Latest Institutional Transactions on Ishares Tr (DVY)
This table provides information on the latest institutional transactions involving Ishares Tr (DVY) 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 13, 2026
Q4 2025
|
Signature Securities Group Corporation
|
SELL
|
- |
-190- 1.7% |
$26.2K - $27.2K
|
11K
$1.54M
|
|
|
Jan 12, 2026
Q4 2025
|
Accelerate Investment Advisors LLC
Aliso Viejo, CA |
BUY
|
- |
6+ 0.29% |
$829 - $859
|
2.07K
$291K
|
|
|
Jan 12, 2026
Q4 2025
|
David J Yvars Group
|
BUY
|
- |
197+ 1.5% |
$27.2K - $28.2K
|
13.3K
$1.87M
|
|
|
Jan 12, 2026
Q4 2025
|
Gilman Hill Asset Management, LLC
|
BUY
|
- |
46.2K+ 2188.63% |
$6.38M - $6.61M
|
48.3K
$6.79M
|
|
|
Jan 12, 2026
Q4 2025
|
Kwb Wealth
Redlands, CA |
BUY
|
- |
1.67KNew |
$231K - $239K
|
1.67K
$235K
|
|
|
Jan 12, 2026
Q4 2025
|
Daymark Wealth Partners, LLC
Cincinnati, OH |
SELL
|
- |
-30- 0.58% |
$4.14K - $4.29K
|
5.12K
$720K
|
|
|
Jan 12, 2026
Q4 2025
|
Kaydan Wealth Management, Inc.
Fenton, MI |
BUY
|
- |
481+ 3.11% |
$66.4K - $68.8K
|
16K
$2.25M
|
|
|
Jan 12, 2026
Q4 2025
|
Thrive Wealth Management, LLC
|
BUY
|
- |
6+ 0.2% |
$829 - $859
|
3.06K
$430K
|
|
|
Jan 12, 2026
Q4 2025
|
Evanson Asset Management, LLC
|
BUY
|
- |
15+ 0.11% |
$2.07K - $2.15K
|
14.1K
$1.98M
|
|
|
Jan 12, 2026
Q4 2025
|
Jgp Wealth Management, LLC
|
SELL
|
- |
-608- 0.72% |
$84K - $87K
|
84.4K
$11.9M
|
|
|
Jan 12, 2026
Q4 2025
|
Edge Wealth Management LLC
|
BUY
|
- |
265+ 3.14% |
$36.6K - $37.9K
|
8.71K
$1.23M
|
|
|
Jan 12, 2026
Q4 2025
|
Focus Financial Network, Inc.
Minneapolis, MN |
BUY
|
- |
398+ 4.15% |
$55K - $57K
|
9.99K
$1.41M
|
|
|
Jan 12, 2026
Q4 2025
|
Davenport & CO LLC
|
BUY
|
- |
8.9K+ 10.55% |
$1.23M - $1.27M
|
93.3K
$13.1M
|
|
|
Jan 12, 2026
Q4 2025
|
Sax Wealth Advisors, LLC
Parsippany, NJ |
SELL
|
- |
-200- 1.13% |
$27.6K - $28.6K
|
17.5K
$2.47M
|
|
|
Jan 12, 2026
Q4 2025
|
Cva Family Office, LLC
|
BUY
|
- |
551+ 7.68% |
$76.1K - $78.9K
|
7.73K
$1.09M
|
|
|
Jan 12, 2026
Q4 2025
|
Hwg Holdings LP
Houston, TX |
SELL
|
- |
-21- 0.93% |
$2.9K - $3.01K
|
2.23K
$313K
|
|
|
Jan 12, 2026
Q4 2025
|
Heartwood Wealth Advisors LLC
|
SELL
|
- |
-6- 0.14% |
$829 - $859
|
4.4K
$619K
|
|
|
Jan 12, 2026
Q4 2025
|
Traynor Capital Management, Inc.
|
SELL
|
- |
-1.74K- 11.75% |
$241K - $249K
|
13.1K
$1.84M
|
|
|
Jan 12, 2026
Q4 2025
|
Sea Crest Wealth Management, LLC
Purchase, NY |
BUY
|
- |
1+ 0.03% |
$138 - $143
|
3.82K
$538K
|
|
|
Jan 12, 2026
Q4 2025
|
Ferguson Wellman Capital Management, Inc
|
SELL
|
- |
-1.67K- 5.15% |
$231K - $239K
|
30.8K
$4.33M
|
|
|
Jan 12, 2026
Q4 2025
|
Olistico Wealth, LLC
Tulsa, OK |
BUY
|
- |
15+ 0.81% |
$2.07K - $2.15K
|
1.88K
$264K
|
|
|
Jan 09, 2026
Q4 2025
|
Diversified Trust CO
|
BUY
|
- |
760+ 15.58% |
$105K - $109K
|
5.64K
$793K
|
|
|
Jan 09, 2026
Q4 2025
|
Cambridge Financial Group, LLC
Tucson, AZ |
BUY
|
- |
1.34K+ 56.85% |
$185K - $192K
|
3.7K
$520K
|
|
|
Jan 09, 2026
Q4 2025
|
Park Place Capital Corp
Birmingham, AL |
SELL
|
- |
-49- 0.71% |
$6.77K - $7.01K
|
6.85K
$963K
|
|
|
Jan 09, 2026
Q4 2025
|
Clear Trail Advisors, LLC
Houston, TX |
BUY
|
- |
2KNew |
$276K - $286K
|
2K
$281K
|
|
|
Jan 09, 2026
Q4 2025
|
Capital Asset Advisory Services LLC
Haslett, MI |
BUY
|
- |
298+ 4.49% |
$41.2K - $42.6K
|
6.93K
$975K
|
|
|
Jan 09, 2026
Q4 2025
|
Silverlake Wealth Management LLC
Williston, VT |
BUY
|
- |
10+ 0.47% |
$1.38K - $1.43K
|
2.14K
$301K
|
|
|
Jan 09, 2026
Q4 2025
|
First Heartland Consultants, Inc.
|
SELL
|
- |
-37- 1.58% |
$5.11K - $5.3K
|
2.3K
$324K
|
|
|
Jan 08, 2026
Q4 2025
|
Signet Financial Management, LLC
Parsippany, NJ |
SELL
|
- |
-18- 0.26% |
$2.49K - $2.58K
|
6.86K
$964K
|
|
|
Jan 08, 2026
Q4 2025
|
Sar Wealth Management Group, LLC
Atlanta, GA |
BUY
|
- |
6+ 0.36% |
$829 - $859
|
1.69K
$237K
|
|
|
Jan 08, 2026
Q4 2025
|
Wedmont Private Capital
|
BUY
|
- |
549+ 21.07% |
$75.8K - $78.6K
|
3.16K
$444K
|
|
|
Jan 08, 2026
Q4 2025
|
North Crest Asset Manangement, LLC
|
BUY
|
- |
550+ 4.77% |
$76K - $78.7K
|
12.1K
$1.7M
|
|
|
Jan 08, 2026
Q4 2025
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
4.89K+ 2.36% |
$676K - $700K
|
212K
$29.8M
|
|
|
Jan 08, 2026
Q4 2025
|
Gryphon Financial Partners LLC
|
SELL
|
- |
-64- 0.44% |
$8.84K - $9.16K
|
14.4K
$2.02M
|
|
|
Jan 08, 2026
Q4 2025
|
Peoples Bank/Ks
Pratt, KS |
SELL
|
- |
-78- 0.54% |
$10.8K - $11.2K
|
14.3K
$2.01M
|
|
|
Jan 08, 2026
Q4 2025
|
Regent Peak Wealth Advisors LLC
Atlanta, GA |
SELL
|
- |
-777- 17.2% |
$107K - $111K
|
3.74K
$526K
|
|
|
Jan 08, 2026
Q4 2025
|
M. Kulyk & Associates, LLC
|
BUY
|
- |
3+ 0.09% |
$414 - $429
|
3.36K
$472K
|
|
|
Jan 08, 2026
Q4 2025
|
Sound View Wealth Advisors Group, LLC
|
BUY
|
- |
4+ 0.04% |
$552 - $572
|
10.1K
$1.42M
|
|
|
Jan 08, 2026
Q4 2025
|
Tompkins Financial Corp
|
SELL
|
- |
-5.02K- 50.28% |
$693K - $718K
|
4.96K
$698K
|
|
|
Jan 08, 2026
Q4 2025
|
180 Wealth Advisors, LLC
|
SELL
|
- |
-3- 0.09% |
$414 - $429
|
3.26K
$459K
|
|
|
Jan 08, 2026
Q4 2025
|
Focus Wealth Advisors, LLC
|
BUY
|
- |
411+ 1.02% |
$56.8K - $58.8K
|
40.8K
$5.74M
|
|
|
Jan 08, 2026
Q4 2025
|
Graves Light Lenhart Wealth, Inc.
Harrisonburg, VA |
SELL
|
- |
-298- 1.06% |
$41.2K - $42.6K
|
27.9K
$3.92M
|
|
|
Jan 08, 2026
Q4 2025
|
Breakwater Capital Group
Paramus, NJ |
SELL
|
- |
-1- 0.03% |
$138 - $143
|
3.74K
$526K
|
|
|
Jan 08, 2026
Q4 2025
|
Zrc Wealth Management, LLC
Santa Rosa, CA |
BUY
|
- |
3+ 0.64% |
$414 - $429
|
475
$66.8K
|
|
|
Jan 07, 2026
Q4 2025
|
Tru Wealth Advisors, LLC
|
BUY
|
- |
11+ 0.17% |
$1.52K - $1.57K
|
6.37K
$896K
|
|
|
Jan 07, 2026
Q4 2025
|
Tcp Asset Management, LLC
Columbus, OH |
BUY
|
- |
9+ 0.17% |
$1.24K - $1.29K
|
5.26K
$739K
|
|
|
Jan 07, 2026
Q4 2025
|
Capital Advantage, Inc.
|
BUY
|
- |
109+ 1.78% |
$15.1K - $15.6K
|
6.23K
$876K
|
|
|
Jan 07, 2026
Q4 2025
|
Yeomans Consulting Group, Inc.
Marietta, GA |
BUY
|
- |
270+ 1.8% |
$37.3K - $38.6K
|
15.2K
$2.14M
|
|
|
Jan 07, 2026
Q4 2025
|
Precedent Wealth Partners, LLC
Houston, TX |
BUY
|
- |
140+ 1.25% |
$19.3K - $20K
|
11.3K
$1.59M
|
|
|
Jan 07, 2026
Q4 2025
|
Sagespring Wealth Partners, LLC
Franklin, TN |
BUY
|
- |
365+ 22.63% |
$50.4K - $52.2K
|
1.98K
$278K
|
|