Latest Institutional Purchases of Ishares Tr (DVY)
This list provides information on the latest institutional transactions involving Ishares Tr (DVY) stock that were buys. The list includes the name of the institution, the number of shares exchanged, the range of values for the transaction, and the number of shares held by the institution after the purchase has occurred.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Jul 10, 2025
Q2 2025
|
Kingstone Capital Partners Texas, LLC
Frisco, TX |
BUY
|
- |
1.47MNew |
$174M - $199M
|
1.47M
$200M
|
|
|
Jul 17, 2025
Q2 2025
|
Capital Investment Advisors, LLC
|
BUY
|
- |
122KNew |
$14.5M - $16.5M
|
122K
$16.6M
|
|
|
Jul 17, 2025
Q2 2025
|
Hb Wealth Management, LLC
|
BUY
|
- |
73.1K+ 129.74% |
$8.65M - $9.86M
|
129K
$17.6M
|
|
|
Jul 18, 2025
Q2 2025
|
Truist Financial Corp
|
BUY
|
- |
15.8K+ 1.37% |
$1.87M - $2.13M
|
1.17M
$158M
|
|
|
Jul 10, 2025
Q2 2025
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
8.92K+ 4.45% |
$1.06M - $1.2M
|
209K
$28.4M
|
|
|
Jul 15, 2025
Q2 2025
|
Td Private Client Wealth LLC
New York, NY |
BUY
|
- |
7.88K+ 15.08% |
$933K - $1.06M
|
60.2K
$8.17M
|
|
|
Jul 18, 2025
Q2 2025
|
Naples Global Advisors, LLC
Naples, FL |
BUY
|
- |
5KNew |
$592K - $675K
|
5K
$680K
|
|
|
Jul 15, 2025
Q2 2025
|
Charter Capital Management, Llc\De
Brookfield, WI |
BUY
|
- |
4.11KNew |
$487K - $555K
|
4.11K
$559K
|
|
|
Jul 14, 2025
Q2 2025
|
Gunma Bank,Ltd.
|
BUY
|
- |
3.48K+ 6.48% |
$411K - $469K
|
57.1K
$7.75M
|
|
|
Jul 16, 2025
Q2 2025
|
Cove Private Wealth, LLC
Oyster Bay Cove, NY |
BUY
|
- |
3.25K+ 64.61% |
$385K - $438K
|
8.28K
$1.12M
|
|
|
Jul 17, 2025
Q2 2025
|
Paradigm Financial Partners, LLC
|
BUY
|
- |
3.12K+ 65.53% |
$369K - $421K
|
7.88K
$1.07M
|
|
|
Jul 07, 2025
Q2 2025
|
Wesbanco Bank Inc
|
BUY
|
- |
2.87K+ 18.94% |
$339K - $386K
|
18K
$2.44M
|
|
|
Jul 10, 2025
Q2 2025
|
Fulton Bank, N.A.
|
BUY
|
- |
2.79K+ 10.36% |
$330K - $376K
|
29.7K
$4.04M
|
|
|
Jul 11, 2025
Q2 2025
|
Silver Oak Securities, Inc
Jackson, TN |
BUY
|
- |
2.48KNew |
$293K - $334K
|
2.48K
$337K
|
|
|
Jul 08, 2025
Q2 2025
|
Apella Capital, LLC
|
BUY
|
- |
2.37K+ 127.15% |
$281K - $320K
|
4.23K
$575K
|
|
|
Jul 07, 2025
Q2 2025
|
Accelerate Investment Advisors LLC
Aliso Viejo, CA |
BUY
|
- |
2.06KNew |
$243K - $277K
|
2.06K
$279K
|
|
|
Jul 11, 2025
Q2 2025
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
2.05K+ 20.09% |
$243K - $276K
|
12.2K
$1.66M
|
|
|
Jul 18, 2025
Q2 2025
|
Pure Financial Advisors, LLC
|
BUY
|
- |
1.86KNew |
$221K - $251K
|
1.86K
$253K
|
|
|
Jul 09, 2025
Q2 2025
|
David J Yvars Group
|
BUY
|
- |
1.86K+ 16.55% |
$220K - $251K
|
13.1K
$1.78M
|
|
|
Jul 16, 2025
Q2 2025
|
Spirepoint Private Client, LLC
Vero Beach, FL |
BUY
|
- |
1.85KNew |
$219K - $250K
|
1.85K
$252K
|
|
|
Jul 17, 2025
Q2 2025
|
Sterling Investment Advisors, Ltd.
|
BUY
|
- |
1.83K+ 2.64% |
$216K - $247K
|
71.2K
$9.67M
|
|
|
Jul 16, 2025
Q2 2025
|
Diversified Enterprises, LLC
Wilmington, DE |
BUY
|
- |
1.75KNew |
$208K - $237K
|
1.75K
$238K
|
|
|
Jul 15, 2025
Q2 2025
|
Kwmg, LLC
|
BUY
|
- |
1.59K+ 1.6% |
$188K - $214K
|
101K
$13.7M
|
|
|
Jul 18, 2025
Q2 2025
|
Centricity Wealth Management, LLC
Westerville, OH |
BUY
|
- |
1.58K+ 51.02% |
$187K - $213K
|
4.68K
$635K
|
|
|
Jul 16, 2025
Q2 2025
|
Townsend Asset Management Corp
|
BUY
|
- |
907+ 2.91% |
$107K - $122K
|
32.1K
$4.36M
|
|
|
Jul 14, 2025
Q2 2025
|
Southland Equity Partners LLC
Wildwood, MO |
BUY
|
- |
808+ 43.09% |
$95.6K - $109K
|
2.68K
$364K
|
|
|
Jul 10, 2025
Q2 2025
|
Sterling Investment Advisors LLC
|
BUY
|
- |
749+ 42.92% |
$88.7K - $101K
|
2.49K
$339K
|
|
|
Jul 16, 2025
Q2 2025
|
Worth Financial Advisory Group, LLC
Charlotte, NC |
BUY
|
- |
625+ 29.04% |
$74K - $84.3K
|
2.78K
$377K
|
|
|
Jul 18, 2025
Q2 2025
|
Trust CO Of Vermont
|
BUY
|
- |
601+ 14.38% |
$71.1K - $81.1K
|
4.78K
$649K
|
|
|
Jul 09, 2025
Q2 2025
|
Pallas Capital Advisors LLC
Braintree, MA |
BUY
|
- |
565+ 2.9% |
$66.9K - $76.2K
|
20.1K
$2.72M
|
|
|
Jul 17, 2025
Q2 2025
|
Jackson, Grant Investment Advisers, Inc.
|
BUY
|
- |
496+ 1.23% |
$58.7K - $66.9K
|
40.9K
$5.56M
|
|
|
Jul 16, 2025
Q2 2025
|
Signaturefd, LLC
Atlanta, GA |
BUY
|
- |
455+ 25.56% |
$53.9K - $61.4K
|
2.24K
$304K
|
|
|
Jul 08, 2025
Q2 2025
|
Massmutual Trust CO Fsb
|
BUY
|
- |
450+ 21.13% |
$53.3K - $60.7K
|
2.58K
$350K
|
|
|
Jul 14, 2025
Q2 2025
|
Armstrong Advisory Group, Inc
Needham, MA |
BUY
|
- |
419+ 81.2% |
$49.6K - $56.5K
|
935
$127K
|
|
|
Jul 11, 2025
Q2 2025
|
Sea Crest Wealth Management, LLC
Purchase, NY |
BUY
|
- |
401+ 10.86% |
$47.5K - $54.1K
|
4.09K
$556K
|
|
|
Jul 15, 2025
Q2 2025
|
Mather Group, Llc.
Chicago, IL |
BUY
|
- |
380+ 13.35% |
$45K - $51.2K
|
3.23K
$438K
|
|
|
Jul 09, 2025
Q2 2025
|
Lbmc Investment Advisors, LLC
|
BUY
|
- |
360+ 0.16% |
$42.6K - $48.5K
|
232K
$31.4M
|
|
|
Jul 09, 2025
Q2 2025
|
Focus Wealth Advisors, LLC
|
BUY
|
- |
359+ 0.9% |
$42.5K - $48.4K
|
40.3K
$5.47M
|
|
|
Jul 10, 2025
Q2 2025
|
Peoples Bank/Ks
Pratt, KS |
BUY
|
- |
343+ 2.32% |
$40.6K - $46.3K
|
15.1K
$2.05M
|
|
|
Jul 10, 2025
Q2 2025
|
Capital Advisory Group Advisory Services, LLC
Bloomington, MN |
BUY
|
- |
295+ 1.34% |
$34.9K - $39.8K
|
22.3K
$3.03M
|
|
|
Jul 07, 2025
Q2 2025
|
Parallel Advisors, LLC
|
BUY
|
- |
271+ 1.69% |
$32.1K - $36.5K
|
16.3K
$2.22M
|
|
|
Jul 18, 2025
Q2 2025
|
Parsons Capital Management Inc
|
BUY
|
- |
250+ 7.97% |
$29.6K - $33.7K
|
3.39K
$460K
|
|
|
Jul 18, 2025
Q2 2025
|
Madrona Financial Services, LLC
|
BUY
|
- |
234+ 5.94% |
$27.7K - $31.6K
|
4.17K
$567K
|
|
|
Jul 17, 2025
Q2 2025
|
One Wealth Advisors, LLC
San Francisco, CA |
BUY
|
- |
226+ 0.74% |
$26.8K - $30.5K
|
30.8K
$4.18M
|
|
|
Jul 17, 2025
Q2 2025
|
Independence Bank Of Kentucky
|
BUY
|
- |
225+ 1.48% |
$26.6K - $30.3K
|
15.4K
$2.1M
|
|
|
Jul 10, 2025
Q2 2025
|
Trust Point Inc.
La Crosse, WI |
BUY
|
- |
219+ 2.25% |
$25.9K - $29.5K
|
9.96K
$1.35M
|
|
|
Jul 14, 2025
Q2 2025
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
BUY
|
- |
200+ 3.24% |
$23.7K - $27K
|
6.37K
$864K
|
|
|
Jul 18, 2025
Q2 2025
|
Victrix Investment Advisors
Stuart, FL |
BUY
|
- |
190+ 9.41% |
$22.5K - $25.6K
|
2.21K
$300K
|
|
|
Jul 15, 2025
Q2 2025
|
Regatta Capital Group, LLC
El Segundo, CA |
BUY
|
- |
154+ 3.86% |
$18.2K - $20.8K
|
4.14K
$562K
|
|
|
Jul 07, 2025
Q2 2025
|
Fox Hill Wealth Management
Dedham, MA |
BUY
|
- |
152+ 1.4% |
$18K - $20.5K
|
11K
$1.5M
|