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 |
|---|---|---|---|---|---|---|---|
|
Nov 14, 2024
Q3 2024
|
First Manhattan CO
New York, NY |
BUY
|
- |
540+ 11.64% |
$64.8K - $73.3K
|
5.18K
$704K
|
|
|
Nov 04, 2024
Q3 2024
|
Ashton Thomas Securities, LLC
Rochester, NY |
BUY
|
- |
501+ 72.71% |
$60.1K - $68K
|
1.19K
$162K
|
|
|
Nov 12, 2024
Q3 2024
|
Hemington Wealth Management
|
BUY
|
- |
371New |
$44.5K - $50.4K
|
371
$50.4K
|
|
|
Oct 02, 2024
Q3 2024
|
M&R Capital Management Inc
|
BUY
|
- |
291+ 1455.0% |
$34.9K - $39.5K
|
311
$42.2K
|
|
|
Oct 28, 2024
Q3 2024
|
American Financial & Tax Strategies Inc
New York, NY |
BUY
|
- |
187+ 7.9% |
$22.4K - $25.4K
|
2.55K
$347K
|
|
|
Nov 07, 2024
Q3 2024
|
Zynergy Retirement Planning Llc
Red Bank, NJ |
BUY
|
- |
121New |
$14.5K - $16.4K
|
121
$16.4K
|
|
|
Oct 30, 2024
Q3 2024
|
Cary Street Partners Investment Advisory LLC
Richmond, VA |
BUY
|
- |
121+ 1.14% |
$14.5K - $16.4K
|
10.7K
$1.46M
|
|
|
Nov 08, 2024
Q3 2024
|
Oarsman Capital, Inc.
Milwaukee, WI |
BUY
|
- |
100New |
$12K - $13.6K
|
100
$13.6K
|
|
|
Nov 14, 2024
Q3 2024
|
Advisors Capital Management, LLC
Ridgewood, NJ |
BUY
|
- |
84+ 4.76% |
$10.1K - $11.4K
|
1.85K
$251K
|
|
|
Nov 15, 2024
Q3 2024
|
Jdm Financial Group LLC
Encino, CA |
BUY
|
- |
75+ 33.33% |
$9K - $10.2K
|
300
$40.7K
|
|
|
Nov 08, 2024
Q3 2024
|
Banque Cantonale Vaudoise
|
BUY
|
- |
73+ 10.07% |
$8.76K - $9.91K
|
798
$108K
|
|
|
Oct 31, 2024
Q3 2024
|
Claris Advisors, LLC
|
BUY
|
- |
54New |
$6.48K - $7.33K
|
54
$7.33K
|
|
|
Feb 03, 2025
Q3 2024
|
Tucker Asset Management LLC
Littleton, CO |
BUY
|
- |
52+ 104.0% |
$6.24K - $7.06K
|
102
$13.9K
|
|
|
Oct 11, 2024
Q3 2024
|
Fin Trust Capital Advisors, LLC
|
BUY
|
- |
10+ 0.21% |
$1.2K - $1.36K
|
4.72K
$642K
|
|
|
Nov 14, 2024
Q3 2024
|
Kingfisher Capital LLC
|
BUY
|
- |
7+ 0.28% |
$840 - $950
|
2.49K
$338K
|
|
|
Nov 08, 2024
Q3 2024
|
Darwin Advisors, LLC
|
BUY
|
- |
6New |
$720 - $814
|
6
$815
|
|
|
Oct 18, 2024
Q3 2024
|
West Branch Capital LLC
|
BUY
|
- |
4New |
$480 - $543
|
4
$543
|
|
|
Oct 17, 2024
Q3 2024
|
Kozak & Associates, Inc.
Highlands Ranch, CO |
BUY
|
- |
2+ 1.17% |
$240 - $271
|
173
$23.5K
|
|
|
Oct 22, 2024
Q3 2024
|
Psi Advisors, LLC
|
BUY
|
- |
1+ 0.98% |
$120 - $136
|
103
$14K
|
|
| Q2 2024 | |||||||
|
Aug 14, 2024
Q2 2024
|
Cubist Systematic Strategies, LLC
Stamford, CT |
BUY
|
PUT |
10.5KNew |
$1.22M - $1.32M
|
10.5K
$1.43M
|
|
|
Aug 14, 2024
Q2 2024
|
D. E. Shaw & Co., Inc.
New York, NY |
BUY
|
- |
6.09KNew |
$705K - $766K
|
6.09K
$827K
|
|
|
Aug 08, 2024
Q2 2024
|
1 St Source Bank
|
BUY
|
- |
3.95KNew |
$457K - $496K
|
3.95K
$536K
|
|
|
Aug 13, 2024
Q2 2024
|
Gunn & CO Investment Management, Inc.
Jacksonville, FL |
BUY
|
- |
3.7KNew |
$428K - $465K
|
3.7K
$503K
|
|
|
Aug 08, 2024
Q2 2024
|
Zions Bancorporation, N.A.
|
BUY
|
- |
3.39KNew |
$392K - $426K
|
3.39K
$460K
|
|
|
Aug 05, 2024
Q2 2024
|
Farmers & Merchants Investments Inc
|
BUY
|
- |
3.2K+ 3331.25% |
$370K - $402K
|
3.29K
$447K
|
|
|
Aug 14, 2024
Q2 2024
|
Wolverine Trading, LLC
Chicago, IL |
BUY
|
- |
2.61KNew |
$301K - $328K
|
2.61K
$354K
|
|
|
Sep 25, 2024
Q2 2024
|
Passive Capital Management, Llc.
Baltimore, MD |
BUY
|
- |
2.5KNew |
$289K - $314K
|
2.5K
$340K
|
|
|
Jul 18, 2024
Q2 2024
|
Silver Lake Advisory, LLC
|
BUY
|
- |
2.27KNew |
$263K - $286K
|
2.27K
$309K
|
|
|
Aug 06, 2024
Q2 2024
|
Pacific Capital Wealth Advisors, Inc
|
BUY
|
- |
2.21KNew |
$256K - $278K
|
2.21K
$300K
|
|
|
Aug 14, 2024
Q2 2024
|
Evergreen Capital Management LLC
Bellevue, WA |
BUY
|
- |
1.95KNew |
$226K - $245K
|
1.95K
$265K
|
|
|
Aug 09, 2024
Q2 2024
|
Edgestream Partners, L.P.
Princeton, NJ |
BUY
|
- |
1.85KNew |
$214K - $232K
|
1.85K
$251K
|
|
|
Jul 30, 2024
Q2 2024
|
Rothschild Investment LLC
Chicago, IL |
BUY
|
- |
1.84KNew |
$213K - $231K
|
1.84K
$250K
|
|
|
Aug 12, 2024
Q2 2024
|
Middleton & CO Inc
|
BUY
|
- |
1.68KNew |
$194K - $211K
|
1.68K
$227K
|
|
|
Aug 12, 2024
Q2 2024
|
Tritonpoint Wealth, LLC
Chevy Chase, MD |
BUY
|
- |
1.67KNew |
$193K - $210K
|
1.67K
$227K
|
|
|
Jul 23, 2024
Q2 2024
|
Godsey & Gibb Associates
|
BUY
|
- |
1.67KNew |
$193K - $209K
|
1.67K
$226K
|
|
|
Aug 14, 2024
Q2 2024
|
Widmann Financial Services, Inc.
|
BUY
|
- |
1.38KNew |
$159K - $173K
|
1.38K
$187K
|
|
|
Jul 18, 2024
Q2 2024
|
Woodmont Investment Counsel LLC
Nashville, TN |
BUY
|
- |
1.33K+ 49.39% |
$154K - $167K
|
4.01K
$545K
|
|
|
Jul 30, 2024
Q2 2024
|
Cassaday & CO Wealth Management LLC
Mclean, VA |
BUY
|
- |
1.02K+ 23.09% |
$118K - $129K
|
5.45K
$740K
|
|
|
Jul 30, 2024
Q2 2024
|
Private Ocean, LLC
|
BUY
|
- |
1K+ 21.89% |
$116K - $126K
|
5.57K
$756K
|
|
|
Jul 22, 2024
Q2 2024
|
Strengthening Families & Communities, LLC
|
BUY
|
- |
860New |
$99.5K - $108K
|
860
$117K
|
|
|
Aug 14, 2024
Q2 2024
|
Icon Wealth Advisors, LLC
Houston, TX |
BUY
|
- |
839New |
$97.1K - $106K
|
839
$114K
|
|
|
Aug 07, 2024
Q2 2024
|
Biltmore Family Office, LLC
|
BUY
|
- |
643+ 31.77% |
$74.4K - $80.9K
|
2.67K
$362K
|
|
|
Aug 13, 2024
Q2 2024
|
1832 Asset Management L.P.
Toronto, A6 |
BUY
|
- |
604New |
$69.9K - $76K
|
604
$82K
|
|
|
Jul 25, 2024
Q2 2024
|
Gratus Capital LLC
|
BUY
|
- |
506+ 15.09% |
$58.6K - $63.6K
|
3.86K
$524K
|
|
|
Jul 26, 2024
Q2 2024
|
Financial Connections Group, Inc.
|
BUY
|
- |
497New |
$57.5K - $62.5K
|
497
$67.5K
|
|
|
Jul 24, 2024
Q2 2024
|
Family Firm, Inc.
|
BUY
|
- |
295New |
$34.1K - $37.1K
|
295
$40.1K
|
|
|
Aug 06, 2024
Q2 2024
|
Chris Bulman Inc
Roseville, CA |
BUY
|
- |
100New |
$11.6K - $12.6K
|
100
$13.6K
|
|
|
Aug 06, 2024
Q2 2024
|
Caprock Group, Inc.
|
BUY
|
- |
100+ 3.01% |
$11.6K - $12.6K
|
3.43K
$465K
|
|
|
Aug 08, 2024
Q2 2024
|
Element Wealth, LLC
|
BUY
|
- |
32+ 2.29% |
$3.7K - $4.02K
|
1.43K
$194K
|
|
|
Aug 14, 2024
Q2 2024
|
Cardiff Park Advisors, LLC
San Marcos, CA |
BUY
|
- |
20+ 0.75% |
$2.31K - $2.52K
|
2.67K
$363K
|
|