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 12, 2025
Q3 2025
|
Lmg Wealth Partners, LLC
Shreveport, LA |
BUY
|
- |
694+ 1.86% |
$92.9K - $98.9K
|
38K
$5.35M
|
|
|
Nov 13, 2025
Q3 2025
|
Diametric Capital, LP
Boston, MA |
BUY
|
- |
685+ 4.24% |
$91.7K - $97.7K
|
16.8K
$2.37M
|
|
|
Nov 12, 2025
Q3 2025
|
Sumitomo Mitsui Financial Group, Inc.
Tokyo, M0 |
BUY
|
- |
682+ 13.45% |
$91.3K - $97.2K
|
5.75K
$809K
|
|
|
Dec 02, 2025
Q3 2025
|
Allworth Financial LP
|
BUY
|
- |
675+ 2.45% |
$90.4K - $96.2K
|
28.2K
$3.96M
|
|
|
Oct 22, 2025
Q3 2025
|
Ironwood Financial, LLC
|
BUY
|
- |
650+ 1.82% |
$87K - $92.7K
|
36.4K
$5.11M
|
|
|
Nov 06, 2025
Q3 2025
|
Johnson Investment Counsel Inc
Cincinnati, OH |
BUY
|
- |
631+ 2.33% |
$84.5K - $90K
|
27.7K
$3.9M
|
|
|
Oct 31, 2025
Q3 2025
|
Barrett & Company, Inc.
Providence, RI |
BUY
|
- |
619+ 18.07% |
$82.9K - $88.3K
|
4.05K
$569K
|
|
|
Nov 12, 2025
Q3 2025
|
Mosaic Family Wealth Partners, LLC
St. Louis, MO |
BUY
|
- |
554+ 3.08% |
$74.2K - $79K
|
18.5K
$2.6M
|
|
|
Oct 23, 2025
Q3 2025
|
Planned Solutions, Inc.
|
BUY
|
- |
554+ 5.73% |
$74.2K - $79K
|
10.2K
$1.44M
|
|
|
Nov 14, 2025
Q3 2025
|
Main Street Financial Solutions, LLC
|
BUY
|
- |
545+ 4.6% |
$73K - $77.7K
|
12.4K
$1.74M
|
|
|
Dec 15, 2025
Q3 2025
|
Farmers National Bank
Danville, KY |
BUY
|
- |
544+ 5.51% |
$72.8K - $77.6K
|
10.4K
$1.46M
|
|
|
Nov 12, 2025
Q3 2025
|
Powell Investment Advisors, LLC
|
BUY
|
- |
537+ 0.57% |
$71.9K - $76.6K
|
95.6K
$13.4M
|
|
|
Oct 09, 2025
Q3 2025
|
Astoria Portfolio Advisors Llc.
|
BUY
|
- |
527+ 9.43% |
$70.6K - $75.1K
|
6.12K
$860K
|
|
|
Oct 30, 2025
Q3 2025
|
Fairway Wealth LLC
Independence, OH |
BUY
|
- |
500New |
$66.9K - $71.3K
|
500
$70.3K
|
|
|
Nov 07, 2025
Q3 2025
|
Pallas Capital Advisors LLC
Braintree, MA |
BUY
|
- |
499+ 2.49% |
$66.8K - $71.1K
|
20.6K
$2.89M
|
|
|
Nov 06, 2025
Q3 2025
|
Msh Capital Advisors LLC
Scottsdale, AZ |
BUY
|
- |
482+ 3.78% |
$64.5K - $68.7K
|
13.3K
$1.86M
|
|
|
Oct 28, 2025
Q3 2025
|
Pinnacle Financial Partners Inc
|
BUY
|
- |
482+ 0.48% |
$64.5K - $68.7K
|
100K
$14.1M
|
|
|
Nov 14, 2025
Q3 2025
|
Wealth Trust Axiom LLC
|
BUY
|
- |
480+ 7.88% |
$64.3K - $68.4K
|
6.58K
$925K
|
|
|
Oct 21, 2025
Q3 2025
|
Cap Wealth Advisors, LLC
|
BUY
|
- |
480+ 10.15% |
$64.3K - $68.4K
|
5.21K
$733K
|
|
|
Oct 17, 2025
Q3 2025
|
Pure Financial Advisors, LLC
|
BUY
|
- |
476+ 25.55% |
$63.7K - $67.9K
|
2.34K
$329K
|
|
|
Nov 06, 2025
Q3 2025
|
Wesbanco Bank Inc
|
BUY
|
- |
468+ 2.6% |
$62.7K - $66.7K
|
18.5K
$2.6M
|
|
|
Nov 14, 2025
Q3 2025
|
Fiduciary Trust CO
Boston, MA |
BUY
|
- |
450+ 3.8% |
$60.2K - $64.2K
|
12.3K
$1.73M
|
|
|
Oct 07, 2025
Q3 2025
|
Canandaigua National Bank & Trust CO
Canandaigua, NY |
BUY
|
- |
447+ 2.93% |
$59.8K - $63.7K
|
15.7K
$2.21M
|
|
|
Nov 14, 2025
Q3 2025
|
Qube Research & Technologies LTD
London, X0 |
BUY
|
- |
446+ 172.87% |
$59.7K - $63.6K
|
704
$99K
|
|
|
Nov 06, 2025
Q3 2025
|
Stratos Wealth Partners, Ltd.
|
BUY
|
- |
427+ 3.08% |
$57.2K - $60.9K
|
14.3K
$2.01M
|
|
|
Nov 13, 2025
Q3 2025
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
BUY
|
- |
415+ 7.85% |
$55.6K - $59.2K
|
5.7K
$802K
|
|
|
Oct 14, 2025
Q3 2025
|
Brighton Jones LLC
|
BUY
|
- |
407+ 3.56% |
$54.5K - $58K
|
11.8K
$1.66M
|
|
|
Nov 13, 2025
Q3 2025
|
Wellspring Financial Advisors, LLC
Cleveland, OH |
BUY
|
- |
401+ 5.88% |
$53.7K - $57.2K
|
7.23K
$1.02M
|
|
|
Nov 17, 2025
Q3 2025
|
Hancock Whitney Corp
|
BUY
|
- |
395+ 1.36% |
$52.9K - $56.3K
|
29.4K
$4.13M
|
|
|
Nov 13, 2025
Q3 2025
|
Camden Capital, LLC
|
BUY
|
- |
394+ 14.3% |
$52.7K - $56.2K
|
3.15K
$443K
|
|
|
Oct 07, 2025
Q3 2025
|
Traphagen Investment Advisors LLC
Oradell, NJ |
BUY
|
- |
392+ 22.99% |
$52.5K - $55.9K
|
2.1K
$295K
|
|
|
Oct 06, 2025
Q3 2025
|
Tru Wealth Advisors, LLC
|
BUY
|
- |
362+ 6.03% |
$48.5K - $51.6K
|
6.36K
$895K
|
|
|
Oct 30, 2025
Q3 2025
|
Cva Family Office, LLC
|
BUY
|
- |
358+ 5.25% |
$47.9K - $51K
|
7.18K
$1.01M
|
|
|
Oct 28, 2025
Q3 2025
|
Nations Financial Group Inc,
Cedar Rapids, IA |
BUY
|
- |
355+ 6.7% |
$47.5K - $50.6K
|
5.66K
$796K
|
|
|
Nov 14, 2025
Q3 2025
|
Seneschal Advisors, LLC
Tacoma, WA |
BUY
|
- |
343New |
$45.9K - $48.9K
|
343
$48.2K
|
|
|
Nov 12, 2025
Q3 2025
|
Natixis Advisors, L.P.
Boston, MA |
BUY
|
- |
312+ 2.87% |
$41.8K - $44.5K
|
11.2K
$1.57M
|
|
|
Nov 13, 2025
Q3 2025
|
Crescent Grove Advisors, LLC
|
BUY
|
- |
309+ 1.58% |
$41.4K - $44.1K
|
19.8K
$2.79M
|
|
|
Oct 27, 2025
Q3 2025
|
Kiker Wealth Management, LLC
Jasper, GA |
BUY
|
- |
291New |
$39K - $41.5K
|
291
$40.9K
|
|
|
Nov 14, 2025
Q3 2025
|
Argyle Capital Partners, LLC
Los Angeles, CA |
BUY
|
- |
288+ 4.09% |
$38.6K - $41.1K
|
7.33K
$1.03M
|
|
|
Oct 24, 2025
Q3 2025
|
Miller Howard Investments Inc
|
BUY
|
- |
287+ 0.48% |
$38.4K - $40.9K
|
59.8K
$8.41M
|
|
|
Nov 14, 2025
Q3 2025
|
Evelyn Partners Asset Management LTD
London, |
BUY
|
- |
280New |
$37.5K - $39.9K
|
280
$39.4K
|
|
|
Oct 30, 2025
Q3 2025
|
Flagship Wealth Advisors, LLC
Wakefield, MA |
BUY
|
- |
276+ 3.3% |
$37K - $39.3K
|
8.64K
$1.22M
|
|
|
Oct 31, 2025
Q3 2025
|
Virtue Capital Management, LLC
Brentwood, TN |
BUY
|
- |
267+ 4.48% |
$35.7K - $38.1K
|
6.22K
$875K
|
|
|
Nov 13, 2025
Q3 2025
|
Lgl Partners, LLC
West Conshohocken, PA |
BUY
|
- |
265+ 0.87% |
$35.5K - $37.8K
|
30.6K
$4.3M
|
|
|
Oct 23, 2025
Q3 2025
|
Clean Yield Group
|
BUY
|
- |
260New |
$34.8K - $37.1K
|
260
$36.6K
|
|
|
Nov 14, 2025
Q3 2025
|
Pinnacle Family Advisors, LLC
Springfield, MO |
BUY
|
- |
259+ 1.01% |
$34.7K - $36.9K
|
25.9K
$3.64M
|
|
|
Oct 31, 2025
Q3 2025
|
Whittier Trust CO
|
BUY
|
- |
259+ 2.62% |
$34.7K - $36.9K
|
10.2K
$1.43M
|
|
|
Oct 31, 2025
Q3 2025
|
First Citizens Bank & Trust CO
|
BUY
|
- |
253+ 1.08% |
$33.9K - $36.1K
|
23.7K
$3.34M
|
|
|
Oct 30, 2025
Q3 2025
|
Naples Global Advisors, LLC
Naples, FL |
BUY
|
- |
250+ 5.0% |
$33.5K - $35.6K
|
5.25K
$739K
|
|
|
Nov 14, 2025
Q3 2025
|
Summit Financial, LLC
Parsippany, NJ |
BUY
|
- |
239+ 6.84% |
$32K - $34.1K
|
3.73K
$525K
|
|