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 10, 2021
Q1 2021
|
Segment Wealth Management, LLC
|
BUY
|
- |
1.88KNew |
$178K - $217K
|
1.88K
$260K
|
|
|
May 10, 2021
Q1 2021
|
Checchi Capital Advisers, LLC
Beverly Hills, CA |
SELL
|
- |
-7KClosed |
$663K - $808K
|
0
$0
|
|
|
May 10, 2021
Q1 2021
|
Oder Investment Management, LLC
Woodland Hills, CA |
SELL
|
- |
-449Closed |
$42.5K - $51.8K
|
0
$0
|
|
|
May 07, 2021
Q1 2021
|
Kathmere Capital Management, LLC
Wayne, PA |
SELL
|
- |
-150Closed |
$14.2K - $17.3K
|
0
$0
|
|
|
May 06, 2021
Q1 2021
|
Hourglass Capital, LLC
|
SELL
|
- |
-4.15KClosed |
$393K - $479K
|
0
$0
|
|
|
May 05, 2021
Q1 2021
|
Diversified, LLC
|
SELL
|
- |
-118Closed |
$11.2K - $13.6K
|
0
$0
|
|
|
May 05, 2021
Q1 2021
|
Bay Harbor Wealth Management, LLC
|
SELL
|
- |
-14Closed |
$1.33K - $1.62K
|
0
$0
|
|
|
May 04, 2021
Q1 2021
|
Greenhouse Wealth Management, LLC
|
SELL
|
- |
-261Closed |
$24.7K - $30.1K
|
0
$0
|
|
|
May 04, 2021
Q1 2021
|
Private Wealth Partners, LLC
|
SELL
|
- |
-2.35KClosed |
$223K - $271K
|
0
$0
|
|
|
Apr 30, 2021
Q1 2021
|
Field & Main Bank
|
SELL
|
- |
-260Closed |
$24.6K - $30K
|
0
$0
|
|
|
Apr 30, 2021
Q1 2021
|
Granger Management LLC
|
SELL
|
- |
-2.82KClosed |
$267K - $325K
|
0
$0
|
|
|
Apr 29, 2021
Q1 2021
|
Merrion Investment Management Co, LLC
|
SELL
|
- |
-212Closed |
$20.1K - $24.5K
|
0
$0
|
|
|
Apr 27, 2021
Q1 2021
|
Meritage Portfolio Management
|
SELL
|
- |
-45.2KClosed |
$4.28M - $5.22M
|
0
$0
|
|
|
Apr 27, 2021
Q1 2021
|
Baron Silver Stevens Financial Advisors, LLC
|
SELL
|
- |
-212Closed |
$20.1K - $24.5K
|
0
$0
|
|
|
Apr 26, 2021
Q1 2021
|
Ballast Advisors LLC
|
SELL
|
- |
-5- 1.03% |
$474 - $577
|
482
$66.7K
|
|
|
Apr 26, 2021
Q1 2021
|
Rnc Capital Management LLC
|
SELL
|
- |
-12.9KClosed |
$1.22M - $1.49M
|
0
$0
|
|
|
Apr 26, 2021
Q1 2021
|
Gen Wealth Group, Inc.
|
SELL
|
- |
-2.24KClosed |
$212K - $258K
|
0
$0
|
|
|
Apr 23, 2021
Q1 2021
|
Alpha Cubed Investments, LLC
|
SELL
|
- |
-13.1KClosed |
$1.24M - $1.52M
|
0
$0
|
|
|
Apr 20, 2021
Q1 2021
|
Piscataqua Savings Bank
|
BUY
|
- |
2.06KNew |
$195K - $238K
|
2.06K
$285K
|
|
|
Apr 20, 2021
Q1 2021
|
Lion Street Advisors, LLC
|
SELL
|
- |
-2.42KClosed |
$229K - $279K
|
0
$0
|
|
|
Apr 15, 2021
Q1 2021
|
Mcdonald Partners LLC
|
BUY
|
- |
2.01KNew |
$191K - $232K
|
2.01K
$278K
|
|
|
Apr 12, 2021
Q1 2021
|
First National Bank Sioux Falls
|
BUY
|
- |
1.95KNew |
$185K - $225K
|
1.95K
$270K
|
|
|
Apr 09, 2021
Q1 2021
|
Stolper CO
|
SELL
|
- |
-18KClosed |
$1.71M - $2.08M
|
0
$0
|
|
|
Apr 08, 2021
Q1 2021
|
First American Bank
Dundee, IL |
BUY
|
- |
2.05KNew |
$194K - $237K
|
2.05K
$284K
|
|
| Q4 2020 | |||||||
|
Aug 28, 2024
Q4 2020
|
Farmers National Bank
Danville, KY |
BUY
|
- |
2.86K+ 24.56% |
$232K - $278K
|
14.5K
$2M
|
|
|
Mar 31, 2023
Q4 2020
|
Ratio Wealth Group
Denver, CO |
BUY
|
- |
101+ 2.68% |
$8.21K - $9.85K
|
3.88K
$536K
|
|
|
Nov 12, 2021
Q4 2020
|
Four Thought Financial, LLC
Venice, FL |
BUY
|
- |
416New |
$33.8K - $40.6K
|
416
$57.5K
|
|
|
Mar 05, 2021
Q4 2020
|
Catalyst Private Wealth, LLC
|
SELL
|
- |
-1KClosed |
$81.3K - $97.5K
|
0
$0
|
|
|
Mar 05, 2021
Q4 2020
|
Bnc Wealth Management, LLC
|
SELL
|
- |
-180Closed |
$14.6K - $17.6K
|
0
$0
|
|
|
Feb 17, 2021
Q4 2020
|
West Hill Financial Advisors, Inc.
|
BUY
|
- |
62New |
$5.04K - $6.05K
|
62
$8.58K
|
|
|
Feb 17, 2021
Q4 2020
|
Nine Point Two Capital LLC
Los Angeles, CA |
BUY
|
- |
48.9KNew |
$3.98M - $4.77M
|
48.9K
$6.77M
|
|
|
Feb 16, 2021
Q4 2020
|
Hemenway Trust CO LLC
|
SELL
|
- |
-2.5KClosed |
$203K - $244K
|
0
$0
|
|
|
Feb 16, 2021
Q4 2020
|
Tiedemann Advisors, LLC
|
SELL
|
- |
-6.95KClosed |
$565K - $678K
|
0
$0
|
|
|
Feb 16, 2021
Q4 2020
|
Forest Hill Capital, LLC
Little Rock, AR |
SELL
|
- |
-5.48KClosed |
$446K - $535K
|
0
$0
|
|
|
Feb 12, 2021
Q4 2020
|
First City Capital Management, Inc.
|
SELL
|
- |
-2.35KClosed |
$191K - $229K
|
0
$0
|
|
|
Feb 12, 2021
Q4 2020
|
Myda Advisors LLC
Inwood, NY |
SELL
|
- |
-40KClosed |
$3.25M - $3.9M
|
0
$0
|
|
|
Feb 12, 2021
Q4 2020
|
Hsbc Holdings PLC
London, X0 |
BUY
|
PUT |
3.99KNew |
$325K - $389K
|
3.99K
$552K
|
|
|
Feb 10, 2021
Q4 2020
|
Capital Directions Investment Advisors, LLC
|
SELL
|
- |
-440Closed |
$35.8K - $42.9K
|
0
$0
|
|
|
Feb 05, 2021
Q4 2020
|
D. Scott Neal, Inc.
|
BUY
|
- |
2.67KNew |
$217K - $260K
|
2.67K
$369K
|
|
|
Feb 05, 2021
Q4 2020
|
Semmax Financial Advisors Inc.
Winston Salem, NC |
SELL
|
- |
-19- 65.52% |
$1.55K - $1.85K
|
10
$1.38K
|
|
|
Feb 04, 2021
Q4 2020
|
Clear Harbor Asset Management, LLC
|
SELL
|
- |
-574Closed |
$46.7K - $56K
|
0
$0
|
|
|
Feb 02, 2021
Q4 2020
|
Wespac Advisors, LLC
|
SELL
|
- |
-23.8KClosed |
$1.94M - $2.32M
|
0
$0
|
|
|
Feb 02, 2021
Q4 2020
|
Horan Capital Advisors, Llc.
Cincinnati, OH |
SELL
|
- |
-100Closed |
$8.13K - $9.75K
|
0
$0
|
|
|
Feb 01, 2021
Q4 2020
|
Franklin Street Advisors Inc
|
SELL
|
- |
-385- 2.35% |
$31.3K - $37.6K
|
16K
$2.21M
|
|
|
Feb 01, 2021
Q4 2020
|
Alpine Woods Capital Investors, LLC
|
SELL
|
- |
-5.35KClosed |
$435K - $522K
|
0
$0
|
|
|
Jan 29, 2021
Q4 2020
|
Tfo Tdc, LLC
|
SELL
|
- |
-102Closed |
$8.3K - $9.95K
|
0
$0
|
|
|
Jan 28, 2021
Q4 2020
|
Time Scale Financial, Inc.
|
SELL
|
- |
-150Closed |
$12.2K - $14.6K
|
0
$0
|
|
|
Jan 27, 2021
Q4 2020
|
Mtm Investment Management, LLC
Spartanburg, SC |
BUY
|
- |
450New |
$36.6K - $43.9K
|
450
$62.2K
|
|
|
Jan 21, 2021
Q4 2020
|
Paragon Capital Management LLC
Overland Park, KS |
SELL
|
- |
-2.68KClosed |
$218K - $261K
|
0
$0
|
|
|
Jan 15, 2021
Q4 2020
|
Resonant Capital Advisors, LLC
|
SELL
|
- |
-1.05K- 13.04% |
$85.4K - $102K
|
7K
$968K
|
|