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 12, 2024
Q3 2024
|
Citigroup Inc
|
SELL
|
- |
-1.44K- 10.46% |
$173K - $195K
|
12.3K
$1.71M
|
|
|
Nov 12, 2024
Q3 2024
|
Pettyjohn, Wood & White, Inc
Lynchburg, VA |
BUY
|
- |
1.86K+ 25.8% |
$223K - $252K
|
9.06K
$1.25M
|
|
|
Nov 12, 2024
Q3 2024
|
Smithfield Trust CO
Pittsburgh, PA |
BUY
|
- |
656+ 1.26% |
$78.7K - $89K
|
52.8K
$7.3M
|
|
|
Nov 12, 2024
Q3 2024
|
Blair William & CO
Chicago, IL |
BUY
|
- |
4.08K+ 2.83% |
$490K - $554K
|
148K
$20.5M
|
|
|
Nov 12, 2024
Q3 2024
|
Nwam LLC
Mercer Island, WA |
BUY
|
- |
17.6KNew |
$2.11M - $2.38M
|
17.6K
$2.43M
|
|
|
Nov 12, 2024
Q3 2024
|
Lgl Partners, LLC
West Conshohocken, PA |
SELL
|
- |
-2.19K- 6.36% |
$262K - $297K
|
32.2K
$4.45M
|
|
|
Nov 12, 2024
Q3 2024
|
Financial Engines Advisors L.L.C.
Santa Clara, CA |
BUY
|
- |
1.95K+ 94.88% |
$234K - $264K
|
4K
$553K
|
|
|
Nov 12, 2024
Q3 2024
|
Edgewood Management LLC
Greenwich, CT |
SELL
|
- |
-566- 0.98% |
$67.9K - $76.8K
|
57.2K
$7.91M
|
|
|
Nov 12, 2024
Q3 2024
|
Charles Schwab Investment Management Inc
San Francisco, CA |
SELL
|
- |
-45.9K- 52.26% |
$5.5M - $6.23M
|
41.9K
$5.8M
|
|
|
Nov 12, 2024
Q3 2024
|
Asset Management Group, Inc.
Stamford, CT |
SELL
|
- |
-798- 5.07% |
$95.8K - $108K
|
14.9K
$2.07M
|
|
|
Nov 12, 2024
Q3 2024
|
Darden Wealth Group Inc
Ann Arbor, MI |
SELL
|
- |
-287- 1.75% |
$34.4K - $39K
|
16.1K
$2.23M
|
|
|
Nov 12, 2024
Q3 2024
|
Quadcap Wealth Management, LLC
Frisco, TX |
SELL
|
- |
-652- 9.93% |
$78.2K - $88.5K
|
5.91K
$818K
|
|
|
Nov 12, 2024
Q3 2024
|
Sterling Capital Management LLC
Charlotte, NC |
SELL
|
- |
-8.68KClosed |
$1.04M - $1.18M
|
0
$0
|
|
|
Nov 12, 2024
Q3 2024
|
Optivise Advisory Services LLC
Franklin, TN |
BUY
|
- |
7.57KNew |
$908K - $1.03M
|
7.57K
$1.05M
|
|
|
Nov 12, 2024
Q3 2024
|
Franklin Resources Inc
San Mateo, CA |
BUY
|
- |
491+ 0.33% |
$58.9K - $66.6K
|
149K
$20.6M
|
|
|
Nov 12, 2024
Q3 2024
|
Howland Capital Management LLC
|
SELL
|
- |
-1.11K- 5.34% |
$133K - $151K
|
19.7K
$2.73M
|
|
|
Nov 12, 2024
Q3 2024
|
Founders Financial Securities LLC
|
SELL
|
- |
-5.75K- 42.68% |
$690K - $780K
|
7.72K
$1.07M
|
|
|
Nov 12, 2024
Q3 2024
|
Howard Capital Management Inc.
|
BUY
|
- |
985KNew |
$118M - $134M
|
985K
$136M
|
|
|
Nov 12, 2024
Q3 2024
|
National Bank Of Canada
|
SELL
|
- |
-2.24K- 1.05% |
$269K - $304K
|
211K
$29.2M
|
|
|
Nov 12, 2024
Q3 2024
|
Cbiz Investment Advisory Services, LLC
|
BUY
|
- |
1.5K+ 17.64% |
$179K - $203K
|
9.97K
$1.38M
|
|
|
Nov 12, 2024
Q3 2024
|
Northwestern Mutual Wealth Management CO
|
SELL
|
- |
-9.63K- 2.41% |
$1.16M - $1.31M
|
390K
$54M
|
|
|
Nov 12, 2024
Q3 2024
|
Sound View Wealth Advisors Group, LLC
|
BUY
|
- |
62+ 0.59% |
$7.44K - $8.42K
|
10.7K
$1.47M
|
|
|
Nov 12, 2024
Q3 2024
|
New Edge Wealth, LLC
Pittsburgh, PA |
BUY
|
- |
1.84K+ 12.81% |
$220K - $249K
|
16.2K
$2.24M
|
|
|
Nov 12, 2024
Q3 2024
|
Gould Asset Management LLC
Claremont, CA |
BUY
|
- |
185+ 2.55% |
$22.2K - $25.1K
|
7.43K
$1.03M
|
|
|
Nov 12, 2024
Q3 2024
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
BUY
|
- |
3.06K+ 56.99% |
$367K - $415K
|
8.43K
$1.17M
|
|
|
Nov 12, 2024
Q3 2024
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
BUY
|
- |
1.57K+ 4.08% |
$189K - $214K
|
40.2K
$5.56M
|
|
|
Nov 12, 2024
Q3 2024
|
Mystic Asset Management, Inc.
Warwick, RI |
SELL
|
- |
-40- 1.57% |
$4.8K - $5.43K
|
2.51K
$348K
|
|
|
Nov 12, 2024
Q3 2024
|
Retirement Planning CO Of New England, Inc.
Warwick, RI |
BUY
|
- |
8+ 0.08% |
$960 - $1.09K
|
9.57K
$1.32M
|
|
|
Nov 12, 2024
Q3 2024
|
Carolinas Wealth Consulting LLC
Charlotte, NC |
BUY
|
- |
22+ 0.67% |
$2.64K - $2.99K
|
3.31K
$458K
|
|
|
Nov 12, 2024
Q3 2024
|
Wealthgarden F.S. LLC
El Segundo, CA |
BUY
|
- |
17.6KNew |
$2.11M - $2.38M
|
17.6K
$2.43M
|
|
|
Nov 12, 2024
Q3 2024
|
Cfo4 Life Group, LLC
|
BUY
|
- |
84+ 3.82% |
$10.1K - $11.4K
|
2.28K
$316K
|
|
|
Nov 12, 2024
Q3 2024
|
Main Street Investment Advisors LLC
|
SELL
|
- |
-55- 2.69% |
$6.6K - $7.47K
|
1.99K
$275K
|
|
|
Nov 12, 2024
Q3 2024
|
Meridian Wealth Management, LLC
|
BUY
|
- |
8.47KNew |
$1.02M - $1.15M
|
8.47K
$1.17M
|
|
|
Nov 12, 2024
Q3 2024
|
Camden National Bank
Camden, ME |
SELL
|
- |
-750- 12.65% |
$90K - $102K
|
5.18K
$717K
|
|
|
Nov 12, 2024
Q3 2024
|
Glenview Trust CO
Louisville, KY |
BUY
|
- |
2.23K+ 5.04% |
$268K - $303K
|
46.5K
$6.43M
|
|
|
Nov 12, 2024
Q3 2024
|
Summit Financial, LLC
Parsippany, NJ |
SELL
|
- |
-202- 6.23% |
$24.2K - $27.4K
|
3.04K
$421K
|
|
|
Nov 12, 2024
Q3 2024
|
Sand Hill Global Advisors, LLC
Palo Alto, CA |
BUY
|
- |
1.65KNew |
$198K - $224K
|
1.65K
$228K
|
|
|
Nov 12, 2024
Q3 2024
|
Hbk Sorce Advisory LLC
Erie, PA |
SELL
|
- |
-6.1K- 21.29% |
$732K - $828K
|
22.5K
$3.12M
|
|
|
Nov 12, 2024
Q3 2024
|
Adapt Wealth Advisors, LLC
Atlanta, GA |
BUY
|
- |
1.59KNew |
$191K - $216K
|
1.59K
$220K
|
|
|
Nov 12, 2024
Q3 2024
|
Mjp Associates Inc
|
BUY
|
- |
2.33KNew |
$279K - $316K
|
2.33K
$322K
|
|
|
Nov 12, 2024
Q3 2024
|
Providence First Trust CO
|
BUY
|
- |
10+ 0.07% |
$1.2K - $1.36K
|
13.3K
$1.85M
|
|
|
Nov 12, 2024
Q3 2024
|
Cypress Capital, LLC
|
BUY
|
- |
1.54KNew |
$184K - $209K
|
1.54K
$213K
|
|
|
Nov 12, 2024
Q3 2024
|
Landaas & CO
Milwaukee, WI |
BUY
|
- |
971+ 2.73% |
$117K - $132K
|
36.6K
$5.06M
|
|
|
Nov 12, 2024
Q3 2024
|
Congress Wealth Management LLC
Boston, MA |
BUY
|
- |
135KNew |
$16.2M - $18.4M
|
135K
$18.7M
|
|
|
Nov 12, 2024
Q3 2024
|
One Capital Management, LLC
Westlake Village, CA |
SELL
|
- |
-1.02K- 26.01% |
$122K - $138K
|
2.89K
$400K
|
|
|
Nov 12, 2024
Q3 2024
|
Journey Strategic Wealth LLC
Summit, NJ |
BUY
|
- |
167+ 6.9% |
$20K - $22.7K
|
2.59K
$358K
|
|
|
Nov 12, 2024
Q3 2024
|
Kc Investment Advisors, LLC
Wichita, KS |
BUY
|
- |
380+ 3.22% |
$45.6K - $51.6K
|
12.2K
$1.68M
|
|
|
Nov 12, 2024
Q3 2024
|
Wintrust Investments LLC
Chicago, IL |
SELL
|
- |
-6.93K- 92.54% |
$831K - $940K
|
558
$77.2K
|
|
|
Nov 12, 2024
Q3 2024
|
Berger Financial Group, Inc
Plymouth, MN |
BUY
|
- |
1.49KNew |
$179K - $203K
|
1.49K
$207K
|
|
|
Nov 12, 2024
Q3 2024
|
Cerity Partners LLC
New York, NY |
BUY
|
- |
10.8K+ 7.93% |
$1.3M - $1.47M
|
147K
$20.4M
|