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 |
|---|---|---|---|---|---|---|---|
|
Aug 11, 2025
Q2 2025
|
Mosaic Family Wealth Partners, LLC
St. Louis, MO |
BUY
|
- |
112+ 0.63% |
$13.3K - $15.1K
|
18K
$2.45M
|
|
|
Aug 11, 2025
Q2 2025
|
Pinnacle Financial Group, LLC
|
SELL
|
- |
-114- 0.18% |
$13.5K - $15.4K
|
64.2K
$8.74M
|
|
|
Aug 11, 2025
Q2 2025
|
Fsa Wealth Management LLC
Needham, MA |
BUY
|
- |
1+ 0.05% |
$118 - $135
|
2.13K
$290K
|
|
|
Aug 11, 2025
Q2 2025
|
Aptus Capital Advisors, LLC
|
BUY
|
- |
48+ 0.52% |
$5.68K - $6.47K
|
9.3K
$1.27M
|
|
|
Aug 11, 2025
Q2 2025
|
Great Lakes Advisors, LLC
Chicago, IL |
SELL
|
- |
-691- 30.97% |
$81.8K - $93.2K
|
1.54K
$210K
|
|
|
Aug 11, 2025
Q2 2025
|
Bradley Foster & Sargent Inc
Hartford, CT |
BUY
|
- |
1.73K+ 27.32% |
$204K - $233K
|
8.05K
$1.1M
|
|
|
Aug 11, 2025
Q2 2025
|
Private Advisor Group, LLC
|
SELL
|
- |
-3.7K- 1.88% |
$438K - $499K
|
194K
$26.4M
|
|
|
Aug 11, 2025
Q2 2025
|
Cbiz Investment Advisory Services, LLC
|
SELL
|
- |
-2.77K- 29.51% |
$328K - $374K
|
6.63K
$902K
|
|
|
Aug 11, 2025
Q2 2025
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
14.6K+ 4.87% |
$1.72M - $1.96M
|
314K
$42.7M
|
|
|
Aug 11, 2025
Q2 2025
|
Gw&K Investment Management, LLC
Boston, MA |
BUY
|
- |
74+ 3.6% |
$8.76K - $9.98K
|
2.13K
$290K
|
|
|
Aug 11, 2025
Q2 2025
|
Brown Brothers Harriman & CO
New York, NY |
BUY
|
- |
390+ 9.29% |
$46.2K - $52.6K
|
4.59K
$624K
|
|
|
Aug 11, 2025
Q2 2025
|
Dorsey & Whitney Trust CO LLC
Sioux Falls, SD |
BUY
|
- |
2.27K+ 42.26% |
$269K - $307K
|
7.65K
$1.04M
|
|
|
Aug 11, 2025
Q2 2025
|
Nations Financial Group Inc,
Cedar Rapids, IA |
BUY
|
- |
1.05K+ 24.61% |
$124K - $141K
|
5.3K
$722K
|
|
|
Aug 11, 2025
Q2 2025
|
Elequin Capital LP
New York, NY |
BUY
|
- |
518New |
$61.3K - $69.9K
|
518
$70.5K
|
|
|
Aug 11, 2025
Q2 2025
|
Strategic Wealth Partners, Ltd.
Independence, OH |
SELL
|
- |
-830- 20.27% |
$98.2K - $112K
|
3.26K
$444K
|
|
|
Aug 11, 2025
Q2 2025
|
Principal Securities, Inc.
Des Moines, IA |
SELL
|
- |
-3.92K- 23.45% |
$464K - $528K
|
12.8K
$1.74M
|
|
|
Aug 11, 2025
Q2 2025
|
Guidance Point Advisors, LLC
|
BUY
|
- |
171+ 0.69% |
$20.2K - $23.1K
|
25K
$3.41M
|
|
|
Aug 11, 2025
Q2 2025
|
Alterna Wealth Management, Inc
Houston, TX |
SELL
|
- |
-12- 0.15% |
$1.42K - $1.62K
|
7.96K
$1.08M
|
|
|
Aug 11, 2025
Q2 2025
|
Invenio Wealth Partners LLC
Coral Gables, FL |
BUY
|
- |
910+ 9.19% |
$108K - $123K
|
10.8K
$1.47M
|
|
|
Aug 11, 2025
Q2 2025
|
New Edge Wealth, LLC
Pittsburgh, PA |
BUY
|
- |
1.52K+ 9.22% |
$180K - $205K
|
18K
$2.45M
|
|
|
Aug 11, 2025
Q2 2025
|
Summit Wealth Partners, LLC
Orlando, FL |
BUY
|
- |
4+ 0.03% |
$473 - $539
|
15.9K
$2.16M
|
|
|
Aug 11, 2025
Q2 2025
|
Howard Wealth Management, LLC
Madison, CT |
BUY
|
- |
3+ 0.19% |
$355 - $405
|
1.61K
$219K
|
|
|
Aug 11, 2025
Q2 2025
|
Annis Gardner Whiting Capital Advisors, LLC
Tampa, FL |
BUY
|
- |
5+ 0.27% |
$592 - $674
|
1.87K
$254K
|
|
|
Aug 11, 2025
Q2 2025
|
Platform Technology Partners
|
SELL
|
- |
-154- 1.77% |
$18.2K - $20.8K
|
8.54K
$1.16M
|
|
|
Aug 11, 2025
Q2 2025
|
Regal Investment Advisors LLC
Kentwood, MI |
SELL
|
- |
-44- 0.38% |
$5.21K - $5.93K
|
11.4K
$1.56M
|
|
|
Aug 11, 2025
Q2 2025
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
SELL
|
- |
-2.32K- 6.36% |
$275K - $313K
|
34.1K
$4.65M
|
|
|
Aug 11, 2025
Q2 2025
|
Vanguard Group Inc
Valley Forge, PA |
BUY
|
- |
205+ 0.65% |
$24.3K - $27.6K
|
31.9K
$4.34M
|
|
|
Aug 11, 2025
Q2 2025
|
Thrivent Financial For Lutherans
Minneapolis, MN |
SELL
|
- |
-21.5K- 59.89% |
$2.54M - $2.89M
|
14.4K
$1.96M
|
|
|
Aug 11, 2025
Q2 2025
|
Td Waterhouse Canada Inc.
Toronto, A6 |
BUY
|
- |
1.69K+ 14.72% |
$200K - $228K
|
13.2K
$1.79M
|
|
|
Aug 11, 2025
Q2 2025
|
Main Street Investment Advisors LLC
|
BUY
|
- |
515+ 12.43% |
$61K - $69.5K
|
4.66K
$634K
|
|
|
Aug 11, 2025
Q2 2025
|
Semus Wealth Partners LLC
Boca Raton, FL |
SELL
|
- |
-187- 9.77% |
$22.1K - $25.2K
|
1.73K
$235K
|
|
|
Aug 11, 2025
Q2 2025
|
Fine Mark National Bank & Trust
Fort Myers, FL |
SELL
|
- |
-1.2K- 6.01% |
$142K - $162K
|
18.8K
$2.55M
|
|
|
Aug 11, 2025
Q2 2025
|
North Forty Two & Co.
Lake Oswego, OR |
BUY
|
- |
75+ 1.55% |
$8.88K - $10.1K
|
4.9K
$667K
|
|
|
Aug 11, 2025
Q2 2025
|
Vsm Wealth Advisory, LLC
Hunt Valley, MD |
BUY
|
- |
4+ 0.8% |
$473 - $539
|
506
$68.9K
|
|
|
Aug 11, 2025
Q2 2025
|
First American Trust, Fsb
|
BUY
|
- |
748+ 2.34% |
$88.5K - $101K
|
32.7K
$4.45M
|
|
|
Aug 11, 2025
Q2 2025
|
Morling Financial Advisors, LLC
|
BUY
|
- |
1.31KNew |
$155K - $176K
|
1.31K
$178K
|
|
|
Aug 11, 2025
Q2 2025
|
Wealthspire Advisors, LLC
New York, NY |
SELL
|
- |
-109K- 73.51% |
$12.9M - $14.6M
|
39.1K
$5.33M
|
|
|
Aug 11, 2025
Q2 2025
|
Perennial Investment Advisors, LLC
Los Angeles, CA |
BUY
|
- |
400+ 24.97% |
$47.3K - $53.9K
|
2K
$272K
|
|
|
Aug 08, 2025
Q2 2025
|
Thrive Capital Management, LLC
Fort Washington, PA |
BUY
|
- |
3.8KNew |
$449K - $512K
|
3.8K
$517K
|
|
|
Aug 08, 2025
Q2 2025
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
SELL
|
- |
-47.7K- 1.26% |
$5.64M - $6.43M
|
3.75M
$510M
|
|
|
Aug 08, 2025
Q2 2025
|
Accredited Investors Inc.
|
BUY
|
- |
35+ 0.41% |
$4.14K - $4.72K
|
8.6K
$1.17M
|
|
|
Aug 08, 2025
Q2 2025
|
Capital Investment Advisory Services, LLC
|
SELL
|
- |
-24- 1.07% |
$2.84K - $3.24K
|
2.22K
$302K
|
|
|
Aug 08, 2025
Q2 2025
|
Smithfield Trust CO
Pittsburgh, PA |
SELL
|
- |
-790- 1.5% |
$93.5K - $107K
|
51.8K
$7.06M
|
|
|
Aug 08, 2025
Q2 2025
|
Td Capital Management LLC
Memphis, TN |
BUY
|
- |
1+ 1.37% |
$118 - $135
|
74
$10.1K
|
|
|
Aug 08, 2025
Q2 2025
|
Larson Financial Group LLC
|
BUY
|
- |
62+ 4.68% |
$7.34K - $8.36K
|
1.39K
$189K
|
|
|
Aug 08, 2025
Q2 2025
|
Fortis Group Advisors, LLC
Westwood, NJ |
SELL
|
- |
-10.8K- 52.98% |
$1.27M - $1.45M
|
9.55K
$1.3M
|
|
|
Aug 08, 2025
Q2 2025
|
Schwarz Dygos Wheeler Investment Advisors LLC
Minneapolis, MN |
BUY
|
- |
3.04K+ 2.8% |
$359K - $409K
|
111K
$15.2M
|
|
|
Aug 08, 2025
Q2 2025
|
Good Life Advisors, LLC
|
SELL
|
- |
-9- 0.18% |
$1.07K - $1.21K
|
5.11K
$695K
|
|
|
Aug 08, 2025
Q2 2025
|
Mv Capital Management, Inc.
|
SELL
|
- |
-412- 1.22% |
$48.8K - $55.6K
|
33.4K
$4.54M
|
|
|
Aug 08, 2025
Q2 2025
|
Investment Partners, Ltd.
|
BUY
|
- |
6+ 0.17% |
$710 - $809
|
3.47K
$472K
|