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 |
|---|---|---|---|---|---|---|---|
|
Nov 13, 2025
Q3 2025
|
Stelac Advisory Services LLC
New York, NY |
BUY
|
- |
6.44K+ 16.38% |
$862K - $918K
|
45.8K
$6.43M
|
|
|
Nov 13, 2025
Q3 2025
|
Visionary Wealth Advisors
O'fallon, IL |
SELL
|
- |
-66- 3.92% |
$8.84K - $9.41K
|
1.62K
$227K
|
|
|
Nov 13, 2025
Q3 2025
|
Kayne Anderson Rudnick Investment Management LLC
Los Angeles, CA |
SELL
|
- |
-2.89K- 10.64% |
$387K - $412K
|
24.3K
$3.41M
|
|
|
Nov 13, 2025
Q3 2025
|
Cadence Bank
Tupelo, MS |
SELL
|
- |
-139- 1.76% |
$18.6K - $19.8K
|
7.75K
$1.09M
|
|
|
Nov 13, 2025
Q3 2025
|
Lgl Partners, LLC
West Conshohocken, PA |
BUY
|
- |
265+ 0.87% |
$35.5K - $37.8K
|
30.6K
$4.3M
|
|
|
Nov 13, 2025
Q3 2025
|
Dorsey & Whitney Trust CO LLC
Sioux Falls, SD |
SELL
|
- |
-47- 0.61% |
$6.29K - $6.7K
|
7.6K
$1.07M
|
|
|
Nov 13, 2025
Q3 2025
|
Philadelphia Trust CO
Philadelphia, PA |
BUY
|
- |
20+ 0.85% |
$2.68K - $2.85K
|
2.38K
$335K
|
|
|
Nov 13, 2025
Q3 2025
|
Johnson Financial Group, Inc.
Racine, WI |
SELL
|
- |
-534- 4.35% |
$71.5K - $76.1K
|
11.8K
$1.65M
|
|
|
Nov 13, 2025
Q3 2025
|
Mission Creek Capital Partners, Inc.
San Francisco, CA |
BUY
|
- |
27+ 0.22% |
$3.61K - $3.85K
|
12.3K
$1.72M
|
|
|
Nov 13, 2025
Q3 2025
|
Invenio Wealth Partners LLC
Coral Gables, FL |
SELL
|
- |
-543- 5.02% |
$72.7K - $77.4K
|
10.3K
$1.44M
|
|
|
Nov 13, 2025
Q3 2025
|
Legacy Advisors, LLC
|
BUY
|
- |
1.92KNew |
$258K - $274K
|
1.92K
$271K
|
|
|
Nov 13, 2025
Q3 2025
|
Sea Crest Wealth Management, LLC
Purchase, NY |
SELL
|
- |
-270- 6.6% |
$36.1K - $38.5K
|
3.82K
$538K
|
|
|
Nov 13, 2025
Q3 2025
|
Vise Technologies, Inc.
New York, NY |
SELL
|
- |
-821- 32.54% |
$110K - $117K
|
1.7K
$239K
|
|
|
Nov 13, 2025
Q3 2025
|
Pathstone Holdings, LLC
Englewood, NJ |
BUY
|
- |
3.58K+ 5.69% |
$479K - $511K
|
66.5K
$9.36M
|
|
|
Nov 13, 2025
Q3 2025
|
Sensible Money, LLC
Scottsdale, AZ |
SELL
|
- |
-96- 4.71% |
$12.9K - $13.7K
|
1.94K
$273K
|
|
|
Nov 13, 2025
Q3 2025
|
Btg Pactual Asset Management Us LLC
New York, NY |
SELL
|
- |
-368- 18.04% |
$49.3K - $52.5K
|
1.67K
$235K
|
|
|
Nov 13, 2025
Q3 2025
|
Kestra Advisory Services, LLC
|
SELL
|
- |
-8.87K- 6.94% |
$1.19M - $1.27M
|
119K
$16.7M
|
|
|
Nov 13, 2025
Q3 2025
|
Comerica Bank
|
SELL
|
- |
-7.25K- 1.64% |
$970K - $1.03M
|
433K
$60.9M
|
|
|
Nov 13, 2025
Q3 2025
|
Wealthspire Advisors, LLC
New York, NY |
BUY
|
- |
1.93K+ 4.92% |
$258K - $275K
|
41.1K
$5.78M
|
|
|
Nov 13, 2025
Q3 2025
|
Bank Of Hawaii
Honolulu, HI |
BUY
|
- |
184+ 0.52% |
$24.6K - $26.2K
|
35.4K
$4.98M
|
|
|
Nov 13, 2025
Q3 2025
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
SELL
|
- |
-3.02K- 3.18% |
$404K - $430K
|
91.9K
$12.9M
|
|
|
Nov 13, 2025
Q3 2025
|
First Western Trust Bank
Denver, CO |
BUY
|
- |
10+ 0.47% |
$1.34K - $1.43K
|
2.13K
$299K
|
|
|
Nov 13, 2025
Q3 2025
|
Jane Street Group, LLC
New York, NY |
BUY
|
CALL |
15.9K+ 1.9% |
$2.13M - $2.27M
|
851K
$120M
|
|
|
Nov 12, 2025
Q3 2025
|
Sumitomo Mitsui Financial Group, Inc.
Tokyo, M0 |
BUY
|
- |
682+ 13.45% |
$91.3K - $97.2K
|
5.75K
$809K
|
|
|
Nov 12, 2025
Q3 2025
|
Iag Wealth Partners, LLC
|
BUY
|
- |
3+ 0.74% |
$402 - $428
|
407
$57.2K
|
|
|
Nov 12, 2025
Q3 2025
|
Tiaa Trust, National Association
Charlotte, NC |
BUY
|
- |
100+ 0.81% |
$13.4K - $14.3K
|
12.4K
$1.74M
|
|
|
Nov 12, 2025
Q3 2025
|
Mgb Wealth Management, LLC
Addison, TX |
BUY
|
- |
61+ 1.31% |
$8.17K - $8.7K
|
4.73K
$665K
|
|
|
Nov 12, 2025
Q3 2025
|
Creative Financial Designs Inc
|
SELL
|
- |
-26- 3.81% |
$3.48K - $3.71K
|
656
$92.3K
|
|
|
Nov 12, 2025
Q3 2025
|
Denver Wealth Management, Inc.
Greenwood Village, CO |
SELL
|
- |
-75- 3.67% |
$10K - $10.7K
|
1.97K
$277K
|
|
|
Nov 12, 2025
Q3 2025
|
Dunhill Financial, LLC
London, X0 |
SELL
|
- |
-67- 3.79% |
$8.97K - $9.55K
|
1.7K
$239K
|
|
|
Nov 12, 2025
Q3 2025
|
Gentry Private Wealth, LLC
Wichita, KS |
SELL
|
- |
-12.9K- 68.64% |
$1.73M - $1.84M
|
5.9K
$830K
|
|
|
Nov 12, 2025
Q3 2025
|
Pinnacle Financial Group, LLC
|
SELL
|
- |
-631- 0.98% |
$84.5K - $90K
|
63.6K
$8.94M
|
|
|
Nov 12, 2025
Q3 2025
|
Aprio Wealth Management, LLC
|
SELL
|
- |
-114- 1.56% |
$15.3K - $16.3K
|
7.18K
$1.01M
|
|
|
Nov 12, 2025
Q3 2025
|
Paradigm Financial Partners, LLC
|
SELL
|
- |
-2.65K- 33.66% |
$355K - $378K
|
5.23K
$736K
|
|
|
Nov 12, 2025
Q3 2025
|
Angeles Wealth Management, LLC
|
SELL
|
- |
-20- 1.84% |
$2.68K - $2.85K
|
1.07K
$150K
|
|
|
Nov 12, 2025
Q3 2025
|
Blair William & CO
Chicago, IL |
BUY
|
- |
8.78K+ 6.35% |
$1.18M - $1.25M
|
147K
$20.7M
|
|
|
Nov 12, 2025
Q3 2025
|
Tcg Advisory Services, LLC
Austin, TX |
SELL
|
- |
-95- 2.14% |
$12.7K - $13.5K
|
4.35K
$612K
|
|
|
Nov 12, 2025
Q3 2025
|
Orleans Capital Management Corp
Mandeville, LA |
SELL
|
- |
-400- 15.09% |
$53.6K - $57K
|
2.25K
$316K
|
|
|
Nov 12, 2025
Q3 2025
|
Neuberger Berman Group LLC
New York, NY |
BUY
|
- |
200+ 10.85% |
$26.8K - $28.5K
|
2.04K
$287K
|
|
|
Nov 12, 2025
Q3 2025
|
Lmg Wealth Partners, LLC
Shreveport, LA |
BUY
|
- |
694+ 1.86% |
$92.9K - $98.9K
|
38K
$5.35M
|
|
|
Nov 12, 2025
Q3 2025
|
Strategies Wealth Advisors, LLC
Grand Rapids, MI |
BUY
|
- |
27+ 0.58% |
$3.61K - $3.85K
|
4.71K
$662K
|
|
|
Nov 12, 2025
Q3 2025
|
Sterling Capital Management LLC
Charlotte, NC |
SELL
|
- |
-112- 13.46% |
$15K - $16K
|
720
$101K
|
|
|
Nov 12, 2025
Q3 2025
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
3.75K+ 2.39% |
$502K - $534K
|
161K
$22.6M
|
|
|
Nov 12, 2025
Q3 2025
|
Omega Financial Group, LLC
|
SELL
|
- |
-913- 2.54% |
$122K - $130K
|
35K
$4.93M
|
|
|
Nov 12, 2025
Q3 2025
|
Gryphon Financial Partners LLC
|
SELL
|
- |
-2.37K- 14.09% |
$317K - $338K
|
14.4K
$2.03M
|
|
|
Nov 12, 2025
Q3 2025
|
Steward Partners Investment Advisory, LLC
|
SELL
|
- |
-2.5K- 2.76% |
$335K - $356K
|
88.2K
$12.4M
|
|
|
Nov 12, 2025
Q3 2025
|
Fine Mark National Bank & Trust
Fort Myers, FL |
SELL
|
- |
-494- 2.63% |
$66.1K - $70.4K
|
18.3K
$2.57M
|
|
|
Nov 12, 2025
Q3 2025
|
Huntington National Bank
Columbus, OH |
SELL
|
- |
-1.38K- 0.47% |
$184K - $196K
|
290K
$40.8M
|
|
|
Nov 12, 2025
Q3 2025
|
Cobblestone Capital Advisors LLC
Rochester, NY |
SELL
|
- |
-182- 8.5% |
$24.4K - $25.9K
|
1.96K
$276K
|
|
|
Nov 12, 2025
Q3 2025
|
Soltis Investment Advisors LLC
St. George, UT |
BUY
|
- |
114+ 4.75% |
$15.3K - $16.3K
|
2.52K
$354K
|
|