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 |
---|---|---|---|---|---|---|---|
Jan 13, 2025
Q4 2024
|
Kades & Cheifetz LLC
Berwyn, PA |
BUY
|
- |
109+ 1.72% |
$14.1K - $15.6K
|
6.45K
$857K
|
|
Feb 06, 2025
Q4 2024
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
104+ 0.12% |
$13.5K - $14.9K
|
86K
$11.4M
|
|
Jan 29, 2025
Q4 2024
|
Jmac Enterprises LLC
|
BUY
|
- |
104+ 0.61% |
$13.5K - $14.9K
|
17.1K
$2.28M
|
|
Feb 07, 2025
Q4 2024
|
Moors & Cabot, Inc.
Boston, MA |
BUY
|
- |
102+ 1.72% |
$13.2K - $14.6K
|
6.03K
$801K
|
|
Jan 29, 2025
Q4 2024
|
Sonata Capital Group Inc
|
BUY
|
- |
101+ 0.4% |
$13.1K - $14.5K
|
25.5K
$3.39M
|
|
Jan 14, 2025
Q4 2024
|
Park Avenue Securities LLC
|
BUY
|
- |
101+ 1.17% |
$13.1K - $14.5K
|
8.72K
$1.16M
|
|
Feb 13, 2025
Q4 2024
|
Operose Advisors LLC
Milwaukee, WI |
BUY
|
- |
98+ 0.44% |
$12.7K - $14.1K
|
22.2K
$2.94M
|
|
Jan 30, 2025
Q4 2024
|
Nations Financial Group Inc,
Cedar Rapids, IA |
BUY
|
- |
98+ 2.35% |
$12.7K - $14.1K
|
4.26K
$565K
|
|
Jan 27, 2025
Q4 2024
|
Fusion Family Wealth LLC
|
BUY
|
- |
98+ 2.15% |
$12.7K - $14.1K
|
4.66K
$619K
|
|
Jan 16, 2025
Q4 2024
|
Sugar Maple Asset Management, LLC
Sister Bay, WI |
BUY
|
- |
98New |
$12.7K - $14.1K
|
98
$13K
|
|
Jan 23, 2025
Q4 2024
|
Chicago Partners Investment Group LLC
|
BUY
|
- |
95+ 0.69% |
$12.3K - $13.6K
|
13.9K
$1.85M
|
|
Jan 17, 2025
Q4 2024
|
Magnus Financial Group LLC
New York, NY |
BUY
|
- |
94+ 0.6% |
$12.2K - $13.5K
|
15.9K
$2.11M
|
|
Feb 12, 2025
Q4 2024
|
Blair William & CO
Chicago, IL |
BUY
|
- |
90+ 0.06% |
$11.7K - $12.9K
|
149K
$19.7M
|
|
Jan 29, 2025
Q4 2024
|
Pathway Financial Advisers, LLC
Auburn, IN |
BUY
|
- |
90+ 1.45% |
$11.7K - $12.9K
|
6.32K
$839K
|
|
Jan 28, 2025
Q4 2024
|
Apollon Financial, LLC
Mount Pleasant, SC |
BUY
|
- |
90+ 1.18% |
$11.7K - $12.9K
|
7.71K
$1.02M
|
|
Jan 14, 2025
Q4 2024
|
Ritholtz Wealth Management
|
BUY
|
- |
86+ 3.21% |
$11.1K - $12.3K
|
2.76K
$367K
|
|
Mar 17, 2025
Q4 2024
|
North Crest Asset Manangement, LLC
|
BUY
|
- |
83+ 0.7% |
$10.8K - $11.9K
|
12K
$1.59M
|
|
Feb 03, 2025
Q4 2024
|
Unionview, LLC
Seattle, WA |
BUY
|
- |
83+ 0.74% |
$10.8K - $11.9K
|
11.2K
$1.49M
|
|
Feb 21, 2025
Q4 2024
|
Vermillion Wealth Management, Inc.
Rosemount, MN |
BUY
|
- |
81New |
$10.5K - $11.6K
|
81
$10.8K
|
|
Feb 14, 2025
Q4 2024
|
Bellwether Advisors, LLC
|
BUY
|
- |
77New |
$9.98K - $11K
|
77
$10.2K
|
|
Feb 18, 2025
Q4 2024
|
Cornerstone Advisory, LLC
|
BUY
|
- |
76+ 3.11% |
$9.85K - $10.9K
|
2.52K
$334K
|
|
Jan 24, 2025
Q4 2024
|
Richardson Financial Services Inc.
Medway, MA |
BUY
|
- |
75+ 17.9% |
$9.72K - $10.8K
|
494
$65.6K
|
|
Jan 13, 2025
Q4 2024
|
David J Yvars Group
|
BUY
|
- |
74+ 0.78% |
$9.59K - $10.6K
|
9.52K
$1.26M
|
|
Feb 14, 2025
Q4 2024
|
Benjamin Edwards Inc
Clayton, MO |
BUY
|
- |
73+ 0.66% |
$9.46K - $10.5K
|
11.1K
$1.48M
|
|
Feb 13, 2025
Q4 2024
|
Synovus Financial Corp
Columbus, GA |
BUY
|
- |
69+ 0.03% |
$8.94K - $9.9K
|
214K
$28.4M
|
|
Feb 11, 2025
Q4 2024
|
1620 Investment Advisors, Inc.
Plymouth, MA |
BUY
|
- |
67+ 27.24% |
$8.68K - $9.61K
|
313
$41.5K
|
|
Feb 11, 2025
Q4 2024
|
Marietta Investment Partners LLC
Milwaukee, WI |
BUY
|
- |
65+ 0.68% |
$8.42K - $9.32K
|
9.67K
$1.28M
|
|
Jan 22, 2025
Q4 2024
|
Mc Kinley Carter Wealth Services, Inc.
|
BUY
|
- |
64+ 3.49% |
$8.29K - $9.18K
|
1.9K
$252K
|
|
Feb 06, 2025
Q4 2024
|
Smithfield Trust CO
Pittsburgh, PA |
BUY
|
- |
63+ 0.12% |
$8.16K - $9.03K
|
52.8K
$7.01M
|
|
Jan 22, 2025
Q4 2024
|
Cornerstone Wealth Group, LLC
|
BUY
|
- |
62+ 0.73% |
$8.03K - $8.89K
|
8.57K
$1.14M
|
|
Feb 14, 2025
Q4 2024
|
Guardian Wealth Advisors, LLC
Raleigh, NC |
BUY
|
- |
61+ 0.7% |
$7.9K - $8.75K
|
8.82K
$1.17M
|
|
Feb 11, 2025
Q4 2024
|
Samalin Investment Counsel, LLC
Chappaqua, NY |
BUY
|
- |
60+ 1.59% |
$7.77K - $8.6K
|
3.84K
$510K
|
|
Feb 03, 2025
Q4 2024
|
Wealth Bridge Capital Management, LLC
Westerville, OH |
BUY
|
- |
58+ 0.38% |
$7.51K - $8.32K
|
15.4K
$2.05M
|
|
Jan 22, 2025
Q4 2024
|
Patriot Financial Group Insurance Agency, LLC
|
BUY
|
- |
57+ 2.14% |
$7.38K - $8.17K
|
2.72K
$360K
|
|
Jan 10, 2025
Q4 2024
|
St Germain D J CO Inc
Springfield, MA |
BUY
|
- |
57+ 3.14% |
$7.38K - $8.17K
|
1.87K
$248K
|
|
Jan 31, 2025
Q4 2024
|
Kestra Investment Management, LLC
Austin, TX |
BUY
|
- |
54New |
$7K - $7.74K
|
54
$7.17K
|
|
Feb 06, 2025
Q4 2024
|
Exencial Wealth Advisors, LLC
Oklahoma City, OK |
BUY
|
- |
53+ 1.2% |
$6.87K - $7.6K
|
4.45K
$591K
|
|
Jan 28, 2025
Q4 2024
|
Comprehensive Financial Planning, Inc./Pa
East Petersburg, PA |
BUY
|
- |
53New |
$6.87K - $7.6K
|
53
$7.04K
|
|
Jan 22, 2025
Q4 2024
|
Next Level Private LLC
Harrison, NY |
BUY
|
- |
53+ 0.75% |
$6.87K - $7.6K
|
7.14K
$948K
|
|
Feb 13, 2025
Q4 2024
|
Colonial Trust Advisors
Spartanburg, SC |
BUY
|
- |
52+ 2.72% |
$6.74K - $7.46K
|
1.96K
$261K
|
|
Jan 27, 2025
Q4 2024
|
Vision Capital Management, Inc.
Portland, OR |
BUY
|
- |
50+ 1.64% |
$6.48K - $7.17K
|
3.1K
$411K
|
|
Jan 16, 2025
Q4 2024
|
Grove Bank & Trust
|
BUY
|
- |
50+ 39.68% |
$6.48K - $7.17K
|
176
$23.4K
|
|
Feb 10, 2025
Q4 2024
|
Fox Hill Wealth Management
Dedham, MA |
BUY
|
- |
48+ 0.43% |
$6.22K - $6.88K
|
11.1K
$1.47M
|
|
Feb 07, 2025
Q4 2024
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
48+ 3.82% |
$6.22K - $6.88K
|
1.3K
$173K
|
|
Feb 13, 2025
Q4 2024
|
Strategies Wealth Advisors, LLC
Grand Rapids, MI |
BUY
|
- |
46+ 1.01% |
$5.96K - $6.6K
|
4.59K
$609K
|
|
Jan 29, 2025
Q4 2024
|
Viewpoint Capital Management LLC
Seattle, WA |
BUY
|
- |
45+ 0.47% |
$5.83K - $6.45K
|
9.66K
$1.28M
|
|
Feb 14, 2025
Q4 2024
|
Iconiq Capital, LLC
San Francisco, CA |
BUY
|
- |
42+ 0.68% |
$5.44K - $6.02K
|
6.22K
$825K
|
|
Jan 31, 2025
Q4 2024
|
Cra Financial Services, LLC
|
BUY
|
- |
42+ 0.45% |
$5.44K - $6.02K
|
9.28K
$1.23M
|
|
Feb 12, 2025
Q4 2024
|
Islay Capital Management, LLC
Lubbock, TX |
BUY
|
- |
39+ 0.48% |
$5.05K - $5.59K
|
8.12K
$1.08M
|
|
Feb 06, 2025
Q4 2024
|
Wood Trust Financial Corp
|
BUY
|
- |
37+ 1.59% |
$4.79K - $5.31K
|
2.37K
$314K
|