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 13, 2025
Q3 2025
|
Legacy Advisors, LLC
|
BUY
|
- |
1.92KNew |
$258K - $274K
|
1.92K
$271K
|
|
|
Oct 23, 2025
Q3 2025
|
Kingswood Wealth Advisors, LLC
San Diego, CA |
BUY
|
- |
1.89K+ 3.33% |
$254K - $270K
|
58.7K
$8.26M
|
|
|
Nov 06, 2025
Q3 2025
|
Onyx Bridge Wealth Group LLC
|
BUY
|
- |
1.84KNew |
$247K - $263K
|
1.84K
$259K
|
|
|
Nov 06, 2025
Q3 2025
|
Wealthfront Advisers LLC
|
BUY
|
- |
1.84K+ 8.48% |
$246K - $262K
|
23.5K
$3.31M
|
|
|
Nov 14, 2025
Q3 2025
|
Triumph Capital Management
|
BUY
|
- |
1.83KNew |
$244K - $260K
|
1.83K
$257K
|
|
|
Nov 04, 2025
Q3 2025
|
United Community Bank
Greenville, SC |
BUY
|
- |
1.8K+ 34.12% |
$241K - $257K
|
7.08K
$995K
|
|
|
Oct 14, 2025
Q3 2025
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
1.79K+ 14.61% |
$240K - $255K
|
14K
$1.97M
|
|
|
Oct 31, 2025
Q3 2025
|
Taylor Financial Group, Inc.
Roanoke, VA |
BUY
|
- |
1.73K+ 6.56% |
$232K - $247K
|
28.2K
$3.96M
|
|
|
Oct 07, 2025
Q3 2025
|
Channel Wealth LLC
Santa Barbara, CA |
BUY
|
- |
1.69KNew |
$227K - $241K
|
1.69K
$238K
|
|
|
Oct 27, 2025
Q3 2025
|
Bcs Private Wealth Management, Inc.
Rumson, NJ |
BUY
|
- |
1.69KNew |
$226K - $241K
|
1.69K
$238K
|
|
|
Nov 14, 2025
Q3 2025
|
Moneta Group Investment Advisors LLC
St Louis, MO |
BUY
|
- |
1.66K+ 1.89% |
$223K - $237K
|
89.6K
$12.6M
|
|
|
Oct 22, 2025
Q3 2025
|
Kelly Financial Group LLC
Wethersfield, CT |
BUY
|
- |
1.66KNew |
$222K - $237K
|
1.66K
$234K
|
|
|
Nov 14, 2025
Q3 2025
|
Joel Greenblatt
Gotham Asset Management, LLC | New York, Ny
|
BUY
|
- |
1.66K+ 31.16% |
$222K - $236K
|
6.98K
$982K
|
|
|
Nov 03, 2025
Q3 2025
|
Berman Mc Aleer LLC
Timonium, MD |
BUY
|
- |
1.63KNew |
$218K - $232K
|
1.63K
$229K
|
|
|
Nov 12, 2025
Q3 2025
|
Duncan Williams Asset Management, LLC
Memphis, TN |
BUY
|
- |
1.63KNew |
$218K - $232K
|
1.63K
$229K
|
|
|
Oct 21, 2025
Q3 2025
|
Signaturefd, LLC
Atlanta, GA |
BUY
|
- |
1.62K+ 72.3% |
$216K - $230K
|
3.85K
$542K
|
|
|
Nov 03, 2025
Q3 2025
|
Crumly & Associates Inc.
|
BUY
|
- |
1.61KNew |
$215K - $229K
|
1.61K
$226K
|
|
|
Oct 27, 2025
Q3 2025
|
Ashton Thomas Securities, LLC
Rochester, NY |
BUY
|
- |
1.6KNew |
$214K - $228K
|
1.6K
$225K
|
|
|
Nov 13, 2025
Q3 2025
|
Mustico Financial Group, Inc.
Elmira, NY |
BUY
|
- |
1.6KNew |
$214K - $227K
|
1.6K
$224K
|
|
|
Oct 24, 2025
Q3 2025
|
Iron Financial, LLC
|
BUY
|
- |
1.59K+ 68.46% |
$212K - $226K
|
3.91K
$549K
|
|
|
Nov 14, 2025
Q3 2025
|
Keebeck Wealth Management, LLC
Chicago, IL |
BUY
|
- |
1.59K+ 4.54% |
$212K - $226K
|
36.5K
$5.13M
|
|
|
Oct 17, 2025
Q3 2025
|
Founders Grove Wealth Partners, LLC
Richmond, VA |
BUY
|
- |
1.58KNew |
$211K - $225K
|
1.58K
$222K
|
|
|
Oct 14, 2025
Q3 2025
|
Scratch Capital LLC
Boise, ID |
BUY
|
- |
1.57KNew |
$210K - $223K
|
1.57K
$220K
|
|
|
Nov 14, 2025
Q3 2025
|
Snowden Capital Advisors LLC
New York, NY |
BUY
|
- |
1.52K+ 7.45% |
$204K - $217K
|
21.9K
$3.09M
|
|
|
Oct 21, 2025
Q3 2025
|
Community Financial Services Group, LLC
Newport, VT |
BUY
|
- |
1.51KNew |
$202K - $215K
|
1.51K
$213K
|
|
|
Nov 12, 2025
Q3 2025
|
Sand Hill Global Advisors, LLC
Palo Alto, CA |
BUY
|
- |
1.5KNew |
$201K - $214K
|
1.5K
$211K
|
|
|
Nov 12, 2025
Q3 2025
|
Diversified Portfolios, Inc.
Bloomfield Hills, MI |
BUY
|
- |
1.5KNew |
$201K - $214K
|
1.5K
$211K
|
|
|
Nov 12, 2025
Q3 2025
|
Intellus Advisors LLC
Naples, FL |
BUY
|
- |
1.5KNew |
$201K - $214K
|
1.5K
$211K
|
|
|
Nov 06, 2025
Q3 2025
|
Summit Asset Management, LLC
Memphis, TN |
BUY
|
- |
1.5KNew |
$201K - $214K
|
1.5K
$211K
|
|
|
Nov 04, 2025
Q3 2025
|
Post Resch Tallon Group Inc.
Pittsford, NY |
BUY
|
- |
1.5KNew |
$201K - $214K
|
1.5K
$211K
|
|
|
Oct 20, 2025
Q3 2025
|
Life Wealth Investments, LLC
Winter Garden, FL |
BUY
|
- |
1.5KNew |
$201K - $214K
|
1.5K
$211K
|
|
|
Oct 16, 2025
Q3 2025
|
Asio Capital, LLC
|
BUY
|
- |
1.5KNew |
$201K - $214K
|
1.5K
$211K
|
|
|
Oct 29, 2025
Q3 2025
|
Lji Wealth Management, LLC
Indianapolis, IN |
BUY
|
- |
1.48KNew |
$198K - $211K
|
1.48K
$208K
|
|
|
Oct 20, 2025
Q3 2025
|
Segment Wealth Management, LLC
|
BUY
|
- |
1.48KNew |
$198K - $211K
|
1.48K
$208K
|
|
|
Oct 14, 2025
Q3 2025
|
Berger Financial Group, Inc
Plymouth, MN |
BUY
|
- |
1.47KNew |
$197K - $209K
|
1.47K
$207K
|
|
|
Nov 05, 2025
Q3 2025
|
Oppenheimer & CO Inc
New York, NY |
BUY
|
- |
1.47K+ 3.35% |
$196K - $209K
|
45.3K
$6.37M
|
|
|
Oct 06, 2025
Q3 2025
|
Collective Family Office LLC
|
BUY
|
- |
1.46KNew |
$196K - $209K
|
1.46K
$206K
|
|
|
Nov 14, 2025
Q3 2025
|
Scotia Capital Inc.
|
BUY
|
- |
1.46K+ 4.29% |
$196K - $208K
|
35.5K
$5M
|
|
|
Oct 29, 2025
Q3 2025
|
Partners Wealth Management, LLC
Carmel By The Sea, CA |
BUY
|
- |
1.46KNew |
$195K - $208K
|
1.46K
$205K
|
|
|
Nov 03, 2025
Q3 2025
|
Summit Wealth & Retirement Planning, Inc.
|
BUY
|
- |
1.46KNew |
$195K - $208K
|
1.46K
$205K
|
|
|
Nov 12, 2025
Q3 2025
|
Riverview Capital Advisers, LLC
Boston, MA |
BUY
|
- |
1.46KNew |
$195K - $207K
|
1.46K
$205K
|
|
|
Oct 31, 2025
Q3 2025
|
Sage Rhino Capital LLC
|
BUY
|
- |
1.46KNew |
$195K - $207K
|
1.46K
$205K
|
|
|
Nov 14, 2025
Q3 2025
|
Mount Yale Investment Advisors, LLC
|
BUY
|
- |
1.45K+ 4833.33% |
$194K - $207K
|
1.48K
$208K
|
|
|
Oct 23, 2025
Q3 2025
|
Bridgewealth Advisory Group, LLC
Fresno, CA |
BUY
|
- |
1.45KNew |
$194K - $207K
|
1.45K
$204K
|
|
|
Oct 23, 2025
Q3 2025
|
Valmark Advisers, Inc.
|
BUY
|
- |
1.45K+ 0.96% |
$194K - $206K
|
152K
$21.4M
|
|
|
Nov 07, 2025
Q3 2025
|
Aft, Forsyth & Company, Inc.
|
BUY
|
- |
1.44KNew |
$193K - $205K
|
1.44K
$203K
|
|
|
Oct 09, 2025
Q3 2025
|
Harbour Capital Advisors, LLC
|
BUY
|
- |
1.44KNew |
$193K - $205K
|
1.44K
$203K
|
|
|
Nov 14, 2025
Q3 2025
|
Measured Wealth Private Client Group, LLC
|
BUY
|
- |
1.43KNew |
$192K - $204K
|
1.43K
$201K
|
|
|
Oct 28, 2025
Q3 2025
|
Financial Management Network Inc
|
BUY
|
- |
1.43KNew |
$191K - $204K
|
1.43K
$201K
|
|
|
Oct 30, 2025
Q3 2025
|
Charter Oak Capital Management, LLC
|
BUY
|
- |
1.42KNew |
$190K - $203K
|
1.42K
$200K
|
|