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 08, 2020
Q3 2020
|
Engrave Wealth Partners LLC
|
SELL
|
- |
-2.88KClosed |
$223K - $250K
|
0
$0
|
|
Oct 07, 2020
Q3 2020
|
Pennsylvania Capital Management Inc
|
SELL
|
- |
-3.76KClosed |
$291K - $326K
|
0
$0
|
|
Oct 06, 2020
Q3 2020
|
Sowa Financial Group, Inc.
Lincoln, RI |
SELL
|
- |
-300Closed |
$23.2K - $26K
|
0
$0
|
|
Q2 2020 | |||||||
Mar 24, 2023
Q2 2020
|
American Portfolios Advisors
Holbrook, NY |
BUY
|
- |
1.08K+ 5.51% |
$74.8K - $98.8K
|
20.6K
$2.7M
|
|
Aug 14, 2020
Q2 2020
|
Apcm Wealth Management For Individuals
|
SELL
|
- |
-5.78KClosed |
$401K - $530K
|
0
$0
|
|
Aug 14, 2020
Q2 2020
|
Mbe Wealth Management, LLC
|
SELL
|
- |
-956Closed |
$66.3K - $87.7K
|
0
$0
|
|
Aug 14, 2020
Q2 2020
|
Capital Wealth Planning, LLC
|
SELL
|
- |
-3.82KClosed |
$265K - $350K
|
0
$0
|
|
Aug 13, 2020
Q2 2020
|
Xr Securities LLC
|
SELL
|
- |
-8.2KClosed |
$569K - $752K
|
0
$0
|
|
Aug 13, 2020
Q2 2020
|
Wolverine Asset Management LLC
|
SELL
|
- |
-100Closed |
$6.94K - $9.17K
|
0
$0
|
|
Aug 13, 2020
Q2 2020
|
Elgethun Capital Management
Sioux Falls, SD |
SELL
|
- |
-2.27KClosed |
$157K - $208K
|
0
$0
|
|
Aug 13, 2020
Q2 2020
|
Affinity Wealth Management LLC
Wilmington, DE |
SELL
|
- |
-3.19KClosed |
$221K - $292K
|
0
$0
|
|
Aug 13, 2020
Q2 2020
|
Pictet Bank & Trust LTD
|
SELL
|
- |
-18.9KClosed |
$1.31M - $1.74M
|
0
$0
|
|
Aug 12, 2020
Q2 2020
|
Barclays PLC
London, X0 |
SELL
|
PUT |
-7.9KClosed |
$548K - $724K
|
0
$0
|
|
Aug 11, 2020
Q2 2020
|
Demars Financial Group, LLC
|
BUY
|
- |
122New |
$8.46K - $11.2K
|
122
$15.9K
|
|
Aug 11, 2020
Q2 2020
|
Essex Private Wealth Management, LLC
Topsfield, MA |
SELL
|
- |
-7.58KClosed |
$526K - $695K
|
0
$0
|
|
Aug 10, 2020
Q2 2020
|
Butensky & Cohen Financial Security, Inc
|
SELL
|
- |
-7.86KClosed |
$545K - $721K
|
0
$0
|
|
Aug 10, 2020
Q2 2020
|
Cavalier Investments, LLC
|
SELL
|
- |
-26KClosed |
$1.81M - $2.39M
|
0
$0
|
|
Aug 10, 2020
Q2 2020
|
Roble, Belko & Company, Inc
Sewickley, PA |
SELL
|
- |
-4Closed |
$277 - $367
|
0
$0
|
|
Aug 10, 2020
Q2 2020
|
Boston Financial Mangement LLC
Boston, MA |
SELL
|
- |
-1.36KClosed |
$94.3K - $125K
|
0
$0
|
|
Aug 07, 2020
Q2 2020
|
Financial Advantage, Inc.
|
SELL
|
- |
-1.07K- 68.15% |
$74.2K - $98.1K
|
500
$65.3K
|
|
Aug 07, 2020
Q2 2020
|
Virtu Financial LLC
New York, NY |
SELL
|
- |
-15.3KClosed |
$1.06M - $1.4M
|
0
$0
|
|
Aug 06, 2020
Q2 2020
|
Corundum Group, Inc.
|
SELL
|
- |
-3.81KClosed |
$264K - $349K
|
0
$0
|
|
Jul 30, 2020
Q2 2020
|
Strong Box Wealth, LLC
|
SELL
|
- |
-3.39KClosed |
$235K - $310K
|
0
$0
|
|
Jul 28, 2020
Q2 2020
|
Youngs Advisory Group, Inc.
|
SELL
|
- |
-5.73KClosed |
$397K - $525K
|
0
$0
|
|
Jul 28, 2020
Q2 2020
|
Zwj Investment Counsel Inc
|
SELL
|
- |
-7.58KClosed |
$526K - $695K
|
0
$0
|
|
Jul 28, 2020
Q2 2020
|
All Terrain Financial Advisors, LLC
Coon Rapids, MN |
SELL
|
- |
-2.81KClosed |
$195K - $258K
|
0
$0
|
|
Jul 27, 2020
Q2 2020
|
S.A. Mason LLC
|
SELL
|
- |
-167Closed |
$11.6K - $15.3K
|
0
$0
|
|
Jul 27, 2020
Q2 2020
|
Capital Square, LLC
|
SELL
|
- |
-1.2KClosed |
$83K - $110K
|
0
$0
|
|
Jul 23, 2020
Q2 2020
|
Janney Capital Management LLC
|
SELL
|
- |
-6.02KClosed |
$418K - $552K
|
0
$0
|
|
Jul 22, 2020
Q2 2020
|
Barnett & Company, Inc.
|
SELL
|
- |
-390Closed |
$27.1K - $35.8K
|
0
$0
|
|
Jul 16, 2020
Q2 2020
|
Walter & Keenan Wealth Management LLC
|
SELL
|
- |
-7.46KClosed |
$518K - $684K
|
0
$0
|
|
Jul 15, 2020
Q2 2020
|
Forvis Wealth Advisors, LLC
|
SELL
|
- |
-2.89KClosed |
$200K - $265K
|
0
$0
|
|
Jul 06, 2020
Q2 2020
|
John W. Brooker & Co., Cp As
|
SELL
|
- |
-100Closed |
$6.94K - $9.17K
|
0
$0
|
|
Jul 06, 2020
Q2 2020
|
Omni Star Financial Group, Inc.
|
SELL
|
- |
-43Closed |
$2.98K - $3.94K
|
0
$0
|
|
Q1 2020 | |||||||
Jan 19, 2021
Q1 2020
|
Intercontinental Wealth Advisors, LLC
|
BUY
|
- |
528+ 240.0% |
$33.1K - $56.7K
|
748
$97.7K
|
|
May 19, 2020
Q1 2020
|
Perennial Advisors, LLC
New York, NY |
BUY
|
- |
300New |
$18.8K - $32.2K
|
300
$39.2K
|
|
May 15, 2020
Q1 2020
|
Alaska Permanent Capital Management
|
SELL
|
- |
-5.78KClosed |
$362K - $620K
|
0
$0
|
|
May 15, 2020
Q1 2020
|
Erts Wealth Advisors, LLC
|
SELL
|
- |
-2.82KClosed |
$177K - $302K
|
0
$0
|
|
May 15, 2020
Q1 2020
|
Miura Global Management, LLC
New York, NY |
SELL
|
- |
-175KClosed |
$11M - $18.8M
|
0
$0
|
|
May 15, 2020
Q1 2020
|
First Wilshire Securities Management Inc
Pasadena, CA |
SELL
|
- |
-2.35KClosed |
$147K - $252K
|
0
$0
|
|
May 15, 2020
Q1 2020
|
Silicon Hills Wealth Management, LLC
Austin, TX |
SELL
|
- |
-1Closed |
$62.7 - $107
|
0
$0
|
|
May 15, 2020
Q1 2020
|
Charles Schwab Investment Advisory, Inc.
San Francisco, CA |
SELL
|
- |
-109KClosed |
$6.84M - $11.7M
|
0
$0
|
|
May 14, 2020
Q1 2020
|
Hollow Brook Wealth Management LLC
|
SELL
|
- |
-19.1KClosed |
$1.2M - $2.05M
|
0
$0
|
|
May 14, 2020
Q1 2020
|
Mycio Wealth Partners, LLC
|
SELL
|
- |
-3.59KClosed |
$225K - $385K
|
0
$0
|
|
May 13, 2020
Q1 2020
|
Holderness Investments CO
Greensboro, NC |
SELL
|
- |
-3.65KClosed |
$228K - $391K
|
0
$0
|
|
May 13, 2020
Q1 2020
|
King Luther Capital Management Corp
Fort Worth, TX |
SELL
|
- |
-2.5KClosed |
$157K - $268K
|
0
$0
|
|
May 12, 2020
Q1 2020
|
Nippon Life Insurance CO
|
SELL
|
- |
-1.86MClosed |
$116M - $199M
|
0
$0
|
|
May 12, 2020
Q1 2020
|
Abbot Financial Management, Inc.
North Andover, MA |
SELL
|
- |
-3.85KClosed |
$241K - $413K
|
0
$0
|
|
May 12, 2020
Q1 2020
|
Americana Partners, LLC
Houston, TX |
SELL
|
- |
-2.15KClosed |
$135K - $231K
|
0
$0
|
|
May 11, 2020
Q1 2020
|
Trinity Wealth Management, LLC
|
SELL
|
- |
-2.35KClosed |
$147K - $252K
|
0
$0
|