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 13, 2025
Q1 2025
|
Waypoint Wealth Partners Inc.
|
SELL
|
- |
-175- 4.88% |
$22.5K - $24.2K
|
3.41K
$446K
|
|
|
May 13, 2025
Q1 2025
|
Camden Capital, LLC
|
SELL
|
- |
-1.61K- 36.62% |
$208K - $223K
|
2.79K
$365K
|
|
|
May 13, 2025
Q1 2025
|
Bank Of Montreal
Toronto, A6 |
BUY
|
- |
17.5K+ 2.32% |
$2.25M - $2.42M
|
773K
$101M
|
|
|
May 13, 2025
Q1 2025
|
Prime Capital Investment Advisors, LLC
Overland Park, KS |
BUY
|
- |
17K+ 30.86% |
$2.19M - $2.35M
|
72.1K
$9.42M
|
|
|
May 13, 2025
Q1 2025
|
Franklin Resources Inc
San Mateo, CA |
BUY
|
- |
4.47K+ 3.09% |
$574K - $617K
|
149K
$19.5M
|
|
|
May 13, 2025
Q1 2025
|
Paradigm Financial Partners, LLC
|
BUY
|
- |
2K+ 72.45% |
$257K - $276K
|
4.76K
$622K
|
|
|
May 13, 2025
Q1 2025
|
Howard Wealth Management, LLC
Madison, CT |
BUY
|
- |
1+ 0.06% |
$129 - $138
|
1.61K
$210K
|
|
|
May 13, 2025
Q1 2025
|
Providence Capital Advisors, LLC
Charlotte, NC |
SELL
|
- |
-8- 0.29% |
$1.03K - $1.1K
|
2.71K
$355K
|
|
|
May 13, 2025
Q1 2025
|
Azimuth Capital Investment Management LLC
Bloomfield Hills, MI |
SELL
|
- |
-196- 11.12% |
$25.2K - $27.1K
|
1.57K
$205K
|
|
|
May 13, 2025
Q1 2025
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
BUY
|
- |
689+ 0.73% |
$88.6K - $95.2K
|
95.7K
$12.5M
|
|
|
May 13, 2025
Q1 2025
|
Horizon Investments, LLC
Charlotte, NC |
SELL
|
- |
-151- 4.57% |
$19.4K - $20.9K
|
3.15K
$412K
|
|
|
May 13, 2025
Q1 2025
|
Quadrature Capital LTD
London, X0 |
BUY
|
- |
6.09KNew |
$783K - $841K
|
6.09K
$795K
|
|
|
May 13, 2025
Q1 2025
|
Epg Wealth Management LLC
Atlanta, GA |
SELL
|
- |
-293- 41.5% |
$37.7K - $40.5K
|
413
$54K
|
|
|
May 13, 2025
Q1 2025
|
High Falls Advisors, Inc
Rochester, NY |
SELL
|
- |
-483- 4.2% |
$62.1K - $66.7K
|
11K
$1.44M
|
|
|
May 13, 2025
Q1 2025
|
Summit Investment Advisors, Inc.
Hunt Valley, MD |
BUY
|
- |
16+ 0.83% |
$2.06K - $2.21K
|
1.94K
$253K
|
|
|
May 13, 2025
Q1 2025
|
Wells Fargo & Company
San Francisco, CA |
SELL
|
- |
-219K- 5.65% |
$28.1M - $30.2M
|
3.66M
$478M
|
|
|
May 13, 2025
Q1 2025
|
Journey Advisory Group, LLC
|
SELL
|
- |
-620- 6.0% |
$79.7K - $85.6K
|
9.72K
$1.27M
|
|
|
May 13, 2025
Q1 2025
|
Coldstream Capital Management Inc
|
BUY
|
- |
1.27K+ 8.86% |
$163K - $175K
|
15.6K
$2.03M
|
|
|
May 13, 2025
Q1 2025
|
Camden National Bank
Camden, ME |
SELL
|
- |
-536- 12.3% |
$68.9K - $74K
|
3.82K
$499K
|
|
|
May 13, 2025
Q1 2025
|
Fine Mark National Bank & Trust
Fort Myers, FL |
BUY
|
- |
787+ 4.1% |
$101K - $109K
|
20K
$2.61M
|
|
|
May 13, 2025
Q1 2025
|
Soltis Investment Advisors LLC
St. George, UT |
SELL
|
- |
-220- 8.39% |
$28.3K - $30.4K
|
2.4K
$314K
|
|
|
May 13, 2025
Q1 2025
|
Bokf, Na
Tulsa, OK |
SELL
|
- |
-9.43K- 12.74% |
$1.21M - $1.3M
|
64.6K
$8.44M
|
|
|
May 13, 2025
Q1 2025
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
SELL
|
- |
-2.93K- 32.46% |
$377K - $405K
|
6.1K
$797K
|
|
|
May 13, 2025
Q1 2025
|
Equitable Holdings, Inc.
New York, NY |
BUY
|
- |
2.25K+ 2.37% |
$289K - $311K
|
97K
$12.7M
|
|
|
May 13, 2025
Q1 2025
|
Nations Financial Group Inc,
Cedar Rapids, IA |
SELL
|
- |
-5- 0.12% |
$643 - $691
|
4.26K
$556K
|
|
|
May 13, 2025
Q1 2025
|
Gentry Private Wealth, LLC
Wichita, KS |
BUY
|
- |
16.1KNew |
$2.07M - $2.22M
|
16.1K
$2.1M
|
|
|
May 13, 2025
Q1 2025
|
Sterling Capital Management LLC
Charlotte, NC |
SELL
|
- |
-64.4K- 97.84% |
$8.28M - $8.89M
|
1.42K
$186K
|
|
|
May 13, 2025
Q1 2025
|
Adviser Investments LLC
|
SELL
|
- |
-2.79K- 20.28% |
$359K - $386K
|
11K
$1.43M
|
|
|
May 13, 2025
Q1 2025
|
American Investment Services, Inc.
|
BUY
|
- |
2.53KNew |
$325K - $349K
|
2.53K
$330K
|
|
|
May 13, 2025
Q1 2025
|
Evoke Wealth, LLC
|
BUY
|
- |
1.41K+ 10.33% |
$181K - $195K
|
15.1K
$1.97M
|
|
|
May 13, 2025
Q1 2025
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
2.46K+ 2.86% |
$317K - $340K
|
88.5K
$11.6M
|
|
|
May 13, 2025
Q1 2025
|
Allegheny Financial Group LTD
Pittsburgh, PA |
BUY
|
- |
4+ 0.23% |
$514 - $552
|
1.72K
$225K
|
|
|
May 13, 2025
Q1 2025
|
Lee Financial CO
Dallas, TX |
SELL
|
- |
-4.07K- 6.59% |
$524K - $562K
|
57.7K
$7.54M
|
|
|
May 13, 2025
Q1 2025
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
SELL
|
- |
-3.14K- 7.92% |
$403K - $433K
|
36.5K
$4.76M
|
|
|
May 13, 2025
Q1 2025
|
Cresset Asset Management, LLC
Chicago, IL |
BUY
|
- |
5.41K+ 6.6% |
$695K - $746K
|
87.3K
$11.4M
|
|
|
May 13, 2025
Q1 2025
|
Invenio Wealth Partners LLC
Coral Gables, FL |
SELL
|
- |
-280- 2.75% |
$36K - $38.7K
|
9.9K
$1.29M
|
|
|
May 13, 2025
Q1 2025
|
Sensible Money, LLC
Scottsdale, AZ |
BUY
|
- |
15+ 0.75% |
$1.93K - $2.07K
|
2.02K
$264K
|
|
|
May 13, 2025
Q1 2025
|
Raymond James Financial Inc
St. Petersburg, FL |
BUY
|
- |
24.6K+ 2.07% |
$3.17M - $3.4M
|
1.22M
$159M
|
|
|
May 13, 2025
Q1 2025
|
Aptus Capital Advisors, LLC
|
SELL
|
- |
-2.75K- 22.91% |
$353K - $380K
|
9.25K
$1.21M
|
|
|
May 13, 2025
Q1 2025
|
Ubs Group Ag
|
BUY
|
- |
8.86K+ 0.8% |
$1.14M - $1.22M
|
1.12M
$146M
|
|
|
May 13, 2025
Q1 2025
|
Northern Trust Corp
Chicago, IL |
BUY
|
- |
195K+ 6.73% |
$25.1M - $26.9M
|
3.09M
$404M
|
|
|
May 13, 2025
Q1 2025
|
Mill Creek Capital Advisors, LLC
Conshohocken, PA |
BUY
|
- |
131+ 0.58% |
$16.8K - $18.1K
|
22.6K
$2.95M
|
|
|
May 13, 2025
Q1 2025
|
Cascade Financial Partners, LLC
San Diego, CA |
BUY
|
- |
233+ 1.49% |
$30K - $32.2K
|
15.9K
$2.08M
|
|
|
May 13, 2025
Q1 2025
|
Watts Gwilliam & Co., LLC
Gilbert, AZ |
BUY
|
- |
1.17K+ 9.87% |
$150K - $162K
|
13K
$1.7M
|
|
|
May 13, 2025
Q1 2025
|
Moment Partners, LLC
San Francisco, CA |
SELL
|
- |
-4.24K- 1.6% |
$545K - $585K
|
260K
$34M
|
|
|
May 13, 2025
Q1 2025
|
Hc Advisors, LLC
|
BUY
|
- |
1+ 0.06% |
$129 - $138
|
1.55K
$202K
|
|
|
May 13, 2025
Q1 2025
|
Colonial Trust Advisors
Spartanburg, SC |
BUY
|
- |
75+ 3.82% |
$9.64K - $10.4K
|
2.04K
$266K
|
|
|
May 13, 2025
Q1 2025
|
Stifel Financial Corp
St. Louis, MO |
SELL
|
- |
-6.23K- 2.03% |
$801K - $860K
|
300K
$39.3M
|
|
|
May 13, 2025
Q1 2025
|
Vest Gen Advisors, LLC
Inverness, IL |
BUY
|
- |
10.8KNew |
$1.38M - $1.49M
|
10.8K
$1.41M
|
|
|
May 12, 2025
Q1 2025
|
Citigroup Inc
|
BUY
|
- |
1.42K+ 10.53% |
$182K - $196K
|
14.9K
$1.95M
|