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 |
|---|---|---|---|---|---|---|---|
|
Apr 17, 2025
Q1 2025
|
Sagespring Wealth Partners, LLC
Franklin, TN |
BUY
|
- |
1.49KNew |
$192K - $206K
|
1.49K
$202K
|
|
|
Apr 28, 2025
Q1 2025
|
Pinnacle Financial Partners Inc
|
BUY
|
- |
1.46K+ 1.5% |
$187K - $201K
|
98.5K
$13.4M
|
|
|
May 12, 2025
Q1 2025
|
Citigroup Inc
|
BUY
|
- |
1.42K+ 10.53% |
$182K - $196K
|
14.9K
$2.02M
|
|
|
May 13, 2025
Q1 2025
|
Evoke Wealth, LLC
|
BUY
|
- |
1.41K+ 10.33% |
$181K - $195K
|
15.1K
$2.04M
|
|
|
May 09, 2025
Q1 2025
|
Costello Asset Management, Inc
|
BUY
|
- |
1.38KNew |
$177K - $190K
|
1.38K
$187K
|
|
|
May 13, 2025
Q1 2025
|
Coldstream Capital Management Inc
|
BUY
|
- |
1.27K+ 8.86% |
$163K - $175K
|
15.6K
$2.11M
|
|
|
Apr 28, 2025
Q1 2025
|
North Capital, Inc.
Salt Lake City, UT |
BUY
|
- |
1.26KNew |
$162K - $174K
|
1.26K
$172K
|
|
|
Apr 21, 2025
Q1 2025
|
Johnson Investment Counsel Inc
Cincinnati, OH |
BUY
|
- |
1.19K+ 4.58% |
$152K - $164K
|
27K
$3.67M
|
|
|
May 13, 2025
Q1 2025
|
Watts Gwilliam & Co., LLC
Gilbert, AZ |
BUY
|
- |
1.17K+ 9.87% |
$150K - $162K
|
13K
$1.77M
|
|
|
May 14, 2025
Q1 2025
|
Mission Creek Capital Partners, Inc.
San Francisco, CA |
BUY
|
- |
1.16K+ 10.48% |
$149K - $160K
|
12.2K
$1.66M
|
|
|
Apr 17, 2025
Q1 2025
|
Robertson Stephens Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
1.02K+ 8.56% |
$132K - $141K
|
13K
$1.76M
|
|
|
May 08, 2025
Q1 2025
|
Waldron Private Wealth LLC
|
BUY
|
- |
926+ 16.42% |
$119K - $128K
|
6.56K
$892K
|
|
|
May 08, 2025
Q1 2025
|
Powell Investment Advisors, LLC
|
BUY
|
- |
924+ 0.99% |
$119K - $128K
|
93.8K
$12.7M
|
|
|
Apr 10, 2025
Q1 2025
|
Edge Wealth Management LLC
|
BUY
|
- |
910+ 8.29% |
$117K - $126K
|
11.9K
$1.61M
|
|
|
May 15, 2025
Q1 2025
|
Baird Financial Group, Inc.
Milwaukee, WI |
BUY
|
- |
892+ 0.41% |
$115K - $123K
|
220K
$29.9M
|
|
|
Apr 25, 2025
Q1 2025
|
Argent Advisors, Inc.
Monroe, LA |
BUY
|
- |
834+ 3.64% |
$107K - $115K
|
23.8K
$3.23M
|
|
|
Apr 30, 2025
Q1 2025
|
Valeo Financial Advisors, LLC
|
BUY
|
- |
791+ 3.99% |
$102K - $109K
|
20.6K
$2.8M
|
|
|
May 13, 2025
Q1 2025
|
Fine Mark National Bank & Trust
Fort Myers, FL |
BUY
|
- |
787+ 4.1% |
$101K - $109K
|
20K
$2.71M
|
|
|
Apr 11, 2025
Q1 2025
|
Pines Wealth Management, LLC
Southern Pines, NC |
BUY
|
- |
782+ 28.03% |
$101K - $108K
|
3.57K
$485K
|
|
|
May 05, 2025
Q1 2025
|
Darden Wealth Group Inc
Ann Arbor, MI |
BUY
|
- |
778+ 4.83% |
$100K - $107K
|
16.9K
$2.29M
|
|
|
May 02, 2025
Q1 2025
|
Creekmur Asset Management LLC
Morton, IL |
BUY
|
- |
733+ 123.19% |
$94.2K - $101K
|
1.33K
$180K
|
|
|
Apr 15, 2025
Q1 2025
|
Sanibel Captiva Trust Company, Inc.
Sanibel, FL |
BUY
|
- |
700+ 17.9% |
$90K - $96.7K
|
4.61K
$626K
|
|
|
May 13, 2025
Q1 2025
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
BUY
|
- |
689+ 0.73% |
$88.6K - $95.2K
|
95.7K
$13M
|
|
|
May 02, 2025
Q1 2025
|
Mayflower Financial Advisors, LLC
|
BUY
|
- |
681+ 4.74% |
$87.6K - $94K
|
15.1K
$2.04M
|
|
|
Apr 22, 2025
Q1 2025
|
Oppenheimer & CO Inc
New York, NY |
BUY
|
- |
674+ 1.7% |
$86.7K - $93.1K
|
40.4K
$5.48M
|
|
|
Apr 30, 2025
Q1 2025
|
Allworth Financial LP
|
BUY
|
- |
670+ 2.87% |
$86.1K - $92.5K
|
24K
$3.26M
|
|
|
May 12, 2025
Q1 2025
|
Founders Financial Alliance, LLC
Raleigh, NC |
BUY
|
- |
665+ 42.99% |
$85.5K - $91.8K
|
2.21K
$300K
|
|
|
May 08, 2025
Q1 2025
|
Tiaa Trust, National Association
Charlotte, NC |
BUY
|
- |
655+ 5.63% |
$84.2K - $90.5K
|
12.3K
$1.67M
|
|
|
May 01, 2025
Q1 2025
|
Adg Wealth Management Group, LLC
Metairie, LA |
BUY
|
- |
648+ 7.4% |
$83.3K - $89.5K
|
9.4K
$1.28M
|
|
|
May 15, 2025
Q1 2025
|
Challenger Wealth Management
Aliso Viejo, CA |
BUY
|
- |
644+ 6.71% |
$82.8K - $88.9K
|
10.2K
$1.39M
|
|
|
Apr 23, 2025
Q1 2025
|
Sabal Trust CO
|
BUY
|
- |
644+ 21.36% |
$82.8K - $88.9K
|
3.66K
$497K
|
|
|
May 05, 2025
Q1 2025
|
Kestra Private Wealth Services, LLC
|
BUY
|
- |
628+ 8.83% |
$80.7K - $86.7K
|
7.74K
$1.05M
|
|
|
May 05, 2025
Q1 2025
|
J.W. Cole Advisors, Inc.
|
BUY
|
- |
624+ 1.87% |
$80.2K - $86.2K
|
33.9K
$4.61M
|
|
|
May 15, 2025
Q1 2025
|
Pinnacle Family Advisors, LLC
Springfield, MO |
BUY
|
- |
610+ 3.88% |
$78.4K - $84.2K
|
16.3K
$2.22M
|
|
|
May 14, 2025
Q1 2025
|
Gerber Kawasaki Wealth & Investment Management
|
BUY
|
- |
603+ 32.4% |
$77.5K - $83.3K
|
2.46K
$335K
|
|
|
May 13, 2025
Q1 2025
|
Rathbones Group PLC
Liverpool, X0 |
BUY
|
- |
600+ 1.47% |
$77.1K - $82.9K
|
41.4K
$5.62M
|
|
|
May 05, 2025
Q1 2025
|
North Forty Two & Co.
Lake Oswego, OR |
BUY
|
- |
600+ 14.19% |
$77.1K - $82.9K
|
4.83K
$656K
|
|
|
May 08, 2025
Q1 2025
|
New England Private Wealth Advisors LLC
Wellesley, MA |
BUY
|
- |
598+ 13.71% |
$76.9K - $82.6K
|
4.96K
$674K
|
|
|
Apr 29, 2025
Q1 2025
|
Capital Advisors Inc
|
BUY
|
- |
594+ 29.13% |
$76.4K - $82K
|
2.63K
$358K
|
|
|
May 12, 2025
Q1 2025
|
Msh Capital Advisors LLC
Scottsdale, AZ |
BUY
|
- |
589+ 4.81% |
$75.7K - $81.3K
|
12.8K
$1.74M
|
|
|
Apr 28, 2025
Q1 2025
|
Bellevue Asset Management, LLC
Bellevue, WA |
BUY
|
- |
580+ 16.01% |
$74.6K - $80.1K
|
4.2K
$571K
|
|
|
Apr 22, 2025
Q1 2025
|
Garde Capital, Inc.
Seattle, WA |
BUY
|
- |
570New |
$73.3K - $78.7K
|
570
$77.4K
|
|
|
May 08, 2025
Q1 2025
|
Spc Financial, Inc.
|
BUY
|
- |
559+ 1.32% |
$71.9K - $77.2K
|
42.8K
$5.81M
|
|
|
May 28, 2025
Q1 2025
|
Wealth Management Associates, Inc.
Cherry Hill, NJ |
BUY
|
- |
554+ 1.0% |
$71.2K - $76.5K
|
55.9K
$7.59M
|
|
|
Apr 29, 2025
Q1 2025
|
Wayfinding Financial, LLC
Lynnwood, WA |
BUY
|
- |
549New |
$70.6K - $75.8K
|
549
$74.6K
|
|
|
May 14, 2025
Q1 2025
|
Wealth Advisors Of Tampa Bay, LLC
|
BUY
|
- |
545New |
$70.1K - $75.3K
|
545
$74K
|
|
|
May 09, 2025
Q1 2025
|
Associated Banc Corp
Green Bay, WI |
BUY
|
- |
500+ 6.55% |
$64.3K - $69.1K
|
8.14K
$1.1M
|
|
|
May 07, 2025
Q1 2025
|
N.E.W. Advisory Services LLC
|
BUY
|
- |
480New |
$61.7K - $66.3K
|
480
$65.2K
|
|
|
Apr 28, 2025
Q1 2025
|
Rossby Financial, Lcc
Melbourne, FL |
BUY
|
- |
472New |
$60.7K - $65.2K
|
472
$64.1K
|
|
|
May 02, 2025
Q1 2025
|
Carson Advisory Inc.
|
BUY
|
- |
460+ 27.07% |
$59.1K - $63.5K
|
2.16K
$293K
|