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 07, 2024
Q3 2024
|
Bip Wealth, LLC
Atlanta, GA |
SELL
|
- |
-1.91K- 28.1% |
$229K - $259K
|
4.88K
$674K
|
|
|
Nov 07, 2024
Q3 2024
|
Tidemark, LLC
San Diego, CA |
SELL
|
- |
-159- 29.89% |
$19.1K - $21.6K
|
373
$51.6K
|
|
|
Nov 07, 2024
Q3 2024
|
Mendel Capital Management LLC
|
BUY
|
- |
87+ 0.24% |
$10.4K - $11.8K
|
36.1K
$4.99M
|
|
|
Nov 07, 2024
Q3 2024
|
Islay Capital Management, LLC
Lubbock, TX |
BUY
|
- |
44+ 0.55% |
$5.28K - $5.97K
|
8.08K
$1.12M
|
|
|
Nov 07, 2024
Q3 2024
|
Vertex Planning Partners, LLC
Downers Grove, IL |
SELL
|
- |
-367- 3.2% |
$44K - $49.8K
|
11.1K
$1.54M
|
|
|
Nov 07, 2024
Q3 2024
|
Pathstone Holdings, LLC
Englewood, NJ |
SELL
|
- |
-140- 0.19% |
$16.8K - $19K
|
74.9K
$10.4M
|
|
|
Nov 07, 2024
Q3 2024
|
Semus Wealth Partners LLC
Boca Raton, FL |
SELL
|
- |
-353- 15.03% |
$42.4K - $47.9K
|
2K
$276K
|
|
|
Nov 07, 2024
Q3 2024
|
Meeder Advisory Services, Inc.
Dublin, OH |
BUY
|
- |
3.69KNew |
$443K - $501K
|
3.69K
$511K
|
|
|
Nov 06, 2024
Q3 2024
|
Florin Court Capital LLP
|
BUY
|
- |
35.8K+ 119.73% |
$4.3M - $4.86M
|
65.7K
$9.09M
|
|
|
Nov 06, 2024
Q3 2024
|
Huntington National Bank
Columbus, OH |
BUY
|
- |
5.84K+ 2.47% |
$700K - $792K
|
242K
$33.5M
|
|
|
Nov 06, 2024
Q3 2024
|
Cullen/Frost Bankers, Inc.
|
SELL
|
- |
-5.49K- 4.66% |
$659K - $745K
|
112K
$15.6M
|
|
|
Nov 06, 2024
Q3 2024
|
Summit Asset Management, LLC
Memphis, TN |
BUY
|
- |
1.5KNew |
$180K - $204K
|
1.5K
$207K
|
|
|
Nov 06, 2024
Q3 2024
|
Dearborn Partners LLC
|
BUY
|
- |
112+ 2.56% |
$13.4K - $15.2K
|
4.49K
$621K
|
|
|
Nov 06, 2024
Q3 2024
|
Cibc Asset Management Inc
Toronto, A6 |
SELL
|
- |
-3.8K- 64.93% |
$455K - $515K
|
2.05K
$284K
|
|
|
Nov 06, 2024
Q3 2024
|
Oak Harbor Wealth Partners, LLC
|
SELL
|
- |
-299- 4.24% |
$35.9K - $40.6K
|
6.76K
$935K
|
|
|
Nov 06, 2024
Q3 2024
|
Resources Investment Advisors, Llc.
Overland Park, KS |
SELL
|
- |
-1.59K- 9.15% |
$190K - $215K
|
15.7K
$2.18M
|
|
|
Nov 06, 2024
Q3 2024
|
Kapstone Financial Advisors LLC
Dayton, OH |
BUY
|
- |
300+ 1.32% |
$36K - $40.7K
|
23K
$3.18M
|
|
|
Nov 06, 2024
Q3 2024
|
Ferguson Wellman Capital Management, Inc
|
BUY
|
- |
290+ 0.8% |
$34.8K - $39.4K
|
36.7K
$5.08M
|
|
|
Nov 06, 2024
Q3 2024
|
Unionview, LLC
Seattle, WA |
BUY
|
- |
76+ 0.69% |
$9.12K - $10.3K
|
11.2K
$1.54M
|
|
|
Nov 06, 2024
Q3 2024
|
Rmb Capital Management, LLC
|
BUY
|
- |
1.08K+ 6.16% |
$130K - $147K
|
18.7K
$2.58M
|
|
|
Nov 06, 2024
Q3 2024
|
Squire Investment Management Company, LLC
Orem, UT |
BUY
|
- |
1.17K+ 17.86% |
$140K - $159K
|
7.72K
$1.07M
|
|
|
Nov 06, 2024
Q3 2024
|
Kcm Investment Advisors LLC
Greenbrae, CA |
BUY
|
- |
2+ 0.0% |
$240 - $271
|
52K
$7.19M
|
|
|
Nov 06, 2024
Q3 2024
|
Linscomb & Williams, Inc.
Houston, TX |
SELL
|
- |
-2.43K- 3.31% |
$291K - $329K
|
71K
$9.82M
|
|
|
Nov 06, 2024
Q3 2024
|
Hallmark Capital Management Inc
|
SELL
|
- |
-766- 65.3% |
$91.9K - $104K
|
407
$56.3K
|
|
|
Nov 06, 2024
Q3 2024
|
Sheaff Brock Investment Advisors, LLC
|
BUY
|
- |
202+ 4.07% |
$24.2K - $27.4K
|
5.17K
$715K
|
|
|
Nov 06, 2024
Q3 2024
|
Archer Investment Corp
|
BUY
|
- |
5+ 0.06% |
$600 - $679
|
7.76K
$1.07M
|
|
|
Nov 06, 2024
Q3 2024
|
Birchcreek Wealth Management, LLC
Miami Township, OH |
BUY
|
- |
353+ 9.92% |
$42.4K - $47.9K
|
3.91K
$541K
|
|
|
Nov 06, 2024
Q3 2024
|
Signature Estate & Investment Advisors LLC
|
BUY
|
- |
1+ 0.02% |
$120 - $136
|
5.39K
$746K
|
|
|
Nov 06, 2024
Q3 2024
|
Goal Vest Advisory LLC
|
BUY
|
- |
1.36K+ 5.25% |
$164K - $185K
|
27.3K
$3.78M
|
|
|
Nov 06, 2024
Q3 2024
|
Accredited Investors Inc.
|
SELL
|
- |
-5.05K- 68.82% |
$606K - $686K
|
2.29K
$316K
|
|
|
Nov 06, 2024
Q3 2024
|
Mill Creek Capital Advisors, LLC
Conshohocken, PA |
BUY
|
- |
186+ 0.84% |
$22.3K - $25.2K
|
22.3K
$3.09M
|
|
|
Nov 06, 2024
Q3 2024
|
Srs Capital Advisors, Inc.
Denver, CO |
SELL
|
- |
-181- 0.6% |
$21.7K - $24.6K
|
30.1K
$4.16M
|
|
|
Nov 06, 2024
Q3 2024
|
Kpp Advisory Services LLC
Louisville, KY |
SELL
|
- |
-150- 8.23% |
$18K - $20.4K
|
1.67K
$231K
|
|
|
Nov 06, 2024
Q3 2024
|
Lji Wealth Management, LLC
Indianapolis, IN |
SELL
|
- |
-110- 6.33% |
$13.2K - $14.9K
|
1.63K
$225K
|
|
|
Nov 06, 2024
Q3 2024
|
Turtle Creek Wealth Advisors, LLC
Dallas, TX |
BUY
|
- |
1.33K+ 80.1% |
$159K - $180K
|
2.99K
$413K
|
|
|
Nov 06, 2024
Q3 2024
|
Gunma Bank,Ltd.
|
BUY
|
- |
37K+ 185.0% |
$4.44M - $5.02M
|
57K
$7.88M
|
|
|
Nov 06, 2024
Q3 2024
|
Envestnet Asset Management Inc
|
SELL
|
- |
-4.03K- 0.26% |
$483K - $546K
|
1.55M
$214M
|
|
|
Nov 05, 2024
Q3 2024
|
Stelac Advisory Services LLC
New York, NY |
BUY
|
- |
4.02K+ 9.07% |
$482K - $545K
|
48.3K
$6.68M
|
|
|
Nov 05, 2024
Q3 2024
|
First National Trust CO
|
SELL
|
- |
-296- 2.99% |
$35.5K - $40.2K
|
9.59K
$1.33M
|
|
|
Nov 05, 2024
Q3 2024
|
Wealth Plan Partners, LLC
Omaha, NE |
SELL
|
- |
-214- 3.5% |
$25.7K - $29K
|
5.91K
$817K
|
|
|
Nov 05, 2024
Q3 2024
|
Miller Howard Investments Inc
|
SELL
|
- |
-209K- 66.28% |
$25.1M - $28.4M
|
106K
$14.7M
|
|
|
Nov 05, 2024
Q3 2024
|
Motco
|
SELL
|
- |
-64- 3.61% |
$7.68K - $8.69K
|
1.71K
$237K
|
|
|
Nov 05, 2024
Q3 2024
|
Mascoma Wealth Management LLC
|
SELL
|
- |
-1.66K- 12.53% |
$199K - $225K
|
11.6K
$1.6M
|
|
|
Nov 05, 2024
Q3 2024
|
Prime Capital Investment Advisors, LLC
Overland Park, KS |
SELL
|
- |
-1.39K- 2.42% |
$166K - $188K
|
55.9K
$7.73M
|
|
|
Nov 05, 2024
Q3 2024
|
Ashton Thomas Private Wealth, LLC
Scottsdale, AZ |
BUY
|
- |
1.2K+ 8.9% |
$144K - $162K
|
14.6K
$2.03M
|
|
|
Nov 05, 2024
Q3 2024
|
Security Financial Services, Inc.
|
BUY
|
- |
1.51KNew |
$181K - $205K
|
1.51K
$208K
|
|
|
Nov 05, 2024
Q3 2024
|
Laurel Wealth Advisors LLC
Charlotte, NC |
BUY
|
- |
228+ 1.61% |
$27.4K - $30.9K
|
14.4K
$1.99M
|
|
|
Nov 05, 2024
Q3 2024
|
Montag A & Associates Inc
Atlanta, GA |
BUY
|
- |
150+ 4.92% |
$18K - $20.4K
|
3.2K
$442K
|
|
|
Nov 05, 2024
Q3 2024
|
Bouvel Investment Partners, LLC
|
BUY
|
- |
429+ 2.26% |
$51.5K - $58.2K
|
19.4K
$2.68M
|
|
|
Nov 05, 2024
Q3 2024
|
Main Street Financial Solutions, LLC
|
BUY
|
- |
22+ 0.16% |
$2.64K - $2.99K
|
13.8K
$1.91M
|