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 05, 2022
Q2 2022
|
Wj Wealth Management, LLC
|
BUY
|
- |
2.9KNew |
$329K - $383K
|
2.9K
$395K
|
|
|
Aug 04, 2022
Q2 2022
|
Petix & Botte CO
|
SELL
|
- |
-2.92KClosed |
$331K - $386K
|
0
$0
|
|
|
Aug 04, 2022
Q2 2022
|
Tru Independence LLC
|
SELL
|
- |
-18.1KClosed |
$2.05M - $2.39M
|
0
$0
|
|
|
Aug 03, 2022
Q2 2022
|
Searle & Co.
|
SELL
|
- |
-1.63KClosed |
$184K - $215K
|
0
$0
|
|
|
Aug 02, 2022
Q2 2022
|
First Business Financial Services, Inc.
|
BUY
|
- |
3.02KNew |
$342K - $399K
|
3.02K
$411K
|
|
|
Aug 02, 2022
Q2 2022
|
Maple Capital Management, Inc.
|
SELL
|
- |
-1.59KClosed |
$180K - $210K
|
0
$0
|
|
|
Aug 02, 2022
Q2 2022
|
Thompson Davis & Co., Inc.
|
SELL
|
- |
-888- 28.09% |
$101K - $117K
|
2.27K
$309K
|
|
|
Aug 01, 2022
Q2 2022
|
Empowered Funds, LLC
|
BUY
|
- |
34.2KNew |
$3.87M - $4.51M
|
34.2K
$4.65M
|
|
|
Jul 29, 2022
Q2 2022
|
Lfa Lugano Financial Advisors Sa
|
BUY
|
- |
100New |
$11.3K - $13.2K
|
100
$13.6K
|
|
|
Jul 28, 2022
Q2 2022
|
Crew Capital Management, Ltd.
|
SELL
|
- |
-1.58KClosed |
$179K - $209K
|
0
$0
|
|
|
Jul 28, 2022
Q2 2022
|
Private Capital Group, LLC
|
SELL
|
- |
-6.74K- 95.33% |
$763K - $891K
|
330
$44.9K
|
|
|
Jul 28, 2022
Q2 2022
|
Trust CO Of Oklahoma
|
SELL
|
- |
-1.58KClosed |
$179K - $208K
|
0
$0
|
|
|
Jul 27, 2022
Q2 2022
|
Advisor Resource Council
|
BUY
|
- |
2.02KNew |
$229K - $267K
|
2.02K
$275K
|
|
|
Jul 27, 2022
Q2 2022
|
Aries Wealth Management
|
SELL
|
- |
-56.9KClosed |
$6.44M - $7.52M
|
0
$0
|
|
|
Jul 27, 2022
Q2 2022
|
De Dora Capital, Inc.
|
SELL
|
- |
-95Closed |
$10.8K - $12.6K
|
0
$0
|
|
|
Jul 26, 2022
Q2 2022
|
Outfitter Financial LLC
|
SELL
|
- |
-1.63KClosed |
$185K - $215K
|
0
$0
|
|
|
Jul 26, 2022
Q2 2022
|
Strategic Equity Management
|
SELL
|
- |
-64KClosed |
$7.25M - $8.46M
|
0
$0
|
|
|
Jul 25, 2022
Q2 2022
|
Brightworth
|
SELL
|
- |
-86- 4.39% |
$9.74K - $11.4K
|
1.87K
$255K
|
|
|
Jul 22, 2022
Q2 2022
|
Bison Wealth, LLC
|
SELL
|
- |
-184- 26.59% |
$20.8K - $24.3K
|
508
$69.1K
|
|
|
Jul 22, 2022
Q2 2022
|
Dixon Hubard Feinour & Brown Inc
|
BUY
|
- |
50+ 0.45% |
$5.66K - $6.61K
|
11.2K
$1.52M
|
|
|
Jul 22, 2022
Q2 2022
|
First Bank & Trust
|
SELL
|
- |
-69- 11.31% |
$7.81K - $9.12K
|
541
$73.6K
|
|
|
Jul 22, 2022
Q2 2022
|
Galvin, Gaustad & Stein, LLC
|
BUY
|
- |
2.01KNew |
$228K - $266K
|
2.01K
$274K
|
|
|
Jul 21, 2022
Q2 2022
|
Alpha Omega Wealth Management LLC
|
SELL
|
- |
-1.71KClosed |
$194K - $226K
|
0
$0
|
|
|
Jul 21, 2022
Q2 2022
|
Derbend Asset Management
|
SELL
|
- |
-1.71KClosed |
$193K - $226K
|
0
$0
|
|
|
Jul 21, 2022
Q2 2022
|
Tradewinds Capital Management, LLC
|
SELL
|
- |
-520Closed |
$58.9K - $68.7K
|
0
$0
|
|
|
Jul 20, 2022
Q2 2022
|
Cadence Bank Na
|
SELL
|
- |
-305- 2.33% |
$34.5K - $40.3K
|
12.8K
$1.74M
|
|
|
Jul 19, 2022
Q2 2022
|
Lake Point Wealth Management
|
SELL
|
- |
-4- 1.46% |
$453 - $529
|
270
$36.7K
|
|
|
Jul 18, 2022
Q2 2022
|
Financial Sense Advisors, Inc.
|
SELL
|
- |
-2.38KClosed |
$269K - $314K
|
0
$0
|
|
|
Jul 15, 2022
Q2 2022
|
Herold Advisors, Inc.
|
SELL
|
- |
-250Closed |
$28.3K - $33K
|
0
$0
|
|
|
Jul 15, 2022
Q2 2022
|
Oak Asset Management, LLC
|
BUY
|
- |
3.37KNew |
$382K - $446K
|
3.37K
$459K
|
|
|
Jul 15, 2022
Q2 2022
|
Pds Planning, Inc
|
BUY
|
- |
240+ 9.44% |
$27.2K - $31.7K
|
2.78K
$379K
|
|
|
Jul 15, 2022
Q2 2022
|
Pinnacle Private Wealth, LLC
|
BUY
|
- |
3.92K+ 38.92% |
$444K - $518K
|
14K
$1.9M
|
|
|
Jul 15, 2022
Q2 2022
|
West Bancorporation Inc
|
SELL
|
- |
-16- 1.08% |
$1.81K - $2.11K
|
1.47K
$200K
|
|
|
Jul 14, 2022
Q2 2022
|
Vista Wealth Management Group, LLC
|
SELL
|
- |
-250- 1.94% |
$28.3K - $33K
|
12.6K
$1.72M
|
|
|
Jul 12, 2022
Q2 2022
|
Financial Management Professionals, Inc.
|
BUY
|
- |
788New |
$89.2K - $104K
|
788
$107K
|
|
|
Jul 12, 2022
Q2 2022
|
Rothschild Investment Corp
|
SELL
|
- |
-1.65KClosed |
$187K - $219K
|
0
$0
|
|
|
Jul 07, 2022
Q2 2022
|
Epiq Partners, LLC
|
SELL
|
- |
-1.61KClosed |
$182K - $212K
|
0
$0
|
|
|
Jul 06, 2022
Q2 2022
|
First Farmers & Merchants Bank
|
SELL
|
- |
-500- 19.96% |
$56.6K - $66.1K
|
2.01K
$273K
|
|
|
Jul 06, 2022
Q2 2022
|
Marshall & Sullivan Inc
|
BUY
|
- |
116New |
$13.1K - $15.3K
|
116
$15.8K
|
|
|
Jul 06, 2022
Q2 2022
|
Sterling Investment Management, LLC
|
BUY
|
- |
232+ 11.3% |
$26.3K - $30.7K
|
2.29K
$311K
|
|
|
Jul 05, 2022
Q2 2022
|
Canandaigua National Corp
|
SELL
|
- |
-10KClosed |
$1.14M - $1.33M
|
0
$0
|
|
| Q1 2022 | |||||||
|
Oct 17, 2024
Q1 2022
|
Wr Wealth Planners, LLC
Columbia, MO |
BUY
|
- |
22New |
$2.64K - $2.85K
|
22
$2.99K
|
|
|
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
$409K
|
|
|
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
$285K
|
|
|
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
|
|