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 11, 2020
Q1 2020
|
Madden Advisory Services, Inc.
|
SELL
|
- |
-14.5KClosed |
$909K - $1.56M
|
0
$0
|
|
|
May 11, 2020
Q1 2020
|
First Interstate Bank
Billings, MT |
SELL
|
- |
-708Closed |
$44.4K - $76K
|
0
$0
|
|
|
May 08, 2020
Q1 2020
|
Efg Asset Management (Americas) Corp.
|
SELL
|
- |
-8.82KClosed |
$553K - $946K
|
0
$0
|
|
|
May 08, 2020
Q1 2020
|
Royal Fund Management, LLC
|
SELL
|
- |
-98Closed |
$6.14K - $10.5K
|
0
$0
|
|
|
May 07, 2020
Q1 2020
|
Adell Harriman & Carpenter Inc
|
SELL
|
- |
-2.21KClosed |
$139K - $238K
|
0
$0
|
|
|
May 07, 2020
Q1 2020
|
Shepherd Financial Partners LLC
Winchester, MA |
SELL
|
- |
-2.01KClosed |
$126K - $215K
|
0
$0
|
|
|
May 07, 2020
Q1 2020
|
Personal Wealth Partners
Bloomington, MN |
SELL
|
- |
-135Closed |
$8.46K - $14.5K
|
0
$0
|
|
|
May 06, 2020
Q1 2020
|
Brandywine Oak Private Wealth LLC
|
SELL
|
- |
-3.45KClosed |
$216K - $370K
|
0
$0
|
|
|
May 06, 2020
Q1 2020
|
Proficio Capital Partners LLC
Newton, MA |
SELL
|
- |
-2KClosed |
$125K - $215K
|
0
$0
|
|
|
May 06, 2020
Q1 2020
|
Corient Capital Partners, LLC
Newport Beach, CA |
SELL
|
- |
-5.52KClosed |
$346K - $592K
|
0
$0
|
|
|
May 05, 2020
Q1 2020
|
Seizert Capital Partners, LLC
|
SELL
|
- |
-2.67KClosed |
$167K - $286K
|
0
$0
|
|
|
May 05, 2020
Q1 2020
|
Valtinson Bruner Financial Planning LLC
|
SELL
|
- |
-2.01KClosed |
$126K - $216K
|
0
$0
|
|
|
May 04, 2020
Q1 2020
|
Resources Management Corp
West Hartford, CT |
SELL
|
- |
-291Closed |
$18.2K - $31.2K
|
0
$0
|
|
|
May 01, 2020
Q1 2020
|
Great Diamond Partners, LLC
|
SELL
|
- |
-900Closed |
$56.4K - $96.6K
|
0
$0
|
|
|
May 01, 2020
Q1 2020
|
Bull Street Advisors, LLC
|
BUY
|
- |
300+ 9.02% |
$18.8K - $32.2K
|
3.63K
$474K
|
|
|
May 01, 2020
Q1 2020
|
Washington Trust Bank
|
SELL
|
- |
-1.95KClosed |
$122K - $209K
|
0
$0
|
|
|
Apr 30, 2020
Q1 2020
|
Moody Lynn & Lieberson, LLC
|
SELL
|
- |
-60- 1.64% |
$3.76K - $6.44K
|
3.6K
$470K
|
|
|
Apr 29, 2020
Q1 2020
|
Le Jeune Puetz Investment Counsel LLC
|
BUY
|
- |
700+ 15.22% |
$43.9K - $75.1K
|
5.3K
$692K
|
|
|
Apr 28, 2020
Q1 2020
|
Murphy Capital Management Inc
|
SELL
|
- |
-2.36KClosed |
$148K - $253K
|
0
$0
|
|
|
Apr 28, 2020
Q1 2020
|
Capital Wealth Alliance, LLC
|
SELL
|
- |
-916Closed |
$57.4K - $98.3K
|
0
$0
|
|
|
Apr 28, 2020
Q1 2020
|
Doliver Advisors, LP
Houston, TX |
SELL
|
- |
-2.05KClosed |
$129K - $220K
|
0
$0
|
|
|
Apr 28, 2020
Q1 2020
|
Texas Capital Bank Wealth Management Services Inc
|
SELL
|
- |
-3.51KClosed |
$220K - $377K
|
0
$0
|
|
|
Apr 27, 2020
Q1 2020
|
Geneva Partners, LLC
|
SELL
|
- |
-17.3KClosed |
$1.08M - $1.86M
|
0
$0
|
|
|
Apr 24, 2020
Q1 2020
|
Bergan Kdv Wealth Management, LLC
|
SELL
|
- |
-570- 69.51% |
$35.7K - $61.2K
|
250
$32.7K
|
|
|
Apr 24, 2020
Q1 2020
|
Tfg Advisers LLC
|
SELL
|
- |
-1Closed |
$62.7 - $107
|
0
$0
|
|
|
Apr 24, 2020
Q1 2020
|
Cypress Capital Management LLC
Greenville, DE |
SELL
|
- |
-2.48KClosed |
$155K - $266K
|
0
$0
|
|
|
Apr 24, 2020
Q1 2020
|
Whitener Capital Management, Inc.
Rocky Mount, NC |
SELL
|
- |
-2.45KClosed |
$154K - $263K
|
0
$0
|
|
|
Apr 22, 2020
Q1 2020
|
Gradient Capital Advisors, LLC
|
SELL
|
- |
-1.95KClosed |
$122K - $210K
|
0
$0
|
|
|
Apr 21, 2020
Q1 2020
|
Cribstone Capital Management, LLC
Augusta, ME |
SELL
|
- |
-375Closed |
$23.5K - $40.2K
|
0
$0
|
|
|
Apr 21, 2020
Q1 2020
|
Cordatus Wealth Management LLC
Newtown, PA |
SELL
|
- |
-11.8KClosed |
$740K - $1.27M
|
0
$0
|
|
|
Apr 20, 2020
Q1 2020
|
Advisors Preferred, LLC
Rockville, MD |
SELL
|
- |
-21KClosed |
$1.31M - $2.25M
|
0
$0
|
|
|
Apr 17, 2020
Q1 2020
|
Vigilant Capital Management, LLC
|
SELL
|
- |
-318Closed |
$19.9K - $34.1K
|
0
$0
|
|
|
Apr 16, 2020
Q1 2020
|
Outlook Wealth Advisors, LLC
|
SELL
|
- |
-8.64KClosed |
$542K - $927K
|
0
$0
|
|
|
Apr 16, 2020
Q1 2020
|
Norris Perne & French LLP
Grand Rapids, MI |
SELL
|
- |
-2.06KClosed |
$129K - $221K
|
0
$0
|
|
|
Apr 14, 2020
Q1 2020
|
Arvest Bank Trust Division
Dewey, OK |
SELL
|
- |
-3.64KClosed |
$228K - $390K
|
0
$0
|
|
|
Apr 07, 2020
Q1 2020
|
Silverleafe Capital Partners, LLC
Memphis, TN |
SELL
|
- |
-3.78KClosed |
$237K - $406K
|
0
$0
|
|
| Q4 2019 | |||||||
|
Nov 13, 2020
Q4 2019
|
Asset Allocation & Management Company, LLC
|
BUY
|
- |
10.3KNew |
$1.01M - $1.09M
|
10.3K
$1.34M
|
|
|
Feb 14, 2020
Q4 2019
|
Investment Research & Advisory Group, Inc.
|
BUY
|
- |
1KNew |
$98.3K - $106K
|
1K
$131K
|
|
|
Feb 14, 2020
Q4 2019
|
Vectors Research Management, LLC
New York, NY |
BUY
|
- |
267New |
$26.2K - $28.2K
|
267
$34.9K
|
|
|
Feb 14, 2020
Q4 2019
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
BUY
|
PUT |
50New |
$4.91K - $5.29K
|
50
$6.53K
|
|
|
Feb 13, 2020
Q4 2019
|
Riversedge Advisors, LLC
|
SELL
|
- |
-2.78KClosed |
$273K - $293K
|
0
$0
|
|
|
Feb 12, 2020
Q4 2019
|
Princeton Capital Management LLC
Red Bank, NJ |
SELL
|
- |
-586Closed |
$57.6K - $62K
|
0
$0
|
|
|
Feb 11, 2020
Q4 2019
|
Wellington Shields Capital Management, LLC
New York, NY |
SELL
|
- |
-5.49KClosed |
$539K - $581K
|
0
$0
|
|
|
Feb 07, 2020
Q4 2019
|
Td Ameritrade Investment Management, LLC
Omaha, NE |
SELL
|
- |
-231Closed |
$22.7K - $24.4K
|
0
$0
|
|
|
Feb 04, 2020
Q4 2019
|
Penobscot Investment Management Company, Inc.
Boston, MA |
SELL
|
- |
-2.88KClosed |
$282K - $304K
|
0
$0
|
|
|
Feb 03, 2020
Q4 2019
|
Evolution Wealth Advisors, LLC
|
SELL
|
- |
0Closed |
$0 - $0
|
0
$0
|
|
|
Jan 29, 2020
Q4 2019
|
Burt Wealth Advisors
|
SELL
|
- |
-142Closed |
$14K - $15K
|
0
$0
|
|
|
Jan 15, 2020
Q4 2019
|
Tlwm
San Antonio, TX |
SELL
|
- |
-100Closed |
$9.83K - $10.6K
|
0
$0
|
|
|
Jan 15, 2020
Q4 2019
|
Towerpoint Wealth, LLC
Sacramento, CA |
SELL
|
- |
-566Closed |
$55.6K - $59.9K
|
0
$0
|
|
|
Jan 14, 2020
Q4 2019
|
Center Star Asset Management, LLC
|
SELL
|
- |
-467Closed |
$45.9K - $49.4K
|
0
$0
|
|