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 |
|---|---|---|---|---|---|---|---|
|
Jan 24, 2024
Q4 2023
|
Sowell Financial Services LLC
North Little Rock, AR |
SELL
|
- |
-7.17K- 37.4% |
$165K - $191K
|
12K
$349K
|
|
|
Jan 12, 2024
Q4 2023
|
Wealthsource Partners, LLC
|
BUY
|
- |
21.3KNew |
$488K - $567K
|
21.3K
$618K
|
|
|
Jan 12, 2024
Q4 2023
|
Fortitude Family Office, LLC
Scottsdale, AZ |
BUY
|
- |
5.46KNew |
$125K - $145K
|
5.46K
$158K
|
|
|
Jan 10, 2024
Q4 2023
|
Tcp Asset Management, LLC
Columbus, OH |
SELL
|
- |
-182K- 95.09% |
$4.18M - $4.85M
|
9.39K
$273K
|
|
|
Jan 10, 2024
Q4 2023
|
Dynamic Advisor Solutions LLC
|
BUY
|
- |
58.7KNew |
$1.35M - $1.56M
|
58.7K
$1.7M
|
|
| Q3 2023 | |||||||
|
Dec 11, 2023
Q3 2023
|
Sunbelt Securities, Inc.
Houston, TX |
SELL
|
- |
-300- 92.31% |
$7.07K - $7.79K
|
25
$726
|
|
|
Nov 07, 2023
Q3 2023
|
First Republic Investment Management, Inc.
San Francisco, CA |
SELL
|
- |
-1.3K- 0.53% |
$30.7K - $33.8K
|
242K
$7.04M
|
|
|
Nov 01, 2023
Q3 2023
|
Verus Capital Partners, LLC
Scottsdale, AZ |
SELL
|
- |
-5.78K- 33.25% |
$136K - $150K
|
11.6K
$337K
|
|
|
Oct 20, 2023
Q3 2023
|
Maryland Capital Advisors Inc.
|
SELL
|
- |
-379- 6.33% |
$8.93K - $9.85K
|
5.61K
$163K
|
|
|
Oct 10, 2023
Q3 2023
|
Fny Investment Advisers, LLC
|
BUY
|
- |
500New |
$11.8K - $13K
|
500
$14.5K
|
|
| Q2 2023 | |||||||
|
Aug 15, 2023
Q2 2023
|
First Capital Advisors Group, Llc.
Little Silver, NJ |
BUY
|
- |
2.72KNew |
$65K - $69.4K
|
2.72K
$78.9K
|
|
|
Aug 14, 2023
Q2 2023
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
843+ 162.12% |
$20.2K - $21.5K
|
1.36K
$39.6K
|
|
|
Jul 28, 2023
Q2 2023
|
Apcm Wealth Management For Individuals
|
BUY
|
- |
1.52KNew |
$36.3K - $38.7K
|
1.52K
$44K
|
|
|
Jul 24, 2023
Q2 2023
|
Bergan Kdv Wealth Management, LLC
|
SELL
|
- |
-90- 0.35% |
$2.15K - $2.3K
|
25.3K
$735K
|
|
| Q1 2023 | |||||||
|
May 17, 2024
Q1 2023
|
Dz Bank Ag Deutsche Zentral Genossenschafts Bank, Frankfurt Am Main
Frankfurt Am Main, 2M |
SELL
|
- |
-520- 58.43% |
$12.4K - $13.8K
|
370
$10.7K
|
|
|
Sep 15, 2023
Q1 2023
|
Oversea Chinese Banking Corp LTD
Great Eastern Centre, U0 |
SELL
|
- |
-964- 1.75% |
$23K - $25.5K
|
54.1K
$1.57M
|
|
|
May 15, 2023
Q1 2023
|
Hbk Sorce Advisory LLC
Erie, PA |
SELL
|
- |
-1.73K- 12.95% |
$41.5K - $45.9K
|
11.7K
$339K
|
|
|
May 12, 2023
Q1 2023
|
Jim Simons
Renaissance Technologies LLC | New York, Ny
|
SELL
|
- |
-6.42K- 38.85% |
$153K - $170K
|
10.1K
$293K
|
|
|
May 11, 2023
Q1 2023
|
Nomura Asset Management CO LTD
Tokyo, M0 |
BUY
|
- |
10.6KNew |
$253K - $280K
|
10.6K
$307K
|
|
|
May 04, 2023
Q1 2023
|
Cowa, LLC
Tulsa, OK |
BUY
|
- |
2K+ 21.12% |
$47.9K - $53K
|
11.5K
$333K
|
|
|
Apr 28, 2023
Q1 2023
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
8.51KNew |
$203K - $225K
|
8.51K
$247K
|
|
|
Apr 21, 2023
Q1 2023
|
Ahrens Investment Partners LLC
|
BUY
|
- |
400New |
$9.56K - $10.6K
|
400
$11.6K
|
|
|
Apr 18, 2023
Q1 2023
|
Allworth Financial LP
|
BUY
|
- |
3.5KNew |
$83.7K - $92.6K
|
3.5K
$102K
|
|
|
Apr 14, 2023
Q1 2023
|
Beacon Financial Group
|
BUY
|
- |
1.56K+ 36.48% |
$37.3K - $41.3K
|
5.84K
$170K
|
|
| Q4 2022 | |||||||
|
Feb 16, 2023
Q4 2022
|
Sky View Investment Advisors, LLC
Shrewsbury, NJ |
BUY
|
- |
61+ 9.02% |
$1.38K - $1.54K
|
737
$21.4K
|
|
|
Feb 14, 2023
Q4 2022
|
Fortis Capital Advisors, LLC
Reno, NV |
BUY
|
- |
6New |
$136 - $152
|
6
$174
|
|
|
Feb 14, 2023
Q4 2022
|
Money Concepts Capital Corp
|
BUY
|
- |
1.48KNew |
$33.5K - $37.5K
|
1.48K
$43K
|
|
|
Feb 14, 2023
Q4 2022
|
Lumature Wealth Partners, LLC
Alpharetta, GA |
BUY
|
- |
4.2K+ 38.53% |
$94.9K - $106K
|
15.1K
$439K
|
|
|
Feb 14, 2023
Q4 2022
|
Park Place Capital Corp
Birmingham, AL |
BUY
|
- |
67New |
$1.51K - $1.7K
|
67
$1.95K
|
|
|
Feb 13, 2023
Q4 2022
|
Endowment Wealth Management, Inc.
Appleton, WI |
BUY
|
- |
2.06K+ 9.77% |
$46.6K - $52.2K
|
23.2K
$673K
|
|
|
Feb 08, 2023
Q4 2022
|
Orion Portfolio Solutions, LLC
|
SELL
|
- |
-4.41K- 32.52% |
$99.8K - $112K
|
9.16K
$266K
|
|
|
Feb 08, 2023
Q4 2022
|
Capital Analysts, LLC
Fort Washington, PA |
BUY
|
- |
13.1KNew |
$297K - $333K
|
13.1K
$382K
|
|
|
Feb 08, 2023
Q4 2022
|
Belpointe Asset Management LLC
|
BUY
|
- |
6New |
$136 - $152
|
6
$174
|
|
|
Feb 07, 2023
Q4 2022
|
Wms Partners, LLC
|
BUY
|
- |
15.6KNew |
$353K - $395K
|
15.6K
$454K
|
|
|
Feb 07, 2023
Q4 2022
|
Empirical Financial Services, LLC D.B.A. Empirical Wealth Management
|
SELL
|
- |
-4.86K- 36.77% |
$110K - $123K
|
8.36K
$243K
|
|
|
Feb 03, 2023
Q4 2022
|
Cx Institutional
|
BUY
|
- |
245KNew |
$5.55M - $6.22M
|
245K
$7.13M
|
|
|
Feb 01, 2023
Q4 2022
|
Endurance Wealth Management, Inc.
|
BUY
|
- |
1.48K+ 23.77% |
$33.3K - $37.3K
|
7.68K
$223K
|
|
|
Jan 25, 2023
Q4 2022
|
Fifth Third Bancorp
|
SELL
|
- |
-2.45K- 43.59% |
$55.3K - $61.9K
|
3.17K
$92K
|
|
|
Jan 24, 2023
Q4 2022
|
Del Sette Capital Management, LLC
|
BUY
|
- |
47.1KNew |
$1.06M - $1.19M
|
47.1K
$1.37M
|
|
| Q3 2022 | |||||||
|
Nov 14, 2022
Q3 2022
|
Crewe Advisors LLC
|
BUY
|
- |
434New |
$9.79K - $11.6K
|
434
$12.6K
|
|
|
Nov 09, 2022
Q3 2022
|
Guardian Wealth Advisors, LLC
Bloomington, MN |
BUY
|
- |
13New |
$293 - $346
|
13
$378
|
|
|
Nov 07, 2022
Q3 2022
|
Bellecapital International Ltd.
|
BUY
|
- |
7.13K+ 76.97% |
$161K - $190K
|
16.4K
$476K
|
|
|
Nov 07, 2022
Q3 2022
|
Ameliora Wealth Management Ltd.
Zurich, V8 |
BUY
|
- |
766New |
$17.3K - $20.4K
|
766
$22.3K
|
|
|
Nov 07, 2022
Q3 2022
|
Huntington National Bank
Columbus, OH |
BUY
|
- |
150New |
$3.38K - $3.99K
|
150
$4.36K
|
|
|
Nov 03, 2022
Q3 2022
|
Angeles Wealth Management, LLC
|
BUY
|
- |
921+ 18.89% |
$20.8K - $24.5K
|
5.8K
$168K
|
|
|
Oct 25, 2022
Q3 2022
|
Heartwood Wealth Advisors LLC
|
BUY
|
- |
21.5K+ 18.98% |
$485K - $573K
|
135K
$3.92M
|
|
|
Oct 21, 2022
Q3 2022
|
Strateg Iq Financial Group, LLC
|
SELL
|
- |
-955- 9.55% |
$21.5K - $25.4K
|
9.05K
$263K
|
|
| Q2 2022 | |||||||
|
Sep 16, 2022
Q2 2022
|
Private Trust CO Na
|
BUY
|
- |
825New |
$21.8K - $28.2K
|
825
$24K
|
|
|
Aug 16, 2022
Q2 2022
|
Captrust Financial Advisors
Raleigh, NC |
BUY
|
- |
90+ 1.45% |
$2.38K - $3.07K
|
6.28K
$182K
|
|
|
Aug 15, 2022
Q2 2022
|
Bank Of New York Mellon Corp
New York, NY |
SELL
|
- |
-6.67KClosed |
$176K - $228K
|
0
$0
|
|