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 06, 2025
Q1 2025
|
Triumph Capital Management
|
BUY
|
- |
1.5KNew |
$193K - $207K
|
1.5K
$196K
|
|
|
May 06, 2025
Q1 2025
|
Ae Wealth Management LLC
|
SELL
|
- |
-1.77K- 19.45% |
$228K - $245K
|
7.35K
$960K
|
|
|
May 06, 2025
Q1 2025
|
Wedbush Securities Inc
|
BUY
|
- |
3.93K+ 8.23% |
$506K - $543K
|
51.7K
$6.76M
|
|
|
May 06, 2025
Q1 2025
|
Ima Wealth, Inc.
Wichita, KS |
BUY
|
- |
250New |
$32.1K - $34.5K
|
250
$32.7K
|
|
|
May 06, 2025
Q1 2025
|
Summit Wealth Partners, LLC
Orlando, FL |
BUY
|
- |
2.06K+ 14.93% |
$265K - $284K
|
15.9K
$2.07M
|
|
|
May 06, 2025
Q1 2025
|
Carbahal Olsen Financial Services Group, LLC
Davis, CA |
BUY
|
- |
22+ 0.16% |
$2.83K - $3.04K
|
13.8K
$1.81M
|
|
|
May 06, 2025
Q1 2025
|
M1 Capital Management LLC
Bloomfield Hills, MI |
BUY
|
- |
28+ 0.49% |
$3.6K - $3.87K
|
5.72K
$747K
|
|
|
May 06, 2025
Q1 2025
|
Carnegie Capital Asset Management, LLC
|
BUY
|
- |
54+ 0.44% |
$6.94K - $7.46K
|
12.4K
$1.62M
|
|
|
May 06, 2025
Q1 2025
|
Pinnacle Associates LTD
|
SELL
|
- |
-1.17K- 3.62% |
$151K - $162K
|
31.3K
$4.09M
|
|
|
May 06, 2025
Q1 2025
|
Wilkins Investment Counsel Inc
|
SELL
|
- |
-25- 1.54% |
$3.21K - $3.45K
|
1.6K
$209K
|
|
|
May 06, 2025
Q1 2025
|
Aj Advisors, LLC
Nashville, TN |
BUY
|
- |
1.58KNew |
$204K - $219K
|
1.58K
$207K
|
|
|
May 06, 2025
Q1 2025
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
3.09K+ 3.05% |
$398K - $427K
|
105K
$13.7M
|
|
|
May 06, 2025
Q1 2025
|
Tempus Wealth Planning, LLC
|
BUY
|
- |
197+ 1.21% |
$25.3K - $27.2K
|
16.5K
$2.16M
|
|
|
May 06, 2025
Q1 2025
|
Cetera Investment Advisers
Schaumburg, IL |
SELL
|
- |
-779- 0.2% |
$100K - $108K
|
385K
$50.4M
|
|
|
May 06, 2025
Q1 2025
|
Journey Strategic Wealth LLC
Summit, NJ |
SELL
|
- |
-90- 2.69% |
$11.6K - $12.4K
|
3.25K
$425K
|
|
|
May 06, 2025
Q1 2025
|
Principle Wealth Partners LLC
|
SELL
|
- |
-5.17K- 11.86% |
$665K - $714K
|
38.4K
$5.02M
|
|
|
May 06, 2025
Q1 2025
|
Birchcreek Wealth Management, LLC
Miami Township, OH |
SELL
|
- |
-597- 15.15% |
$76.8K - $82.4K
|
3.34K
$437K
|
|
|
May 06, 2025
Q1 2025
|
One Wealth Advisors, LLC
San Francisco, CA |
SELL
|
- |
-686- 2.2% |
$88.2K - $94.7K
|
30.5K
$3.99M
|
|
|
May 06, 2025
Q1 2025
|
Atria Investments LLC
Charlotte, NC |
SELL
|
- |
-30.6K- 83.54% |
$3.94M - $4.23M
|
6.04K
$789K
|
|
|
May 06, 2025
Q1 2025
|
Assetmark, Inc
|
SELL
|
- |
-6.56K- 2.84% |
$843K - $905K
|
224K
$29.3M
|
|
|
May 06, 2025
Q1 2025
|
Anb Bank
Denver, CO |
SELL
|
- |
-13- 0.31% |
$1.67K - $1.8K
|
4.24K
$553K
|
|
|
May 06, 2025
Q1 2025
|
Trilogy Capital Inc.
|
BUY
|
- |
14.5K+ 56.63% |
$1.86M - $2M
|
40.1K
$5.24M
|
|
|
May 05, 2025
Q1 2025
|
Darden Wealth Group Inc
Ann Arbor, MI |
BUY
|
- |
778+ 4.83% |
$100K - $107K
|
16.9K
$2.21M
|
|
|
May 05, 2025
Q1 2025
|
Yeomans Consulting Group, Inc.
Marietta, GA |
BUY
|
- |
308+ 1.7% |
$39.6K - $42.5K
|
18.4K
$2.4M
|
|
|
May 05, 2025
Q1 2025
|
Archer Investment Corp
|
BUY
|
- |
3+ 0.04% |
$386 - $414
|
7.76K
$1.01M
|
|
|
May 05, 2025
Q1 2025
|
Nwam LLC
Mercer Island, WA |
SELL
|
- |
-6.2K- 36.97% |
$797K - $856K
|
10.6K
$1.38M
|
|
|
May 05, 2025
Q1 2025
|
Private Advisor Group, LLC
|
SELL
|
- |
-187K- 48.61% |
$24M - $25.8M
|
197K
$25.8M
|
|
|
May 05, 2025
Q1 2025
|
Csenge Advisory Group
|
BUY
|
- |
162+ 0.87% |
$20.8K - $22.4K
|
18.8K
$2.46M
|
|
|
May 05, 2025
Q1 2025
|
Amg National Trust Bank
|
BUY
|
- |
2.49K+ 0.84% |
$321K - $344K
|
298K
$39M
|
|
|
May 05, 2025
Q1 2025
|
Mystic Asset Management, Inc.
Warwick, RI |
SELL
|
- |
-34- 1.35% |
$4.37K - $4.7K
|
2.48K
$324K
|
|
|
May 05, 2025
Q1 2025
|
Sns Financial Group, LLC
|
BUY
|
- |
8+ 0.4% |
$1.03K - $1.1K
|
2.03K
$265K
|
|
|
May 05, 2025
Q1 2025
|
Cypress Capital Management LLC (Wy)
|
BUY
|
- |
261New |
$33.6K - $36K
|
261
$34.1K
|
|
|
May 05, 2025
Q1 2025
|
Balentine LLC
Atlanta, GA |
SELL
|
- |
-13.7K- 29.3% |
$1.76M - $1.89M
|
33.1K
$4.32M
|
|
|
May 05, 2025
Q1 2025
|
Financial Advisory Service, Inc.
|
SELL
|
- |
-809- 2.79% |
$104K - $112K
|
28.2K
$3.68M
|
|
|
May 05, 2025
Q1 2025
|
Kestra Private Wealth Services, LLC
|
BUY
|
- |
628+ 8.83% |
$80.7K - $86.7K
|
7.74K
$1.01M
|
|
|
May 05, 2025
Q1 2025
|
Elyxium Wealth, LLC
San Mateo, CA |
SELL
|
- |
-25- 1.05% |
$3.21K - $3.45K
|
2.36K
$308K
|
|
|
May 05, 2025
Q1 2025
|
Hazlett, Burt & Watson, Inc.
|
SELL
|
- |
-666- 3.23% |
$85.6K - $92K
|
20K
$2.61M
|
|
|
May 05, 2025
Q1 2025
|
Morse Asset Management, Inc
Darien, CT |
SELL
|
- |
-79- 16.88% |
$10.2K - $10.9K
|
389
$50.8K
|
|
|
May 05, 2025
Q1 2025
|
J.W. Cole Advisors, Inc.
|
BUY
|
- |
624+ 1.87% |
$80.2K - $86.2K
|
33.9K
$4.43M
|
|
|
May 05, 2025
Q1 2025
|
Gw&K Investment Management, LLC
Boston, MA |
SELL
|
- |
-45.2K- 95.65% |
$5.81M - $6.24M
|
2.06K
$269K
|
|
|
May 05, 2025
Q1 2025
|
Ifp Advisors, Inc
|
BUY
|
- |
4.99K+ 12.99% |
$642K - $690K
|
43.4K
$5.67M
|
|
|
May 05, 2025
Q1 2025
|
North Forty Two & Co.
Lake Oswego, OR |
BUY
|
- |
600+ 14.19% |
$77.1K - $82.9K
|
4.83K
$631K
|
|
|
May 05, 2025
Q1 2025
|
Verus Financial Partners, Inc.
|
SELL
|
- |
-1.71K- 2.85% |
$220K - $236K
|
58.2K
$7.6M
|
|
|
May 05, 2025
Q1 2025
|
Wealth Dimensions Group, Ltd.
|
SELL
|
- |
-36- 0.56% |
$4.63K - $4.97K
|
6.39K
$834K
|
|
|
May 05, 2025
Q1 2025
|
Peregrine Asset Advisers, Inc.
Portland, OR |
SELL
|
- |
-240- 1.48% |
$30.9K - $33.1K
|
16K
$2.09M
|
|
|
May 05, 2025
Q1 2025
|
Millstone Evans Group, LLC
Boulder, CO |
BUY
|
- |
244+ 89.38% |
$31.4K - $33.7K
|
517
$67.5K
|
|
|
May 05, 2025
Q1 2025
|
Wealth Quarterback LLC
Toms River, NJ |
BUY
|
- |
7.02K+ 26.56% |
$903K - $969K
|
33.4K
$4.37M
|
|
|
May 05, 2025
Q1 2025
|
Pfg Advisors
|
BUY
|
- |
434+ 4.76% |
$55.8K - $59.9K
|
9.56K
$1.25M
|
|
|
May 05, 2025
Q1 2025
|
Ignite Planners, LLC
|
BUY
|
- |
5.11KNew |
$657K - $706K
|
5.11K
$668K
|
|
|
May 05, 2025
Q1 2025
|
Fagan Associates, Inc.
|
BUY
|
- |
4+ 0.07% |
$514 - $552
|
6.08K
$795K
|