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 |
|---|---|---|---|---|---|---|---|
|
Aug 07, 2023
Q2 2023
|
Vestmark Advisory Solutions, Inc.
|
BUY
|
- |
36+ 0.62% |
$3.91K - $4.29K
|
5.84K
$794K
|
|
|
Jul 13, 2023
Q2 2023
|
Tilia Fiduciary Partners, Inc.
|
BUY
|
- |
13+ 1.41% |
$1.41K - $1.55K
|
934
$127K
|
|
|
Aug 08, 2023
Q2 2023
|
Gsb Wealth Management, LLC
|
BUY
|
- |
5+ 0.12% |
$543 - $596
|
4.21K
$572K
|
|
|
Jul 27, 2023
Q2 2023
|
Horan Securities, Inc.
|
BUY
|
- |
5+ 0.77% |
$543 - $596
|
652
$88.6K
|
|
|
Aug 11, 2023
Q2 2023
|
V Wealth Advisors LLC
|
BUY
|
- |
3+ 0.15% |
$326 - $358
|
2.07K
$281K
|
|
|
Jul 10, 2023
Q2 2023
|
Disciplined Investments, LLC
Tulsa, OK |
BUY
|
- |
3+ 0.44% |
$326 - $358
|
684
$92.9K
|
|
|
Aug 11, 2023
Q2 2023
|
Lansing Street Advisors
|
BUY
|
- |
2+ 0.85% |
$217 - $239
|
238
$32.3K
|
|
|
Aug 03, 2023
Q2 2023
|
Fiduciary Planning LLC
Coral Springs, FL |
BUY
|
- |
1+ 0.05% |
$109 - $119
|
2.22K
$301K
|
|
| Q1 2023 | |||||||
|
May 09, 2023
Q1 2023
|
Bank Of New York Mellon Corp
New York, NY |
BUY
|
- |
4.22MNew |
$467M - $533M
|
4.22M
$573M
|
|
|
May 15, 2023
Q1 2023
|
Schonfeld Strategic Advisors LLC
New York, NY |
BUY
|
- |
40KNew |
$4.43M - $5.05M
|
40K
$5.43M
|
|
|
May 01, 2023
Q1 2023
|
Performa LTD (Us), LLC
|
BUY
|
- |
16.9KNew |
$1.87M - $2.14M
|
16.9K
$2.3M
|
|
|
May 15, 2023
Q1 2023
|
Hbk Investments L P
Dallas, TX |
BUY
|
- |
10KNew |
$1.11M - $1.27M
|
10K
$1.36M
|
|
|
May 15, 2023
Q1 2023
|
Ubs Asset Management Americas Inc
Chicago, IL |
BUY
|
- |
7.17KNew |
$794K - $907K
|
7.17K
$974K
|
|
|
Apr 13, 2023
Q1 2023
|
Apeiron Ria LLC
|
BUY
|
- |
4.33KNew |
$480K - $548K
|
4.33K
$589K
|
|
|
May 11, 2023
Q1 2023
|
Destiny Capital Corp/Co
Golden, CO |
BUY
|
- |
3.9KNew |
$432K - $493K
|
3.9K
$530K
|
|
|
May 12, 2023
Q1 2023
|
Lowe Brockenbrough & CO Inc
|
BUY
|
- |
3.27K+ 125.44% |
$362K - $414K
|
5.88K
$799K
|
|
|
May 11, 2023
Q1 2023
|
Legacy Capital Group California, Inc.
Los Gatos, CA |
BUY
|
- |
2.78KNew |
$308K - $351K
|
2.78K
$377K
|
|
|
May 15, 2023
Q1 2023
|
True North Advisors, LLC
|
BUY
|
- |
2.71KNew |
$300K - $343K
|
2.71K
$368K
|
|
|
May 02, 2023
Q1 2023
|
Strategy Asset Managers LLC
|
BUY
|
- |
2.08KNew |
$230K - $263K
|
2.08K
$282K
|
|
|
May 09, 2023
Q1 2023
|
Hanlon Investment Management, Inc.
|
BUY
|
- |
1.93K+ 67.24% |
$213K - $244K
|
4.79K
$651K
|
|
|
Apr 19, 2023
Q1 2023
|
Dorsey Wright & Associates
|
BUY
|
- |
1.8K+ 9.61% |
$200K - $228K
|
20.6K
$2.79M
|
|
|
Apr 28, 2023
Q1 2023
|
Redhawk Wealth Advisors, Inc.
Minneapolis, MN |
BUY
|
- |
1.75K+ 5.54% |
$194K - $222K
|
33.4K
$4.54M
|
|
|
May 12, 2023
Q1 2023
|
Veritable, L.P.
Newtown Square, PA |
BUY
|
- |
815+ 1.07% |
$90.2K - $103K
|
77.1K
$10.5M
|
|
|
May 10, 2023
Q1 2023
|
Alpha Financial Partners, LLC
Lexington, KY |
BUY
|
- |
808+ 37.03% |
$89.4K - $102K
|
2.99K
$406K
|
|
|
May 12, 2023
Q1 2023
|
Pointe Capital Management LLC
|
BUY
|
- |
800New |
$88.5K - $101K
|
800
$109K
|
|
|
May 10, 2023
Q1 2023
|
Peak Asset Management, LLC
Louisville, CO |
BUY
|
- |
698+ 4.87% |
$77.3K - $88.2K
|
15K
$2.04M
|
|
|
Apr 25, 2023
Q1 2023
|
Stone House Investment Management, LLC
|
BUY
|
- |
455New |
$50.4K - $57.5K
|
455
$61.8K
|
|
|
May 10, 2023
Q1 2023
|
Mach 1 Financial Group, LLC
Bentonville, AR |
BUY
|
- |
444New |
$49.1K - $56.1K
|
444
$60.3K
|
|
|
May 10, 2023
Q1 2023
|
Cascade Investment Advisors, Inc.
Oregon City, OR |
BUY
|
- |
325New |
$36K - $41.1K
|
325
$44.1K
|
|
|
May 11, 2023
Q1 2023
|
Optiver Holding B.V.
Amsterdam, P7 |
BUY
|
- |
293New |
$32.4K - $37K
|
293
$39.8K
|
|
|
May 03, 2023
Q1 2023
|
Kistler Tiffany Companies, LLC
Berwyn, PA |
BUY
|
- |
258+ 70.11% |
$28.6K - $32.6K
|
626
$85K
|
|
|
May 08, 2023
Q1 2023
|
Institutional & Family Asset Management, LLC
|
BUY
|
- |
100New |
$11.1K - $12.6K
|
100
$13.6K
|
|
|
Apr 18, 2023
Q1 2023
|
Helen Stephens Group, LLC
|
BUY
|
- |
29+ 0.87% |
$3.21K - $3.67K
|
3.36K
$456K
|
|
|
Apr 14, 2023
Q1 2023
|
Asset Management Corp
|
BUY
|
- |
23+ 0.8% |
$2.55K - $2.91K
|
2.88K
$391K
|
|
|
May 10, 2023
Q1 2023
|
Lockerman Financial Group, Inc.
|
BUY
|
- |
11+ 0.26% |
$1.22K - $1.39K
|
4.19K
$569K
|
|
|
May 15, 2023
Q1 2023
|
M Holdings Securities, Inc.
Portland, OR |
BUY
|
- |
1+ 0.02% |
$111 - $126
|
4.29K
$583K
|
|
| Q4 2022 | |||||||
|
Jan 17, 2023
Q4 2022
|
Well Done, LLC
|
BUY
|
- |
34.1KNew |
$3.66M - $4.28M
|
34.1K
$4.63M
|
|
|
Feb 07, 2023
Q4 2022
|
Hardy Reed LLC
|
BUY
|
- |
24KNew |
$2.58M - $3.01M
|
24K
$3.26M
|
|
|
Jul 07, 2023
Q4 2022
|
Fulcrum Equity Management
|
BUY
|
- |
22.7KNew |
$2.44M - $2.85M
|
22.7K
$3.09M
|
|
|
Jan 23, 2023
Q4 2022
|
Capital Cs Group, LLC
|
BUY
|
- |
11.8KNew |
$1.27M - $1.48M
|
11.8K
$1.6M
|
|
|
Feb 13, 2023
Q4 2022
|
Allianz Asset Management Gmb H
Munich, 2M |
BUY
|
- |
9K+ 50.85% |
$967K - $1.13M
|
26.7K
$3.63M
|
|
|
Feb 13, 2023
Q4 2022
|
Banco Bilbao Vizcaya Argentaria, S.A.
|
BUY
|
- |
7.3KNew |
$784K - $916K
|
7.3K
$992K
|
|
|
Feb 02, 2023
Q4 2022
|
Argi Investment Services, LLC
|
BUY
|
- |
7.23K+ 12.47% |
$777K - $908K
|
65.2K
$8.86M
|
|
|
Feb 06, 2023
Q4 2022
|
Brinker Capital Investments, LLC
|
BUY
|
- |
6.08K+ 16.22% |
$653K - $763K
|
43.6K
$5.92M
|
|
|
Feb 08, 2023
Q4 2022
|
Banco Btg Pactual S.A.
Rio De Janeiro, D5 |
BUY
|
- |
5.78KNew |
$621K - $725K
|
5.78K
$785K
|
|
|
Feb 09, 2023
Q4 2022
|
Bedell Frazier Investment Counseling, LLC
|
BUY
|
- |
5.57KNew |
$598K - $699K
|
5.57K
$757K
|
|
|
Jan 27, 2023
Q4 2022
|
Threadgill Financial, LLC
|
BUY
|
- |
5.17KNew |
$555K - $649K
|
5.17K
$702K
|
|
|
Feb 06, 2023
Q4 2022
|
Pinnacle Wealth Management Advisory Group, LLC
|
BUY
|
- |
4.96KNew |
$532K - $622K
|
4.96K
$673K
|
|
|
Feb 07, 2023
Q4 2022
|
Sanford Advisory Services, LLC
|
BUY
|
- |
4.9K+ 5.77% |
$526K - $614K
|
89.7K
$12.2M
|
|
|
Feb 27, 2023
Q4 2022
|
Gallagher Benefit Services, Inc.
Rolling Meadows, IL |
BUY
|
- |
4.48KNew |
$481K - $562K
|
4.48K
$608K
|
|