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 09, 2025
Q1 2025
|
Core Cap Advisors, LLC
Southfield, MI |
SELL
|
- |
-36.9K- 78.41% |
$4.74M - $5.09M
|
10.2K
$1.33M
|
|
|
May 09, 2025
Q1 2025
|
Td Waterhouse Canada Inc.
Toronto, A6 |
SELL
|
- |
-2.72K- 19.13% |
$349K - $375K
|
11.5K
$1.5M
|
|
|
May 09, 2025
Q1 2025
|
Delta Asset Management LLC
Memphis, TN |
BUY
|
- |
23+ 30.67% |
$2.96K - $3.18K
|
98
$12.8K
|
|
|
May 09, 2025
Q1 2025
|
Associated Banc Corp
Green Bay, WI |
BUY
|
- |
500+ 6.55% |
$64.3K - $69.1K
|
8.14K
$1.06M
|
|
|
May 09, 2025
Q1 2025
|
Geo Wealth Management, LLC
Chicago, IL |
SELL
|
- |
-5.25K- 58.75% |
$675K - $724K
|
3.68K
$481K
|
|
|
May 09, 2025
Q1 2025
|
Thoroughbred Financial Services, LLC
|
BUY
|
- |
68+ 0.27% |
$8.74K - $9.39K
|
25.5K
$3.33M
|
|
|
May 09, 2025
Q1 2025
|
Costello Asset Management, Inc
|
BUY
|
- |
1.38KNew |
$177K - $190K
|
1.38K
$180K
|
|
|
May 09, 2025
Q1 2025
|
Atria Wealth Solutions, Inc.
New York, NY |
SELL
|
- |
-12.4K- 23.61% |
$1.6M - $1.71M
|
40.2K
$5.25M
|
|
|
May 09, 2025
Q1 2025
|
Syntegra Private Wealth Group, LLC
Chesterfield, MO |
SELL
|
- |
-398- 3.25% |
$51.2K - $55K
|
11.9K
$1.55M
|
|
|
May 09, 2025
Q1 2025
|
Cary Street Partners Financial LLC
Richmond, VA |
BUY
|
- |
108+ 0.98% |
$13.9K - $14.9K
|
11.1K
$1.45M
|
|
|
May 09, 2025
Q1 2025
|
Wealthspire Advisors, LLC
New York, NY |
BUY
|
- |
76.3K+ 106.71% |
$9.81M - $10.5M
|
148K
$19.3M
|
|
|
May 09, 2025
Q1 2025
|
Annis Gardner Whiting Capital Advisors, LLC
Tampa, FL |
SELL
|
- |
-8.38K- 81.81% |
$1.08M - $1.16M
|
1.86K
$243K
|
|
|
May 09, 2025
Q1 2025
|
Goldman Sachs Group Inc
New York, NY |
BUY
|
- |
76.9K+ 12.78% |
$9.88M - $10.6M
|
678K
$88.6M
|
|
|
May 09, 2025
Q1 2025
|
Exencial Wealth Advisors, LLC
Oklahoma City, OK |
SELL
|
- |
-937- 21.04% |
$120K - $129K
|
3.52K
$459K
|
|
|
May 09, 2025
Q1 2025
|
Vanguard Group Inc
Valley Forge, PA |
SELL
|
- |
-11- 0.03% |
$1.41K - $1.52K
|
31.6K
$4.13M
|
|
|
May 09, 2025
Q1 2025
|
Mgb Wealth Management, LLC
Addison, TX |
BUY
|
- |
326+ 7.43% |
$41.9K - $45K
|
4.71K
$615K
|
|
|
May 09, 2025
Q1 2025
|
Wealth Shield Partners, LLC
Cary, NC |
BUY
|
- |
72+ 8.76% |
$9.26K - $9.94K
|
894
$117K
|
|
|
May 09, 2025
Q1 2025
|
Belvedere Trading LLC
|
BUY
|
CALL |
8KNew |
$1.03M - $1.1M
|
8K
$1.05M
|
|
|
May 09, 2025
Q1 2025
|
Citizens Financial Group Inc
|
SELL
|
- |
-534- 0.86% |
$68.7K - $73.7K
|
61.9K
$8.09M
|
|
|
May 09, 2025
Q1 2025
|
Charles Schwab Investment Management Inc
San Francisco, CA |
SELL
|
- |
-190K- 65.9% |
$24.4M - $26.3M
|
98.4K
$12.8M
|
|
|
May 09, 2025
Q1 2025
|
Chicago Partners Investment Group LLC
|
BUY
|
- |
4.83K+ 34.64% |
$621K - $667K
|
18.8K
$2.45M
|
|
|
May 09, 2025
Q1 2025
|
Wbh Advisory Inc
|
BUY
|
- |
7+ 0.06% |
$900 - $967
|
11.4K
$1.49M
|
|
|
May 09, 2025
Q1 2025
|
Wambolt & Associates, LLC
|
SELL
|
- |
-283- 5.9% |
$36.4K - $39.1K
|
4.52K
$590K
|
|
|
May 09, 2025
Q1 2025
|
Wealth Plan Partners, LLC
Omaha, NE |
SELL
|
- |
-245- 4.4% |
$31.5K - $33.8K
|
5.32K
$695K
|
|
|
May 09, 2025
Q1 2025
|
Flagship Wealth Advisors, LLC
Wakefield, MA |
BUY
|
- |
7+ 0.1% |
$900 - $967
|
7.38K
$964K
|
|
|
May 09, 2025
Q1 2025
|
Potentia Wealth
San Jose, CA |
BUY
|
- |
2+ 0.13% |
$257 - $276
|
1.56K
$204K
|
|
|
May 08, 2025
Q1 2025
|
Regions Financial Corp
|
SELL
|
- |
-152- 1.08% |
$19.5K - $21K
|
13.9K
$1.81M
|
|
|
May 08, 2025
Q1 2025
|
Eastern Bank
|
SELL
|
- |
-327- 4.31% |
$42K - $45.2K
|
7.26K
$949K
|
|
|
May 08, 2025
Q1 2025
|
Hurlow Wealth Management Group, Inc.
|
SELL
|
- |
-90- 2.16% |
$11.6K - $12.4K
|
4.08K
$533K
|
|
|
May 08, 2025
Q1 2025
|
First National Trust CO
|
SELL
|
- |
-1.02K- 10.69% |
$132K - $141K
|
8.55K
$1.12M
|
|
|
May 08, 2025
Q1 2025
|
Mma Asset Management LLC
New York, NY |
BUY
|
- |
2.01K+ 7.04% |
$259K - $278K
|
30.6K
$4M
|
|
|
May 08, 2025
Q1 2025
|
Parkside Financial Bank & Trust
|
SELL
|
- |
-113- 6.24% |
$14.5K - $15.6K
|
1.7K
$222K
|
|
|
May 08, 2025
Q1 2025
|
Arkadios Wealth Advisors
|
BUY
|
- |
1.84K+ 21.58% |
$237K - $255K
|
10.4K
$1.36M
|
|
|
May 08, 2025
Q1 2025
|
Great Valley Advisor Group, Inc.
|
SELL
|
- |
-33- 0.7% |
$4.24K - $4.56K
|
4.72K
$616K
|
|
|
May 08, 2025
Q1 2025
|
Dearborn Partners LLC
|
BUY
|
- |
55+ 1.23% |
$7.07K - $7.6K
|
4.54K
$593K
|
|
|
May 08, 2025
Q1 2025
|
Mesirow Financial Investment Management, Inc.
|
BUY
|
- |
3.29K+ 52.62% |
$423K - $454K
|
9.53K
$1.25M
|
|
|
May 08, 2025
Q1 2025
|
Savant Capital, LLC
|
BUY
|
- |
424+ 3.98% |
$54.5K - $58.6K
|
11.1K
$1.45M
|
|
|
May 08, 2025
Q1 2025
|
Main Street Financial Solutions, LLC
|
SELL
|
- |
-1.05K- 8.14% |
$135K - $145K
|
11.8K
$1.54M
|
|
|
May 08, 2025
Q1 2025
|
Waldron Private Wealth LLC
|
BUY
|
- |
926+ 16.42% |
$119K - $128K
|
6.56K
$858K
|
|
|
May 08, 2025
Q1 2025
|
North Rock Partners, LLC
|
BUY
|
- |
67+ 0.7% |
$8.61K - $9.25K
|
9.66K
$1.26M
|
|
|
May 08, 2025
Q1 2025
|
New England Private Wealth Advisors LLC
Wellesley, MA |
BUY
|
- |
598+ 13.71% |
$76.9K - $82.6K
|
4.96K
$648K
|
|
|
May 08, 2025
Q1 2025
|
Bryn Mawr Trust CO
Bryn Mawr, PA |
SELL
|
- |
-327- 1.65% |
$42K - $45.2K
|
19.5K
$2.55M
|
|
|
May 08, 2025
Q1 2025
|
O'Rourke & Company, Inc
Boston, MA |
SELL
|
- |
-113- 1.31% |
$14.5K - $15.6K
|
8.49K
$1.11M
|
|
|
May 08, 2025
Q1 2025
|
Modera Wealth Management, LLC
|
SELL
|
- |
-1.91K- 23.48% |
$246K - $264K
|
6.24K
$815K
|
|
|
May 08, 2025
Q1 2025
|
Slate Stone Wealth, LLC
|
BUY
|
- |
6+ 0.19% |
$771 - $829
|
3.2K
$418K
|
|
|
May 08, 2025
Q1 2025
|
Nicolet Advisory Services, LLC
Green Bay, WI |
BUY
|
- |
1.65KNew |
$212K - $228K
|
1.65K
$216K
|
|
|
May 08, 2025
Q1 2025
|
Sound View Wealth Advisors Group, LLC
|
SELL
|
- |
-485- 4.55% |
$62.4K - $67K
|
10.2K
$1.33M
|
|
|
May 08, 2025
Q1 2025
|
Mgo One Seven LLC
Beachwood, OH |
BUY
|
- |
4.96KNew |
$637K - $684K
|
4.96K
$647K
|
|
|
May 08, 2025
Q1 2025
|
Davis R M Inc
Portland, ME |
SELL
|
- |
-191- 6.63% |
$24.6K - $26.4K
|
2.69K
$351K
|
|
|
May 08, 2025
Q1 2025
|
Plante Moran Financial Advisors, LLC
|
SELL
|
- |
-406- 16.09% |
$52.2K - $56.1K
|
2.12K
$277K
|