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 |
|---|---|---|---|---|---|---|---|
|
Oct 30, 2025
Q3 2025
|
Fsa Investment Group, LLC
Pensacola, FL |
BUY
|
- |
32+ 0.89% |
$4.28K - $4.56K
|
3.62K
$510K
|
|
|
Oct 27, 2025
Q3 2025
|
David J Yvars Group
|
BUY
|
- |
32+ 0.24% |
$4.28K - $4.56K
|
13.1K
$1.85M
|
|
|
Oct 29, 2025
Q3 2025
|
Beacon Financial Advisory LLC
|
BUY
|
- |
30+ 0.41% |
$4.02K - $4.28K
|
7.32K
$1.03M
|
|
|
Oct 24, 2025
Q3 2025
|
Tfc Financial Management
|
BUY
|
- |
30+ 0.84% |
$4.02K - $4.28K
|
3.6K
$506K
|
|
|
Nov 14, 2025
Q3 2025
|
Leo Wealth, LLC
Hurst, TX |
BUY
|
- |
28+ 0.54% |
$3.75K - $3.99K
|
5.17K
$727K
|
|
|
Oct 20, 2025
Q3 2025
|
Waypoint Wealth Counsel
Atlanta, GA |
BUY
|
- |
28+ 0.28% |
$3.75K - $3.99K
|
10.2K
$1.44M
|
|
|
Nov 14, 2025
Q3 2025
|
Quadcap Wealth Management, LLC
Frisco, TX |
BUY
|
- |
27+ 0.51% |
$3.61K - $3.85K
|
5.36K
$754K
|
|
|
Nov 13, 2025
Q3 2025
|
Mission Creek Capital Partners, Inc.
San Francisco, CA |
BUY
|
- |
27+ 0.22% |
$3.61K - $3.85K
|
12.3K
$1.72M
|
|
|
Nov 12, 2025
Q3 2025
|
Strategies Wealth Advisors, LLC
Grand Rapids, MI |
BUY
|
- |
27+ 0.58% |
$3.61K - $3.85K
|
4.71K
$662K
|
|
|
Nov 12, 2025
Q3 2025
|
New England Private Wealth Advisors LLC
Wellesley, MA |
BUY
|
- |
27+ 0.54% |
$3.61K - $3.85K
|
5.02K
$706K
|
|
|
Oct 28, 2025
Q3 2025
|
Sage Capital Management, LLC
Stockton, NJ |
BUY
|
- |
27+ 0.81% |
$3.61K - $3.85K
|
3.38K
$475K
|
|
|
Oct 27, 2025
Q3 2025
|
Concurrent Investment Advisors, LLC
Tampa, FL |
BUY
|
- |
26+ 0.35% |
$3.48K - $3.71K
|
7.4K
$1.04M
|
|
|
Oct 07, 2025
Q3 2025
|
Sage Capital Advisors,Llc
|
BUY
|
- |
26+ 0.9% |
$3.48K - $3.71K
|
2.91K
$410K
|
|
|
Nov 06, 2025
Q3 2025
|
Cbiz Investment Advisory Services, LLC
|
BUY
|
- |
25+ 0.38% |
$3.35K - $3.56K
|
6.65K
$935K
|
|
|
Oct 17, 2025
Q3 2025
|
Regatta Capital Group, LLC
El Segundo, CA |
BUY
|
- |
25+ 0.6% |
$3.35K - $3.56K
|
4.16K
$586K
|
|
|
Nov 18, 2025
Q3 2025
|
Vertex Planning Partners, LLC
Downers Grove, IL |
BUY
|
- |
24+ 0.23% |
$3.21K - $3.42K
|
10.4K
$1.47M
|
|
|
Oct 10, 2025
Q3 2025
|
Selective Wealth Management, Inc.
|
BUY
|
- |
23+ 0.52% |
$3.08K - $3.28K
|
4.44K
$625K
|
|
|
Oct 17, 2025
Q3 2025
|
Cahaba Wealth Management, Inc.
|
BUY
|
- |
22+ 0.56% |
$2.95K - $3.14K
|
3.96K
$557K
|
|
|
Oct 17, 2025
Q3 2025
|
Kaydan Wealth Management, Inc.
Fenton, MI |
BUY
|
- |
22+ 0.14% |
$2.95K - $3.14K
|
15.5K
$2.18M
|
|
|
Oct 14, 2025
Q3 2025
|
Arthur M. Cohen & Associates, LLC
|
BUY
|
- |
22+ 0.52% |
$2.95K - $3.14K
|
4.27K
$600K
|
|
|
Oct 07, 2025
Q3 2025
|
St Germain D J CO Inc
Springfield, MA |
BUY
|
- |
22+ 1.38% |
$2.95K - $3.14K
|
1.62K
$227K
|
|
|
Nov 13, 2025
Q3 2025
|
Philadelphia Trust CO
Philadelphia, PA |
BUY
|
- |
20+ 0.85% |
$2.68K - $2.85K
|
2.38K
$335K
|
|
|
Oct 17, 2025
Q3 2025
|
Harbor Asset Planning, Inc.
Belmont, MA |
BUY
|
- |
19+ 0.91% |
$2.54K - $2.71K
|
2.11K
$296K
|
|
|
Oct 22, 2025
Q3 2025
|
O'Rourke & Company, Inc
Boston, MA |
BUY
|
- |
18+ 0.21% |
$2.41K - $2.57K
|
8.52K
$1.2M
|
|
|
Oct 02, 2025
Q3 2025
|
Gamma Investing LLC
Foster City, CA |
BUY
|
- |
18+ 1.2% |
$2.41K - $2.57K
|
1.52K
$214K
|
|
|
Nov 07, 2025
Q3 2025
|
Wealthcare Capital Partners, LLC
West Chester, PA |
BUY
|
- |
17+ 0.9% |
$2.28K - $2.42K
|
1.91K
$268K
|
|
|
Nov 20, 2025
Q3 2025
|
Asset Dedication, LLC
|
BUY
|
- |
16+ 0.13% |
$2.14K - $2.28K
|
12.4K
$1.75M
|
|
|
Oct 10, 2025
Q3 2025
|
Fc Advisory LLC
|
BUY
|
- |
16+ 0.55% |
$2.14K - $2.28K
|
2.9K
$408K
|
|
|
Nov 14, 2025
Q3 2025
|
Anchor Investment Management, LLC
Columbia, SC |
BUY
|
- |
15+ 0.82% |
$2.01K - $2.14K
|
1.84K
$258K
|
|
|
Nov 04, 2025
Q3 2025
|
Bellevue Asset Management, LLC
Bellevue, WA |
BUY
|
- |
15+ 0.36% |
$2.01K - $2.14K
|
4.23K
$595K
|
|
|
Oct 15, 2025
Q3 2025
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
BUY
|
- |
15+ 0.12% |
$2.01K - $2.14K
|
12.6K
$1.78M
|
|
|
Nov 12, 2025
Q3 2025
|
Kcm Investment Advisors LLC
Greenbrae, CA |
BUY
|
- |
14+ 0.03% |
$1.87K - $2K
|
52.8K
$7.43M
|
|
|
Oct 21, 2025
Q3 2025
|
Hubbell Strickland Wealth Management, LLC
|
BUY
|
- |
14+ 0.91% |
$1.87K - $2K
|
1.55K
$218K
|
|
|
Oct 14, 2025
Q3 2025
|
Tabr Capital Management, LLC
Orange, CA |
BUY
|
- |
14+ 0.88% |
$1.87K - $2K
|
1.61K
$226K
|
|
|
Nov 07, 2025
Q3 2025
|
Cornerstone Advisory, LLC
|
BUY
|
- |
13+ 0.53% |
$1.74K - $1.85K
|
2.45K
$345K
|
|
|
Oct 31, 2025
Q3 2025
|
Belpointe Asset Management LLC
|
BUY
|
- |
13+ 0.13% |
$1.74K - $1.85K
|
9.76K
$1.37M
|
|
|
Oct 30, 2025
Q3 2025
|
Stiles Financial Services Inc
|
BUY
|
- |
13+ 0.46% |
$1.74K - $1.85K
|
2.85K
$401K
|
|
|
Oct 28, 2025
Q3 2025
|
Rakuten Securities, Inc.
Tokyo, M0 |
BUY
|
- |
13+ 118.18% |
$1.74K - $1.85K
|
24
$3.38K
|
|
|
Oct 20, 2025
Q3 2025
|
Warner Financial, Inc
Bethesda, MD |
BUY
|
- |
12+ 0.2% |
$1.61K - $1.71K
|
6.15K
$864K
|
|
|
Oct 14, 2025
Q3 2025
|
Evanson Asset Management, LLC
|
BUY
|
- |
12+ 0.09% |
$1.61K - $1.71K
|
14.1K
$1.98M
|
|
|
Oct 09, 2025
Q3 2025
|
Secure Asset Management, LLC
|
BUY
|
- |
12+ 0.36% |
$1.61K - $1.71K
|
3.37K
$473K
|
|
|
Nov 14, 2025
Q3 2025
|
Ncm Capital Management, LLC
Ramsey, NJ |
BUY
|
- |
11+ 0.08% |
$1.47K - $1.57K
|
13.2K
$1.86M
|
|
|
Nov 05, 2025
Q3 2025
|
Concord Wealth Partners
|
BUY
|
- |
11+ 0.84% |
$1.47K - $1.57K
|
1.32K
$186K
|
|
|
Oct 10, 2025
Q3 2025
|
Tci Wealth Advisors, Inc.
|
BUY
|
- |
11+ 0.12% |
$1.47K - $1.57K
|
9.26K
$1.3M
|
|
|
Nov 13, 2025
Q3 2025
|
First Western Trust Bank
Denver, CO |
BUY
|
- |
10+ 0.47% |
$1.34K - $1.43K
|
2.13K
$299K
|
|
|
Nov 06, 2025
Q3 2025
|
Costello Asset Management, Inc
|
BUY
|
- |
10+ 0.72% |
$1.34K - $1.43K
|
1.4K
$197K
|
|
|
Oct 30, 2025
Q3 2025
|
Samalin Investment Counsel, LLC
Chappaqua, NY |
BUY
|
- |
10+ 0.25% |
$1.34K - $1.43K
|
3.96K
$557K
|
|
|
Oct 29, 2025
Q3 2025
|
Glass Jacobson Investment Advisors LLC
Owings Mills, MD |
BUY
|
- |
10+ 0.89% |
$1.34K - $1.43K
|
1.14K
$160K
|
|
|
Oct 29, 2025
Q3 2025
|
High Net Worth Advisory Group LLC
Naples, FL |
BUY
|
- |
10+ 0.05% |
$1.34K - $1.43K
|
22K
$3.09M
|
|
|
Nov 14, 2025
Q3 2025
|
Iconiq Capital, LLC
San Francisco, CA |
BUY
|
- |
9+ 0.15% |
$1.2K - $1.28K
|
6.15K
$865K
|
|