Latest Institutional Transactions on Ishares Emerging Markets Divid (DVYE)
This table provides information on the latest institutional transactions involving Ishares Emerging Markets Divid (DVYE) stock. The table includes the name of the institution, the type of operation (buy or sell), whether options were involved, the number of shares exchanged, the range of values for the transaction, and the number of shares held by the institution after the transaction has occurred.
Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
---|---|---|---|---|---|---|---|
Oct 17, 2024
Q3 2024
|
Merit Financial Group, LLC
|
BUY
|
- |
7.17KNew |
$184K - $208K
|
7.17K
$197K
|
|
Oct 16, 2024
Q3 2024
|
Optimum Investment Advisors
|
SELL
|
- |
-562- 4.68% |
$14.4K - $16.3K
|
11.4K
$315K
|
|
Oct 16, 2024
Q3 2024
|
Wolff Wiese Magana LLC
|
BUY
|
- |
501+ 84.2% |
$12.9K - $14.6K
|
1.1K
$30.1K
|
|
Oct 15, 2024
Q3 2024
|
Asset Dedication, LLC
|
SELL
|
- |
-509- 2.84% |
$13.1K - $14.8K
|
17.4K
$479K
|
|
Oct 11, 2024
Q3 2024
|
Creative Planning
Overland Park, KS |
SELL
|
- |
-25.1K- 2.26% |
$645K - $728K
|
1.09M
$29.8M
|
|
Oct 10, 2024
Q3 2024
|
Sound Income Strategies, LLC
|
SELL
|
- |
-83- 49.11% |
$2.13K - $2.41K
|
86
$2.36K
|
|
Oct 10, 2024
Q3 2024
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
Oct 10, 2024
Q3 2024
|
Sowa Financial Group, Inc.
Lincoln, RI |
SELL
|
- |
-14K- 10.93% |
$361K - $408K
|
114K
$3.14M
|
|
Oct 09, 2024
Q3 2024
|
Pinnacle Bancorp, Inc.
|
BUY
|
- |
1.8K+ 45.0% |
$46.3K - $52.3K
|
5.8K
$159K
|
|
Oct 08, 2024
Q3 2024
|
Planned Solutions, Inc.
|
BUY
|
- |
756New |
$19.4K - $22K
|
756
$20.8K
|
|
Oct 08, 2024
Q3 2024
|
Wedmont Private Capital
|
BUY
|
- |
7.47KNew |
$192K - $217K
|
7.47K
$205K
|
|
Oct 02, 2024
Q3 2024
|
Lowe Wealth Advisors, LLC
|
BUY
|
- |
778+ 5.43% |
$20K - $22.6K
|
15.1K
$415K
|
|
Q2 2024 | |||||||
Aug 23, 2024
Q2 2024
|
Ariadne Wealth Management, LP
Santa Barbara, CA |
BUY
|
- |
73.3KNew |
$1.91M - $2.17M
|
73.3K
$2.01M
|
|
Aug 14, 2024
Q2 2024
|
Qube Research & Technologies LTD
London, X0 |
BUY
|
- |
100+ 256.41% |
$2.61K - $2.96K
|
139
$3.82K
|
|
Aug 14, 2024
Q2 2024
|
Bank Of Montreal
Toronto, A6 |
SELL
|
- |
-20.6K- 90.11% |
$538K - $610K
|
2.26K
$62.2K
|
|
Aug 13, 2024
Q2 2024
|
Black Rock Inc.
New York, NY |
SELL
|
- |
-444K- 98.89% |
$11.6M - $13.1M
|
4.99K
$137K
|
|
Aug 13, 2024
Q2 2024
|
Mariner, LLC
Overland Park, KS |
BUY
|
- |
131+ 0.7% |
$3.42K - $3.88K
|
18.9K
$520K
|
|
Aug 12, 2024
Q2 2024
|
Wharton Business Group, LLC
Malvern, PA |
BUY
|
- |
3.2K+ 36.12% |
$83.5K - $94.7K
|
12.1K
$332K
|
|
Aug 12, 2024
Q2 2024
|
Princeton Global Asset Management LLC
|
SELL
|
- |
-203- 28.35% |
$5.29K - $6.01K
|
513
$14.1K
|
|
Aug 09, 2024
Q2 2024
|
Virtu Financial LLC
New York, NY |
BUY
|
- |
13.1K+ 146.56% |
$341K - $387K
|
22K
$605K
|
|
Aug 08, 2024
Q2 2024
|
Parallel Advisors, LLC
|
SELL
|
- |
-2K- 40.0% |
$52.2K - $59.2K
|
3K
$82.5K
|
|
Jul 30, 2024
Q2 2024
|
Ifp Advisors, Inc
|
BUY
|
- |
20+ 1.0% |
$522 - $592
|
2.01K
$55.3K
|
|
Jul 24, 2024
Q2 2024
|
Lri Investments, LLC
Palm Beach Gardens, FL |
BUY
|
- |
25KNew |
$652K - $740K
|
25K
$687K
|
|
Jul 15, 2024
Q2 2024
|
Coastal Investment Advisors, Inc.
Wilmington, DE |
SELL
|
- |
-2K- 67.62% |
$52.1K - $59.1K
|
956
$26.3K
|
|
Jul 08, 2024
Q2 2024
|
City State Bank
Norwalk, IA |
BUY
|
- |
185New |
$4.82K - $5.48K
|
185
$5.09K
|
|
Jul 08, 2024
Q2 2024
|
Mather Group, Llc.
Chicago, IL |
BUY
|
- |
400New |
$10.4K - $11.8K
|
400
$11K
|
|
Jul 05, 2024
Q2 2024
|
Institutional & Family Asset Management, LLC
|
SELL
|
- |
-5.12K- 7.65% |
$134K - $152K
|
61.8K
$1.7M
|
|
Q1 2024 | |||||||
Aug 14, 2024
Q1 2024
|
Capital Investment Counsel, LLC
Denver, CO |
SELL
|
- |
-65.7KClosed |
$1.67M - $1.78M
|
0
$0
|
|
May 17, 2024
Q1 2024
|
Vima LLC
Troy, MI |
SELL
|
- |
-11- 8.66% |
$279 - $299
|
116
$3.19K
|
|
May 15, 2024
Q1 2024
|
Nemes Rush Group LLC
Novi, MI |
BUY
|
- |
40+ 105.26% |
$1.01K - $1.09K
|
78
$2.14K
|
|
May 15, 2024
Q1 2024
|
Hilltop Holdings Inc.
Dallas, TX |
SELL
|
- |
-1.89K- 9.45% |
$48K - $51.4K
|
18.1K
$499K
|
|
May 14, 2024
Q1 2024
|
Cetera Advisors LLC
Denver, CO |
BUY
|
- |
19.1K+ 199.88% |
$485K - $519K
|
28.7K
$788K
|
|
May 14, 2024
Q1 2024
|
Cetera Advisor Networks LLC
El Segundo, CA |
SELL
|
- |
-1.97K- 2.62% |
$50K - $53.5K
|
73.2K
$2.01M
|
|
May 14, 2024
Q1 2024
|
Front Row Advisors LLC
Tiburon, CA |
BUY
|
- |
250New |
$6.34K - $6.79K
|
250
$6.87K
|
|
May 14, 2024
Q1 2024
|
Eqis Capital Management, Inc.
San Rafael, CA |
SELL
|
- |
-671- 7.58% |
$17K - $18.2K
|
8.18K
$225K
|
|
May 13, 2024
Q1 2024
|
Fernwood Investment Management, LLC
Quincy, MA |
BUY
|
- |
200New |
$5.07K - $5.43K
|
200
$5.5K
|
|
May 10, 2024
Q1 2024
|
Continuum Advisory, LLC
Eagle, ID |
BUY
|
- |
299New |
$7.58K - $8.12K
|
299
$8.22K
|
|
May 09, 2024
Q1 2024
|
Marble Harbor Investment Counsel, LLC
Boston, MA |
SELL
|
- |
-1K- 4.93% |
$25.4K - $27.2K
|
19.3K
$531K
|
|
May 09, 2024
Q1 2024
|
Blair William & CO
Chicago, IL |
SELL
|
- |
-1.27K- 43.89% |
$32.2K - $34.5K
|
1.63K
$44.7K
|
|
May 06, 2024
Q1 2024
|
Wealthspire Advisors, LLC
New York, NY |
SELL
|
- |
-240- 0.49% |
$6.09K - $6.52K
|
48.7K
$1.34M
|
|
May 02, 2024
Q1 2024
|
Centerpoint Advisors, LLC
|
BUY
|
- |
250New |
$6.34K - $6.79K
|
250
$6.87K
|
|
May 02, 2024
Q1 2024
|
Whittier Trust CO
|
SELL
|
- |
-84- 12.39% |
$2.13K - $2.28K
|
594
$16.3K
|
|
May 01, 2024
Q1 2024
|
Cherry Tree Wealth Management, LLC
Minnetonka, MN |
SELL
|
- |
-706- 60.09% |
$17.9K - $19.2K
|
469
$12.9K
|
|
Apr 17, 2024
Q1 2024
|
Cedar Brook Financial Partners, LLC
Cleveland, OH |
BUY
|
- |
9+ 0.02% |
$228 - $244
|
44.8K
$1.23M
|
|
Apr 15, 2024
Q1 2024
|
Security National Bank
|
BUY
|
- |
1.4K+ 40.09% |
$35.6K - $38.1K
|
4.91K
$135K
|
|
Apr 11, 2024
Q1 2024
|
Central Bank & Trust CO
|
BUY
|
- |
566New |
$14.4K - $15.4K
|
566
$15.6K
|
|
Apr 05, 2024
Q1 2024
|
Cwm, LLC
|
SELL
|
- |
-535- 58.47% |
$13.6K - $14.5K
|
380
$10.4K
|
|
Q4 2023 | |||||||
Apr 15, 2024
Q4 2023
|
Concurrent Investment Advisors, LLC
Tampa, FL |
BUY
|
- |
15.1KNew |
$347K - $402K
|
15.1K
$415K
|
|
Feb 20, 2024
Q4 2023
|
Able Wealth Management LLC
Lakewood, NJ |
BUY
|
- |
247New |
$5.67K - $6.58K
|
247
$6.79K
|
|
Feb 13, 2024
Q4 2023
|
Strategic Investment Solutions, Inc. /Il
Orland Park, IL |
SELL
|
- |
-9.92K- 98.41% |
$228K - $264K
|
160
$4.4K
|