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 |
|---|---|---|---|---|---|---|---|
|
Aug 07, 2023
Q2 2023
|
Trinity Point Wealth, LLC
|
SELL
|
- |
-50- 2.29% |
$5.43K - $5.96K
|
2.13K
$278K
|
|
|
Aug 07, 2023
Q2 2023
|
Vestmark Advisory Solutions, Inc.
|
BUY
|
- |
36+ 0.62% |
$3.91K - $4.29K
|
5.84K
$763K
|
|
|
Aug 04, 2023
Q2 2023
|
Lyell Wealth Management, LP
|
SELL
|
- |
-245- 6.13% |
$26.6K - $29.2K
|
3.75K
$490K
|
|
|
Aug 03, 2023
Q2 2023
|
Fiduciary Planning LLC
Coral Springs, FL |
BUY
|
- |
1+ 0.05% |
$109 - $119
|
2.22K
$290K
|
|
|
Aug 02, 2023
Q2 2023
|
Vaughan David Investments LLC
Peoria, IL |
BUY
|
- |
2.05KNew |
$222K - $245K
|
2.05K
$268K
|
|
|
Aug 02, 2023
Q2 2023
|
Nemes Rush Group LLC
Novi, MI |
BUY
|
- |
144New |
$15.6K - $17.2K
|
144
$18.8K
|
|
|
Aug 01, 2023
Q2 2023
|
Bdo Wealth Advisors, LLC
Jacksonville, FL |
BUY
|
- |
118+ 1.77% |
$12.8K - $14.1K
|
6.78K
$886K
|
|
|
Jul 31, 2023
Q2 2023
|
Tiaa, Fsb
St. Louis, MO |
SELL
|
- |
-562- 6.63% |
$61K - $67K
|
7.91K
$1.03M
|
|
|
Jul 28, 2023
Q2 2023
|
Northstar Asset Management LLC
|
SELL
|
- |
-125- 4.05% |
$13.6K - $14.9K
|
2.96K
$387K
|
|
|
Jul 28, 2023
Q2 2023
|
Peoples Bank
|
SELL
|
- |
-2.69K- 56.1% |
$292K - $321K
|
2.11K
$275K
|
|
|
Jul 28, 2023
Q2 2023
|
Aspen Investment Management Inc
Grand Rapids, MI |
SELL
|
- |
-6.53K- 28.61% |
$709K - $779K
|
16.3K
$2.13M
|
|
|
Jul 27, 2023
Q2 2023
|
Colton Groome Financial Advisors, LLC
|
BUY
|
- |
5.34KNew |
$579K - $636K
|
5.34K
$697K
|
|
|
Jul 27, 2023
Q2 2023
|
Horan Securities, Inc.
|
BUY
|
- |
5+ 0.77% |
$543 - $596
|
652
$85.2K
|
|
|
Jul 26, 2023
Q2 2023
|
Rosenberg Matthew Hamilton
|
SELL
|
- |
-75- 13.04% |
$8.14K - $8.95K
|
500
$65.3K
|
|
|
Jul 26, 2023
Q2 2023
|
Arlington Partners LLC
|
SELL
|
- |
-280- 1.17% |
$30.4K - $33.4K
|
23.6K
$3.08M
|
|
|
Jul 25, 2023
Q2 2023
|
Leo Brokerage, LLC
|
BUY
|
- |
123+ 0.36% |
$13.3K - $14.7K
|
34.6K
$4.52M
|
|
|
Jul 21, 2023
Q2 2023
|
First Command Financial Services, Inc.
|
SELL
|
- |
-110- 73.83% |
$11.9K - $13.1K
|
39
$5.1K
|
|
|
Jul 21, 2023
Q2 2023
|
First Command Bank
|
SELL
|
- |
-110- 73.83% |
$11.9K - $13.1K
|
39
$5.1K
|
|
|
Jul 20, 2023
Q2 2023
|
Bailard, Inc.
|
BUY
|
- |
100+ 2.58% |
$10.9K - $11.9K
|
3.98K
$520K
|
|
|
Jul 20, 2023
Q2 2023
|
Aurora Private Wealth, Inc.
|
SELL
|
- |
-1.12K- 38.71% |
$122K - $134K
|
1.77K
$232K
|
|
|
Jul 20, 2023
Q2 2023
|
Greenspring Advisors, LLC
|
SELL
|
- |
-1.69K- 43.26% |
$184K - $202K
|
2.22K
$290K
|
|
|
Jul 20, 2023
Q2 2023
|
True Link Financial Advisors, LLC
|
SELL
|
- |
-80- 3.47% |
$8.68K - $9.54K
|
2.22K
$291K
|
|
|
Jul 18, 2023
Q2 2023
|
Stratos Wealth Advisors, LLC
|
BUY
|
- |
1.82KNew |
$197K - $217K
|
1.82K
$238K
|
|
|
Jul 17, 2023
Q2 2023
|
Naples Global Advisors, LLC
Naples, FL |
SELL
|
- |
-100- 5.06% |
$10.9K - $11.9K
|
1.88K
$245K
|
|
|
Jul 17, 2023
Q2 2023
|
Donald L. Hagan, LLC
|
SELL
|
- |
-2.7K- 50.28% |
$293K - $322K
|
2.67K
$349K
|
|
|
Jul 17, 2023
Q2 2023
|
Silverhawk Asset Management, LLC
|
BUY
|
- |
392+ 20.12% |
$42.5K - $46.8K
|
2.34K
$306K
|
|
|
Jul 17, 2023
Q2 2023
|
Morris Retirement Advisors, LLC
Parsippany, NJ |
SELL
|
- |
-249- 9.11% |
$27K - $29.7K
|
2.48K
$324K
|
|
|
Jul 13, 2023
Q2 2023
|
Minich Mac Gregor Wealth Management, LLC
|
SELL
|
- |
-62.1K- 86.58% |
$6.74M - $7.41M
|
9.62K
$1.26M
|
|
|
Jul 13, 2023
Q2 2023
|
Tilia Fiduciary Partners, Inc.
|
BUY
|
- |
13+ 1.41% |
$1.41K - $1.55K
|
934
$122K
|
|
|
Jul 13, 2023
Q2 2023
|
Parisi Gray Wealth Management
|
BUY
|
- |
1.78KNew |
$193K - $212K
|
1.78K
$233K
|
|
|
Jul 12, 2023
Q2 2023
|
Y.D. More Investments LTD
Ramat Gan, L3 |
SELL
|
- |
-171- 50.89% |
$18.6K - $20.4K
|
165
$21.6K
|
|
|
Jul 12, 2023
Q2 2023
|
Collective Family Office LLC
|
BUY
|
- |
135+ 4.12% |
$14.6K - $16.1K
|
3.41K
$446K
|
|
|
Jul 12, 2023
Q2 2023
|
First National Bank Of South Miami
|
SELL
|
- |
-32- 0.52% |
$3.47K - $3.82K
|
6.15K
$804K
|
|
|
Jul 12, 2023
Q2 2023
|
Summit Financial Wealth Advisors, LLC
|
SELL
|
- |
-364- 1.93% |
$39.5K - $43.4K
|
18.5K
$2.42M
|
|
|
Jul 11, 2023
Q2 2023
|
Bard Financial Services, Inc.
|
SELL
|
- |
-737- 1.14% |
$80K - $87.9K
|
63.9K
$8.34M
|
|
|
Jul 10, 2023
Q2 2023
|
Trinity Legacy Partners, LLC
|
SELL
|
- |
-254- 11.79% |
$27.6K - $30.3K
|
1.9K
$248K
|
|
|
Jul 10, 2023
Q2 2023
|
Disciplined Investments, LLC
Tulsa, OK |
BUY
|
- |
3+ 0.44% |
$326 - $358
|
684
$89.4K
|
|
| Q1 2023 | |||||||
|
Feb 20, 2025
Q1 2023
|
Clare Market Investments LLC
Dallas, TX |
SELL
|
- |
-2.65KClosed |
$293K - $335K
|
0
$0
|
|
|
May 28, 2024
Q1 2023
|
Rockbridge Investment Management, Lcc
Syracuse, NY |
SELL
|
- |
-17- 0.19% |
$1.88K - $2.15K
|
8.97K
$1.17M
|
|
|
May 31, 2023
Q1 2023
|
Coastline Trust CO
|
SELL
|
- |
-30- 0.1% |
$3.32K - $3.79K
|
29.3K
$3.83M
|
|
|
May 15, 2023
Q1 2023
|
True North Advisors, LLC
|
BUY
|
- |
2.71KNew |
$300K - $343K
|
2.71K
$354K
|
|
|
May 15, 2023
Q1 2023
|
Hbk Investments L P
Dallas, TX |
BUY
|
- |
10KNew |
$1.11M - $1.27M
|
10K
$1.31M
|
|
|
May 15, 2023
Q1 2023
|
Ubs Asset Management Americas Inc
Chicago, IL |
BUY
|
- |
7.17KNew |
$794K - $907K
|
7.17K
$937K
|
|
|
May 15, 2023
Q1 2023
|
Schonfeld Strategic Advisors LLC
New York, NY |
BUY
|
- |
40KNew |
$4.43M - $5.05M
|
40K
$5.22M
|
|
|
May 15, 2023
Q1 2023
|
Arrow Investment Advisors, LLC
Laurel, MD |
SELL
|
- |
-3.19K- 6.17% |
$353K - $403K
|
48.5K
$6.33M
|
|
|
May 15, 2023
Q1 2023
|
Fortis Capital Advisors, LLC
Reno, NV |
SELL
|
- |
-200- 32.63% |
$22.1K - $25.3K
|
413
$54K
|
|
|
May 15, 2023
Q1 2023
|
M Holdings Securities, Inc.
Portland, OR |
BUY
|
- |
1+ 0.02% |
$111 - $126
|
4.29K
$560K
|
|
|
May 12, 2023
Q1 2023
|
Prudential PLC
London, England, X0 |
SELL
|
- |
-790- 1.19% |
$87.4K - $99.8K
|
65.4K
$8.55M
|
|
|
May 12, 2023
Q1 2023
|
Chicago Wealth Management, Inc.
Chicago, IL |
SELL
|
- |
-102- 4.09% |
$11.3K - $12.9K
|
2.39K
$312K
|
|
|
May 12, 2023
Q1 2023
|
Lowe Brockenbrough & CO Inc
|
BUY
|
- |
3.27K+ 125.44% |
$362K - $414K
|
5.88K
$769K
|
|