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 21, 2025
Q1 2025
|
Aspiriant, LLC
|
BUY
|
- |
147+ 2.41% |
$18.9K - $20.3K
|
6.25K
$849K
|
|
|
Apr 18, 2025
Q1 2025
|
Roman Butler Fullerton & CO
|
BUY
|
- |
140+ 2.05% |
$18K - $19.3K
|
6.98K
$948K
|
|
|
May 20, 2025
Q1 2025
|
Belpointe Asset Management LLC
|
BUY
|
- |
137+ 1.36% |
$17.6K - $18.9K
|
10.2K
$1.39M
|
|
|
May 13, 2025
Q1 2025
|
Mill Creek Capital Advisors, LLC
Conshohocken, PA |
BUY
|
- |
131+ 0.58% |
$16.8K - $18.1K
|
22.6K
$3.07M
|
|
|
Apr 07, 2025
Q1 2025
|
Tompkins Financial Corp
|
BUY
|
- |
125+ 1.27% |
$16.1K - $17.3K
|
9.98K
$1.35M
|
|
|
Apr 30, 2025
Q1 2025
|
Axxcess Wealth Management, LLC
Carlsbad, CA |
BUY
|
- |
124+ 1.78% |
$15.9K - $17.1K
|
7.08K
$962K
|
|
|
Apr 22, 2025
Q1 2025
|
Continuum Advisory, LLC
Eagle, ID |
BUY
|
- |
120+ 1.35% |
$15.4K - $16.6K
|
9.03K
$1.23M
|
|
|
May 15, 2025
Q1 2025
|
Ashton Thomas Private Wealth, LLC
Scottsdale, AZ |
BUY
|
- |
118+ 0.71% |
$15.2K - $16.3K
|
16.7K
$2.26M
|
|
|
Apr 25, 2025
Q1 2025
|
Avidian Wealth Solutions, LLC
|
BUY
|
- |
118+ 5.66% |
$15.2K - $16.3K
|
2.2K
$299K
|
|
|
May 14, 2025
Q1 2025
|
Samalin Investment Counsel, LLC
Chappaqua, NY |
BUY
|
- |
110+ 2.86% |
$14.1K - $15.2K
|
3.95K
$537K
|
|
|
May 09, 2025
Q1 2025
|
Cary Street Partners Financial LLC
Richmond, VA |
BUY
|
- |
108+ 0.98% |
$13.9K - $14.9K
|
11.1K
$1.51M
|
|
|
Apr 25, 2025
Q1 2025
|
Citizens National Bank Trust Department
|
BUY
|
- |
105+ 1.23% |
$13.5K - $14.5K
|
8.63K
$1.17M
|
|
|
Apr 25, 2025
Q1 2025
|
Blb&B Advisors, LLC
|
BUY
|
- |
102+ 4.14% |
$13.1K - $14.1K
|
2.57K
$349K
|
|
|
Jun 17, 2025
Q1 2025
|
Howe & Rusling Inc
Rochester, NY |
BUY
|
- |
100New |
$12.9K - $13.8K
|
100
$13.6K
|
|
|
May 15, 2025
Q1 2025
|
Johnson Financial Group, Inc.
Racine, WI |
BUY
|
- |
100+ 1.83% |
$12.9K - $13.8K
|
5.58K
$757K
|
|
|
May 14, 2025
Q1 2025
|
Asset Management Group, Inc.
Stamford, CT |
BUY
|
- |
100+ 0.66% |
$12.9K - $13.8K
|
15.2K
$2.06M
|
|
|
May 12, 2025
Q1 2025
|
Callan Family Office, LLC
Radnor, PA |
BUY
|
- |
100+ 0.29% |
$12.9K - $13.8K
|
34.7K
$4.71M
|
|
|
May 01, 2025
Q1 2025
|
Hughes Financial Services, LLC
Herndon, VA |
BUY
|
- |
97New |
$12.5K - $13.4K
|
97
$13.2K
|
|
|
May 01, 2025
Q1 2025
|
Fidelity D & D Bancorp Inc
Dunmore, PA |
BUY
|
- |
93+ 5.68% |
$12K - $12.8K
|
1.73K
$235K
|
|
|
May 15, 2025
Q1 2025
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
89+ 0.11% |
$11.4K - $12.3K
|
77.6K
$10.5M
|
|
|
Apr 22, 2025
Q1 2025
|
Denver Wealth Management, Inc.
Greenwood Village, CO |
BUY
|
- |
85+ 4.25% |
$10.9K - $11.7K
|
2.09K
$283K
|
|
|
Apr 15, 2025
Q1 2025
|
Murphy, Middleton, Hinkle & Parker, Inc.
|
BUY
|
- |
84+ 0.26% |
$10.8K - $11.6K
|
32.2K
$4.37M
|
|
|
May 13, 2025
Q1 2025
|
Colonial Trust Advisors
Spartanburg, SC |
BUY
|
- |
75+ 3.82% |
$9.64K - $10.4K
|
2.04K
$277K
|
|
|
Apr 24, 2025
Q1 2025
|
Allspring Global Investments Holdings, LLC
|
BUY
|
- |
75New |
$9.64K - $10.4K
|
75
$10.2K
|
|
|
Apr 22, 2025
Q1 2025
|
Inlight Wealth Management, LLC
Atlanta, GA |
BUY
|
- |
73New |
$9.39K - $10.1K
|
73
$9.91K
|
|
|
May 09, 2025
Q1 2025
|
Wealth Shield Partners, LLC
Cary, NC |
BUY
|
- |
72+ 8.76% |
$9.26K - $9.94K
|
894
$121K
|
|
|
May 07, 2025
Q1 2025
|
Cozad Asset Management Inc
Champaign, IL |
BUY
|
- |
70+ 0.46% |
$9K - $9.67K
|
15.2K
$2.07M
|
|
|
Apr 29, 2025
Q1 2025
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
BUY
|
- |
70+ 0.57% |
$9K - $9.67K
|
12.4K
$1.68M
|
|
|
May 09, 2025
Q1 2025
|
Argent Trust CO
Nashville, TN |
BUY
|
- |
69+ 0.27% |
$8.87K - $9.53K
|
26.1K
$3.54M
|
|
|
May 09, 2025
Q1 2025
|
Thoroughbred Financial Services, LLC
|
BUY
|
- |
68+ 0.27% |
$8.74K - $9.39K
|
25.5K
$3.46M
|
|
|
May 08, 2025
Q1 2025
|
North Rock Partners, LLC
|
BUY
|
- |
67+ 0.7% |
$8.61K - $9.25K
|
9.66K
$1.31M
|
|
|
May 14, 2025
Q1 2025
|
Cadence Bank
Tupelo, MS |
BUY
|
- |
63+ 0.82% |
$8.1K - $8.7K
|
7.74K
$1.05M
|
|
|
May 15, 2025
Q1 2025
|
Advisors Asset Management, Inc.
Monument, CO |
BUY
|
- |
61+ 52.14% |
$7.84K - $8.42K
|
178
$24.2K
|
|
|
Apr 30, 2025
Q1 2025
|
Gateway Wealth Partners, LLC
Appleton, WI |
BUY
|
- |
61+ 3.19% |
$7.84K - $8.42K
|
1.97K
$268K
|
|
|
May 07, 2025
Q1 2025
|
Northwest Bancshares, Inc.
Warren, PA |
BUY
|
- |
59+ 2.44% |
$7.59K - $8.15K
|
2.48K
$336K
|
|
|
May 15, 2025
Q1 2025
|
Signature Estate & Investment Advisors LLC
|
BUY
|
- |
56+ 1.05% |
$7.2K - $7.73K
|
5.39K
$731K
|
|
|
May 08, 2025
Q1 2025
|
Dearborn Partners LLC
|
BUY
|
- |
55+ 1.23% |
$7.07K - $7.6K
|
4.54K
$616K
|
|
|
May 06, 2025
Q1 2025
|
Carnegie Capital Asset Management, LLC
|
BUY
|
- |
54+ 0.44% |
$6.94K - $7.46K
|
12.4K
$1.68M
|
|
|
Apr 29, 2025
Q1 2025
|
Viewpoint Capital Management LLC
Seattle, WA |
BUY
|
- |
53+ 0.55% |
$6.81K - $7.32K
|
9.71K
$1.32M
|
|
|
Apr 23, 2025
Q1 2025
|
Spire Wealth Management
|
BUY
|
- |
53+ 1.17% |
$6.81K - $7.32K
|
4.6K
$624K
|
|
|
May 14, 2025
Q1 2025
|
Strategies Wealth Advisors, LLC
Grand Rapids, MI |
BUY
|
- |
50+ 1.09% |
$6.43K - $6.91K
|
4.64K
$630K
|
|
|
May 14, 2025
Q1 2025
|
Ncm Capital Management, LLC
Ramsey, NJ |
BUY
|
- |
50+ 0.38% |
$6.43K - $6.91K
|
13.2K
$1.79M
|
|
|
Apr 16, 2025
Q1 2025
|
Dodds Wealth, LLC
Greenwood Village, CO |
BUY
|
- |
48+ 0.62% |
$6.17K - $6.63K
|
7.85K
$1.07M
|
|
|
Apr 18, 2025
Q1 2025
|
Dhjj Financial Advisors, Ltd.
|
BUY
|
- |
41+ 13.06% |
$5.27K - $5.66K
|
355
$48.2K
|
|
|
May 02, 2025
Q1 2025
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
BUY
|
- |
39+ 0.9% |
$5.01K - $5.39K
|
4.39K
$596K
|
|
|
Apr 23, 2025
Q1 2025
|
My Personal Cfo, LLC
|
BUY
|
- |
39+ 0.18% |
$5.01K - $5.39K
|
21.8K
$2.96M
|
|
|
May 14, 2025
Q1 2025
|
Murphy & Mullick Capital Management Corp
Smithtown, NY |
BUY
|
- |
38+ 12.5% |
$4.89K - $5.25K
|
342
$46.5K
|
|
|
Apr 22, 2025
Q1 2025
|
Integris Wealth Management, LLC
Monterey, CA |
BUY
|
- |
38+ 1.02% |
$4.89K - $5.25K
|
3.76K
$510K
|
|
|
May 15, 2025
Q1 2025
|
Fort Point Capital Partners LLC
San Francisco, CA |
BUY
|
- |
36+ 0.56% |
$4.63K - $4.97K
|
6.46K
$878K
|
|
|
Apr 24, 2025
Q1 2025
|
Joel Isaacson & Co., LLC
|
BUY
|
- |
36+ 0.16% |
$4.63K - $4.97K
|
23.1K
$3.14M
|