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 07, 2025
Q3 2025
|
Amg National Trust Bank
|
BUY
|
- |
7K+ 2.34% |
$937K - $998K
|
306K
$43.1M
|
|
|
Nov 12, 2025
Q3 2025
|
Ameriflex Group, Inc.
Las Vegas, NV |
BUY
|
- |
6.98K+ 156.98% |
$935K - $995K
|
11.4K
$1.61M
|
|
|
Nov 14, 2025
Q3 2025
|
Wiley Bros. Aintree Capital, LLC
|
BUY
|
- |
6.6K+ 4.95% |
$884K - $941K
|
140K
$19.7M
|
|
|
Oct 10, 2025
Q3 2025
|
Fifth Third Securities, Inc.
|
BUY
|
- |
6.56K+ 26.8% |
$879K - $936K
|
31K
$4.37M
|
|
|
Nov 13, 2025
Q3 2025
|
Stelac Advisory Services LLC
New York, NY |
BUY
|
- |
6.44K+ 16.38% |
$862K - $918K
|
45.8K
$6.43M
|
|
|
Oct 21, 2025
Q3 2025
|
Fifth Third Wealth Advisors LLC
Cincinnati, OH |
BUY
|
- |
6.4K+ 4.39% |
$857K - $913K
|
152K
$21.4M
|
|
|
Oct 27, 2025
Q3 2025
|
Janney Montgomery Scott LLC
|
BUY
|
- |
6.25K+ 2.96% |
$837K - $891K
|
217K
$30.6M
|
|
|
Nov 06, 2025
Q3 2025
|
Krilogy Financial LLC
|
BUY
|
- |
5.93KNew |
$794K - $846K
|
5.93K
$835K
|
|
|
Nov 07, 2025
Q3 2025
|
Schwarz Dygos Wheeler Investment Advisors LLC
Minneapolis, MN |
BUY
|
- |
5.91K+ 5.31% |
$791K - $843K
|
117K
$16.5M
|
|
|
Oct 24, 2025
Q3 2025
|
First Horizon Corp
Memphis, TN |
BUY
|
- |
5.83K+ 109.61% |
$781K - $831K
|
11.2K
$1.57M
|
|
|
Nov 13, 2025
Q3 2025
|
Franklin Resources Inc
San Mateo, CA |
BUY
|
- |
5.76K+ 3.68% |
$770K - $820K
|
162K
$22.8M
|
|
|
Nov 14, 2025
Q3 2025
|
Lido Advisors, LLC
Los Angeles, CA |
BUY
|
- |
5.44K+ 5.07% |
$728K - $775K
|
113K
$15.8M
|
|
|
Nov 14, 2025
Q3 2025
|
Yukon Wealth Management, Inc.
Overland Park, KS |
BUY
|
- |
5.27K+ 3.06% |
$705K - $751K
|
178K
$25M
|
|
|
Nov 14, 2025
Q3 2025
|
Evoke Wealth, LLC
|
BUY
|
- |
5.24K+ 32.62% |
$702K - $747K
|
21.3K
$3M
|
|
|
Nov 06, 2025
Q3 2025
|
Wj Financial Advisors LLC
Killingworth, CT |
BUY
|
- |
5.19KNew |
$695K - $740K
|
5.19K
$730K
|
|
|
Oct 28, 2025
Q3 2025
|
Montis Financial, LLC
|
BUY
|
- |
4.9KNew |
$656K - $698K
|
4.9K
$689K
|
|
|
Nov 14, 2025
Q3 2025
|
M&T Bank Corp
|
BUY
|
- |
4.88K+ 2.1% |
$653K - $696K
|
238K
$33.4M
|
|
|
Oct 30, 2025
Q3 2025
|
Coordinated Financial Services, Inc.
Denver, CO |
BUY
|
- |
4.74KNew |
$635K - $676K
|
4.74K
$667K
|
|
|
Oct 27, 2025
Q3 2025
|
Td Private Client Wealth LLC
New York, NY |
BUY
|
- |
4.4K+ 7.32% |
$589K - $628K
|
64.6K
$9.08M
|
|
|
Oct 20, 2025
Q3 2025
|
Miracle Mile Advisors, LLC
|
BUY
|
- |
4.32K+ 17.55% |
$579K - $616K
|
29K
$4.07M
|
|
|
Oct 23, 2025
Q3 2025
|
Steinberganna Wealth Management
Huntington, NY |
BUY
|
- |
4.12KNew |
$552K - $588K
|
4.12K
$580K
|
|
|
Nov 06, 2025
Q3 2025
|
Harpswell Capital Advisors, LLC
Yarmouth, ME |
BUY
|
- |
4KNew |
$536K - $570K
|
4K
$563K
|
|
|
Oct 16, 2025
Q3 2025
|
Ellsworth Advisors, LLC
|
BUY
|
- |
4KNew |
$536K - $570K
|
4K
$563K
|
|
|
Nov 14, 2025
Q3 2025
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
3.95K+ 5.08% |
$529K - $564K
|
81.8K
$11.5M
|
|
|
Nov 06, 2025
Q3 2025
|
Ameritas Advisory Services, LLC
Lincoln, NE |
BUY
|
- |
3.81K+ 29.67% |
$510K - $544K
|
16.7K
$2.34M
|
|
|
Oct 31, 2025
Q3 2025
|
Patten & Patten Inc
|
BUY
|
- |
3.77K+ 53.12% |
$505K - $538K
|
10.9K
$1.53M
|
|
|
Nov 12, 2025
Q3 2025
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
3.75K+ 2.39% |
$502K - $534K
|
161K
$22.6M
|
|
|
Nov 13, 2025
Q3 2025
|
Pathstone Holdings, LLC
Englewood, NJ |
BUY
|
- |
3.58K+ 5.69% |
$479K - $511K
|
66.5K
$9.36M
|
|
|
Oct 29, 2025
Q3 2025
|
Financial Advisory Service, Inc.
|
BUY
|
- |
3.47K+ 12.45% |
$464K - $494K
|
31.3K
$4.4M
|
|
|
Nov 18, 2025
Q3 2025
|
Raab & Moskowitz Asset Management LLC
Chatham, NJ |
BUY
|
- |
3.43K+ 5.76% |
$460K - $490K
|
63K
$8.86M
|
|
|
Nov 14, 2025
Q3 2025
|
Integrated Wealth Concepts LLC
|
BUY
|
- |
3.41K+ 5.26% |
$456K - $486K
|
68.1K
$9.58M
|
|
|
Nov 14, 2025
Q3 2025
|
Round Rock Advisors, LLC
|
BUY
|
- |
3.38K+ 3.22% |
$452K - $481K
|
108K
$15.2M
|
|
|
Oct 22, 2025
Q3 2025
|
Core Cap Advisors, LLC
Southfield, MI |
BUY
|
- |
3.23K+ 65.67% |
$433K - $461K
|
8.16K
$1.15M
|
|
|
Nov 14, 2025
Q3 2025
|
Vest Gen Advisors, LLC
Inverness, IL |
BUY
|
- |
3.17K+ 29.5% |
$425K - $453K
|
13.9K
$1.96M
|
|
|
Nov 14, 2025
Q3 2025
|
Aqr Capital Management LLC
Greenwich, CT |
BUY
|
- |
3.14K+ 16.6% |
$420K - $448K
|
22.1K
$3.1M
|
|
|
Oct 23, 2025
Q3 2025
|
Invested Advisors
State College, PA |
BUY
|
- |
2.94KNew |
$393K - $419K
|
2.94K
$413K
|
|
|
Oct 30, 2025
Q3 2025
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
BUY
|
- |
2.88K+ 12.2% |
$386K - $411K
|
26.5K
$3.73M
|
|
|
Nov 03, 2025
Q3 2025
|
Mirae Asset Global Investments Co., Ltd.
|
BUY
|
- |
2.8K+ 16.67% |
$375K - $399K
|
19.6K
$2.76M
|
|
|
Nov 04, 2025
Q3 2025
|
Ashton Thomas Private Wealth, LLC
Scottsdale, AZ |
BUY
|
- |
2.7K+ 11.54% |
$361K - $385K
|
26.1K
$3.67M
|
|
|
Nov 10, 2025
Q3 2025
|
Main Street Investment Advisors LLC
|
BUY
|
- |
2.69K+ 57.64% |
$359K - $383K
|
7.34K
$1.03M
|
|
|
Nov 12, 2025
Q3 2025
|
New Square Capital LLC
|
BUY
|
- |
2.65KNew |
$355K - $378K
|
2.65K
$373K
|
|
|
Oct 21, 2025
Q3 2025
|
Prepared Retirement Institute LLC
Lansdale, PA |
BUY
|
- |
2.63KNew |
$352K - $374K
|
2.63K
$369K
|
|
|
Nov 03, 2025
Q3 2025
|
Ae Wealth Management LLC
|
BUY
|
- |
2.56K+ 32.29% |
$342K - $365K
|
10.5K
$1.47M
|
|
|
Oct 15, 2025
Q3 2025
|
Cwm, LLC
|
BUY
|
- |
2.55K+ 4.92% |
$342K - $364K
|
54.5K
$7.67M
|
|
|
Nov 04, 2025
Q3 2025
|
Callan Family Office, LLC
Radnor, PA |
BUY
|
- |
2.5K+ 6.38% |
$335K - $356K
|
41.7K
$5.86M
|
|
|
Nov 07, 2025
Q3 2025
|
Synovus Financial Corp
Columbus, GA |
BUY
|
- |
2.39K+ 1.16% |
$319K - $340K
|
207K
$29.1M
|
|
|
Oct 22, 2025
Q3 2025
|
D.A. Davidson & Co.
|
BUY
|
- |
2.37K+ 9.5% |
$317K - $337K
|
27.3K
$3.83M
|
|
|
Oct 03, 2025
Q3 2025
|
Cambridge Financial Group, LLC
Tucson, AZ |
BUY
|
- |
2.36KNew |
$316K - $336K
|
2.36K
$332K
|
|
|
Oct 20, 2025
Q3 2025
|
Tbh Global Asset Management, LLC
Brentwood, TN |
BUY
|
- |
2.28KNew |
$305K - $324K
|
2.28K
$320K
|
|
|
Oct 24, 2025
Q3 2025
|
Fairfield Financial Advisors, LTD
Wellesley, MA |
BUY
|
- |
2.27KNew |
$304K - $323K
|
2.27K
$319K
|
|