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 14, 2025
Q1 2025
|
Warwick Investment Management, Inc.
|
BUY
|
- |
4.9KNew |
$629K - $676K
|
4.9K
$640K
|
|
|
May 14, 2025
Q1 2025
|
Islay Capital Management, LLC
Lubbock, TX |
SELL
|
- |
-219- 2.7% |
$28.2K - $30.2K
|
7.9K
$1.03M
|
|
|
May 14, 2025
Q1 2025
|
Sax Wealth Advisors, LLC
Parsippany, NJ |
BUY
|
- |
2.9K+ 18.38% |
$373K - $401K
|
18.7K
$2.44M
|
|
|
May 14, 2025
Q1 2025
|
Synovus Financial Corp
Columbus, GA |
SELL
|
- |
-9.75K- 4.56% |
$1.25M - $1.35M
|
204K
$26.7M
|
|
|
May 14, 2025
Q1 2025
|
Jim Simons
Renaissance Technologies LLC | New York, Ny
|
BUY
|
- |
2.1KNew |
$270K - $290K
|
2.1K
$274K
|
|
|
May 14, 2025
Q1 2025
|
Visionary Wealth Advisors
O'fallon, IL |
BUY
|
- |
1.55KNew |
$199K - $214K
|
1.55K
$202K
|
|
|
May 14, 2025
Q1 2025
|
Kayne Anderson Rudnick Investment Management LLC
Los Angeles, CA |
SELL
|
- |
-58.2K- 68.08% |
$7.48M - $8.03M
|
27.3K
$3.56M
|
|
|
May 14, 2025
Q1 2025
|
Cadence Bank
Tupelo, MS |
BUY
|
- |
63+ 0.82% |
$8.1K - $8.7K
|
7.74K
$1.01M
|
|
|
May 14, 2025
Q1 2025
|
Snowden Capital Advisors LLC
New York, NY |
BUY
|
- |
20+ 0.1% |
$2.57K - $2.76K
|
20.9K
$2.73M
|
|
|
May 14, 2025
Q1 2025
|
Hap Trading, LLC
New York, NY |
BUY
|
PUT |
19.9KNew |
$2.56M - $2.75M
|
19.9K
$2.6M
|
|
|
May 14, 2025
Q1 2025
|
Bank Of Hawaii
Honolulu, HI |
SELL
|
- |
-25.4K- 35.55% |
$3.26M - $3.51M
|
46K
$6.01M
|
|
|
May 14, 2025
Q1 2025
|
Choate Investment Advisors
Boston, MA |
SELL
|
- |
-430- 6.87% |
$55.3K - $59.4K
|
5.83K
$761K
|
|
|
May 14, 2025
Q1 2025
|
Haverford Trust CO
Radnor, PA |
SELL
|
- |
-926- 4.25% |
$119K - $128K
|
20.8K
$2.72M
|
|
|
May 14, 2025
Q1 2025
|
Keeley Teton Advisors, LLC
Chicago, IL |
SELL
|
- |
-500- 4.25% |
$64.3K - $69.1K
|
11.3K
$1.47M
|
|
|
May 14, 2025
Q1 2025
|
Mml Investors Services, LLC
Springfield, MA |
SELL
|
- |
-6.97K- 17.14% |
$896K - $962K
|
33.7K
$4.4M
|
|
|
May 14, 2025
Q1 2025
|
Myda Advisors LLC
Inwood, NY |
SELL
|
- |
-40K- 50.0% |
$5.14M - $5.52M
|
40K
$5.23M
|
|
|
May 14, 2025
Q1 2025
|
Omers Administration Corp
Toronto, A6 |
BUY
|
- |
184KNew |
$23.6M - $25.4M
|
184K
$24M
|
|
|
May 14, 2025
Q1 2025
|
Samalin Investment Counsel, LLC
Chappaqua, NY |
BUY
|
- |
110+ 2.86% |
$14.1K - $15.2K
|
3.95K
$516K
|
|
|
May 14, 2025
Q1 2025
|
Zacks Investment Management
Chicago, IL |
SELL
|
- |
-159- 8.34% |
$20.4K - $22K
|
1.75K
$228K
|
|
|
May 14, 2025
Q1 2025
|
Iconiq Capital, LLC
San Francisco, CA |
BUY
|
- |
34+ 0.55% |
$4.37K - $4.7K
|
6.25K
$817K
|
|
|
May 14, 2025
Q1 2025
|
Mission Creek Capital Partners, Inc.
San Francisco, CA |
BUY
|
- |
1.16K+ 10.48% |
$149K - $160K
|
12.2K
$1.59M
|
|
|
May 14, 2025
Q1 2025
|
Jane Street Group, LLC
New York, NY |
BUY
|
- |
5.03K+ 120.49% |
$647K - $695K
|
9.21K
$1.2M
|
|
|
May 14, 2025
Q1 2025
|
Jane Street Group, LLC
New York, NY |
BUY
|
CALL |
56.9K+ 397.9% |
$7.32M - $7.86M
|
71.2K
$9.3M
|
|
|
May 14, 2025
Q1 2025
|
Quadcap Wealth Management, LLC
Frisco, TX |
SELL
|
- |
-83- 1.48% |
$10.7K - $11.5K
|
5.53K
$723K
|
|
|
May 14, 2025
Q1 2025
|
Triad Wealth Partners, LLC
Lawrence, KS |
BUY
|
- |
2.55KNew |
$327K - $351K
|
2.55K
$333K
|
|
|
May 14, 2025
Q1 2025
|
Sig Brokerage, LP
Bala Cynwyd, PA |
BUY
|
- |
44.8KNew |
$5.76M - $6.19M
|
44.8K
$5.85M
|
|
|
May 14, 2025
Q1 2025
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
SELL
|
- |
-17.5KClosed |
$2.25M - $2.42M
|
0
$0
|
|
|
May 14, 2025
Q1 2025
|
Creative One Wealth, LLC
Overland Park, KS |
SELL
|
- |
-1.45K- 10.65% |
$186K - $200K
|
12.1K
$1.59M
|
|
|
May 14, 2025
Q1 2025
|
Ncm Capital Management, LLC
Ramsey, NJ |
BUY
|
- |
50+ 0.38% |
$6.43K - $6.91K
|
13.2K
$1.72M
|
|
|
May 14, 2025
Q1 2025
|
Pks Advisory Services, LLC
Albany, NY |
SELL
|
- |
-252- 0.88% |
$32.4K - $34.8K
|
28.4K
$3.72M
|
|
|
May 14, 2025
Q1 2025
|
South Plains Financial, Inc.
Lubbock, TX |
SELL
|
- |
-30- 1.47% |
$3.86K - $4.14K
|
2.01K
$262K
|
|
|
May 14, 2025
Q1 2025
|
Wealth Advisors Of Tampa Bay, LLC
|
BUY
|
- |
545New |
$70.1K - $75.3K
|
545
$71.2K
|
|
|
May 14, 2025
Q1 2025
|
Centaurus Financial, Inc.
|
SELL
|
- |
-54- 1.2% |
$6.94K - $7.46K
|
4.45K
$581K
|
|
|
May 14, 2025
Q1 2025
|
Fiduciary Trust CO
Boston, MA |
BUY
|
- |
218+ 1.68% |
$28K - $30.1K
|
13.2K
$1.73M
|
|
|
May 14, 2025
Q1 2025
|
Smith, Moore & Co.
Clayton, MO |
SELL
|
- |
-198- 2.1% |
$25.5K - $27.3K
|
9.23K
$1.21M
|
|
|
May 14, 2025
Q1 2025
|
Vivaldi Capital Management LP
Chicago, IL |
BUY
|
- |
280+ 0.9% |
$36K - $38.7K
|
31.4K
$4.1M
|
|
|
May 14, 2025
Q1 2025
|
Raab & Moskowitz Asset Management LLC
Chatham, NJ |
BUY
|
- |
10.4K+ 23.0% |
$1.34M - $1.44M
|
55.7K
$7.28M
|
|
|
May 14, 2025
Q1 2025
|
Wick Capital Partners, LLC
Wayne, PA |
BUY
|
- |
1.57KNew |
$202K - $217K
|
1.57K
$206K
|
|
|
May 14, 2025
Q1 2025
|
Captrust Financial Advisors
Raleigh, NC |
SELL
|
- |
-2.56K- 2.77% |
$330K - $354K
|
90.1K
$11.8M
|
|
|
May 14, 2025
Q1 2025
|
Srs Capital Advisors, Inc.
Denver, CO |
SELL
|
- |
-1.32K- 4.62% |
$170K - $182K
|
27.2K
$3.56M
|
|
|
May 14, 2025
Q1 2025
|
Vermillion & White Wealth Management Group, LLC
Phoenixville, PA |
SELL
|
- |
-500- 12.66% |
$64.3K - $69.1K
|
3.45K
$451K
|
|
|
May 14, 2025
Q1 2025
|
Gkv Capital Management Co., Inc.
Walnut Creek, CA |
BUY
|
- |
400New |
$51.4K - $55.2K
|
400
$52.3K
|
|
|
May 13, 2025
Q1 2025
|
Neuberger Berman Group LLC
New York, NY |
SELL
|
- |
-103- 5.38% |
$13.2K - $14.2K
|
1.81K
$237K
|
|
|
May 13, 2025
Q1 2025
|
Russell Investments Group, Ltd.
|
SELL
|
- |
-297- 14.27% |
$38.2K - $41K
|
1.79K
$233K
|
|
|
May 13, 2025
Q1 2025
|
Rathbones Group PLC
Liverpool, X0 |
BUY
|
- |
600+ 1.47% |
$77.1K - $82.9K
|
41.4K
$5.4M
|
|
|
May 13, 2025
Q1 2025
|
Bradley Foster & Sargent Inc
Hartford, CT |
SELL
|
- |
-333- 5.0% |
$42.8K - $46K
|
6.32K
$826K
|
|
|
May 13, 2025
Q1 2025
|
Clearstead Advisors, LLC
Cleveland, OH |
BUY
|
- |
1.89K+ 5.68% |
$244K - $262K
|
35.2K
$4.61M
|
|
|
May 13, 2025
Q1 2025
|
Eldridge Investment Advisors, Inc.
Manchester, NH |
BUY
|
- |
2.65K+ 23.66% |
$340K - $365K
|
13.8K
$1.81M
|
|
|
May 13, 2025
Q1 2025
|
Thrivent Financial For Lutherans
Minneapolis, MN |
BUY
|
- |
2.73K+ 8.23% |
$350K - $376K
|
35.8K
$4.68M
|
|
|
May 13, 2025
Q1 2025
|
Kovitz Investment Group Partners, LLC
|
BUY
|
- |
29.1K+ 68.27% |
$3.74M - $4.01M
|
71.6K
$9.36M
|