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, 2023
Q4 2022
|
Xr Securities LLC
|
BUY
|
CALL |
3.4KNew |
$365K - $427K
|
3.4K
$444K
|
|
|
Jan 23, 2023
Q4 2022
|
Jackson Square Capital, LLC
|
SELL
|
- |
-47- 2.14% |
$5.05K - $5.9K
|
2.15K
$281K
|
|
|
Jan 23, 2023
Q4 2022
|
Sargent Bickham Lagudis LLC
|
BUY
|
- |
14+ 0.16% |
$1.5K - $1.76K
|
8.57K
$1.12M
|
|
|
Jan 23, 2023
Q4 2022
|
Capital Cs Group, LLC
|
BUY
|
- |
11.8KNew |
$1.27M - $1.48M
|
11.8K
$1.54M
|
|
|
Jan 23, 2023
Q4 2022
|
Autus Asset Management, LLC
|
SELL
|
- |
-175- 6.48% |
$18.8K - $22K
|
2.53K
$330K
|
|
|
Jan 20, 2023
Q4 2022
|
Bourgeon Capital Management LLC
|
BUY
|
- |
97New |
$10.4K - $12.2K
|
97
$12.7K
|
|
|
Jan 17, 2023
Q4 2022
|
Well Done, LLC
|
BUY
|
- |
34.1KNew |
$3.66M - $4.28M
|
34.1K
$4.46M
|
|
|
Jan 13, 2023
Q4 2022
|
Cadent Capital Advisors, LLC
|
BUY
|
- |
2.94KNew |
$316K - $369K
|
2.94K
$384K
|
|
|
Jan 13, 2023
Q4 2022
|
Gofen & Glossberg LLC
|
BUY
|
- |
352+ 1.43% |
$37.8K - $44.2K
|
25K
$3.26M
|
|
|
Jan 11, 2023
Q4 2022
|
Community Trust & Investment CO
|
BUY
|
- |
2.76KNew |
$296K - $346K
|
2.76K
$361K
|
|
|
Jan 11, 2023
Q4 2022
|
Accurate Wealth Management, LLC
|
BUY
|
- |
1.86KNew |
$199K - $233K
|
1.86K
$242K
|
|
|
Jan 11, 2023
Q4 2022
|
Paladin Advisory Group, LLC
|
SELL
|
CALL |
-414- 54.98% |
$44.5K - $52K
|
339
$44.3K
|
|
|
Jan 11, 2023
Q4 2022
|
Onyx Bridge Wealth Group LLC
|
BUY
|
- |
2.15KNew |
$231K - $270K
|
2.15K
$281K
|
|
|
Jan 11, 2023
Q4 2022
|
City State Bank
Norwalk, IA |
SELL
|
- |
-180- 25.35% |
$19.3K - $22.6K
|
530
$69.2K
|
|
|
Jan 10, 2023
Q4 2022
|
Norway Savings Bank
|
SELL
|
- |
-50- 6.09% |
$5.37K - $6.28K
|
771
$101K
|
|
|
Jan 10, 2023
Q4 2022
|
Madden Securities Corp
|
BUY
|
- |
300New |
$32.2K - $37.7K
|
300
$39.2K
|
|
|
Jan 05, 2023
Q4 2022
|
Future Financial Wealth Managment LLC
|
SELL
|
- |
-60- 1.92% |
$6.44K - $7.53K
|
3.07K
$400K
|
|
|
Jan 03, 2023
Q4 2022
|
Red Spruce Capital, LLC
|
BUY
|
- |
2KNew |
$215K - $251K
|
2K
$261K
|
|
| Q3 2022 | |||||||
|
Dec 01, 2022
Q3 2022
|
Mufg Americas Holdings Corp
|
SELL
|
- |
-939- 2.5% |
$101K - $120K
|
36.7K
$4.79M
|
|
|
Nov 21, 2022
Q3 2022
|
Bray Capital Advisors
|
SELL
|
- |
-11- 1.3% |
$1.18K - $1.4K
|
837
$109K
|
|
|
Nov 18, 2022
Q3 2022
|
Ambassador Advisors, LLC
Lancaster, PA |
BUY
|
- |
31New |
$3.32K - $3.96K
|
31
$4.05K
|
|
|
Nov 15, 2022
Q3 2022
|
Oxler Private Wealth LLC
New York, NY |
BUY
|
- |
306+ 58.85% |
$32.8K - $39.1K
|
826
$108K
|
|
|
Nov 15, 2022
Q3 2022
|
Blume Capital Management, Inc.
Berkeley, CA |
SELL
|
- |
-394- 61.18% |
$42.2K - $50.3K
|
250
$32.7K
|
|
|
Nov 14, 2022
Q3 2022
|
Cpwm, LLC
Seattle, WA |
BUY
|
- |
7.03K+ 42.56% |
$754K - $898K
|
23.6K
$3.08M
|
|
|
Nov 14, 2022
Q3 2022
|
Beaumont Financial Partners, LLC
|
BUY
|
- |
1.83K+ 2.94% |
$196K - $234K
|
64K
$8.36M
|
|
|
Nov 14, 2022
Q3 2022
|
Brown Advisory Securities, LLC
|
SELL
|
- |
-8.84K- 79.6% |
$948K - $1.13M
|
2.27K
$296K
|
|
|
Nov 14, 2022
Q3 2022
|
Wagner Wealth Management, LLC
Greenville, SC |
SELL
|
- |
-81- 18.79% |
$8.68K - $10.3K
|
350
$45.7K
|
|
|
Nov 14, 2022
Q3 2022
|
Wcg Wealth Advisors LLC
Las Vegas, NV |
BUY
|
- |
292+ 14.43% |
$31.3K - $37.3K
|
2.32K
$303K
|
|
|
Nov 14, 2022
Q3 2022
|
Meristem Family Wealth, LLC
Minnetonka, MN |
SELL
|
- |
-13.7KClosed |
$1.47M - $1.75M
|
0
$0
|
|
|
Nov 14, 2022
Q3 2022
|
Staley Capital Advisers Inc
|
BUY
|
- |
2.04KNew |
$219K - $261K
|
2.04K
$267K
|
|
|
Nov 14, 2022
Q3 2022
|
Tcwp LLC
Tampa, FL |
SELL
|
- |
-13- 0.6% |
$1.39K - $1.66K
|
2.14K
$279K
|
|
|
Nov 14, 2022
Q3 2022
|
Regentatlantic Capital LLC
Morristown, NJ |
SELL
|
- |
-34- 1.28% |
$3.65K - $4.34K
|
2.63K
$344K
|
|
|
Nov 14, 2022
Q3 2022
|
Twin Focus Capital Partners, LLC
Boston, MA |
SELL
|
- |
-403- 3.8% |
$43.2K - $51.5K
|
10.2K
$1.33M
|
|
|
Nov 14, 2022
Q3 2022
|
55 I, LLC
Boston, MA |
BUY
|
- |
17.2K+ 48.25% |
$1.84M - $2.19M
|
52.8K
$6.9M
|
|
|
Nov 14, 2022
Q3 2022
|
Wealth Effects LLC
|
SELL
|
- |
-300- 13.3% |
$32.2K - $38.3K
|
1.96K
$255K
|
|
|
Nov 14, 2022
Q3 2022
|
Eaton Vance Management
Boston, MA |
BUY
|
- |
3.4K+ 9.88% |
$365K - $434K
|
37.8K
$4.94M
|
|
|
Nov 14, 2022
Q3 2022
|
Covington Capital Management
|
BUY
|
- |
540+ 6.49% |
$57.9K - $69K
|
8.86K
$1.16M
|
|
|
Nov 14, 2022
Q3 2022
|
Almanack Investment Partners, Llc.
Wayne, PA |
BUY
|
- |
324New |
$34.7K - $41.4K
|
324
$42.3K
|
|
|
Nov 10, 2022
Q3 2022
|
Legacy Wealth Planning, LLC
|
SELL
|
- |
-114- 1.98% |
$12.2K - $14.6K
|
5.66K
$739K
|
|
|
Nov 10, 2022
Q3 2022
|
Castleview Partners, LLC
Dallas, TX |
BUY
|
- |
2+ 20.0% |
$214 - $255
|
12
$1.57K
|
|
|
Nov 10, 2022
Q3 2022
|
Strategic Wealth Advisors Group, LLC
Sacramento, CA |
BUY
|
- |
1.02K+ 2.31% |
$110K - $131K
|
45.2K
$5.91M
|
|
|
Nov 10, 2022
Q3 2022
|
Core Wealth Advisors, Inc.
Lakeland, FL |
SELL
|
- |
-400- 55.17% |
$42.9K - $51.1K
|
325
$42.5K
|
|
|
Nov 10, 2022
Q3 2022
|
Clearstead Trust, LLC
Portland, ME |
BUY
|
- |
560New |
$60K - $71.5K
|
560
$73.2K
|
|
|
Nov 09, 2022
Q3 2022
|
Ten Capital Wealth Advisors, LLC
Spokane, WA |
BUY
|
- |
323New |
$34.6K - $41.3K
|
323
$42.2K
|
|
|
Nov 09, 2022
Q3 2022
|
Guardian Wealth Advisors, LLC
Bloomington, MN |
BUY
|
- |
2.41KNew |
$259K - $308K
|
2.41K
$315K
|
|
|
Nov 08, 2022
Q3 2022
|
Sage Private Wealth Group, LLC
|
BUY
|
- |
1+ 0.81% |
$107 - $128
|
125
$16.3K
|
|
|
Nov 07, 2022
Q3 2022
|
Parsec Financial Management, Inc.
|
BUY
|
- |
2.42KNew |
$260K - $309K
|
2.42K
$317K
|
|
|
Nov 04, 2022
Q3 2022
|
Cowa, LLC
Tulsa, OK |
BUY
|
- |
1.4KNew |
$150K - $178K
|
1.4K
$182K
|
|
|
Nov 03, 2022
Q3 2022
|
Trustcore Financial Services, LLC
|
SELL
|
- |
-30- 14.22% |
$3.22K - $3.83K
|
181
$23.6K
|
|
|
Nov 03, 2022
Q3 2022
|
Acg Wealth
|
BUY
|
- |
6+ 0.04% |
$643 - $766
|
13.4K
$1.75M
|
|