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 |
---|---|---|---|---|---|---|---|
Jul 14, 2025
Q2 2025
|
Proathlete Wealth Management LLC
Boca Raton, FL |
BUY
|
- |
122New |
$14.4K - $16.5K
|
122
$16.8K
|
|
Jul 14, 2025
Q2 2025
|
Armstrong Advisory Group, Inc
Needham, MA |
BUY
|
- |
419+ 81.2% |
$49.6K - $56.5K
|
935
$129K
|
|
Jul 14, 2025
Q2 2025
|
Kfg Wealth Management, LLC
Granger, IN |
SELL
|
- |
-750- 14.88% |
$88.8K - $101K
|
4.29K
$590K
|
|
Jul 14, 2025
Q2 2025
|
Cra Financial Services, LLC
|
BUY
|
- |
91+ 0.95% |
$10.8K - $12.3K
|
9.62K
$1.32M
|
|
Jul 14, 2025
Q2 2025
|
Baring Financial LLC
Bellingham, WA |
SELL
|
- |
-139- 3.8% |
$16.5K - $18.7K
|
3.52K
$484K
|
|
Jul 14, 2025
Q2 2025
|
Wealth Advisory Solutions, LLC
|
BUY
|
- |
44+ 2.74% |
$5.21K - $5.93K
|
1.65K
$227K
|
|
Jul 14, 2025
Q2 2025
|
Occidental Asset Management, LLC
|
SELL
|
- |
-99- 1.04% |
$11.7K - $13.4K
|
9.4K
$1.29M
|
|
Jul 14, 2025
Q2 2025
|
Gunma Bank,Ltd.
|
BUY
|
- |
3.48K+ 6.48% |
$411K - $469K
|
57.1K
$7.85M
|
|
Jul 11, 2025
Q2 2025
|
Trust CO Of Virginia
|
SELL
|
- |
-35- 2.03% |
$4.14K - $4.72K
|
1.69K
$233K
|
|
Jul 11, 2025
Q2 2025
|
Kapstone Financial Advisors LLC
Dayton, OH |
SELL
|
- |
-112- 0.51% |
$13.3K - $15.1K
|
22K
$3.03M
|
|
Jul 11, 2025
Q2 2025
|
Essex Savings Bank
|
SELL
|
- |
-15- 0.51% |
$1.78K - $2.02K
|
2.95K
$405K
|
|
Jul 11, 2025
Q2 2025
|
Miller Howard Investments Inc
|
SELL
|
- |
-292K- 83.06% |
$34.5M - $39.3M
|
59.5K
$8.18M
|
|
Jul 11, 2025
Q2 2025
|
Sea Crest Wealth Management, LLC
Purchase, NY |
BUY
|
- |
401+ 10.86% |
$47.5K - $54.1K
|
4.09K
$563K
|
|
Jul 11, 2025
Q2 2025
|
Thomasville National Bank
|
SELL
|
- |
-100- 1.5% |
$11.8K - $13.5K
|
6.58K
$905K
|
|
Jul 11, 2025
Q2 2025
|
Rockwood Wealth Management, LLC
New Hope, PA |
SELL
|
- |
-235- 5.53% |
$27.8K - $31.7K
|
4.02K
$552K
|
|
Jul 11, 2025
Q2 2025
|
Long View Wealth Management
Atlanta, GA |
BUY
|
- |
2+ 0.07% |
$237 - $270
|
2.69K
$370K
|
|
Jul 11, 2025
Q2 2025
|
Kaydan Wealth Management, Inc.
Fenton, MI |
SELL
|
- |
-147- 0.94% |
$17.4K - $19.8K
|
15.5K
$2.13M
|
|
Jul 11, 2025
Q2 2025
|
Busey Wealth Management
|
SELL
|
- |
-920- 24.1% |
$109K - $124K
|
2.9K
$398K
|
|
Jul 11, 2025
Q2 2025
|
Silver Oak Securities, Inc
Jackson, TN |
BUY
|
- |
2.48KNew |
$293K - $334K
|
2.48K
$341K
|
|
Jul 11, 2025
Q2 2025
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
2.05K+ 20.09% |
$243K - $276K
|
12.2K
$1.68M
|
|
Jul 11, 2025
Q2 2025
|
Capital Advantage, Inc.
|
SELL
|
- |
-487- 6.24% |
$57.6K - $65.7K
|
7.32K
$1.01M
|
|
Jul 11, 2025
Q2 2025
|
Bouvel Investment Partners, LLC
|
SELL
|
- |
-17.1K- 87.97% |
$2.02M - $2.3M
|
2.34K
$321K
|
|
Jul 11, 2025
Q2 2025
|
Arthur M. Cohen & Associates, LLC
|
BUY
|
- |
24+ 0.57% |
$2.84K - $3.24K
|
4.25K
$584K
|
|
Jul 11, 2025
Q2 2025
|
Uma Financial Services, Inc.
|
BUY
|
- |
1+ 0.08% |
$118 - $135
|
1.2K
$165K
|
|
Jul 11, 2025
Q2 2025
|
Sowell Financial Services LLC
North Little Rock, AR |
SELL
|
- |
-1.99K- 9.84% |
$235K - $268K
|
18.2K
$2.5M
|
|
Jul 10, 2025
Q2 2025
|
Secure Asset Management, LLC
|
BUY
|
- |
12+ 0.36% |
$1.42K - $1.62K
|
3.35K
$461K
|
|
Jul 10, 2025
Q2 2025
|
Wedmont Private Capital
|
SELL
|
- |
-166- 5.99% |
$19.6K - $22.4K
|
2.61K
$358K
|
|
Jul 10, 2025
Q2 2025
|
American Financial Advisors, LLC
|
BUY
|
- |
2+ 0.11% |
$237 - $270
|
1.84K
$253K
|
|
Jul 10, 2025
Q2 2025
|
North Crest Asset Manangement, LLC
|
SELL
|
- |
-219- 1.84% |
$25.9K - $29.5K
|
11.7K
$1.61M
|
|
Jul 10, 2025
Q2 2025
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
8.92K+ 4.45% |
$1.06M - $1.2M
|
209K
$28.8M
|
|
Jul 10, 2025
Q2 2025
|
High Net Worth Advisory Group LLC
Naples, FL |
SELL
|
- |
-704- 3.11% |
$83.3K - $94.9K
|
22K
$3.02M
|
|
Jul 10, 2025
Q2 2025
|
Capital Advisory Group Advisory Services, LLC
Bloomington, MN |
BUY
|
- |
295+ 1.34% |
$34.9K - $39.8K
|
22.3K
$3.07M
|
|
Jul 10, 2025
Q2 2025
|
Fulton Bank, N.A.
|
BUY
|
- |
2.79K+ 10.36% |
$330K - $376K
|
29.7K
$4.09M
|
|
Jul 10, 2025
Q2 2025
|
Weinberger Asset Management, Inc
Los Angeles, CA |
SELL
|
- |
-130- 0.73% |
$15.4K - $17.5K
|
17.6K
$2.42M
|
|
Jul 10, 2025
Q2 2025
|
Rockland Trust CO
|
SELL
|
- |
-175- 6.47% |
$20.7K - $23.6K
|
2.53K
$348K
|
|
Jul 10, 2025
Q2 2025
|
Exchange Traded Concepts, LLC
|
SELL
|
- |
-56.2K- 91.39% |
$6.65M - $7.58M
|
5.3K
$728K
|
|
Jul 10, 2025
Q2 2025
|
Sterling Investment Advisors LLC
|
BUY
|
- |
749+ 42.92% |
$88.7K - $101K
|
2.49K
$343K
|
|
Jul 10, 2025
Q2 2025
|
Peoples Bank/Ks
Pratt, KS |
BUY
|
- |
343+ 2.32% |
$40.6K - $46.3K
|
15.1K
$2.08M
|
|
Jul 10, 2025
Q2 2025
|
Ferguson Wellman Capital Management, Inc
|
SELL
|
- |
-4.33K- 11.74% |
$512K - $583K
|
32.5K
$4.47M
|
|
Jul 10, 2025
Q2 2025
|
Selective Wealth Management, Inc.
|
BUY
|
- |
24+ 0.55% |
$2.84K - $3.24K
|
4.42K
$608K
|
|
Jul 10, 2025
Q2 2025
|
Trust Point Inc.
La Crosse, WI |
BUY
|
- |
219+ 2.25% |
$25.9K - $29.5K
|
9.96K
$1.37M
|
|
Jul 10, 2025
Q2 2025
|
Kingstone Capital Partners Texas, LLC
Frisco, TX |
BUY
|
- |
1.47MNew |
$174M - $199M
|
1.47M
$202M
|
|
Jul 09, 2025
Q2 2025
|
Westmount Partners, LLC
Los Angeles, CA |
SELL
|
- |
-62- 2.63% |
$7.34K - $8.36K
|
2.3K
$316K
|
|
Jul 09, 2025
Q2 2025
|
Byrne Asset Management LLC
|
SELL
|
- |
-175- 35.0% |
$20.7K - $23.6K
|
325
$44.7K
|
|
Jul 09, 2025
Q2 2025
|
Fiduciary Alliance LLC
Greenville, SC |
BUY
|
- |
2+ 0.13% |
$237 - $270
|
1.53K
$210K
|
|
Jul 09, 2025
Q2 2025
|
Lbmc Investment Advisors, LLC
|
BUY
|
- |
360+ 0.16% |
$42.6K - $48.5K
|
232K
$31.8M
|
|
Jul 09, 2025
Q2 2025
|
David J Yvars Group
|
BUY
|
- |
1.86K+ 16.55% |
$220K - $251K
|
13.1K
$1.8M
|
|
Jul 09, 2025
Q2 2025
|
Thrive Wealth Management, LLC
|
BUY
|
- |
10+ 0.33% |
$1.18K - $1.35K
|
3.05K
$419K
|
|
Jul 09, 2025
Q2 2025
|
Keystone Wealth Services, LLC
|
BUY
|
- |
67+ 1.44% |
$7.93K - $9.04K
|
4.72K
$648K
|
|
Jul 09, 2025
Q2 2025
|
Blodgett Wealth Advisors, LLC
|
SELL
|
- |
-400- 3.79% |
$47.3K - $53.9K
|
10.2K
$1.4M
|