
|
5.79K
$787K
|
|
|
Aug 09, 2023
Q2 2023
|
Edmond De Rothschild Holding S.A.
Chambesy, V8 |
BUY
|
- |
210New |
$22.8K - $25K
|
210
$28.6K
|
|
|
Aug 09, 2023
Q2 2023
|
Lokken Investment Group LLC
|
BUY
|
- |
574+ 4.35% |
$62.3K - $68.5K
|
13.8K
$1.87M
|
|
|
Aug 09, 2023
Q2 2023
|
Financial Architects, Inc
Marlton, NJ |
SELL
|
- |
-107- 0.38% |
$11.6K - $12.8K
|
28.3K
$3.85M
|
|
|
Aug 08, 2023
Q2 2023
|
Gsb Wealth Management, LLC
|
BUY
|
- |
5+ 0.12% |
$543 - $596
|
4.21K
$573K
|
|
|
Aug 08, 2023
Q2 2023
|
Belvedere Trading LLC
|
SELL
|
- |
-5.15K- 36.12% |
$558K - $614K
|
9.1K
$1.24M
|
|