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 08, 2025
Q1 2025
|
Pasadena Private Wealth, LLC
Pasadena, CA |
BUY
|
- |
5+ 0.3% |
$643 - $691
|
1.65K
$216K
|
|
|
May 08, 2025
Q1 2025
|
Empirical Financial Services, LLC D.B.A. Empirical Wealth Management
|
SELL
|
- |
-87- 3.2% |
$11.2K - $12K
|
2.63K
$344K
|
|
|
May 08, 2025
Q1 2025
|
Hhm Wealth Advisors, LLC
Chattanooga, TN |
SELL
|
- |
-4- 3.15% |
$514 - $552
|
123
$16.1K
|
|
|
May 08, 2025
Q1 2025
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
4+ 0.05% |
$514 - $552
|
8.3K
$1.08M
|
|
|
May 08, 2025
Q1 2025
|
Ifg Advisory, LLC
|
BUY
|
- |
1.66K+ 4.67% |
$214K - $230K
|
37.3K
$4.87M
|
|
|
May 08, 2025
Q1 2025
|
Moneco Advisors, LLC
Fairfield, CT |
SELL
|
- |
-121- 6.25% |
$15.6K - $16.7K
|
1.81K
$237K
|
|
|
May 08, 2025
Q1 2025
|
Moors & Cabot, Inc.
Boston, MA |
SELL
|
- |
-196- 3.25% |
$25.2K - $27.1K
|
5.84K
$763K
|
|
|
May 08, 2025
Q1 2025
|
Strategic Family Wealth Counselors, L.L.C.
Fairfield, NJ |
BUY
|
- |
3+ 0.12% |
$386 - $414
|
2.47K
$322K
|
|
|
May 08, 2025
Q1 2025
|
Helium Advisors LLC
Everett, WA |
SELL
|
- |
-116- 1.67% |
$14.9K - $16K
|
6.84K
$893K
|
|
|
May 08, 2025
Q1 2025
|
Howland Capital Management LLC
|
SELL
|
- |
-252- 1.43% |
$32.4K - $34.8K
|
17.3K
$2.26M
|
|
|
May 08, 2025
Q1 2025
|
Us Bancorp \De\
|
SELL
|
- |
-2.63K- 0.23% |
$338K - $363K
|
1.12M
$147M
|
|
|
May 08, 2025
Q1 2025
|
Spc Financial, Inc.
|
BUY
|
- |
559+ 1.32% |
$71.9K - $77.2K
|
42.8K
$5.59M
|
|
|
May 08, 2025
Q1 2025
|
Commerce Bank
Kansas City, MO |
SELL
|
- |
-3.41K- 1.17% |
$438K - $470K
|
288K
$37.6M
|
|
|
May 08, 2025
Q1 2025
|
Tiaa Trust, National Association
Charlotte, NC |
BUY
|
- |
655+ 5.63% |
$84.2K - $90.5K
|
12.3K
$1.61M
|
|
|
May 08, 2025
Q1 2025
|
Powell Investment Advisors, LLC
|
BUY
|
- |
924+ 0.99% |
$119K - $128K
|
93.8K
$12.3M
|
|
|
May 08, 2025
Q1 2025
|
Cheviot Value Management, LLC
|
BUY
|
- |
27New |
$3.47K - $3.73K
|
27
$3.53K
|
|
|
May 08, 2025
Q1 2025
|
Liberty Wealth Management LLC
Oakland, CA |
BUY
|
- |
23.7KNew |
$3.05M - $3.27M
|
23.7K
$3.1M
|
|
|
May 08, 2025
Q1 2025
|
Pathway Financial Advisers, LLC
Auburn, IN |
SELL
|
- |
-13- 0.21% |
$1.67K - $1.8K
|
6.31K
$824K
|
|
|
May 07, 2025
Q1 2025
|
Equitable Trust CO
|
BUY
|
- |
1.52KNew |
$195K - $210K
|
1.52K
$199K
|
|
|
May 07, 2025
Q1 2025
|
First Heartland Consultants, Inc.
|
SELL
|
- |
-16.3K- 86.8% |
$2.1M - $2.26M
|
2.49K
$325K
|
|
|
May 07, 2025
Q1 2025
|
Benedict Financial Advisors Inc
|
BUY
|
- |
182+ 7.47% |
$23.4K - $25.1K
|
2.62K
$342K
|
|
|
May 07, 2025
Q1 2025
|
Nvwm, LLC
|
BUY
|
- |
27+ 1.91% |
$3.47K - $3.73K
|
1.44K
$188K
|
|
|
May 07, 2025
Q1 2025
|
Hb Wealth Management, LLC
|
BUY
|
- |
2.37K+ 4.38% |
$304K - $327K
|
56.3K
$7.36M
|
|
|
May 07, 2025
Q1 2025
|
Motco
|
SELL
|
- |
-600- 25.96% |
$77.1K - $82.9K
|
1.71K
$224K
|
|
|
May 07, 2025
Q1 2025
|
Cornerstone Advisory, LLC
|
SELL
|
- |
-90- 3.58% |
$11.6K - $12.4K
|
2.43K
$317K
|
|
|
May 07, 2025
Q1 2025
|
Foundations Investment Advisors, LLC
|
SELL
|
- |
-13.5K- 80.62% |
$1.74M - $1.87M
|
3.25K
$424K
|
|
|
May 07, 2025
Q1 2025
|
Kfa Private Wealth Group, LLC
|
BUY
|
- |
1.99KNew |
$256K - $275K
|
1.99K
$260K
|
|
|
May 07, 2025
Q1 2025
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
16.8K+ 1.05% |
$2.16M - $2.32M
|
1.61M
$211M
|
|
|
May 07, 2025
Q1 2025
|
Semus Wealth Partners LLC
Boca Raton, FL |
BUY
|
- |
13+ 0.68% |
$1.67K - $1.8K
|
1.91K
$250K
|
|
|
May 07, 2025
Q1 2025
|
Prosperity Consulting Group, LLC
|
SELL
|
- |
-23- 0.26% |
$2.96K - $3.18K
|
8.89K
$1.16M
|
|
|
May 07, 2025
Q1 2025
|
Sheaff Brock Investment Advisors, LLC
|
SELL
|
- |
-350- 7.69% |
$45K - $48.3K
|
4.2K
$549K
|
|
|
May 07, 2025
Q1 2025
|
Capital City Trust CO
|
SELL
|
- |
-570- 25.65% |
$73.3K - $78.7K
|
1.65K
$216K
|
|
|
May 07, 2025
Q1 2025
|
Sterling Investment Advisors, Ltd.
|
BUY
|
- |
3.27K+ 4.95% |
$420K - $452K
|
69.3K
$9.06M
|
|
|
May 07, 2025
Q1 2025
|
Northwest Bancshares, Inc.
Warren, PA |
BUY
|
- |
59+ 2.44% |
$7.59K - $8.15K
|
2.48K
$323K
|
|
|
May 07, 2025
Q1 2025
|
Marco Investment Management LLC
|
BUY
|
- |
20+ 0.36% |
$2.57K - $2.76K
|
5.58K
$729K
|
|
|
May 07, 2025
Q1 2025
|
Purkiss Capital Advisors LLC
Ridgefield, CT |
BUY
|
- |
1.62KNew |
$208K - $223K
|
1.62K
$211K
|
|
|
May 07, 2025
Q1 2025
|
Evermay Wealth Management LLC
Arlington, VA |
SELL
|
- |
-61- 1.23% |
$7.84K - $8.42K
|
4.9K
$641K
|
|
|
May 07, 2025
Q1 2025
|
Fairman Group, LLC
Chesterbrook, PA |
BUY
|
- |
1+ 0.27% |
$129 - $138
|
376
$49.1K
|
|
|
May 07, 2025
Q1 2025
|
Meeder Advisory Services, Inc.
Dublin, OH |
SELL
|
- |
-1.55K- 36.94% |
$199K - $214K
|
2.65K
$346K
|
|
|
May 07, 2025
Q1 2025
|
N.E.W. Advisory Services LLC
|
BUY
|
- |
480New |
$61.7K - $66.3K
|
480
$62.7K
|
|
|
May 07, 2025
Q1 2025
|
Focus Wealth Advisors, LLC
|
SELL
|
- |
-52- 0.13% |
$6.69K - $7.18K
|
39.9K
$5.21M
|
|
|
May 07, 2025
Q1 2025
|
Gunma Bank,Ltd.
|
BUY
|
- |
4.6K+ 9.39% |
$591K - $635K
|
53.6K
$7M
|
|
|
May 07, 2025
Q1 2025
|
Cozad Asset Management Inc
Champaign, IL |
BUY
|
- |
70+ 0.46% |
$9K - $9.67K
|
15.2K
$1.99M
|
|
|
May 07, 2025
Q1 2025
|
Marshall Investment Management, LLC
Littleton, CO |
BUY
|
- |
7+ 2.01% |
$900 - $967
|
355
$46.4K
|
|
|
May 06, 2025
Q1 2025
|
Choreo, LLC
Minneapolis, MN |
SELL
|
- |
-3.24K- 24.56% |
$417K - $448K
|
9.96K
$1.3M
|
|
|
May 06, 2025
Q1 2025
|
Jackson, Grant Investment Advisers, Inc.
|
SELL
|
- |
-373- 0.91% |
$48K - $51.5K
|
40.4K
$5.28M
|
|
|
May 06, 2025
Q1 2025
|
Summit Asset Management, LLC
Memphis, TN |
BUY
|
- |
1.5KNew |
$193K - $207K
|
1.5K
$196K
|
|
|
May 06, 2025
Q1 2025
|
M. Kulyk & Associates, LLC
|
SELL
|
- |
-420- 8.1% |
$54K - $58K
|
4.77K
$623K
|
|
|
May 06, 2025
Q1 2025
|
Accredited Investors Inc.
|
BUY
|
- |
5.42K+ 172.52% |
$697K - $748K
|
8.56K
$1.12M
|
|
|
May 06, 2025
Q1 2025
|
Venturi Wealth Management, LLC
Austin, TX |
BUY
|
- |
5.12K+ 101.1% |
$659K - $708K
|
10.2K
$1.33M
|