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 12, 2024
Q1 2022
|
Abound Wealth Management
Franklin, TN |
SELL
|
- |
-323Closed |
$38.8K - $41.9K
|
0
$0
|
|
|
Sep 20, 2022
Q1 2022
|
Second Half Financial Partners, LLC
Sebring, FL |
BUY
|
- |
3.01KNew |
$361K - $390K
|
3.01K
$393K
|
|
|
Aug 09, 2022
Q1 2022
|
Verus Capital Partners, LLC
Scottsdale, AZ |
SELL
|
- |
-7.56KClosed |
$907K - $981K
|
0
$0
|
|
|
May 16, 2022
Q1 2022
|
Howard Capital Management Group, LLC
|
SELL
|
- |
-3.31KClosed |
$397K - $429K
|
0
$0
|
|
|
May 16, 2022
Q1 2022
|
Altium Wealth Management LLC
|
SELL
|
- |
-199- 8.68% |
$23.9K - $25.8K
|
2.09K
$273K
|
|
|
May 16, 2022
Q1 2022
|
Angeles Investment Advisors, LLC
|
SELL
|
- |
-1.6KClosed |
$192K - $207K
|
0
$0
|
|
|
May 16, 2022
Q1 2022
|
Bluefin Capital Management, LLC
New York, NY |
SELL
|
- |
-15.5KClosed |
$1.86M - $2.01M
|
0
$0
|
|
|
May 16, 2022
Q1 2022
|
Bluefin Capital Management, LLC
New York, NY |
SELL
|
PUT |
-12.6KClosed |
$1.51M - $1.63M
|
0
$0
|
|
|
May 16, 2022
Q1 2022
|
Voloridge Investment Management, LLC
Jupiter, FL |
SELL
|
- |
-21.1KClosed |
$2.53M - $2.73M
|
0
$0
|
|
|
May 13, 2022
Q1 2022
|
Lumature Wealth Partners, LLC
Alpharetta, GA |
SELL
|
- |
-700Closed |
$84K - $90.8K
|
0
$0
|
|
|
May 13, 2022
Q1 2022
|
Aspire Capital Advisors LLC
Seattle, WA |
BUY
|
- |
3.18KNew |
$382K - $413K
|
3.18K
$415K
|
|
|
May 13, 2022
Q1 2022
|
Ally Financial Inc.
Detroit, MI |
SELL
|
- |
-741KClosed |
$88.9M - $96.1M
|
0
$0
|
|
|
May 13, 2022
Q1 2022
|
Canada Pension Plan Investment Board
Toronto Ontario, A6 |
SELL
|
- |
-11KClosed |
$1.32M - $1.43M
|
0
$0
|
|
|
May 12, 2022
Q1 2022
|
Maryland Capital Management
Towson, MD |
SELL
|
- |
-64- 3.09% |
$7.68K - $8.3K
|
2.01K
$262K
|
|
|
May 12, 2022
Q1 2022
|
Aureus Asset Management, LLC
Boston, MA |
SELL
|
- |
-2.58KClosed |
$310K - $335K
|
0
$0
|
|
|
May 12, 2022
Q1 2022
|
Oppenheimer Asset Management Inc.
New York, NY |
SELL
|
- |
-4.7KClosed |
$563K - $609K
|
0
$0
|
|
|
May 12, 2022
Q1 2022
|
Raleigh Capital Management Inc.
Cary, NC |
BUY
|
- |
10New |
$1.2K - $1.3K
|
10
$1.31K
|
|
|
May 11, 2022
Q1 2022
|
Loveless Wealth Management LLC
|
SELL
|
- |
-150- 2.56% |
$18K - $19.5K
|
5.71K
$745K
|
|
|
May 11, 2022
Q1 2022
|
Red Cedar Capital, LLC
|
BUY
|
- |
167New |
$20K - $21.7K
|
167
$21.8K
|
|
|
May 11, 2022
Q1 2022
|
Andrew Hill Investment Advisors, Inc.
Naples, FL |
SELL
|
- |
-95Closed |
$11.4K - $12.3K
|
0
$0
|
|
|
May 10, 2022
Q1 2022
|
Cumberland Partners LTD
Toronto, A6 |
SELL
|
- |
-6.97K- 60.82% |
$836K - $904K
|
4.49K
$587K
|
|
|
May 10, 2022
Q1 2022
|
Rather & Kittrell, Inc.
Knoxville, TN |
SELL
|
- |
-438Closed |
$52.6K - $56.8K
|
0
$0
|
|
|
May 09, 2022
Q1 2022
|
One Plus One Wealth Management, LLC
|
BUY
|
- |
102+ 3.82% |
$12.2K - $13.2K
|
2.77K
$362K
|
|
|
May 09, 2022
Q1 2022
|
Proffitt & Goodson Inc
|
SELL
|
- |
-43Closed |
$5.16K - $5.58K
|
0
$0
|
|
|
May 09, 2022
Q1 2022
|
Jackson Hole Capital Partners, LLC
|
SELL
|
- |
-118- 2.29% |
$14.2K - $15.3K
|
5.04K
$659K
|
|
|
May 06, 2022
Q1 2022
|
Sentinel Pension Advisors Inc
Wakefield, MA |
SELL
|
- |
-2.93KClosed |
$351K - $380K
|
0
$0
|
|
|
May 06, 2022
Q1 2022
|
Bivin & Associates, Inc.
Ponca City, OK |
BUY
|
- |
45+ 24.32% |
$5.4K - $5.84K
|
230
$30K
|
|
|
May 04, 2022
Q1 2022
|
Ma Private Wealth
|
SELL
|
- |
-2.05KClosed |
$246K - $267K
|
0
$0
|
|
|
May 02, 2022
Q1 2022
|
Hnp Capital LLC
|
BUY
|
- |
1.93KNew |
$232K - $251K
|
1.93K
$252K
|
|
|
May 02, 2022
Q1 2022
|
Personal Cfo Solutions, LLC
|
BUY
|
- |
2+ 0.12% |
$240 - $260
|
1.7K
$222K
|
|
|
Apr 29, 2022
Q1 2022
|
Lake Street Financial LLC
|
BUY
|
- |
3.87KNew |
$464K - $502K
|
3.87K
$506K
|
|
|
Apr 29, 2022
Q1 2022
|
Sg Americas Securities, LLC
|
SELL
|
- |
-6.7KClosed |
$804K - $869K
|
0
$0
|
|
|
Apr 29, 2022
Q1 2022
|
Accel Wealth Management
|
BUY
|
- |
100+ 40.0% |
$12K - $13K
|
350
$45.7K
|
|
|
Apr 28, 2022
Q1 2022
|
Ahl Investment Management, Inc.
|
SELL
|
- |
-1.2KClosed |
$144K - $156K
|
0
$0
|
|
|
Apr 28, 2022
Q1 2022
|
Bank Hapoalim Bm
|
SELL
|
- |
-4.25KClosed |
$510K - $551K
|
0
$0
|
|
|
Apr 27, 2022
Q1 2022
|
1900 Wealth Management LLC
|
SELL
|
- |
-1.93KClosed |
$231K - $250K
|
0
$0
|
|
|
Apr 26, 2022
Q1 2022
|
Landmark Wealth Management, LLC
|
BUY
|
- |
1.23KNew |
$147K - $159K
|
1.23K
$160K
|
|
|
Apr 26, 2022
Q1 2022
|
Tap Consulting, LLC
|
SELL
|
- |
-127Closed |
$15.2K - $16.5K
|
0
$0
|
|
|
Apr 25, 2022
Q1 2022
|
Flc Capital Advisors
|
SELL
|
- |
-2.1KClosed |
$252K - $272K
|
0
$0
|
|
|
Apr 18, 2022
Q1 2022
|
Consilium Wealth Advisory, LLC
|
SELL
|
- |
-2.9KClosed |
$348K - $376K
|
0
$0
|
|
|
Apr 14, 2022
Q1 2022
|
Fsb Premier Wealth Management, Inc.
|
SELL
|
- |
-990Closed |
$119K - $128K
|
0
$0
|
|
|
Apr 14, 2022
Q1 2022
|
Financial Planners Of Cleveland, Inc.
Mayfield Heights, OH |
SELL
|
- |
-2.26KClosed |
$271K - $293K
|
0
$0
|
|
|
Apr 13, 2022
Q1 2022
|
Syverson Strege & CO
West Des Moines, IA |
SELL
|
- |
-688Closed |
$82.6K - $89.3K
|
0
$0
|
|
|
Apr 12, 2022
Q1 2022
|
Cooper Financial Group
|
SELL
|
- |
-3.77KClosed |
$452K - $489K
|
0
$0
|
|
|
Apr 11, 2022
Q1 2022
|
Unconventional Investor, LLC
|
SELL
|
- |
-6.13KClosed |
$735K - $795K
|
0
$0
|
|
| Q4 2021 | |||||||
|
May 15, 2024
Q4 2021
|
Global Financial Private Client, LLC
Sarasota, FL |
BUY
|
- |
418+ 92.89% |
$47.8K - $51.2K
|
868
$113K
|
|
|
Sep 11, 2023
Q4 2021
|
Artemis Wealth Advisors, LLC
|
BUY
|
- |
7+ 1.54% |
$801 - $858
|
462
$60.4K
|
|
|
Aug 25, 2022
Q4 2021
|
Grand Wealth Management, LLC
Grand Rapids, MI |
BUY
|
- |
899New |
$103K - $110K
|
899
$117K
|
|
|
May 03, 2022
Q4 2021
|
Investmark Advisory Group LLC
|
BUY
|
- |
704New |
$80.5K - $86.3K
|
704
$92K
|
|
|
Feb 24, 2022
Q4 2021
|
Options Solutions, LLC
Chevy Chase, MD |
BUY
|
- |
2KNew |
$229K - $245K
|
2K
$261K
|
|