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 15, 2022
Q3 2022
|
Oxler Private Wealth LLC
New York, NY |
BUY
|
- |
306+ 58.85% |
$32.8K - $39.1K
|
826
$110K
|
|
|
Nov 14, 2022
Q3 2022
|
Wcg Wealth Advisors LLC
Las Vegas, NV |
BUY
|
- |
292+ 14.43% |
$31.3K - $37.3K
|
2.32K
$307K
|
|
|
Oct 11, 2022
Q3 2022
|
Trust CO
|
BUY
|
- |
220New |
$23.6K - $28.1K
|
220
$29.2K
|
|
|
Oct 18, 2022
Q3 2022
|
Courier Capital LLC
|
BUY
|
- |
60+ 2.81% |
$6.43K - $7.66K
|
2.19K
$291K
|
|
|
Oct 27, 2022
Q3 2022
|
Absolute Capital Management, LLC
|
BUY
|
- |
36New |
$3.86K - $4.6K
|
36
$4.78K
|
|
|
Nov 18, 2022
Q3 2022
|
Ambassador Advisors, LLC
Lancaster, PA |
BUY
|
- |
31New |
$3.32K - $3.96K
|
31
$4.11K
|
|
|
Oct 06, 2022
Q3 2022
|
Advocacy Wealth Management Services, LLC
|
BUY
|
- |
25+ 1.88% |
$2.68K - $3.19K
|
1.36K
$180K
|
|
|
Nov 03, 2022
Q3 2022
|
Acg Wealth
|
BUY
|
- |
6+ 0.04% |
$643 - $766
|
13.4K
$1.77M
|
|
|
Nov 02, 2022
Q3 2022
|
Hudock, Inc.
|
BUY
|
- |
4+ 0.46% |
$429 - $511
|
865
$115K
|
|
|
Nov 10, 2022
Q3 2022
|
Castleview Partners, LLC
Dallas, TX |
BUY
|
- |
2+ 20.0% |
$214 - $255
|
12
$1.59K
|
|
|
Nov 08, 2022
Q3 2022
|
Sage Private Wealth Group, LLC
|
BUY
|
- |
1+ 0.81% |
$107 - $128
|
125
$16.6K
|
|
| Q2 2022 | |||||||
|
Aug 01, 2022
Q2 2022
|
Empowered Funds, LLC
|
BUY
|
- |
34.2KNew |
$3.87M - $4.51M
|
34.2K
$4.53M
|
|
|
Aug 05, 2022
Q2 2022
|
Fieldpoint Private Securities, LLC
|
BUY
|
- |
16.9K+ 43.29% |
$1.91M - $2.23M
|
55.9K
$7.41M
|
|
|
Aug 08, 2022
Q2 2022
|
Walleye Capital LLC
Plymouth, MN |
BUY
|
- |
6.98KNew |
$790K - $922K
|
6.98K
$926K
|
|
|
Aug 11, 2022
Q2 2022
|
Oxford Financial Group LTD
Indianapolis, IN |
BUY
|
- |
4.02K+ 1243.03% |
$455K - $531K
|
4.34K
$575K
|
|
|
Aug 09, 2022
Q2 2022
|
Quantbot Technologies LP
New York, NY |
BUY
|
- |
4KNew |
$453K - $529K
|
4K
$531K
|
|
|
Jul 15, 2022
Q2 2022
|
Pinnacle Private Wealth, LLC
|
BUY
|
- |
3.92K+ 38.92% |
$444K - $518K
|
14K
$1.86M
|
|
|
Jul 15, 2022
Q2 2022
|
Oak Asset Management, LLC
|
BUY
|
- |
3.37KNew |
$382K - $446K
|
3.37K
$448K
|
|
|
Aug 02, 2022
Q2 2022
|
First Business Financial Services, Inc.
|
BUY
|
- |
3.02KNew |
$342K - $399K
|
3.02K
$401K
|
|
|
Aug 05, 2022
Q2 2022
|
Wj Wealth Management, LLC
|
BUY
|
- |
2.9KNew |
$329K - $383K
|
2.9K
$385K
|
|
|
Jul 27, 2022
Q2 2022
|
Advisor Resource Council
|
BUY
|
- |
2.02KNew |
$229K - $267K
|
2.02K
$268K
|
|
|
Jul 22, 2022
Q2 2022
|
Galvin, Gaustad & Stein, LLC
|
BUY
|
- |
2.01KNew |
$228K - $266K
|
2.01K
$267K
|
|
|
Jul 12, 2022
Q2 2022
|
Financial Management Professionals, Inc.
|
BUY
|
- |
788New |
$89.2K - $104K
|
788
$105K
|
|
|
Aug 11, 2022
Q2 2022
|
Compagnie Lombard Odier S Cm A
1204 Geneva, V8 |
BUY
|
- |
700New |
$79.2K - $92.5K
|
700
$92.9K
|
|
|
Aug 09, 2022
Q2 2022
|
Hancock Whitney Investment Services Inc.
New Orleans, LA |
BUY
|
- |
558+ 2.33% |
$63.2K - $73.7K
|
24.5K
$3.25M
|
|
|
Aug 12, 2022
Q2 2022
|
Fft Wealth Management LLC
West Conshohocken, PA |
BUY
|
- |
470+ 1.43% |
$53.2K - $62.1K
|
33.4K
$4.43M
|
|
|
Aug 19, 2022
Q2 2022
|
Horizons Wealth Management
Asheville, NC |
BUY
|
- |
360New |
$40.8K - $47.6K
|
360
$47.8K
|
|
|
Aug 16, 2022
Q2 2022
|
Northern Oak Wealth Management Inc
Milwaukee, WI |
BUY
|
- |
250New |
$28.3K - $33K
|
250
$33.2K
|
|
|
Jul 15, 2022
Q2 2022
|
Pds Planning, Inc
|
BUY
|
- |
240+ 9.44% |
$27.2K - $31.7K
|
2.78K
$369K
|
|
|
Jul 06, 2022
Q2 2022
|
Sterling Investment Management, LLC
|
BUY
|
- |
232+ 11.3% |
$26.3K - $30.7K
|
2.29K
$303K
|
|
|
Aug 15, 2022
Q2 2022
|
Frontier Wealth Management LLC
Kansas City, MO |
BUY
|
- |
218+ 1.46% |
$24.7K - $28.8K
|
15.2K
$2.02M
|
|
|
Jul 06, 2022
Q2 2022
|
Marshall & Sullivan Inc
|
BUY
|
- |
116New |
$13.1K - $15.3K
|
116
$15.4K
|
|
|
Jul 29, 2022
Q2 2022
|
Lfa Lugano Financial Advisors Sa
|
BUY
|
- |
100New |
$11.3K - $13.2K
|
100
$13.3K
|
|
|
Aug 08, 2022
Q2 2022
|
Crossvault Capital Management LLC
|
BUY
|
- |
63+ 3.06% |
$7.13K - $8.32K
|
2.12K
$281K
|
|
|
Aug 09, 2022
Q2 2022
|
Eudaimonia Partners, LLC
Winchester, TN |
BUY
|
- |
50+ 2.76% |
$5.66K - $6.61K
|
1.86K
$247K
|
|
|
Jul 22, 2022
Q2 2022
|
Dixon Hubard Feinour & Brown Inc
|
BUY
|
- |
50+ 0.45% |
$5.66K - $6.61K
|
11.2K
$1.48M
|
|
|
Aug 09, 2022
Q2 2022
|
Truvestments Capital LLC
Sarasota, FL |
BUY
|
- |
15New |
$1.7K - $1.98K
|
15
$1.99K
|
|
|
Aug 11, 2022
Q2 2022
|
Bar Harbor Trust Services
Ellsworth, ME |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
| Q1 2022 | |||||||
|
Apr 29, 2022
Q1 2022
|
Lake Street Financial LLC
|
BUY
|
- |
3.87KNew |
$464K - $502K
|
3.87K
$513K
|
|
|
May 13, 2022
Q1 2022
|
Aspire Capital Advisors LLC
Seattle, WA |
BUY
|
- |
3.18KNew |
$382K - $413K
|
3.18K
$422K
|
|
|
Sep 20, 2022
Q1 2022
|
Second Half Financial Partners, LLC
Sebring, FL |
BUY
|
- |
3.01KNew |
$361K - $390K
|
3.01K
$399K
|
|
|
May 02, 2022
Q1 2022
|
Hnp Capital LLC
|
BUY
|
- |
1.93KNew |
$232K - $251K
|
1.93K
$256K
|
|
|
Apr 26, 2022
Q1 2022
|
Landmark Wealth Management, LLC
|
BUY
|
- |
1.23KNew |
$147K - $159K
|
1.23K
$163K
|
|
|
May 11, 2022
Q1 2022
|
Red Cedar Capital, LLC
|
BUY
|
- |
167New |
$20K - $21.7K
|
167
$22.2K
|
|
|
May 09, 2022
Q1 2022
|
One Plus One Wealth Management, LLC
|
BUY
|
- |
102+ 3.82% |
$12.2K - $13.2K
|
2.77K
$368K
|
|
|
Apr 29, 2022
Q1 2022
|
Accel Wealth Management
|
BUY
|
- |
100+ 40.0% |
$12K - $13K
|
350
$46.4K
|
|
|
May 06, 2022
Q1 2022
|
Bivin & Associates, Inc.
Ponca City, OK |
BUY
|
- |
45+ 24.32% |
$5.4K - $5.84K
|
230
$30.5K
|
|
|
Oct 17, 2024
Q1 2022
|
Wr Wealth Planners, LLC
Columbia, MO |
BUY
|
- |
22New |
$2.64K - $2.85K
|
22
$2.92K
|
|
|
May 12, 2022
Q1 2022
|
Raleigh Capital Management Inc.
Cary, NC |
BUY
|
- |
10New |
$1.2K - $1.3K
|
10
$1.33K
|
|
|
May 02, 2022
Q1 2022
|
Personal Cfo Solutions, LLC
|
BUY
|
- |
2+ 0.12% |
$240 - $260
|
1.7K
$226K
|
|