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 14, 2025
Q4 2024
|
Waters Parkerson & Co., LLC
|
BUY
|
- |
1K+ 51.02% |
$130K - $143K
|
2.96K
$393K
|
|
|
Feb 11, 2025
Q4 2024
|
Lee Danner & Bass Inc
|
BUY
|
- |
1K+ 41.49% |
$130K - $143K
|
3.41K
$453K
|
|
|
Jan 24, 2025
Q4 2024
|
Round Rock Advisors, LLC
|
BUY
|
- |
977+ 1.11% |
$127K - $140K
|
88.9K
$11.8M
|
|
|
Feb 12, 2025
Q4 2024
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
BUY
|
- |
973+ 8.57% |
$126K - $140K
|
12.3K
$1.64M
|
|
|
Feb 05, 2025
Q4 2024
|
Ifg Advisors, LLC
|
BUY
|
- |
942+ 0.87% |
$122K - $135K
|
109K
$14.5M
|
|
|
Feb 06, 2025
Q4 2024
|
Townsend Asset Management Corp
|
BUY
|
- |
933+ 3.18% |
$121K - $134K
|
30.3K
$4.02M
|
|
|
Feb 06, 2025
Q4 2024
|
Mission Wealth Management, LP
|
BUY
|
- |
931+ 4.05% |
$121K - $134K
|
23.9K
$3.17M
|
|
|
Feb 12, 2025
Q4 2024
|
Kcm Investment Advisors LLC
Greenbrae, CA |
BUY
|
- |
911+ 1.75% |
$118K - $131K
|
52.9K
$7.02M
|
|
|
Feb 11, 2025
Q4 2024
|
Crowley Wealth Management, Inc.
Wilmington, DE |
BUY
|
- |
882New |
$114K - $126K
|
882
$117K
|
|
|
Feb 03, 2025
Q4 2024
|
Concurrent Investment Advisors, LLC
Tampa, FL |
BUY
|
- |
882+ 16.99% |
$114K - $126K
|
6.07K
$806K
|
|
|
Feb 13, 2025
Q4 2024
|
Ae Wealth Management LLC
|
BUY
|
- |
875+ 10.61% |
$113K - $125K
|
9.12K
$1.21M
|
|
|
Feb 14, 2025
Q4 2024
|
Star Financial Bank
Fort Wayne, IN |
BUY
|
- |
872+ 4.04% |
$113K - $125K
|
22.5K
$2.98M
|
|
|
Feb 14, 2025
Q4 2024
|
Eagle Strategies LLC
New York, NY |
BUY
|
- |
869+ 5.31% |
$113K - $125K
|
17.2K
$2.29M
|
|
|
Feb 14, 2025
Q4 2024
|
Dunhill Financial, LLC
London, X0 |
BUY
|
- |
863+ 57.46% |
$112K - $124K
|
2.37K
$314K
|
|
|
Jan 21, 2025
Q4 2024
|
Rockwood Wealth Management, LLC
New Hope, PA |
BUY
|
- |
862+ 45.42% |
$112K - $124K
|
2.76K
$366K
|
|
|
Feb 13, 2025
Q4 2024
|
Accredited Investors Inc.
|
BUY
|
- |
853+ 37.28% |
$111K - $122K
|
3.14K
$417K
|
|
|
Jan 30, 2025
Q4 2024
|
J.W. Cole Advisors, Inc.
|
BUY
|
- |
852+ 2.63% |
$110K - $122K
|
33.3K
$4.42M
|
|
|
Feb 11, 2025
Q4 2024
|
Ausdal Financial Partners, Inc.
Davenport, IA |
BUY
|
- |
844+ 21.03% |
$109K - $121K
|
4.86K
$645K
|
|
|
Feb 10, 2025
Q4 2024
|
Glenview Trust CO
Louisville, KY |
BUY
|
- |
796+ 1.71% |
$103K - $114K
|
47.3K
$6.28M
|
|
|
Feb 14, 2025
Q4 2024
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
BUY
|
- |
785+ 0.83% |
$102K - $113K
|
95K
$12.6M
|
|
|
Feb 14, 2025
Q4 2024
|
Prosperity Consulting Group, LLC
|
BUY
|
- |
783+ 9.63% |
$101K - $112K
|
8.92K
$1.18M
|
|
|
Feb 06, 2025
Q4 2024
|
Keybank National Association
|
BUY
|
- |
777+ 2.21% |
$101K - $111K
|
35.9K
$4.76M
|
|
|
Jan 29, 2025
Q4 2024
|
Focus Financial Network, Inc.
Minneapolis, MN |
BUY
|
- |
777+ 8.36% |
$101K - $111K
|
10.1K
$1.34M
|
|
|
Jan 27, 2025
Q4 2024
|
Robertson Stephens Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
770+ 6.88% |
$99.8K - $110K
|
12K
$1.59M
|
|
|
Jan 15, 2025
Q4 2024
|
Moss Adams Wealth Advisors LLC
Seattle, WA |
BUY
|
- |
760+ 33.73% |
$98.5K - $109K
|
3.01K
$400K
|
|
|
Jan 24, 2025
Q4 2024
|
Journey Strategic Wealth LLC
Summit, NJ |
BUY
|
- |
754+ 29.12% |
$97.7K - $108K
|
3.34K
$444K
|
|
|
Jan 17, 2025
Q4 2024
|
Finley Financial, LLC
Las Vegas, NV |
BUY
|
- |
730New |
$94.6K - $105K
|
730
$96.9K
|
|
|
Feb 12, 2025
Q4 2024
|
Alliancebernstein L.P.
New York, NY |
BUY
|
- |
714+ 2.64% |
$92.5K - $102K
|
27.8K
$3.68M
|
|
|
Feb 14, 2025
Q4 2024
|
Hancock Whitney Corp
|
BUY
|
- |
710+ 2.44% |
$92K - $102K
|
29.8K
$3.96M
|
|
|
Feb 03, 2025
Q4 2024
|
Sigma Planning Corp
Ann Arbor, MI |
BUY
|
- |
706+ 2.82% |
$91.5K - $101K
|
25.7K
$3.41M
|
|
|
Jan 28, 2025
Q4 2024
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
BUY
|
- |
706+ 10.84% |
$91.5K - $101K
|
7.22K
$958K
|
|
|
Feb 13, 2025
Q4 2024
|
Argent Trust CO
Nashville, TN |
BUY
|
- |
690+ 2.73% |
$89.4K - $99K
|
26K
$3.45M
|
|
|
Jan 27, 2025
Q4 2024
|
Syntegra Private Wealth Group, LLC
Chesterfield, MO |
BUY
|
- |
689+ 5.95% |
$89.3K - $98.8K
|
12.3K
$1.63M
|
|
|
Feb 10, 2025
Q4 2024
|
Cozad Asset Management Inc
Champaign, IL |
BUY
|
- |
679+ 4.69% |
$88K - $97.4K
|
15.2K
$2.01M
|
|
|
Feb 04, 2025
Q4 2024
|
Oppenheimer & CO Inc
New York, NY |
BUY
|
- |
679+ 1.74% |
$88K - $97.4K
|
39.7K
$5.27M
|
|
|
Feb 14, 2025
Q4 2024
|
Marshall & Sterling Wealth Advisors Inc.
Poughkeepsie, NY |
BUY
|
- |
661New |
$85.6K - $94.8K
|
661
$87.7K
|
|
|
Feb 13, 2025
Q4 2024
|
Bessemer Group Inc
Woodbridge, NJ |
BUY
|
- |
658+ 29.83% |
$85.2K - $94.4K
|
2.86K
$380K
|
|
|
Feb 14, 2025
Q4 2024
|
Colonial Trust CO / Sc
Spartanburg, SC |
BUY
|
- |
644+ 34.29% |
$83.4K - $92.4K
|
2.52K
$335K
|
|
|
Jan 23, 2025
Q4 2024
|
Litman Gregory Wealth Management LLC
|
BUY
|
- |
642+ 18.88% |
$83.2K - $92.1K
|
4.04K
$537K
|
|
|
Feb 13, 2025
Q4 2024
|
Regal Investment Advisors LLC
Kentwood, MI |
BUY
|
- |
621+ 5.55% |
$80.5K - $89.1K
|
11.8K
$1.57M
|
|
|
Feb 13, 2025
Q4 2024
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
621+ 0.16% |
$80.5K - $89.1K
|
386K
$51.3M
|
|
|
Jan 17, 2025
Q4 2024
|
Simon Quick Advisors, LLC
|
BUY
|
- |
607+ 2.62% |
$78.6K - $87K
|
23.8K
$3.16M
|
|
|
Feb 12, 2025
Q4 2024
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
BUY
|
- |
606+ 7.19% |
$78.5K - $86.9K
|
9.04K
$1.2M
|
|
|
Feb 05, 2025
Q4 2024
|
Motco
|
BUY
|
- |
600+ 35.07% |
$77.7K - $86K
|
2.31K
$307K
|
|
|
Jan 29, 2025
Q4 2024
|
Pineridge Advisors LLC
St. Charles, MO |
BUY
|
- |
600New |
$77.7K - $86K
|
600
$79.6K
|
|
|
Feb 11, 2025
Q4 2024
|
Tiaa Trust, National Association
Charlotte, NC |
BUY
|
- |
594+ 5.38% |
$77K - $85.2K
|
11.6K
$1.54M
|
|
|
Apr 01, 2025
Q4 2024
|
High Note Wealth, LLC
Deephaven, MN |
BUY
|
- |
579New |
$75K - $83K
|
579
$76.9K
|
|
|
Feb 03, 2025
Q4 2024
|
Wealthspire Advisors, LLC
New York, NY |
BUY
|
- |
548+ 0.77% |
$71K - $78.6K
|
71.5K
$9.49M
|
|
|
Jan 28, 2025
Q4 2024
|
Benedict Financial Advisors Inc
|
BUY
|
- |
540+ 28.45% |
$70K - $77.4K
|
2.44K
$324K
|
|
|
Feb 10, 2025
Q4 2024
|
Beaird Harris Wealth Management, LLC
Dallas, TX |
BUY
|
- |
525+ 448.72% |
$68K - $75.3K
|
642
$85.2K
|