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 |
|---|---|---|---|---|---|---|---|
|
Nov 14, 2025
Q3 2025
|
Ausdal Financial Partners, Inc.
Davenport, IA |
BUY
|
- |
9+ 0.18% |
$1.2K - $1.28K
|
5.02K
$705K
|
|
|
Nov 12, 2025
Q3 2025
|
Sns Financial Group, LLC
|
BUY
|
- |
9+ 0.44% |
$1.2K - $1.28K
|
2.04K
$287K
|
|
|
Nov 10, 2025
Q3 2025
|
Zhang Financial LLC
|
BUY
|
- |
9+ 0.05% |
$1.2K - $1.28K
|
19K
$2.67M
|
|
|
Oct 23, 2025
Q3 2025
|
Seneca Financial Advisors LLC
Rochester, NY |
BUY
|
- |
9+ 0.58% |
$1.2K - $1.28K
|
1.57K
$221K
|
|
|
Nov 14, 2025
Q3 2025
|
Navis Wealth Advisors, LLC
Rye Brook, NY |
BUY
|
- |
8+ 0.22% |
$1.07K - $1.14K
|
3.57K
$502K
|
|
|
Nov 12, 2025
Q3 2025
|
Gerber Kawasaki Wealth & Investment Management
|
BUY
|
- |
8+ 0.32% |
$1.07K - $1.14K
|
2.48K
$348K
|
|
|
Nov 06, 2025
Q3 2025
|
Northwest Financial Advisors
Herndon, VA |
BUY
|
- |
8+ 0.3% |
$1.07K - $1.14K
|
2.71K
$381K
|
|
|
Oct 20, 2025
Q3 2025
|
Wolff Financial Management LLC
|
BUY
|
- |
8+ 0.09% |
$1.07K - $1.14K
|
8.96K
$1.26M
|
|
|
Oct 28, 2025
Q3 2025
|
Mascoma Wealth Management LLC
|
BUY
|
- |
7+ 0.15% |
$937 - $998
|
4.64K
$652K
|
|
|
Oct 07, 2025
Q3 2025
|
Tcp Asset Management, LLC
Columbus, OH |
BUY
|
- |
7+ 0.13% |
$937 - $998
|
5.25K
$738K
|
|
|
Oct 07, 2025
Q3 2025
|
Ignite Planners, LLC
|
BUY
|
- |
7+ 0.14% |
$937 - $998
|
5.13K
$721K
|
|
|
Nov 14, 2025
Q3 2025
|
Larson Financial Group LLC
|
BUY
|
- |
6+ 0.43% |
$803 - $855
|
1.39K
$196K
|
|
|
Nov 13, 2025
Q3 2025
|
Crewe Advisors LLC
|
BUY
|
- |
6+ 0.64% |
$803 - $855
|
942
$132K
|
|
|
Nov 10, 2025
Q3 2025
|
Af Advisors, Inc.
|
BUY
|
- |
6+ 0.21% |
$803 - $855
|
2.92K
$410K
|
|
|
Nov 10, 2025
Q3 2025
|
Insight Advisors, LLC
Newtown, PA |
BUY
|
- |
6+ 0.29% |
$803 - $855
|
2.1K
$296K
|
|
|
Oct 29, 2025
Q3 2025
|
Providence First Trust CO
|
BUY
|
- |
6+ 0.03% |
$803 - $855
|
19.3K
$2.71M
|
|
|
Oct 29, 2025
Q3 2025
|
Joel Isaacson & Co., LLC
|
BUY
|
- |
6+ 0.03% |
$803 - $855
|
23.5K
$3.3M
|
|
|
Oct 17, 2025
Q3 2025
|
Sar Wealth Management Group, LLC
Atlanta, GA |
BUY
|
- |
6+ 0.36% |
$803 - $855
|
1.68K
$237K
|
|
|
Oct 09, 2025
Q3 2025
|
Advisor Net Financial, Inc
|
BUY
|
- |
6+ 0.28% |
$803 - $855
|
2.12K
$298K
|
|
|
Nov 06, 2025
Q3 2025
|
Allegheny Financial Group LTD
Pittsburgh, PA |
BUY
|
- |
5+ 0.29% |
$669 - $713
|
1.73K
$243K
|
|
|
Nov 06, 2025
Q3 2025
|
Investment Partners, Ltd.
|
BUY
|
- |
5+ 0.14% |
$669 - $713
|
3.47K
$488K
|
|
|
Oct 23, 2025
Q3 2025
|
Pasadena Private Wealth, LLC
Pasadena, CA |
BUY
|
- |
5+ 0.3% |
$669 - $713
|
1.66K
$233K
|
|
|
Oct 22, 2025
Q3 2025
|
Red Tortoise LLC
Atlanta, GA |
BUY
|
- |
5+ 0.14% |
$669 - $713
|
3.64K
$512K
|
|
|
Oct 21, 2025
Q3 2025
|
Kerntke Otto Mc Glone Wealth Management Group
Appleton, WI |
BUY
|
- |
5+ 0.32% |
$669 - $713
|
1.58K
$222K
|
|
|
Oct 08, 2025
Q3 2025
|
Patriot Financial Group Insurance Agency, LLC
|
BUY
|
- |
5+ 0.19% |
$669 - $713
|
2.68K
$377K
|
|
|
Nov 14, 2025
Q3 2025
|
Fagan Associates, Inc.
|
BUY
|
- |
4+ 0.07% |
$536 - $570
|
6.09K
$857K
|
|
|
Nov 14, 2025
Q3 2025
|
Moors & Cabot, Inc.
Boston, MA |
BUY
|
- |
4+ 0.07% |
$536 - $570
|
5.85K
$822K
|
|
|
Nov 12, 2025
Q3 2025
|
Vsm Wealth Advisory, LLC
Hunt Valley, MD |
BUY
|
- |
4+ 0.79% |
$536 - $570
|
510
$71.7K
|
|
|
Nov 10, 2025
Q3 2025
|
Choreo, LLC
Minneapolis, MN |
BUY
|
- |
4+ 0.04% |
$536 - $570
|
9.14K
$1.29M
|
|
|
Nov 10, 2025
Q3 2025
|
Alpha Core Capital LLC
La Jolla, CA |
BUY
|
- |
4+ 0.78% |
$536 - $570
|
518
$72.9K
|
|
|
Nov 03, 2025
Q3 2025
|
Annis Gardner Whiting Capital Advisors, LLC
Tampa, FL |
BUY
|
- |
4+ 0.21% |
$536 - $570
|
1.87K
$263K
|
|
|
Oct 21, 2025
Q3 2025
|
Pflug Koory, LLC
|
BUY
|
- |
4+ 0.14% |
$536 - $570
|
2.85K
$401K
|
|
|
Oct 14, 2025
Q3 2025
|
Accelerate Investment Advisors LLC
Aliso Viejo, CA |
BUY
|
- |
4+ 0.19% |
$536 - $570
|
2.06K
$290K
|
|
|
Oct 14, 2025
Q3 2025
|
Jamison Private Wealth Management, Inc.
Milton, GA |
BUY
|
- |
4+ 0.13% |
$536 - $570
|
3.09K
$435K
|
|
|
Oct 06, 2025
Q3 2025
|
Thrive Wealth Management, LLC
|
BUY
|
- |
4+ 0.13% |
$536 - $570
|
3.05K
$429K
|
|
|
Nov 20, 2025
Q3 2025
|
Mayport, LLC
|
BUY
|
- |
3+ 0.08% |
$402 - $428
|
3.73K
$524K
|
|
|
Nov 12, 2025
Q3 2025
|
Iag Wealth Partners, LLC
|
BUY
|
- |
3+ 0.74% |
$402 - $428
|
407
$57.2K
|
|
|
Nov 12, 2025
Q3 2025
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
BUY
|
- |
3+ 0.07% |
$402 - $428
|
4.39K
$618K
|
|
|
Nov 07, 2025
Q3 2025
|
Balentine LLC
Atlanta, GA |
BUY
|
- |
3+ 0.01% |
$402 - $428
|
34.7K
$4.88M
|
|
|
Nov 03, 2025
Q3 2025
|
Archer Investment Corp
|
BUY
|
- |
3+ 0.04% |
$402 - $428
|
7.77K
$1.09M
|
|
|
Oct 28, 2025
Q3 2025
|
Lodestar Private Asset Management LLC
Alamo, CA |
BUY
|
- |
3+ 0.06% |
$402 - $428
|
5.03K
$708K
|
|
|
Oct 14, 2025
Q3 2025
|
Long View Wealth Management
Atlanta, GA |
BUY
|
- |
3+ 0.11% |
$402 - $428
|
2.69K
$378K
|
|
|
Oct 14, 2025
Q3 2025
|
Zrc Wealth Management, LLC
Santa Rosa, CA |
BUY
|
- |
3+ 0.64% |
$402 - $428
|
472
$66.4K
|
|
|
Nov 12, 2025
Q3 2025
|
Smith, Moore & Co.
Clayton, MO |
BUY
|
- |
2+ 0.02% |
$268 - $285
|
9.73K
$1.37M
|
|
|
Oct 27, 2025
Q3 2025
|
American Financial Advisors, LLC
|
BUY
|
- |
2+ 0.11% |
$268 - $285
|
1.84K
$259K
|
|
|
Oct 27, 2025
Q3 2025
|
Pb Mares Wealth Management LLC
|
BUY
|
- |
2+ 0.07% |
$268 - $285
|
2.83K
$398K
|
|
|
Oct 27, 2025
Q3 2025
|
Birchcreek Wealth Management, LLC
Miami Township, OH |
BUY
|
- |
2+ 0.06% |
$268 - $285
|
3.35K
$471K
|
|
|
Oct 17, 2025
Q3 2025
|
Peddock Capital Advisors, LLC
|
BUY
|
- |
2+ 0.05% |
$268 - $285
|
4.05K
$569K
|
|
|
Nov 17, 2025
Q3 2025
|
Fsa Wealth Management LLC
Needham, MA |
BUY
|
- |
1+ 0.05% |
$134 - $143
|
2.13K
$300K
|
|
|
Nov 07, 2025
Q3 2025
|
Vanguard Group Inc
Valley Forge, PA |
BUY
|
- |
1+ 0.0% |
$134 - $143
|
31.9K
$4.48M
|
|