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 08, 2025
Q2 2025
|
Clearstead Advisors, LLC
Cleveland, OH |
BUY
|
- |
1.41K+ 3.99% |
$166K - $189K
|
36.7K
$4.99M
|
|
|
Aug 08, 2025
Q2 2025
|
Omega Financial Group, LLC
|
SELL
|
- |
-9.99K- 21.74% |
$1.18M - $1.35M
|
35.9K
$4.89M
|
|
|
Aug 08, 2025
Q2 2025
|
Grandfield & Dodd, LLC
|
BUY
|
- |
1.9KNew |
$225K - $256K
|
1.9K
$258K
|
|
|
Aug 08, 2025
Q2 2025
|
Advisors Capital Management, LLC
Ridgewood, NJ |
SELL
|
- |
-60- 3.24% |
$7.1K - $8.09K
|
1.79K
$243K
|
|
|
Aug 08, 2025
Q2 2025
|
Aj Advisors, LLC
Nashville, TN |
BUY
|
- |
11+ 0.69% |
$1.3K - $1.48K
|
1.59K
$217K
|
|
|
Aug 08, 2025
Q2 2025
|
Strategies Wealth Advisors, LLC
Grand Rapids, MI |
BUY
|
- |
44+ 0.95% |
$5.21K - $5.93K
|
4.68K
$637K
|
|
|
Aug 08, 2025
Q2 2025
|
Islay Capital Management, LLC
Lubbock, TX |
SELL
|
- |
-55- 0.7% |
$6.51K - $7.42K
|
7.84K
$1.07M
|
|
|
Aug 08, 2025
Q2 2025
|
Wealth Shield Partners, LLC
Cary, NC |
BUY
|
- |
285+ 31.88% |
$33.7K - $38.4K
|
1.18K
$160K
|
|
|
Aug 08, 2025
Q2 2025
|
Gts Securities LLC
New York, NY |
BUY
|
- |
21.4KNew |
$2.53M - $2.88M
|
21.4K
$2.91M
|
|
|
Aug 08, 2025
Q2 2025
|
Foundations Investment Advisors, LLC
|
BUY
|
- |
403+ 12.42% |
$47.7K - $54.3K
|
3.65K
$497K
|
|
|
Aug 08, 2025
Q2 2025
|
Meridian Wealth Management, LLC
|
SELL
|
- |
-76- 0.86% |
$9K - $10.2K
|
8.81K
$1.2M
|
|
|
Aug 08, 2025
Q2 2025
|
Flaharty Asset Management, LLC
|
SELL
|
- |
-1.55K- 8.23% |
$183K - $209K
|
17.3K
$2.35M
|
|
|
Aug 08, 2025
Q2 2025
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
6.27K+ 5.99% |
$742K - $845K
|
111K
$15.1M
|
|
|
Aug 08, 2025
Q2 2025
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
2.85K+ 0.74% |
$337K - $384K
|
388K
$52.8M
|
|
|
Aug 08, 2025
Q2 2025
|
Rockefeller Capital Management L.P.
New York, NY |
SELL
|
- |
-12.3K- 2.6% |
$1.45M - $1.65M
|
460K
$62.6M
|
|
|
Aug 08, 2025
Q2 2025
|
Creative Planning
Overland Park, KS |
BUY
|
- |
9.16K+ 3.12% |
$1.08M - $1.23M
|
303K
$41.2M
|
|
|
Aug 08, 2025
Q2 2025
|
Union Savings Bank
Litchfield, CT |
SELL
|
- |
-39- 0.29% |
$4.62K - $5.26K
|
13.2K
$1.8M
|
|
|
Aug 08, 2025
Q2 2025
|
Sculati Wealth Management, LLC
Bloomfield Hills, MI |
SELL
|
- |
-1.72K- 19.73% |
$204K - $232K
|
7K
$952K
|
|
|
Aug 08, 2025
Q2 2025
|
Thoroughbred Financial Services, LLC
|
SELL
|
- |
-7.37K- 28.95% |
$873K - $994K
|
18.1K
$2.46M
|
|
|
Aug 08, 2025
Q2 2025
|
Parker Investment Management, LLC
|
BUY
|
- |
3.85KNew |
$456K - $519K
|
3.85K
$524K
|
|
|
Aug 08, 2025
Q2 2025
|
Citizens Financial Group Inc
|
SELL
|
- |
-10.7K- 17.28% |
$1.27M - $1.44M
|
51.2K
$6.97M
|
|
|
Aug 08, 2025
Q2 2025
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
BUY
|
- |
4+ 0.09% |
$473 - $539
|
4.39K
$598K
|
|
|
Aug 08, 2025
Q2 2025
|
Western Wealth Management, LLC
|
SELL
|
- |
-2.8K- 10.64% |
$331K - $377K
|
23.5K
$3.19M
|
|
|
Aug 08, 2025
Q2 2025
|
Anb Bank
Denver, CO |
SELL
|
- |
-62- 1.46% |
$7.34K - $8.36K
|
4.17K
$568K
|
|
|
Aug 07, 2025
Q2 2025
|
Ironwood Investment Counsel, LLC
|
BUY
|
- |
263+ 10.76% |
$31.1K - $35.5K
|
2.71K
$369K
|
|
|
Aug 07, 2025
Q2 2025
|
Sound View Wealth Advisors Group, LLC
|
SELL
|
- |
-66- 0.65% |
$7.81K - $8.9K
|
10.1K
$1.38M
|
|
|
Aug 07, 2025
Q2 2025
|
Rathbones Group PLC
Liverpool, X0 |
BUY
|
- |
4.63K+ 11.2% |
$548K - $625K
|
46K
$6.26M
|
|
|
Aug 07, 2025
Q2 2025
|
Midwest Trust CO
Overland Park, KS |
BUY
|
- |
18.3KNew |
$2.17M - $2.47M
|
18.3K
$2.5M
|
|
|
Aug 07, 2025
Q2 2025
|
Kestra Private Wealth Services, LLC
|
BUY
|
- |
12+ 0.16% |
$1.42K - $1.62K
|
7.75K
$1.05M
|
|
|
Aug 07, 2025
Q2 2025
|
Commerce Bank
Kansas City, MO |
SELL
|
- |
-2.94K- 1.02% |
$348K - $397K
|
285K
$38.8M
|
|
|
Aug 07, 2025
Q2 2025
|
Evoke Wealth, LLC
|
BUY
|
- |
1.01K+ 6.74% |
$120K - $137K
|
16.1K
$2.19M
|
|
|
Aug 07, 2025
Q2 2025
|
M. Kulyk & Associates, LLC
|
SELL
|
- |
-1.4K- 29.31% |
$165K - $188K
|
3.37K
$459K
|
|
|
Aug 07, 2025
Q2 2025
|
Traynor Capital Management, Inc.
|
SELL
|
- |
-1.3K- 7.68% |
$154K - $176K
|
15.7K
$2.13M
|
|
|
Aug 07, 2025
Q2 2025
|
Lom Asset Management LTD
Hamilton, |
BUY
|
- |
13.3KNew |
$1.57M - $1.79M
|
13.3K
$1.81M
|
|
|
Aug 07, 2025
Q2 2025
|
Argent Advisors, Inc.
Monroe, LA |
BUY
|
- |
30+ 0.13% |
$3.55K - $4.05K
|
23.8K
$3.24M
|
|
|
Aug 07, 2025
Q2 2025
|
1620 Investment Advisors, Inc.
Plymouth, MA |
SELL
|
- |
-30- 9.58% |
$3.55K - $4.05K
|
283
$38.5K
|
|
|
Aug 07, 2025
Q2 2025
|
Resources Investment Advisors, Llc.
Overland Park, KS |
SELL
|
- |
-1.79K- 11.24% |
$212K - $242K
|
14.2K
$1.93M
|
|
|
Aug 07, 2025
Q2 2025
|
Meeder Advisory Services, Inc.
Dublin, OH |
SELL
|
- |
-63- 2.38% |
$7.46K - $8.5K
|
2.59K
$352K
|
|
|
Aug 07, 2025
Q2 2025
|
Flagship Wealth Advisors, LLC
Wakefield, MA |
BUY
|
- |
989+ 13.41% |
$117K - $133K
|
8.36K
$1.14M
|
|
|
Aug 07, 2025
Q2 2025
|
Gryphon Financial Partners LLC
|
BUY
|
- |
508+ 3.12% |
$60.1K - $68.5K
|
16.8K
$2.29M
|
|
|
Aug 07, 2025
Q2 2025
|
Northwest Bancshares, Inc.
Warren, PA |
SELL
|
- |
-22- 0.89% |
$2.6K - $2.97K
|
2.45K
$334K
|
|
|
Aug 07, 2025
Q2 2025
|
Mayport, LLC
|
BUY
|
- |
4+ 0.11% |
$473 - $539
|
3.72K
$507K
|
|
|
Aug 07, 2025
Q2 2025
|
Fagan Associates, Inc.
|
BUY
|
- |
5+ 0.08% |
$592 - $674
|
6.09K
$828K
|
|
|
Aug 07, 2025
Q2 2025
|
Central Trust CO
Jefferson City, MO |
SELL
|
- |
-265- 3.43% |
$31.4K - $35.7K
|
7.46K
$1.02M
|
|
|
Aug 07, 2025
Q2 2025
|
Nwam LLC
Mercer Island, WA |
SELL
|
- |
-698- 6.61% |
$82.6K - $94.1K
|
9.87K
$1.34M
|
|
|
Aug 07, 2025
Q2 2025
|
New England Private Wealth Advisors LLC
Wellesley, MA |
BUY
|
- |
29+ 0.58% |
$3.43K - $3.91K
|
4.99K
$679K
|
|
|
Aug 07, 2025
Q2 2025
|
Birchcreek Wealth Management, LLC
Miami Township, OH |
BUY
|
- |
3+ 0.09% |
$355 - $405
|
3.35K
$456K
|
|
|
Aug 07, 2025
Q2 2025
|
Lakeridge Wealth Management LLC
Mentor, OH |
SELL
|
- |
-305- 4.2% |
$36.1K - $41.1K
|
6.96K
$947K
|
|
|
Aug 07, 2025
Q2 2025
|
Davis R M Inc
Portland, ME |
BUY
|
- |
188+ 6.99% |
$22.3K - $25.4K
|
2.88K
$392K
|
|
|
Aug 07, 2025
Q2 2025
|
Samalin Investment Counsel, LLC
Chappaqua, NY |
SELL
|
- |
-6- 0.15% |
$710 - $809
|
3.95K
$537K
|