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
Aug 11, 2022 Q2 2022	Bar Harbor Trust Services Ellsworth, ME	BUY	-	0 New	$0 - $0	0 $0
Q1 2022
Apr 29, 2022 Q1 2022	Lake Street Financial LLC	BUY	-	3.87K New	$464K - $502K	3.87K $533K
May 13, 2022 Q1 2022	Aspire Capital Advisors LLC Seattle, WA	BUY	-	3.18K New	$382K - $413K	3.18K $438K
Sep 20, 2022 Q1 2022	Second Half Financial Partners, LLC Sebring, FL	BUY	-	3.01K New	$361K - $390K	3.01K $414K
May 02, 2022 Q1 2022	Hnp Capital LLC	BUY	-	1.93K New	$232K - $251K	1.93K $266K
Apr 26, 2022 Q1 2022	Landmark Wealth Management, LLC	BUY	-	1.23K New	$147K - $159K	1.23K $169K
May 11, 2022 Q1 2022	Red Cedar Capital, LLC	BUY	-	167 New	$20K - $21.7K	167 $23K
May 09, 2022 Q1 2022	One Plus One Wealth Management, LLC	BUY	-	102 + 3.82%	$12.2K - $13.2K	2.77K $382K
Apr 29, 2022 Q1 2022	Accel Wealth Management	BUY	-	100 + 40.0%	$12K - $13K	350 $48.2K
May 06, 2022 Q1 2022	Bivin & Associates, Inc. Ponca City, OK	BUY	-	45 + 24.32%	$5.4K - $5.84K	230 $31.7K
Oct 17, 2024 Q1 2022	Wr Wealth Planners, LLC Columbia, MO	BUY	-	22 New	$2.64K - $2.85K	22 $3.03K
May 12, 2022 Q1 2022	Raleigh Capital Management Inc. Cary, NC	BUY	-	10 New	$1.2K - $1.3K	10 $1.38K
May 02, 2022 Q1 2022	Personal Cfo Solutions, LLC	BUY	-	2 + 0.12%	$240 - $260	1.7K $234K
Q4 2021
Feb 17, 2022 Q4 2021	Titleist Asset Management, Ltd. San Antonio, TX	BUY	-	7.89K New	$903K - $968K	7.89K $1.09M
Feb 08, 2022 Q4 2021	Parcion Private Wealth LLC Bellevue, WA	BUY	-	5.29K New	$605K - $649K	5.29K $729K
Feb 02, 2022 Q4 2021	True Wealth Advisors, LLC	BUY	-	3K New	$343K - $368K	3K $413K
Jan 13, 2022 Q4 2021	Blue Sky Wealth Advisors, LLC	BUY	-	2.45K New	$280K - $300K	2.45K $337K
Feb 09, 2022 Q4 2021	Umb Bank, N.A.	BUY	-	2.15K New	$246K - $264K	2.15K $296K
Jan 20, 2022 Q4 2021	Seven Bridge Financial Group, LLC	BUY	-	2.14K New	$245K - $262K	2.14K $295K
Feb 24, 2022 Q4 2021	Options Solutions, LLC Chevy Chase, MD	BUY	-	2K New	$229K - $245K	2K $275K
Aug 25, 2022 Q4 2021	Grand Wealth Management, LLC Grand Rapids, MI	BUY	-	899 New	$103K - $110K	899 $124K
May 03, 2022 Q4 2021	Investmark Advisory Group LLC	BUY	-	704 New	$80.5K - $86.3K	704 $96.9K
May 15, 2024 Q4 2021	Global Financial Private Client, LLC Sarasota, FL	BUY	-	418 + 92.89%	$47.8K - $51.2K	868 $120K
Feb 14, 2022 Q4 2021	Re Dickinson Investment Advisors, LLC Council Bluffs, IA	BUY	-	314 New	$35.9K - $38.5K	314 $43.2K
Feb 01, 2022 Q4 2021	Maryland Capital Advisors Inc.	BUY	-	300 New	$34.3K - $36.8K	300 $41.3K
Jan 19, 2022 Q4 2021	West Financial Advisors, LLC	BUY	-	273 New	$31.2K - $33.5K	273 $37.6K
Feb 22, 2022 Q4 2021	Tyler Stone Wealth Management Beachwood, OH	BUY	-	250 New	$28.6K - $30.6K	250 $34.4K
Feb 16, 2022 Q4 2021	Zullo Investment Group, Inc. Scranton, PA	BUY	-	250 New	$28.6K - $30.6K	250 $34.4K
Feb 11, 2022 Q4 2021	Surevest, LLC Los Angeles, CA	BUY	-	150 New	$17.2K - $18.4K	150 $20.7K
Jan 20, 2022 Q4 2021	Level Financial Advisors, Inc.	BUY	-	140 New	$16K - $17.2K	140 $19.3K
Sep 11, 2023 Q4 2021	Artemis Wealth Advisors, LLC	BUY	-	7 + 1.54%	$801 - $858	462 $63.6K
Jan 28, 2022 Q4 2021	Costello Asset Management, Inc	BUY	-	4 New	$457 - $490	4 $551
Q3 2021
Oct 22, 2021 Q3 2021	Parallel Advisors, LLC	BUY	CALL	17.1K New	$1.92M - $2.05M	17.1K $2.36M
Nov 15, 2021 Q3 2021	Zeke Capital Advisors, LLC Berwyn, PA	BUY	-	2.33K New	$262K - $279K	2.33K $321K
Nov 12, 2021 Q3 2021	Meridian Wealth Partners, LLC Blue Bell, PA	BUY	-	143 New	$16.1K - $17.1K	143 $19.7K
Nov 12, 2021 Q3 2021	C M Bidwell & Associates LTD Honolulu, HI	BUY	-	140 New	$15.8K - $16.8K	140 $19.3K
Q2 2021
Jul 21, 2021 Q2 2021	Davenport & CO LLC	BUY	PUT	40.2K New	$4.59M - $4.95M	40.2K $5.54M
Jul 01, 2021 Q2 2021	Corsicana & Co.	BUY	-	490 New	$55.9K - $60.3K	490 $67.5K
Aug 17, 2021 Q2 2021	Logan Capital Management Inc Newtown Square, PA	BUY	-	25 New	$2.85K - $3.08K	25 $3.44K
Q1 2021
Apr 08, 2021 Q1 2021	First American Bank Dundee, IL	BUY	-	2.05K New	$194K - $237K	2.05K $282K
Apr 15, 2021 Q1 2021	Mcdonald Partners LLC	BUY	-	2.01K New	$191K - $232K	2.01K $277K
Apr 12, 2021 Q1 2021	First National Bank Sioux Falls	BUY	-	1.95K New	$185K - $225K	1.95K $269K
May 10, 2021 Q1 2021	Segment Wealth Management, LLC	BUY	-	1.88K New	$178K - $217K	1.88K $259K
May 13, 2021 Q1 2021	Axiom Investment Management LLC New York, NY	BUY	-	1.8K New	$171K - $208K	1.8K $248K
Q4 2020
Feb 17, 2021 Q4 2020	Nine Point Two Capital LLC Los Angeles, CA	BUY	-	48.9K New	$3.98M - $4.77M	48.9K $6.74M
Feb 12, 2021 Q4 2020	Hsbc Holdings PLC London, X0	BUY	PUT	3.99K New	$325K - $389K	3.99K $549K
Aug 28, 2024 Q4 2020	Farmers National Bank Danville, KY	BUY	-	2.86K + 24.56%	$232K - $278K	14.5K $1.99M
Feb 05, 2021 Q4 2020	D. Scott Neal, Inc.	BUY	-	2.67K New	$217K - $260K	2.67K $367K
Jan 27, 2021 Q4 2020	Mtm Investment Management, LLC Spartanburg, SC	BUY	-	450 New	$36.6K - $43.9K	450 $62K
Nov 12, 2021 Q4 2020	Four Thought Financial, LLC Venice, FL	BUY	-	416 New	$33.8K - $40.6K	416 $57.3K

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Latest Institutional Purchases of Ishares Tr (DVY)

0

3.87K

3.18K

3.01K

1.93K

1.23K

167

102

100

45

22

10

2

7.89K

5.29K

3K

2.45K

2.15K

2.14K

2K

899

704

418

314

300

273

250

250

150

140

7

4

17.1K

2.33K

143

140

40.2K

490

25

2.05K

2.01K

1.95K

1.88K

1.8K

48.9K

3.99K

2.86K

2.67K

450

416

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