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 08, 2024
Q3 2024
|
Howard Wealth Management, LLC
Madison, CT |
BUY
|
- |
1.6KNew |
$192K - $217K
|
1.6K
$222K
|
|
|
Nov 08, 2024
Q3 2024
|
Eldridge Investment Advisors, Inc.
Manchester, NH |
BUY
|
- |
60+ 0.5% |
$7.2K - $8.14K
|
12K
$1.66M
|
|
|
Nov 08, 2024
Q3 2024
|
Thoroughbred Financial Services, LLC
|
SELL
|
- |
-638- 2.45% |
$76.6K - $86.6K
|
25.4K
$3.52M
|
|
|
Nov 08, 2024
Q3 2024
|
Aberdeen Wealth Management LLC
Lake Bluff, IL |
SELL
|
- |
-75- 0.44% |
$9K - $10.2K
|
17.1K
$2.36M
|
|
|
Nov 08, 2024
Q3 2024
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
SELL
|
- |
-11- 0.2% |
$1.32K - $1.49K
|
5.6K
$775K
|
|
|
Nov 08, 2024
Q3 2024
|
New Millennium Group LLC
Sandy, UT |
SELL
|
- |
-1- 5.88% |
$120 - $136
|
16
$2.21K
|
|
|
Nov 08, 2024
Q3 2024
|
Allie Family Office LLC
|
BUY
|
- |
3KNew |
$360K - $407K
|
3K
$415K
|
|
|
Nov 08, 2024
Q3 2024
|
Wedbush Securities Inc
|
SELL
|
- |
-307- 0.45% |
$36.8K - $41.7K
|
68.7K
$9.5M
|
|
|
Nov 08, 2024
Q3 2024
|
Pasadena Private Wealth, LLC
Pasadena, CA |
BUY
|
- |
1.64KNew |
$197K - $223K
|
1.64K
$227K
|
|
|
Nov 08, 2024
Q3 2024
|
Gryphon Financial Partners LLC
|
SELL
|
- |
-840- 4.69% |
$101K - $114K
|
17.1K
$2.36M
|
|
|
Nov 08, 2024
Q3 2024
|
Core Cap Advisors, LLC
Southfield, MI |
BUY
|
- |
31.4KNew |
$3.77M - $4.26M
|
31.4K
$4.34M
|
|
|
Nov 08, 2024
Q3 2024
|
Td Capital Management LLC
Memphis, TN |
BUY
|
- |
1+ 1.41% |
$120 - $136
|
72
$9.96K
|
|
|
Nov 08, 2024
Q3 2024
|
Atria Wealth Solutions, Inc.
New York, NY |
SELL
|
- |
-793- 1.45% |
$95.2K - $108K
|
53.9K
$7.45M
|
|
|
Nov 08, 2024
Q3 2024
|
Oarsman Capital, Inc.
Milwaukee, WI |
BUY
|
- |
100New |
$12K - $13.6K
|
100
$13.8K
|
|
|
Nov 08, 2024
Q3 2024
|
Northstar Advisory Group, LLC
|
BUY
|
- |
7+ 0.41% |
$840 - $950
|
1.72K
$237K
|
|
|
Nov 08, 2024
Q3 2024
|
Schwarz Dygos Wheeler Investment Advisors LLC
Minneapolis, MN |
BUY
|
- |
2.46K+ 2.53% |
$295K - $334K
|
99.6K
$13.8M
|
|
|
Nov 08, 2024
Q3 2024
|
Adviser Investments LLC
|
BUY
|
- |
6+ 0.07% |
$720 - $814
|
9.05K
$1.25M
|
|
|
Nov 08, 2024
Q3 2024
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
64.6K+ 4.61% |
$7.75M - $8.77M
|
1.47M
$203M
|
|
|
Nov 08, 2024
Q3 2024
|
Cypress Capital Group
|
SELL
|
- |
-615- 4.08% |
$73.8K - $83.5K
|
14.5K
$2M
|
|
|
Nov 08, 2024
Q3 2024
|
Trustmark National Bank Trust Department
Jackson, MS |
SELL
|
- |
-4.51K- 3.54% |
$541K - $612K
|
123K
$17M
|
|
|
Nov 08, 2024
Q3 2024
|
Star Financial Bank
Fort Wayne, IN |
BUY
|
- |
21.6KNew |
$2.59M - $2.93M
|
21.6K
$2.99M
|
|
|
Nov 08, 2024
Q3 2024
|
Citizens Financial Group Inc
|
BUY
|
- |
2.6K+ 4.54% |
$312K - $353K
|
59.8K
$8.27M
|
|
|
Nov 08, 2024
Q3 2024
|
Darwin Advisors, LLC
|
BUY
|
- |
6New |
$720 - $814
|
6
$830
|
|
|
Nov 08, 2024
Q3 2024
|
Moors & Cabot, Inc.
Boston, MA |
SELL
|
- |
-65- 1.08% |
$7.8K - $8.82K
|
5.93K
$821K
|
|
|
Nov 08, 2024
Q3 2024
|
Etfidea, LLC
Syracuse, NY |
SELL
|
- |
-223- 7.29% |
$26.8K - $30.3K
|
2.84K
$392K
|
|
|
Nov 08, 2024
Q3 2024
|
Hilton Capital Management, LLC
|
BUY
|
- |
5.46KNew |
$655K - $740K
|
5.46K
$755K
|
|
|
Nov 08, 2024
Q3 2024
|
Commerce Bank
Kansas City, MO |
BUY
|
- |
7.34K+ 2.6% |
$881K - $997K
|
290K
$40.2M
|
|
|
Nov 08, 2024
Q3 2024
|
First Horizon Advisors, Inc.
|
BUY
|
- |
2.38K+ 17.43% |
$286K - $323K
|
16.1K
$2.22M
|
|
|
Nov 08, 2024
Q3 2024
|
Paces Ferry Wealth Advisors, LLC
|
BUY
|
- |
1.57KNew |
$189K - $213K
|
1.57K
$217K
|
|
|
Nov 08, 2024
Q3 2024
|
Schnieders Capital Management LLC
|
SELL
|
- |
-100- 2.53% |
$12K - $13.6K
|
3.85K
$532K
|
|
|
Nov 08, 2024
Q3 2024
|
Wambolt & Associates, LLC
|
SELL
|
- |
-820- 13.39% |
$98.4K - $111K
|
5.3K
$734K
|
|
|
Nov 08, 2024
Q3 2024
|
Private Portfolio Partners LLC
|
BUY
|
- |
18.3KNew |
$2.19M - $2.48M
|
18.3K
$2.53M
|
|
|
Nov 07, 2024
Q3 2024
|
Allen Investment Management LLC
|
BUY
|
- |
48.3K+ 195.7% |
$5.79M - $6.56M
|
73K
$10.1M
|
|
|
Nov 07, 2024
Q3 2024
|
Ritter Daniher Financial Advisory LLC
Cincinnati, OH |
SELL
|
- |
-60- 1.81% |
$7.2K - $8.14K
|
3.25K
$450K
|
|
|
Nov 07, 2024
Q3 2024
|
Thrivent Financial For Lutherans
Minneapolis, MN |
BUY
|
- |
11K+ 48.01% |
$1.32M - $1.5M
|
34K
$4.7M
|
|
|
Nov 07, 2024
Q3 2024
|
Slate Stone Wealth, LLC
|
BUY
|
- |
8+ 0.24% |
$960 - $1.09K
|
3.34K
$463K
|
|
|
Nov 07, 2024
Q3 2024
|
Choreo, LLC
Minneapolis, MN |
SELL
|
- |
-871- 7.14% |
$105K - $118K
|
11.3K
$1.57M
|
|
|
Nov 07, 2024
Q3 2024
|
Zynergy Retirement Planning Llc
Red Bank, NJ |
BUY
|
- |
121New |
$14.5K - $16.4K
|
121
$16.7K
|
|
|
Nov 07, 2024
Q3 2024
|
Green Square Capital Advisors LLC
|
SELL
|
- |
-255- 4.4% |
$30.6K - $34.6K
|
5.54K
$766K
|
|
|
Nov 07, 2024
Q3 2024
|
Renasant Bank
|
SELL
|
- |
-45- 2.22% |
$5.4K - $6.11K
|
1.99K
$275K
|
|
|
Nov 07, 2024
Q3 2024
|
Gw&K Investment Management, LLC
Boston, MA |
BUY
|
- |
649+ 38.33% |
$77.9K - $88.1K
|
2.34K
$324K
|
|
|
Nov 07, 2024
Q3 2024
|
Parkside Financial Bank & Trust
|
SELL
|
- |
-173- 8.72% |
$20.8K - $23.5K
|
1.81K
$251K
|
|
|
Nov 07, 2024
Q3 2024
|
Beacon Capital Management, LLC
|
BUY
|
- |
2+ 0.82% |
$240 - $271
|
247
$34.2K
|
|
|
Nov 07, 2024
Q3 2024
|
Mai Capital Management
|
SELL
|
- |
-1.72K- 1.94% |
$207K - $234K
|
87.3K
$12.1M
|
|
|
Nov 07, 2024
Q3 2024
|
Phillips Financial Management, LLC
|
SELL
|
- |
-499- 16.13% |
$59.9K - $67.7K
|
2.59K
$359K
|
|
|
Nov 07, 2024
Q3 2024
|
Amg National Trust Bank
|
SELL
|
- |
-854- 0.29% |
$102K - $116K
|
294K
$40.6M
|
|
|
Nov 07, 2024
Q3 2024
|
M. Kulyk & Associates, LLC
|
SELL
|
- |
-8- 0.15% |
$960 - $1.09K
|
5.2K
$719K
|
|
|
Nov 07, 2024
Q3 2024
|
New England Private Wealth Advisors LLC
Wellesley, MA |
SELL
|
- |
-607- 13.63% |
$72.8K - $82.4K
|
3.85K
$532K
|
|
|
Nov 07, 2024
Q3 2024
|
Prospera Financial Services Inc
|
BUY
|
- |
1.35K+ 4.68% |
$162K - $184K
|
30.3K
$4.19M
|
|
|
Nov 07, 2024
Q3 2024
|
Fifth Third Wealth Advisors LLC
Cincinnati, OH |
BUY
|
- |
10.6K+ 8.76% |
$1.28M - $1.44M
|
132K
$18.3M
|