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 05, 2024
Q3 2024
|
Arq Wealth Advisors, LLC
|
BUY
|
- |
1.6KNew |
$192K - $217K
|
1.6K
$221K
|
|
|
Nov 05, 2024
Q3 2024
|
Oppenheimer & CO Inc
New York, NY |
BUY
|
- |
541+ 1.41% |
$64.9K - $73.4K
|
39K
$5.4M
|
|
|
Nov 05, 2024
Q3 2024
|
Pinnacle Financial Partners Inc
|
BUY
|
- |
834+ 1.23% |
$100K - $113K
|
68.4K
$9.46M
|
|
|
Nov 05, 2024
Q3 2024
|
Old Second National Bank Of Aurora
|
BUY
|
- |
517+ 57.44% |
$62K - $70.2K
|
1.42K
$196K
|
|
|
Nov 05, 2024
Q3 2024
|
Haverford Trust CO
Radnor, PA |
BUY
|
- |
363+ 1.62% |
$43.6K - $49.3K
|
22.8K
$3.15M
|
|
|
Nov 05, 2024
Q3 2024
|
Paulson Wealth Management Inc.
|
SELL
|
- |
-2.98K- 37.77% |
$358K - $405K
|
4.92K
$680K
|
|
|
Nov 05, 2024
Q3 2024
|
Aptus Capital Advisors, LLC
|
SELL
|
- |
-1.35K- 12.1% |
$162K - $183K
|
9.81K
$1.36M
|
|
|
Nov 05, 2024
Q3 2024
|
First Heartland Consultants, Inc.
|
BUY
|
- |
61+ 2.47% |
$7.32K - $8.28K
|
2.53K
$349K
|
|
|
Nov 04, 2024
Q3 2024
|
Mayflower Financial Advisors, LLC
|
SELL
|
- |
-117- 0.74% |
$14K - $15.9K
|
15.6K
$2.16M
|
|
|
Nov 04, 2024
Q3 2024
|
Round Rock Advisors, LLC
|
BUY
|
- |
2.07K+ 2.41% |
$248K - $281K
|
87.9K
$12.2M
|
|
|
Nov 04, 2024
Q3 2024
|
Guerra Pan Advisors, LLC
Montclair, NJ |
BUY
|
- |
171+ 3.04% |
$20.5K - $23.2K
|
5.8K
$803K
|
|
|
Nov 04, 2024
Q3 2024
|
Axxcess Wealth Management, LLC
Carlsbad, CA |
BUY
|
- |
1.08K+ 14.68% |
$130K - $147K
|
8.46K
$1.17M
|
|
|
Nov 04, 2024
Q3 2024
|
Colonial River Wealth Management, LLC
Midlothian, VA |
BUY
|
- |
1.49KNew |
$178K - $202K
|
1.49K
$206K
|
|
|
Nov 04, 2024
Q3 2024
|
Wealthcare Advisory Partners LLC
West Chester, PA |
BUY
|
- |
2.94K+ 12.44% |
$352K - $399K
|
26.6K
$3.67M
|
|
|
Nov 04, 2024
Q3 2024
|
Mv Capital Management, Inc.
|
SELL
|
- |
-23- 0.07% |
$2.76K - $3.12K
|
34K
$4.71M
|
|
|
Nov 04, 2024
Q3 2024
|
Sky Oak Wealth, LLC
|
BUY
|
- |
634+ 16.37% |
$76.1K - $86.1K
|
4.51K
$623K
|
|
|
Nov 04, 2024
Q3 2024
|
Savant Capital, LLC
|
BUY
|
- |
1.03K+ 10.1% |
$124K - $140K
|
11.2K
$1.55M
|
|
|
Nov 04, 2024
Q3 2024
|
Welch & Forbes LLC
|
BUY
|
- |
7+ 0.07% |
$840 - $950
|
10.8K
$1.49M
|
|
|
Nov 04, 2024
Q3 2024
|
Ti Trust, Inc
|
BUY
|
- |
1.52KNew |
$182K - $206K
|
1.52K
$210K
|
|
|
Nov 04, 2024
Q3 2024
|
Investment Partners, Ltd.
|
BUY
|
- |
6+ 0.17% |
$720 - $814
|
3.45K
$477K
|
|
|
Nov 04, 2024
Q3 2024
|
Advisor Os, LLC
|
BUY
|
- |
2.46KNew |
$295K - $334K
|
2.46K
$340K
|
|
|
Nov 04, 2024
Q3 2024
|
Patten & Patten Inc
|
SELL
|
- |
-187- 2.47% |
$22.4K - $25.4K
|
7.38K
$1.02M
|
|
|
Nov 04, 2024
Q3 2024
|
Johnson Investment Counsel Inc
Cincinnati, OH |
SELL
|
- |
-1.58K- 5.61% |
$190K - $214K
|
26.6K
$3.68M
|
|
|
Nov 04, 2024
Q3 2024
|
Koesten, Hirschmann & Crabtree, Inc.
Overland Park, KS |
SELL
|
- |
-296- 54.71% |
$35.5K - $40.2K
|
245
$33.9K
|
|
|
Nov 04, 2024
Q3 2024
|
Ashton Thomas Securities, LLC
Rochester, NY |
BUY
|
- |
501+ 72.71% |
$60.1K - $68K
|
1.19K
$165K
|
|
|
Nov 04, 2024
Q3 2024
|
Arcus Capital Partners, LLC
|
BUY
|
- |
18.1K+ 13.24% |
$2.17M - $2.45M
|
155K
$21.4M
|
|
|
Nov 04, 2024
Q3 2024
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
1.99K+ 29.88% |
$239K - $271K
|
8.67K
$1.2M
|
|
|
Nov 04, 2024
Q3 2024
|
Nations Financial Group Inc,
Cedar Rapids, IA |
SELL
|
- |
-43- 1.02% |
$5.16K - $5.84K
|
4.16K
$576K
|
|
|
Nov 04, 2024
Q3 2024
|
Af Advisors, Inc.
|
BUY
|
- |
8+ 0.27% |
$960 - $1.09K
|
2.99K
$414K
|
|
|
Nov 04, 2024
Q3 2024
|
Addison Advisors LLC
|
SELL
|
- |
-80- 34.48% |
$9.6K - $10.9K
|
152
$21K
|
|
|
Nov 04, 2024
Q3 2024
|
Jupiter Wealth Management LLC
Glendale, CO |
SELL
|
- |
-52- 0.79% |
$6.24K - $7.06K
|
6.5K
$899K
|
|
|
Nov 04, 2024
Q3 2024
|
Jaffetilchin Investment Partners, LLC
Tampa, FL |
SELL
|
- |
-159- 3.81% |
$19.1K - $21.6K
|
4.02K
$556K
|
|
|
Nov 04, 2024
Q3 2024
|
Peregrine Asset Advisers, Inc.
Portland, OR |
SELL
|
- |
-5- 0.03% |
$600 - $679
|
16.3K
$2.25M
|
|
|
Nov 04, 2024
Q3 2024
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
SELL
|
- |
-229- 3.4% |
$27.5K - $31.1K
|
6.51K
$901K
|
|
|
Nov 04, 2024
Q3 2024
|
Apollon Financial, LLC
Mount Pleasant, SC |
BUY
|
- |
20+ 0.26% |
$2.4K - $2.71K
|
7.62K
$1.05M
|
|
|
Nov 01, 2024
Q3 2024
|
Powell Investment Advisors, LLC
|
BUY
|
- |
2+ 0.0% |
$240 - $271
|
92.6K
$12.8M
|
|
|
Nov 01, 2024
Q3 2024
|
Spider Rock Advisors, LLC
|
SELL
|
- |
-2.55K- 40.38% |
$306K - $346K
|
3.76K
$521K
|
|
|
Nov 01, 2024
Q3 2024
|
Founders Financial Alliance, LLC
Raleigh, NC |
BUY
|
- |
14+ 0.5% |
$1.68K - $1.9K
|
2.79K
$386K
|
|
|
Nov 01, 2024
Q3 2024
|
Leavell Investment Management, Inc.
|
BUY
|
- |
1.65K+ 45.78% |
$198K - $224K
|
5.25K
$726K
|
|
|
Nov 01, 2024
Q3 2024
|
Transcendent Capital Group LLC
Edmond, OK |
BUY
|
- |
2+ 1.44% |
$240 - $271
|
141
$19.5K
|
|
|
Nov 01, 2024
Q3 2024
|
Mesirow Financial Investment Management, Inc.
|
BUY
|
- |
287+ 4.62% |
$34.4K - $39K
|
6.5K
$899K
|
|
|
Nov 01, 2024
Q3 2024
|
Xml Financial, LLC
|
BUY
|
- |
396+ 3.74% |
$47.5K - $53.8K
|
11K
$1.52M
|
|
|
Nov 01, 2024
Q3 2024
|
Carson Advisory Inc.
|
BUY
|
- |
52+ 3.1% |
$6.24K - $7.06K
|
1.73K
$239K
|
|
|
Nov 01, 2024
Q3 2024
|
Sheets Smith Wealth Management
|
BUY
|
- |
10+ 0.14% |
$1.2K - $1.36K
|
7.33K
$1.01M
|
|
|
Nov 01, 2024
Q3 2024
|
Essex Savings Bank
|
SELL
|
- |
-81- 2.56% |
$9.72K - $11K
|
3.09K
$427K
|
|
|
Nov 01, 2024
Q3 2024
|
Atria Investments LLC
Charlotte, NC |
SELL
|
- |
-11.9K- 81.9% |
$1.43M - $1.62M
|
2.63K
$364K
|
|
|
Nov 01, 2024
Q3 2024
|
Objective Capital Management, LLC
|
SELL
|
- |
-260- 14.77% |
$31.2K - $35.3K
|
1.5K
$207K
|
|
|
Nov 01, 2024
Q3 2024
|
Oxbow Advisors, LLC
Corpus Christi, TX |
SELL
|
- |
-75- 0.42% |
$9K - $10.2K
|
17.9K
$2.47M
|
|
|
Nov 01, 2024
Q3 2024
|
Lindbrook Capital, LLC
|
SELL
|
- |
-100- 1.25% |
$12K - $13.6K
|
7.93K
$1.1M
|
|
|
Nov 01, 2024
Q3 2024
|
Assetmark, Inc
|
SELL
|
- |
-10.3K- 4.19% |
$1.24M - $1.4M
|
235K
$32.6M
|