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 |
|---|---|---|---|---|---|---|---|
|
Jul 16, 2025
Q2 2025
|
Essex Financial Services, Inc.
|
SELL
|
- |
-481- 2.13% |
$56.9K - $64.9K
|
22.1K
$3.04M
|
|
|
Jul 16, 2025
Q2 2025
|
Dakota Wealth Management
|
SELL
|
- |
-1.02K- 10.19% |
$120K - $137K
|
8.94K
$1.23M
|
|
|
Jul 16, 2025
Q2 2025
|
American National Bank
|
SELL
|
- |
-400- 7.14% |
$47.3K - $53.9K
|
5.2K
$715K
|
|
|
Jul 16, 2025
Q2 2025
|
Mkt Advisors LLC
Escondido, CA |
SELL
|
- |
-24- 0.31% |
$2.84K - $3.24K
|
7.66K
$1.05M
|
|
|
Jul 16, 2025
Q2 2025
|
Kerntke Otto Mc Glone Wealth Management Group
Appleton, WI |
BUY
|
- |
43+ 2.81% |
$5.09K - $5.8K
|
1.57K
$216K
|
|
|
Jul 16, 2025
Q2 2025
|
Beaumont Financial Advisors, LLC
Needham, DE |
SELL
|
- |
-951- 1.52% |
$113K - $128K
|
61.8K
$8.5M
|
|
|
Jul 16, 2025
Q2 2025
|
Strategic Investment Solutions, Inc. /Il
Orland Park, IL |
BUY
|
- |
50New |
$5.92K - $6.74K
|
50
$6.88K
|
|
|
Jul 16, 2025
Q2 2025
|
Tci Wealth Advisors, Inc.
|
SELL
|
- |
-747- 7.47% |
$88.4K - $101K
|
9.25K
$1.27M
|
|
|
Jul 16, 2025
Q2 2025
|
Amarillo National Bank
|
SELL
|
- |
-735- 1.32% |
$87K - $99.1K
|
55K
$7.56M
|
|
|
Jul 16, 2025
Q2 2025
|
Embree Financial Group
Chicago, IL |
BUY
|
- |
148+ 1.72% |
$17.5K - $20K
|
8.74K
$1.2M
|
|
|
Jul 16, 2025
Q2 2025
|
St Germain D J CO Inc
Springfield, MA |
SELL
|
- |
-351- 18.05% |
$41.5K - $47.3K
|
1.59K
$219K
|
|
|
Jul 16, 2025
Q2 2025
|
Crowley Wealth Management, Inc.
Wilmington, DE |
BUY
|
- |
38+ 4.31% |
$4.5K - $5.12K
|
920
$127K
|
|
|
Jul 16, 2025
Q2 2025
|
Moisand Fitzgerald Tamayo, LLC
|
BUY
|
- |
100+ 7.14% |
$11.8K - $13.5K
|
1.5K
$206K
|
|
|
Jul 16, 2025
Q2 2025
|
Stillwater Capital Advisors, LLC
|
BUY
|
- |
50+ 2.54% |
$5.92K - $6.74K
|
2.02K
$278K
|
|
|
Jul 16, 2025
Q2 2025
|
Cove Private Wealth, LLC
Oyster Bay Cove, NY |
BUY
|
- |
3.25K+ 64.61% |
$385K - $438K
|
8.28K
$1.14M
|
|
|
Jul 16, 2025
Q2 2025
|
Augustine Asset Management Inc
|
SELL
|
- |
-132- 6.19% |
$15.6K - $17.8K
|
2K
$275K
|
|
|
Jul 16, 2025
Q2 2025
|
Signaturefd, LLC
Atlanta, GA |
BUY
|
- |
455+ 25.56% |
$53.9K - $61.4K
|
2.24K
$307K
|
|
|
Jul 16, 2025
Q2 2025
|
Townsend Asset Management Corp
|
BUY
|
- |
907+ 2.91% |
$107K - $122K
|
32.1K
$4.42M
|
|
|
Jul 16, 2025
Q2 2025
|
Spirepoint Private Client, LLC
Vero Beach, FL |
BUY
|
- |
1.85KNew |
$219K - $250K
|
1.85K
$255K
|
|
|
Jul 16, 2025
Q2 2025
|
Diversified Enterprises, LLC
Wilmington, DE |
BUY
|
- |
1.75KNew |
$208K - $237K
|
1.75K
$241K
|
|
|
Jul 16, 2025
Q2 2025
|
Cahaba Wealth Management, Inc.
|
SELL
|
- |
-597- 13.17% |
$70.7K - $80.5K
|
3.94K
$541K
|
|
|
Jul 16, 2025
Q2 2025
|
Independent Wealth Network Inc.
|
BUY
|
- |
70+ 0.85% |
$8.29K - $9.44K
|
8.35K
$1.15M
|
|
|
Jul 16, 2025
Q2 2025
|
Tempus Wealth Planning, LLC
|
SELL
|
- |
-636- 3.85% |
$75.3K - $85.8K
|
15.9K
$2.19M
|
|
|
Jul 16, 2025
Q2 2025
|
Worth Financial Advisory Group, LLC
Charlotte, NC |
BUY
|
- |
625+ 29.04% |
$74K - $84.3K
|
2.78K
$382K
|
|
|
Jul 15, 2025
Q2 2025
|
Kwmg, LLC
|
BUY
|
- |
1.59K+ 1.6% |
$188K - $214K
|
101K
$13.8M
|
|
|
Jul 15, 2025
Q2 2025
|
Sheets Smith Wealth Management
|
SELL
|
- |
-118- 1.61% |
$14K - $15.9K
|
7.23K
$994K
|
|
|
Jul 15, 2025
Q2 2025
|
Fifth Third Bancorp
|
SELL
|
- |
-5.89K- 2.15% |
$698K - $795K
|
268K
$36.8M
|
|
|
Jul 15, 2025
Q2 2025
|
Main Street Group, LTD
Glen Allen, VA |
SELL
|
- |
-175- 35.5% |
$20.7K - $23.6K
|
318
$43.7K
|
|
|
Jul 15, 2025
Q2 2025
|
Charter Capital Management, Llc\De
Brookfield, WI |
BUY
|
- |
4.11KNew |
$487K - $555K
|
4.11K
$566K
|
|
|
Jul 15, 2025
Q2 2025
|
Patriot Investment Management Inc.
|
SELL
|
- |
-431- 3.45% |
$51K - $58.1K
|
12.1K
$1.66M
|
|
|
Jul 15, 2025
Q2 2025
|
Northside Capital Management, LLC
|
SELL
|
- |
-1.38K- 0.2% |
$164K - $187K
|
684K
$94M
|
|
|
Jul 15, 2025
Q2 2025
|
Ims Capital Management
|
BUY
|
- |
104+ 0.52% |
$12.3K - $14K
|
20.1K
$2.76M
|
|
|
Jul 15, 2025
Q2 2025
|
North Star Investment Management Corp.
Chicago, IL |
SELL
|
- |
-1.58K- 1.98% |
$187K - $213K
|
78.3K
$10.8M
|
|
|
Jul 15, 2025
Q2 2025
|
Evanson Asset Management, LLC
|
SELL
|
- |
-1.79K- 11.32% |
$212K - $242K
|
14K
$1.93M
|
|
|
Jul 15, 2025
Q2 2025
|
Shulman De Meo Asset Management LLC
|
SELL
|
- |
-41- 0.13% |
$4.85K - $5.53K
|
30.3K
$4.17M
|
|
|
Jul 15, 2025
Q2 2025
|
Peddock Capital Advisors, LLC
|
BUY
|
- |
3+ 0.07% |
$355 - $405
|
4.05K
$556K
|
|
|
Jul 15, 2025
Q2 2025
|
Regatta Capital Group, LLC
El Segundo, CA |
BUY
|
- |
154+ 3.86% |
$18.2K - $20.8K
|
4.14K
$569K
|
|
|
Jul 15, 2025
Q2 2025
|
Missouri Trust & Investment CO
Springfield, MO |
SELL
|
- |
-10- 0.78% |
$1.18K - $1.35K
|
1.27K
$175K
|
|
|
Jul 15, 2025
Q2 2025
|
Signet Financial Management, LLC
Parsippany, NJ |
SELL
|
- |
-562- 6.74% |
$66.5K - $75.8K
|
7.78K
$1.07M
|
|
|
Jul 15, 2025
Q2 2025
|
Mather Group, Llc.
Chicago, IL |
BUY
|
- |
380+ 13.35% |
$45K - $51.2K
|
3.23K
$444K
|
|
|
Jul 15, 2025
Q2 2025
|
Td Private Client Wealth LLC
New York, NY |
BUY
|
- |
7.88K+ 15.08% |
$933K - $1.06M
|
60.2K
$8.27M
|
|
|
Jul 15, 2025
Q2 2025
|
Octavia Wealth Advisors, LLC
|
SELL
|
- |
-150- 8.88% |
$17.8K - $20.2K
|
1.54K
$212K
|
|
|
Jul 15, 2025
Q2 2025
|
Magnus Financial Group LLC
New York, NY |
BUY
|
- |
99+ 0.63% |
$11.7K - $13.4K
|
15.9K
$2.18M
|
|
|
Jul 15, 2025
Q2 2025
|
Perigon Wealth Management, LLC
San Francisco, CA |
SELL
|
- |
-437- 3.8% |
$51.7K - $58.9K
|
11.1K
$1.52M
|
|
|
Jul 14, 2025
Q2 2025
|
Southland Equity Partners LLC
Wildwood, MO |
BUY
|
- |
808+ 43.09% |
$95.6K - $109K
|
2.68K
$369K
|
|
|
Jul 14, 2025
Q2 2025
|
Able Financial Group, LLC
Scottsdale, AZ |
SELL
|
- |
-1.24K- 37.7% |
$146K - $167K
|
2.04K
$281K
|
|
|
Jul 14, 2025
Q2 2025
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
BUY
|
- |
200+ 3.24% |
$23.7K - $27K
|
6.37K
$875K
|
|
|
Jul 14, 2025
Q2 2025
|
Advisor Net Financial, Inc
|
BUY
|
- |
5+ 0.24% |
$592 - $674
|
2.11K
$290K
|
|
|
Jul 14, 2025
Q2 2025
|
Signature Securities Group Corporation
|
SELL
|
- |
-1.82K- 8.34% |
$215K - $245K
|
20K
$2.75M
|
|
|
Jul 14, 2025
Q2 2025
|
Mechanics Bank Trust Department
|
SELL
|
- |
-3.84K- 8.77% |
$455K - $518K
|
39.9K
$5.49M
|