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 |
|---|---|---|---|---|---|---|---|
|
Oct 14, 2021
Q3 2021
|
Marino, Stram & Associates LLC
|
SELL
|
- |
-1.98KClosed |
$223K - $238K
|
0
$0
|
|
|
Oct 14, 2021
Q3 2021
|
Canton Hathaway, LLC
|
SELL
|
- |
-115Closed |
$12.9K - $13.8K
|
0
$0
|
|
|
Oct 12, 2021
Q3 2021
|
First Premier Bank
|
SELL
|
- |
-9- 1.97% |
$1.01K - $1.08K
|
447
$58.4K
|
|
| Q2 2021 | |||||||
|
Jan 09, 2024
Q2 2021
|
Financial Perspectives, Inc
Minneapolis, MN |
SELL
|
- |
-13K- 99.12% |
$1.48M - $1.6M
|
115
$15K
|
|
|
Nov 09, 2023
Q2 2021
|
Brewin Dolphin Wealth Management LTD
Conskleagh, Dublin, L2 |
SELL
|
- |
-260- 1.36% |
$29.7K - $32K
|
18.9K
$2.46M
|
|
|
Aug 17, 2021
Q2 2021
|
Logan Capital Management Inc
Newtown Square, PA |
BUY
|
- |
25New |
$2.85K - $3.08K
|
25
$3.27K
|
|
|
Aug 16, 2021
Q2 2021
|
Wealthcare Capital Management LLC
Richmond, VA |
SELL
|
- |
-178Closed |
$20.3K - $21.9K
|
0
$0
|
|
|
Aug 16, 2021
Q2 2021
|
Acorn Wealth Advisors, LLC
Grand Blanc, MI |
SELL
|
- |
-9.17KClosed |
$1.05M - $1.13M
|
0
$0
|
|
|
Aug 16, 2021
Q2 2021
|
Balyasny Asset Management LLC
Chicago, IL |
SELL
|
- |
-16KClosed |
$1.83M - $1.97M
|
0
$0
|
|
|
Aug 13, 2021
Q2 2021
|
Family Management Corp
New York, NY |
SELL
|
- |
-100- 43.29% |
$11.4K - $12.3K
|
131
$17.1K
|
|
|
Aug 13, 2021
Q2 2021
|
Loomis Sayles & CO L P
|
SELL
|
- |
-925Closed |
$106K - $114K
|
0
$0
|
|
|
Aug 12, 2021
Q2 2021
|
Cranbrook Wealth Management, LLC
|
SELL
|
- |
-435- 25.35% |
$49.7K - $53.5K
|
1.28K
$167K
|
|
|
Aug 09, 2021
Q2 2021
|
Brand Asset Management Group, Inc.
|
SELL
|
- |
-684Closed |
$78.1K - $84.2K
|
0
$0
|
|
|
Aug 06, 2021
Q2 2021
|
Stuart Chaussee & Associates, Inc.
|
SELL
|
- |
-1.08KClosed |
$123K - $132K
|
0
$0
|
|
|
Aug 06, 2021
Q2 2021
|
Mainstay Capital Management LLC
|
SELL
|
- |
-10.7KClosed |
$1.23M - $1.32M
|
0
$0
|
|
|
Aug 02, 2021
Q2 2021
|
Regal Wealth Group, Inc.
|
SELL
|
- |
-589Closed |
$67.2K - $72.5K
|
0
$0
|
|
|
Jul 27, 2021
Q2 2021
|
Monument Capital Management
|
SELL
|
- |
-22.3KClosed |
$2.54M - $2.74M
|
0
$0
|
|
|
Jul 21, 2021
Q2 2021
|
Davenport & CO LLC
|
BUY
|
PUT |
40.2KNew |
$4.59M - $4.95M
|
40.2K
$5.25M
|
|
|
Jul 21, 2021
Q2 2021
|
Manchester Financial Inc
|
SELL
|
- |
-50Closed |
$5.71K - $6.15K
|
0
$0
|
|
|
Jul 20, 2021
Q2 2021
|
Univest Financial Corp
|
SELL
|
- |
-1.95KClosed |
$222K - $240K
|
0
$0
|
|
|
Jul 13, 2021
Q2 2021
|
Rda Financial Network
|
SELL
|
- |
-1.83KClosed |
$209K - $225K
|
0
$0
|
|
|
Jul 01, 2021
Q2 2021
|
Corsicana & Co.
|
BUY
|
- |
490New |
$55.9K - $60.3K
|
490
$64K
|
|
| Q1 2021 | |||||||
|
May 25, 2021
Q1 2021
|
Encompass Wealth Advisors, LLC
|
SELL
|
- |
-50Closed |
$4.74K - $5.77K
|
0
$0
|
|
|
May 19, 2021
Q1 2021
|
Tru Independence Asset Management 2, LLC
|
SELL
|
- |
-50Closed |
$4.74K - $5.77K
|
0
$0
|
|
|
May 17, 2021
Q1 2021
|
Capstone Triton Financial Group, LLC
Oklahoma City, OK |
SELL
|
- |
-719Closed |
$68.1K - $83K
|
0
$0
|
|
|
May 14, 2021
Q1 2021
|
Asset Management One Co., Ltd.
|
SELL
|
- |
-2.9KClosed |
$275K - $335K
|
0
$0
|
|
|
May 13, 2021
Q1 2021
|
Axiom Investment Management LLC
New York, NY |
BUY
|
- |
1.8KNew |
$171K - $208K
|
1.8K
$236K
|
|
|
May 13, 2021
Q1 2021
|
Payden & Rygel
Los Angeles, CA |
SELL
|
- |
-1.5KClosed |
$142K - $173K
|
0
$0
|
|
|
May 12, 2021
Q1 2021
|
Ropes Wealth Advisors LLC
Boston, MA |
SELL
|
- |
-964Closed |
$91.3K - $111K
|
0
$0
|
|
|
May 12, 2021
Q1 2021
|
Alpha Dna Investment Management LLC
Columbia, MD |
SELL
|
- |
-500Closed |
$47.4K - $57.7K
|
0
$0
|
|
|
May 12, 2021
Q1 2021
|
Fca Corp
Houston, TX |
SELL
|
- |
-33.7KClosed |
$3.2M - $3.89M
|
0
$0
|
|
|
May 11, 2021
Q1 2021
|
Covenant Partners, LLC
|
SELL
|
- |
-565Closed |
$53.5K - $65.2K
|
0
$0
|
|
|
May 11, 2021
Q1 2021
|
Fiera Capital Corp
Montreal, A8 |
SELL
|
- |
-3.79KClosed |
$359K - $438K
|
0
$0
|
|
|
May 11, 2021
Q1 2021
|
Mark Sheptoff Financial Planning, LLC
Glastonbury, CT |
SELL
|
- |
-100- 50.0% |
$9.48K - $11.5K
|
100
$13.1K
|
|
|
May 10, 2021
Q1 2021
|
Segment Wealth Management, LLC
|
BUY
|
- |
1.88KNew |
$178K - $217K
|
1.88K
$245K
|
|
|
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
|
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
$63K
|
|
|
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
|
|