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 |
|---|---|---|---|---|---|---|---|
|
Feb 05, 2025
Q4 2024
|
Morgan Dempsey Capital Management LLC
Menomonee Falls, WI |
BUY
|
- |
21.1KNew |
$2.73M - $3.02M
|
21.1K
$2.8M
|
|
|
Feb 14, 2025
Q4 2024
|
Lido Advisors, LLC
Los Angeles, CA |
BUY
|
- |
20.8K+ 30.79% |
$2.69M - $2.98M
|
88.4K
$11.7M
|
|
|
Jan 14, 2025
Q4 2024
|
Sanders Morris Harris LLC
|
BUY
|
- |
20.2KNew |
$2.62M - $2.9M
|
20.2K
$2.69M
|
|
|
Feb 12, 2025
Q4 2024
|
Orion Portfolio Solutions, LLC
|
BUY
|
- |
20.1K+ 61.77% |
$2.6M - $2.88M
|
52.5K
$6.97M
|
|
|
Feb 14, 2025
Q4 2024
|
Ifc Advisors LLC
Los Angeles, CA |
BUY
|
- |
19.2KNew |
$2.48M - $2.75M
|
19.2K
$2.54M
|
|
|
Feb 14, 2025
Q4 2024
|
First Heartland Consultants, Inc.
|
BUY
|
- |
16.3K+ 645.41% |
$2.11M - $2.34M
|
18.8K
$2.5M
|
|
|
Feb 07, 2025
Q4 2024
|
Sequoia Financial Advisors, LLC
|
BUY
|
- |
16.2K+ 33.94% |
$2.1M - $2.33M
|
64.1K
$8.5M
|
|
|
Feb 14, 2025
Q4 2024
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
16K+ 11.15% |
$2.08M - $2.3M
|
160K
$21.2M
|
|
|
Jan 27, 2025
Q4 2024
|
Bleakley Financial Group, LLC
Fairfield, NJ |
BUY
|
- |
15.9K+ 352.69% |
$2.06M - $2.28M
|
20.4K
$2.71M
|
|
|
Feb 14, 2025
Q4 2024
|
Core Cap Advisors, LLC
Southfield, MI |
BUY
|
- |
15.6K+ 49.74% |
$2.02M - $2.24M
|
47K
$6.24M
|
|
|
Feb 13, 2025
Q4 2024
|
Capital Fund Management S.A.
Paris, I0 |
BUY
|
PUT |
14.3KNew |
$1.85M - $2.05M
|
14.3K
$1.9M
|
|
|
Feb 10, 2025
Q4 2024
|
Kestra Advisory Services, LLC
|
BUY
|
- |
14.3K+ 12.1% |
$1.85M - $2.05M
|
132K
$17.5M
|
|
|
Jan 29, 2025
Q4 2024
|
Principle Wealth Partners LLC
|
BUY
|
- |
14.2K+ 48.38% |
$1.84M - $2.04M
|
43.6K
$5.78M
|
|
|
Feb 13, 2025
Q4 2024
|
Carbahal Olsen Financial Services Group, LLC
Davis, CA |
BUY
|
- |
13.8KNew |
$1.79M - $1.98M
|
13.8K
$1.83M
|
|
|
Feb 14, 2025
Q4 2024
|
Ameriprise Financial Inc
Minneapolis, MN |
BUY
|
- |
13.5K+ 2.83% |
$1.75M - $1.94M
|
491K
$65.2M
|
|
|
Jan 13, 2025
Q4 2024
|
Dale Q Rice Investment Management LTD
Vancouver, WA |
BUY
|
- |
12.6KNew |
$1.63M - $1.8M
|
12.6K
$1.67M
|
|
|
Feb 12, 2025
Q4 2024
|
Venture Visionary Partners LLC
|
BUY
|
- |
12.5K+ 92.26% |
$1.62M - $1.79M
|
26K
$3.46M
|
|
|
Feb 14, 2025
Q4 2024
|
Wiley Bros. Aintree Capital, LLC
|
BUY
|
- |
11.5K+ 15.95% |
$1.48M - $1.64M
|
83.3K
$11.1M
|
|
|
Feb 18, 2025
Q4 2024
|
Pacific Point Advisors, LLC
Rancho Santa Fe, CA |
BUY
|
- |
11.4KNew |
$1.47M - $1.63M
|
11.4K
$1.51M
|
|
|
Feb 07, 2025
Q4 2024
|
Essential Planning, Llc.
Portsmouth, NH |
BUY
|
- |
11.4KNew |
$1.47M - $1.63M
|
11.4K
$1.51M
|
|
|
Feb 14, 2025
Q4 2024
|
Cary Street Partners Financial LLC
Richmond, VA |
BUY
|
- |
11KNew |
$1.43M - $1.58M
|
11K
$1.46M
|
|
|
Feb 14, 2025
Q4 2024
|
North Rock Partners, LLC
|
BUY
|
- |
9.6KNew |
$1.24M - $1.38M
|
9.6K
$1.27M
|
|
|
Feb 21, 2025
Q4 2024
|
Challenger Wealth Management
Aliso Viejo, CA |
BUY
|
- |
9.6KNew |
$1.24M - $1.38M
|
9.6K
$1.27M
|
|
|
Feb 12, 2025
Q4 2024
|
Freedom Financial Partners LLC
Oakdale, MN |
BUY
|
- |
9.29KNew |
$1.2M - $1.33M
|
9.29K
$1.23M
|
|
|
Feb 13, 2025
Q4 2024
|
Tradition Wealth Management, LLC
|
BUY
|
- |
9.21K+ 35.28% |
$1.19M - $1.32M
|
35.3K
$4.69M
|
|
|
Feb 14, 2025
Q4 2024
|
Comerica Bank
|
BUY
|
- |
9.18K+ 1.9% |
$1.19M - $1.32M
|
493K
$65.5M
|
|
|
Feb 05, 2025
Q4 2024
|
Adg Wealth Management Group, LLC
Metairie, LA |
BUY
|
- |
8.75KNew |
$1.13M - $1.26M
|
8.75K
$1.16M
|
|
|
Jan 29, 2025
Q4 2024
|
Essex Financial Services, Inc.
|
BUY
|
- |
8.57K+ 38.58% |
$1.11M - $1.23M
|
30.8K
$4.08M
|
|
|
Feb 12, 2025
Q4 2024
|
Annis Gardner Whiting Capital Advisors, LLC
Tampa, FL |
BUY
|
- |
8.38K+ 452.21% |
$1.09M - $1.2M
|
10.2K
$1.36M
|
|
|
Jan 27, 2025
Q4 2024
|
Greenwood Capital Associates LLC
Greenwood, SC |
BUY
|
- |
8.32KNew |
$1.08M - $1.19M
|
8.32K
$1.1M
|
|
|
Feb 25, 2025
Q4 2024
|
Integrated Advisors Network LLC
Palos Verdes Estates, CA |
BUY
|
- |
8.09K+ 19.41% |
$1.05M - $1.16M
|
49.8K
$6.6M
|
|
|
Jan 13, 2025
Q4 2024
|
Marcum Wealth, LLC
|
BUY
|
- |
8.06KNew |
$1.04M - $1.16M
|
8.06K
$1.07M
|
|
|
Feb 13, 2025
Q4 2024
|
Quest 10 Wealth Builders, Inc.
Fuquay Varina, VA |
BUY
|
- |
7.9KNew |
$1.02M - $1.13M
|
7.9K
$1.05M
|
|
|
Feb 14, 2025
Q4 2024
|
Capital Advantage, Inc.
|
BUY
|
- |
7.81KNew |
$1.01M - $1.12M
|
7.81K
$1.04M
|
|
|
Jan 17, 2025
Q4 2024
|
Dakota Wealth Management
|
BUY
|
- |
7.77K+ 77.69% |
$1.01M - $1.11M
|
17.8K
$2.36M
|
|
|
Feb 10, 2025
Q4 2024
|
Flagship Wealth Advisors, LLC
Wakefield, MA |
BUY
|
- |
7.37KNew |
$955K - $1.06M
|
7.37K
$978K
|
|
|
Feb 05, 2025
Q4 2024
|
Providence First Trust CO
|
BUY
|
- |
7.24K+ 54.26% |
$938K - $1.04M
|
20.6K
$2.73M
|
|
|
Feb 13, 2025
Q4 2024
|
Advisory Services Network, LLC
|
BUY
|
- |
7.04K+ 10.74% |
$912K - $1.01M
|
72.5K
$9.63M
|
|
|
Feb 18, 2025
Q4 2024
|
Helium Advisors LLC
Everett, WA |
BUY
|
- |
6.95KNew |
$901K - $997K
|
6.95K
$923K
|
|
|
Feb 04, 2025
Q4 2024
|
Y Intercept (Hong Kong) LTD
|
BUY
|
- |
6.83KNew |
$885K - $980K
|
6.83K
$907K
|
|
|
Jan 14, 2025
Q4 2024
|
Bouvel Investment Partners, LLC
|
BUY
|
- |
6.83K+ 35.2% |
$885K - $979K
|
26.2K
$3.48M
|
|
|
Jan 24, 2025
Q4 2024
|
Independence Bank Of Kentucky
|
BUY
|
- |
6.36K+ 71.82% |
$824K - $912K
|
15.2K
$2.02M
|
|
|
Feb 14, 2025
Q4 2024
|
Trace Wealth Advisors, LLC
Los Angeles, CA |
BUY
|
- |
6.12KNew |
$793K - $878K
|
6.12K
$813K
|
|
|
Feb 24, 2025
Q4 2024
|
Ameriflex Group, Inc.
Las Vegas, NV |
BUY
|
- |
5.74KNew |
$743K - $823K
|
5.74K
$762K
|
|
|
Feb 13, 2025
Q4 2024
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
5.71K+ 16.33% |
$739K - $818K
|
40.6K
$5.4M
|
|
|
Mar 19, 2025
Q4 2024
|
M1 Capital Management LLC
Bloomfield Hills, MI |
BUY
|
- |
5.69KNew |
$737K - $816K
|
5.69K
$755K
|
|
|
Jan 23, 2025
Q4 2024
|
Heck Capital Advisors, LLC
Rhinelander, WI |
BUY
|
- |
5.64KNew |
$731K - $809K
|
5.64K
$749K
|
|
|
Jan 15, 2025
Q4 2024
|
Ameritas Advisory Services, LLC
Lincoln, NE |
BUY
|
- |
5.61K+ 30.3% |
$726K - $804K
|
24.1K
$3.2M
|
|
|
Feb 13, 2025
Q4 2024
|
Federated Hermes, Inc.
Pittsburgh, PA |
BUY
|
- |
5.58KNew |
$723K - $801K
|
5.58K
$741K
|
|
|
Feb 13, 2025
Q4 2024
|
Creative One Wealth, LLC
Overland Park, KS |
BUY
|
- |
5.3K+ 64.02% |
$687K - $761K
|
13.6K
$1.8M
|