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 |
|---|---|---|---|---|---|---|---|
|
Jan 10, 2025
Q4 2024
|
Sugarloaf Wealth Management, LLC
|
BUY
|
- |
2+ 0.02% |
$259 - $287
|
10.5K
$1.43M
|
|
|
Feb 13, 2025
Q4 2024
|
Wellspring Financial Advisors, LLC
Cleveland, OH |
BUY
|
- |
1+ 0.01% |
$130 - $143
|
7.38K
$1M
|
|
|
Feb 04, 2025
Q4 2024
|
Transcendent Capital Group LLC
Edmond, OK |
BUY
|
- |
1+ 0.71% |
$130 - $143
|
142
$19.3K
|
|
|
Feb 03, 2025
Q4 2024
|
Able Wealth Management LLC
Lakewood, NJ |
BUY
|
- |
1+ 0.02% |
$130 - $143
|
6.36K
$863K
|
|
|
Jan 15, 2025
Q4 2024
|
Relyea Zuckerberg Hanson LLC
|
BUY
|
- |
1+ 0.06% |
$130 - $143
|
1.71K
$232K
|
|
| Q3 2024 | |||||||
|
Nov 12, 2024
Q3 2024
|
Howard Capital Management Inc.
|
BUY
|
- |
985KNew |
$118M - $134M
|
985K
$134M
|
|
|
Nov 14, 2024
Q3 2024
|
Bw Gestao De Investimentos Ltda.
|
BUY
|
- |
79.9KNew |
$9.59M - $10.9M
|
79.9K
$10.9M
|
|
|
Nov 07, 2024
Q3 2024
|
Allen Investment Management LLC
|
BUY
|
- |
48.3K+ 195.7% |
$5.79M - $6.56M
|
73K
$9.91M
|
|
|
Nov 14, 2024
Q3 2024
|
Paul Tudor Jones
Tudor Investment Corp Et Al | Stamford, Ct
|
BUY
|
- |
44.8K+ 876.67% |
$5.37M - $6.08M
|
49.9K
$6.78M
|
|
|
Nov 14, 2024
Q3 2024
|
Ionic Capital Management LLC
New York, NY |
BUY
|
PUT |
25KNew |
$3M - $3.39M
|
25K
$3.4M
|
|
|
Nov 12, 2024
Q3 2024
|
Wealthgarden F.S. LLC
El Segundo, CA |
BUY
|
- |
17.6KNew |
$2.11M - $2.38M
|
17.6K
$2.39M
|
|
|
Oct 18, 2024
Q3 2024
|
Raymond James & Associates
St Petersburg, FL |
BUY
|
- |
16.5K+ 2.91% |
$1.98M - $2.24M
|
584K
$79.4M
|
|
|
Oct 10, 2024
Q3 2024
|
Code Waechter LLC
Tampa, FL |
BUY
|
- |
7.05KNew |
$846K - $957K
|
7.05K
$957K
|
|
|
Nov 08, 2024
Q3 2024
|
Hilton Capital Management, LLC
|
BUY
|
- |
5.46KNew |
$655K - $740K
|
5.46K
$741K
|
|
|
Oct 16, 2024
Q3 2024
|
Indiana Trust & Investment Management CO
|
BUY
|
- |
4K+ 163.33% |
$480K - $543K
|
6.45K
$876K
|
|
|
Nov 14, 2024
Q3 2024
|
Ionic Capital Management LLC
New York, NY |
BUY
|
- |
3.43KNew |
$412K - $466K
|
3.43K
$466K
|
|
|
Feb 13, 2025
Q3 2024
|
Keystone Financial Group
|
BUY
|
- |
3.42KNew |
$411K - $465K
|
3.42K
$465K
|
|
|
Nov 08, 2024
Q3 2024
|
Allie Family Office LLC
|
BUY
|
- |
3KNew |
$360K - $407K
|
3K
$407K
|
|
|
Nov 14, 2024
Q3 2024
|
Silvercrest Asset Management Group LLC
New York, NY |
BUY
|
- |
2.44KNew |
$293K - $331K
|
2.44K
$331K
|
|
|
Nov 12, 2024
Q3 2024
|
Dynamic Technology Lab Private LTD
Singapore, U0 |
BUY
|
- |
2.32KNew |
$279K - $315K
|
2.32K
$316K
|
|
|
Oct 30, 2024
Q3 2024
|
United Advisor Group, LLC
Cincinnati, OH |
BUY
|
- |
2.26KNew |
$271K - $307K
|
2.26K
$307K
|
|
|
Oct 23, 2024
Q3 2024
|
Hwg Holdings LP
Houston, TX |
BUY
|
- |
2.25KNew |
$270K - $305K
|
2.25K
$306K
|
|
|
Nov 13, 2024
Q3 2024
|
Btg Pactual Asset Management Us LLC
New York, NY |
BUY
|
- |
2.04KNew |
$245K - $277K
|
2.04K
$277K
|
|
|
Nov 12, 2024
Q3 2024
|
Pettyjohn, Wood & White, Inc
Lynchburg, VA |
BUY
|
- |
1.86K+ 25.8% |
$223K - $252K
|
9.06K
$1.23M
|
|
|
Oct 17, 2024
Q3 2024
|
Norden Group LLC
Provo, UT |
BUY
|
- |
1.77KNew |
$213K - $241K
|
1.77K
$241K
|
|
|
Oct 30, 2024
Q3 2024
|
Radnor Capital Management, LLC
|
BUY
|
- |
1.7KNew |
$204K - $231K
|
1.7K
$231K
|
|
|
Nov 13, 2024
Q3 2024
|
River Glades Family Offices LLC
Naples, FL |
BUY
|
- |
1.65KNew |
$198K - $224K
|
1.65K
$224K
|
|
|
Nov 01, 2024
Q3 2024
|
Leavell Investment Management, Inc.
|
BUY
|
- |
1.65K+ 45.78% |
$198K - $224K
|
5.25K
$713K
|
|
|
Nov 12, 2024
Q3 2024
|
Sand Hill Global Advisors, LLC
Palo Alto, CA |
BUY
|
- |
1.65KNew |
$198K - $224K
|
1.65K
$224K
|
|
|
Oct 08, 2024
Q3 2024
|
Morton Capital Management Llc/Ca
Calabasas, CA |
BUY
|
- |
1.64KNew |
$197K - $222K
|
1.64K
$222K
|
|
|
Oct 24, 2024
Q3 2024
|
First Merchants Corp
|
BUY
|
- |
1.63KNew |
$196K - $222K
|
1.63K
$222K
|
|
|
Oct 30, 2024
Q3 2024
|
Global Wealth Management Investment Advisory, Inc.
Fort Lauderdale, FL |
BUY
|
- |
1.62KNew |
$195K - $220K
|
1.62K
$220K
|
|
|
Nov 14, 2024
Q3 2024
|
Firestone Capital Management
|
BUY
|
- |
1.6KNew |
$192K - $217K
|
1.6K
$217K
|
|
|
Nov 05, 2024
Q3 2024
|
Arq Wealth Advisors, LLC
|
BUY
|
- |
1.6KNew |
$192K - $217K
|
1.6K
$217K
|
|
|
Nov 12, 2024
Q3 2024
|
Adapt Wealth Advisors, LLC
Atlanta, GA |
BUY
|
- |
1.59KNew |
$191K - $216K
|
1.59K
$216K
|
|
|
Oct 29, 2024
Q3 2024
|
Private Management Group Inc
|
BUY
|
- |
1.58KNew |
$189K - $214K
|
1.58K
$214K
|
|
|
Nov 08, 2024
Q3 2024
|
Paces Ferry Wealth Advisors, LLC
|
BUY
|
- |
1.57KNew |
$189K - $213K
|
1.57K
$213K
|
|
|
Nov 14, 2024
Q3 2024
|
Reynders Mc Veigh Capital Management, LLC
|
BUY
|
- |
1.57KNew |
$188K - $213K
|
1.57K
$213K
|
|
|
Nov 12, 2024
Q3 2024
|
Cypress Capital, LLC
|
BUY
|
- |
1.54KNew |
$184K - $209K
|
1.54K
$209K
|
|
|
Nov 12, 2024
Q3 2024
|
Advisory Alpha, LLC
|
BUY
|
- |
1.52KNew |
$182K - $206K
|
1.52K
$206K
|
|
|
Nov 14, 2024
Q3 2024
|
Atlantic Union Bankshares Corp
|
BUY
|
- |
1.52KNew |
$182K - $206K
|
1.52K
$206K
|
|
|
Nov 04, 2024
Q3 2024
|
Ti Trust, Inc
|
BUY
|
- |
1.52KNew |
$182K - $206K
|
1.52K
$206K
|
|
|
Nov 12, 2024
Q3 2024
|
Fairhaven Wealth Management, LLC
|
BUY
|
- |
1.52KNew |
$182K - $206K
|
1.52K
$206K
|
|
|
Nov 05, 2024
Q3 2024
|
Security Financial Services, Inc.
|
BUY
|
- |
1.51KNew |
$181K - $205K
|
1.51K
$205K
|
|
|
Nov 12, 2024
Q3 2024
|
Berger Financial Group, Inc
Plymouth, MN |
BUY
|
- |
1.49KNew |
$179K - $203K
|
1.49K
$203K
|
|
|
Nov 14, 2024
Q3 2024
|
Chevy Chase Trust Holdings, Inc.
Bethesda, MD |
BUY
|
- |
1.49KNew |
$179K - $202K
|
1.49K
$202K
|
|
|
Nov 04, 2024
Q3 2024
|
Colonial River Wealth Management, LLC
Midlothian, VA |
BUY
|
- |
1.49KNew |
$178K - $202K
|
1.49K
$202K
|
|
|
Nov 06, 2024
Q3 2024
|
Turtle Creek Wealth Advisors, LLC
Dallas, TX |
BUY
|
- |
1.33K+ 80.1% |
$159K - $180K
|
2.99K
$406K
|
|
|
Nov 06, 2024
Q3 2024
|
Squire Investment Management Company, LLC
Orem, UT |
BUY
|
- |
1.17K+ 17.86% |
$140K - $159K
|
7.72K
$1.05M
|
|
|
Nov 12, 2024
Q3 2024
|
Bedel Financial Consulting, Inc.
|
BUY
|
- |
597+ 14.03% |
$71.6K - $81K
|
4.85K
$659K
|
|