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 18, 2025
Q4 2024
|
City National Bank Of Florida /Msd
Miami, FL |
BUY
|
- |
2.59KNew |
$336K - $372K
|
2.59K
$344K
|
|
|
Jan 24, 2025
Q4 2024
|
Cabana LLC
Fayetteville, AR |
BUY
|
- |
2.54K+ 14.54% |
$329K - $364K
|
20K
$2.66M
|
|
|
Feb 14, 2025
Q4 2024
|
Hilltop Holdings Inc.
Dallas, TX |
BUY
|
- |
2.52K+ 12.45% |
$327K - $362K
|
22.8K
$3.02M
|
|
|
Feb 11, 2025
Q4 2024
|
Blueprint Investment Partners LLC
Greensboro, NC |
BUY
|
- |
2.5KNew |
$324K - $358K
|
2.5K
$332K
|
|
|
Feb 14, 2025
Q4 2024
|
Warren Averett Asset Management, LLC
Birmingham, AL |
BUY
|
- |
2.45K+ 14.25% |
$318K - $352K
|
19.7K
$2.61M
|
|
|
Feb 14, 2025
Q4 2024
|
White Knight Strategic Wealth Advisors, LLC
Princeton, NJ |
BUY
|
- |
2.44KNew |
$316K - $350K
|
2.44K
$324K
|
|
|
Jan 22, 2025
Q4 2024
|
Asset Dedication, LLC
|
BUY
|
- |
2.33K+ 18.73% |
$302K - $334K
|
14.8K
$1.96M
|
|
|
Jan 14, 2025
Q4 2024
|
Jgp Wealth Management, LLC
|
BUY
|
- |
2.3K+ 2.97% |
$298K - $330K
|
79.9K
$10.6M
|
|
|
Feb 28, 2025
Q4 2024
|
Bridge Port Financial Solutions, LLC
Fairfield, IA |
BUY
|
- |
2.29KNew |
$297K - $329K
|
2.29K
$304K
|
|
|
Feb 14, 2025
Q4 2024
|
Pinnacle Financial Group, LLC
|
BUY
|
- |
2.29K+ 3.81% |
$296K - $328K
|
62.3K
$8.27M
|
|
|
Jan 21, 2025
Q4 2024
|
Affiance Financial, LLC
|
BUY
|
- |
2.28KNew |
$295K - $326K
|
2.28K
$302K
|
|
|
Jan 24, 2025
Q4 2024
|
Welch Group, LLC
|
BUY
|
- |
2.26K+ 69.45% |
$293K - $324K
|
5.51K
$732K
|
|
|
Feb 10, 2025
Q4 2024
|
Gwn Securities Inc.
Palm Beach Gardens, FL |
BUY
|
- |
2.24KNew |
$290K - $321K
|
2.24K
$297K
|
|
|
Feb 14, 2025
Q4 2024
|
Aptus Capital Advisors, LLC
|
BUY
|
- |
2.19K+ 22.28% |
$283K - $313K
|
12K
$1.59M
|
|
|
Jan 24, 2025
Q4 2024
|
My Personal Cfo, LLC
|
BUY
|
- |
2.15K+ 10.94% |
$278K - $308K
|
21.8K
$2.89M
|
|
|
Jan 16, 2025
Q4 2024
|
Planned Solutions, Inc.
|
BUY
|
- |
2.11K+ 27.15% |
$273K - $302K
|
9.87K
$1.31M
|
|
|
Feb 14, 2025
Q4 2024
|
South Plains Financial, Inc.
Lubbock, TX |
BUY
|
- |
2.04KNew |
$264K - $292K
|
2.04K
$271K
|
|
|
Jan 16, 2025
Q4 2024
|
Cove Private Wealth, LLC
Oyster Bay Cove, NY |
BUY
|
- |
2.03KNew |
$263K - $291K
|
2.03K
$269K
|
|
|
Feb 11, 2025
Q4 2024
|
Td Private Client Wealth LLC
New York, NY |
BUY
|
- |
2.01K+ 4.29% |
$261K - $288K
|
48.9K
$6.49M
|
|
|
Feb 10, 2025
Q4 2024
|
Parallel Advisors, LLC
|
BUY
|
- |
2.01K+ 12.96% |
$261K - $288K
|
17.5K
$2.33M
|
|
|
Jan 31, 2025
Q4 2024
|
Tbh Global Asset Management, LLC
Brentwood, TN |
BUY
|
- |
1.98KNew |
$256K - $284K
|
1.98K
$263K
|
|
|
Feb 07, 2025
Q4 2024
|
Rialto Wealth Management, LLC
Syracuse, NY |
BUY
|
- |
1.97KNew |
$255K - $282K
|
1.97K
$261K
|
|
|
Feb 18, 2025
Q4 2024
|
American Trust
Lexington, KY |
BUY
|
- |
1.96KNew |
$254K - $281K
|
1.96K
$260K
|
|
|
Feb 03, 2025
Q4 2024
|
Moneco Advisors, LLC
Fairfield, CT |
BUY
|
- |
1.94KNew |
$251K - $277K
|
1.94K
$257K
|
|
|
Feb 18, 2025
Q4 2024
|
Pettinga Financial Advisors, LLC
|
BUY
|
- |
1.93KNew |
$249K - $276K
|
1.93K
$256K
|
|
|
Feb 14, 2025
Q4 2024
|
Summit Investment Advisors, Inc.
Hunt Valley, MD |
BUY
|
- |
1.92KNew |
$249K - $275K
|
1.92K
$255K
|
|
|
Jan 23, 2025
Q4 2024
|
Manuka Financial, LLC
Richmond, VA |
BUY
|
- |
1.92KNew |
$248K - $275K
|
1.92K
$254K
|
|
|
Feb 14, 2025
Q4 2024
|
Baird Financial Group, Inc.
Milwaukee, WI |
BUY
|
- |
1.9K+ 0.87% |
$246K - $272K
|
219K
$29.1M
|
|
|
Feb 06, 2025
Q4 2024
|
Ashton Thomas Private Wealth, LLC
Scottsdale, AZ |
BUY
|
- |
1.89K+ 12.91% |
$245K - $271K
|
16.5K
$2.2M
|
|
|
Feb 14, 2025
Q4 2024
|
Mai Capital Management
|
BUY
|
- |
1.88K+ 2.16% |
$244K - $270K
|
89.2K
$11.8M
|
|
|
Jan 14, 2025
Q4 2024
|
Apella Capital, LLC
|
BUY
|
- |
1.88KNew |
$243K - $269K
|
1.88K
$249K
|
|
|
Jan 27, 2025
Q4 2024
|
Choreo, LLC
Minneapolis, MN |
BUY
|
- |
1.87K+ 16.49% |
$242K - $268K
|
13.2K
$1.75M
|
|
|
Feb 20, 2025
Q4 2024
|
Sunbeam Capital Management, LLC
Atlanta, GA |
BUY
|
- |
1.87KNew |
$242K - $267K
|
1.87K
$248K
|
|
|
Jan 16, 2025
Q4 2024
|
First United Bank & Trust
|
BUY
|
- |
1.87K+ 3.47% |
$242K - $267K
|
55.5K
$7.37M
|
|
|
Jan 29, 2025
Q4 2024
|
Wealthcare Capital Partners, LLC
West Chester, PA |
BUY
|
- |
1.86KNew |
$240K - $266K
|
1.86K
$246K
|
|
|
Feb 06, 2025
Q4 2024
|
Amg National Trust Bank
|
BUY
|
- |
1.82K+ 0.62% |
$236K - $261K
|
296K
$39.2M
|
|
|
Feb 10, 2025
Q4 2024
|
North Star Investment Management Corp.
Chicago, IL |
BUY
|
- |
1.8K+ 2.31% |
$233K - $258K
|
79.6K
$10.6M
|
|
|
Jan 16, 2025
Q4 2024
|
Diversify Advisory Services, LLC
Sandy, UT |
BUY
|
- |
1.79KNew |
$232K - $257K
|
1.79K
$237K
|
|
|
Feb 13, 2025
Q4 2024
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
1.75K+ 2.31% |
$226K - $250K
|
77.5K
$10.3M
|
|
|
Feb 06, 2025
Q4 2024
|
Unified Investment Management
Atlanta, GA |
BUY
|
- |
1.74KNew |
$225K - $249K
|
1.74K
$230K
|
|
|
Jan 31, 2025
Q4 2024
|
Signature Securities Group Corporation
|
BUY
|
- |
1.73K+ 7.62% |
$224K - $248K
|
24.4K
$3.24M
|
|
|
Feb 06, 2025
Q4 2024
|
Ring Mountain Capital, LLC
Tiburon, CA |
BUY
|
- |
1.72KNew |
$223K - $247K
|
1.72K
$229K
|
|
|
Jan 14, 2025
Q4 2024
|
Richard P Slaughter Associates Inc
|
BUY
|
- |
1.71KNew |
$222K - $245K
|
1.71K
$227K
|
|
|
Jan 27, 2025
Q4 2024
|
Meritage Portfolio Management
|
BUY
|
- |
1.7KNew |
$220K - $244K
|
1.7K
$226K
|
|
|
Jan 21, 2025
Q4 2024
|
Harel Insurance Investments & Financial Services Ltd.
|
BUY
|
- |
1.7K+ 46.73% |
$220K - $244K
|
5.34K
$709K
|
|
|
Feb 05, 2025
Q4 2024
|
Hickory Point Bank & Trust
Decatur, IL |
BUY
|
- |
1.7KNew |
$220K - $244K
|
1.7K
$225K
|
|
|
Jan 21, 2025
Q4 2024
|
Insight Inv LLC
El Segundo, CA |
BUY
|
- |
1.66KNew |
$215K - $238K
|
1.66K
$221K
|
|
|
Jan 14, 2025
Q4 2024
|
Founders Grove Wealth Partners, LLC
Richmond, VA |
BUY
|
- |
1.66KNew |
$215K - $238K
|
1.66K
$220K
|
|
|
Feb 14, 2025
Q4 2024
|
Integrated Wealth Concepts LLC
|
BUY
|
- |
1.66K+ 2.56% |
$214K - $237K
|
66.3K
$8.8M
|
|
|
Feb 10, 2025
Q4 2024
|
Gitterman Wealth Management, LLC
|
BUY
|
- |
1.64KNew |
$213K - $236K
|
1.64K
$218K
|