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 12, 2025
Q1 2025
|
Townsquare Capital LLC
|
BUY
|
- |
1.56K+ 30.23% |
$201K - $216K
|
6.73K
$880K
|
|
|
May 12, 2025
Q1 2025
|
Founders Financial Alliance, LLC
Raleigh, NC |
BUY
|
- |
665+ 42.99% |
$85.5K - $91.8K
|
2.21K
$289K
|
|
|
May 12, 2025
Q1 2025
|
Bristlecone Advisors, LLC
|
SELL
|
- |
-54- 2.85% |
$6.94K - $7.46K
|
1.84K
$240K
|
|
|
May 12, 2025
Q1 2025
|
National Bank Of Canada
|
SELL
|
- |
-42.5K- 17.32% |
$5.47M - $5.87M
|
203K
$26.5M
|
|
|
May 12, 2025
Q1 2025
|
Beaumont Financial Advisors, LLC
Needham, DE |
SELL
|
- |
-18- 0.03% |
$2.31K - $2.49K
|
62.8K
$8.2M
|
|
|
May 12, 2025
Q1 2025
|
Savvy Advisors, Inc.
New York, NY |
BUY
|
- |
2.08K+ 64.45% |
$267K - $287K
|
5.3K
$692K
|
|
|
May 12, 2025
Q1 2025
|
Jpmorgan Chase & CO
New York, NY |
SELL
|
- |
-222K- 13.07% |
$28.5M - $30.6M
|
1.47M
$193M
|
|
|
May 12, 2025
Q1 2025
|
Founders Financial Securities LLC
|
BUY
|
- |
5.63K+ 50.84% |
$723K - $777K
|
16.7K
$2.18M
|
|
|
May 12, 2025
Q1 2025
|
Trustmark National Bank Trust Department
Jackson, MS |
SELL
|
- |
-2.08K- 1.7% |
$267K - $287K
|
120K
$15.7M
|
|
|
May 12, 2025
Q1 2025
|
Traynor Capital Management, Inc.
|
SELL
|
- |
-2.17K- 11.33% |
$279K - $299K
|
17K
$2.22M
|
|
|
May 12, 2025
Q1 2025
|
Addison Advisors LLC
|
BUY
|
- |
30+ 19.74% |
$3.86K - $4.14K
|
182
$23.8K
|
|
|
May 12, 2025
Q1 2025
|
Regal Investment Advisors LLC
Kentwood, MI |
SELL
|
- |
-330- 2.79% |
$42.4K - $45.6K
|
11.5K
$1.5M
|
|
|
May 12, 2025
Q1 2025
|
Capital Group Private Client Services, Inc.
Los Angeles, CA |
SELL
|
- |
-142- 2.15% |
$18.3K - $19.6K
|
6.46K
$844K
|
|
|
May 12, 2025
Q1 2025
|
Gryphon Financial Partners LLC
|
SELL
|
- |
-659- 3.89% |
$84.7K - $91K
|
16.3K
$2.13M
|
|
|
May 12, 2025
Q1 2025
|
Florin Court Capital LLP
|
BUY
|
- |
59.5K+ 93.26% |
$7.65M - $8.22M
|
123K
$16.1M
|
|
|
May 12, 2025
Q1 2025
|
Benjamin Edwards Inc
Clayton, MO |
SELL
|
- |
-105- 0.94% |
$13.5K - $14.5K
|
11K
$1.44M
|
|
|
May 12, 2025
Q1 2025
|
Taylor Financial Group, Inc.
Roanoke, VA |
BUY
|
- |
1.82K+ 8.41% |
$234K - $251K
|
23.4K
$3.06M
|
|
|
May 12, 2025
Q1 2025
|
Providence First Trust CO
|
SELL
|
- |
-1.24K- 6.04% |
$160K - $172K
|
19.3K
$2.53M
|
|
|
May 12, 2025
Q1 2025
|
Quantinno Capital Management LP
New York, NY |
BUY
|
- |
4.18K+ 35.12% |
$537K - $577K
|
16.1K
$2.1M
|
|
|
May 12, 2025
Q1 2025
|
Oak Harbor Wealth Partners, LLC
|
SELL
|
- |
-50- 0.77% |
$6.43K - $6.91K
|
6.41K
$838K
|
|
|
May 12, 2025
Q1 2025
|
Sculati Wealth Management, LLC
Bloomfield Hills, MI |
SELL
|
- |
-175- 1.97% |
$22.5K - $24.2K
|
8.72K
$1.14M
|
|
|
May 12, 2025
Q1 2025
|
Peapack Gladstone Financial Corp
Bedminster, NJ |
SELL
|
- |
-701- 3.88% |
$90.1K - $96.8K
|
17.4K
$2.27M
|
|
|
May 12, 2025
Q1 2025
|
Kohmann Bosshard Financial Services, LLC
|
SELL
|
- |
-525- 5.69% |
$67.5K - $72.5K
|
8.7K
$1.14M
|
|
|
May 12, 2025
Q1 2025
|
Sandy Spring Bank
|
SELL
|
- |
-38- 1.31% |
$4.89K - $5.25K
|
2.87K
$375K
|
|
|
May 12, 2025
Q1 2025
|
Cypress Capital Group
|
SELL
|
- |
-25- 0.19% |
$3.21K - $3.45K
|
13K
$1.7M
|
|
|
May 12, 2025
Q1 2025
|
Simplex Trading, LLC
|
BUY
|
- |
1.81KNew |
$233K - $250K
|
1.81K
$237K
|
|
|
May 12, 2025
Q1 2025
|
Meridian Wealth Management, LLC
|
BUY
|
- |
431+ 5.1% |
$55.4K - $59.5K
|
8.88K
$1.16M
|
|
|
May 12, 2025
Q1 2025
|
Paulson Wealth Management Inc.
|
SELL
|
- |
-1.75K- 52.03% |
$225K - $241K
|
1.61K
$210K
|
|
|
May 12, 2025
Q1 2025
|
Morgan Dempsey Capital Management LLC
Menomonee Falls, WI |
SELL
|
- |
-20.5K- 97.53% |
$2.64M - $2.84M
|
521
$68.1K
|
|
|
May 12, 2025
Q1 2025
|
Financial Engines Advisors L.L.C.
Santa Clara, CA |
BUY
|
- |
414+ 7.62% |
$53.2K - $57.2K
|
5.84K
$764K
|
|
|
May 12, 2025
Q1 2025
|
Operose Advisors LLC
Milwaukee, WI |
BUY
|
- |
154+ 0.69% |
$19.8K - $21.3K
|
22.3K
$2.92M
|
|
|
May 12, 2025
Q1 2025
|
Linscomb & Williams, Inc.
Houston, TX |
SELL
|
- |
-1.36K- 1.88% |
$175K - $188K
|
70.9K
$9.26M
|
|
|
May 12, 2025
Q1 2025
|
Maia Wealth LLC
Denver, CO |
BUY
|
- |
3.22KNew |
$414K - $445K
|
3.22K
$421K
|
|
|
May 12, 2025
Q1 2025
|
Cove Private Wealth, LLC
Oyster Bay Cove, NY |
BUY
|
- |
3K+ 147.78% |
$386K - $414K
|
5.03K
$657K
|
|
|
May 12, 2025
Q1 2025
|
First American Trust, Fsb
|
SELL
|
- |
-298- 0.92% |
$38.3K - $41.2K
|
32K
$4.18M
|
|
|
May 12, 2025
Q1 2025
|
White Lighthouse Investment Management Inc.
|
SELL
|
- |
-2.45K- 3.69% |
$315K - $339K
|
64K
$8.36M
|
|
|
May 12, 2025
Q1 2025
|
South State Corp
|
SELL
|
- |
-1.13K- 19.84% |
$145K - $156K
|
4.56K
$596K
|
|
|
May 12, 2025
Q1 2025
|
Centerpoint Advisors, LLC
|
SELL
|
- |
-341- 66.73% |
$43.8K - $47.1K
|
170
$22.2K
|
|
|
May 12, 2025
Q1 2025
|
High Tower Advisors, LLC
Chicago, IL |
SELL
|
- |
-2.49K- 0.83% |
$321K - $344K
|
299K
$39.1M
|
|
|
May 12, 2025
Q1 2025
|
Callan Family Office, LLC
Radnor, PA |
BUY
|
- |
100+ 0.29% |
$12.9K - $13.8K
|
34.7K
$4.53M
|
|
|
May 12, 2025
Q1 2025
|
Fox Hill Wealth Management
Dedham, MA |
SELL
|
- |
-223- 2.01% |
$28.7K - $30.8K
|
10.9K
$1.42M
|
|
|
May 12, 2025
Q1 2025
|
Msh Capital Advisors LLC
Scottsdale, AZ |
BUY
|
- |
589+ 4.81% |
$75.7K - $81.3K
|
12.8K
$1.68M
|
|
|
May 12, 2025
Q1 2025
|
Infinity Wealth Counsel, LLC
Loveland, OH |
SELL
|
- |
-75- 0.85% |
$9.64K - $10.4K
|
8.75K
$1.14M
|
|
|
May 09, 2025
Q1 2025
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
SELL
|
- |
-17.4K- 0.46% |
$2.23M - $2.4M
|
3.8M
$496M
|
|
|
May 09, 2025
Q1 2025
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
17.6K+ 2.72% |
$2.26M - $2.42M
|
664K
$86.8M
|
|
|
May 09, 2025
Q1 2025
|
Scotia Capital Inc.
|
BUY
|
- |
3.45K+ 11.55% |
$443K - $476K
|
33.3K
$4.35M
|
|
|
May 09, 2025
Q1 2025
|
Smithfield Trust CO
Pittsburgh, PA |
SELL
|
- |
-200- 0.38% |
$25.7K - $27.6K
|
52.6K
$6.88M
|
|
|
May 09, 2025
Q1 2025
|
Argent Trust CO
Nashville, TN |
BUY
|
- |
69+ 0.27% |
$8.87K - $9.53K
|
26.1K
$3.4M
|
|
|
May 09, 2025
Q1 2025
|
Blair William & CO
Chicago, IL |
BUY
|
- |
8.55K+ 5.75% |
$1.1M - $1.18M
|
157K
$20.5M
|
|
|
May 09, 2025
Q1 2025
|
New Edge Wealth, LLC
Pittsburgh, PA |
BUY
|
- |
347+ 2.15% |
$44.6K - $47.9K
|
16.5K
$2.15M
|