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 |
|---|---|---|---|---|---|---|---|
|
Dec 13, 2024
Q3 2024
|
National Asset Management, Inc.
Boca Raton, FL |
SELL
|
- |
-2.1K- 13.13% |
$252K - $285K
|
13.9K
$1.84M
|
|
|
Dec 06, 2024
Q3 2024
|
Fidelity D & D Bancorp Inc
Dunmore, PA |
BUY
|
- |
1.62KNew |
$194K - $220K
|
1.62K
$215K
|
|
|
Dec 02, 2024
Q3 2024
|
Capasso Planning Partners LLC
Charleston, SC |
SELL
|
- |
-119- 6.87% |
$14.3K - $16.2K
|
1.61K
$214K
|
|
|
Nov 26, 2024
Q3 2024
|
Asset Advisors Investment Management, LLC
|
SELL
|
- |
-2.36K- 3.04% |
$283K - $320K
|
75.3K
$9.98M
|
|
|
Nov 25, 2024
Q3 2024
|
Pine Valley Investments LTD Liability CO
Marlton, NJ |
SELL
|
- |
-59- 2.23% |
$7.08K - $8.01K
|
2.59K
$343K
|
|
|
Nov 25, 2024
Q3 2024
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
SELL
|
- |
-29.1K- 71.93% |
$3.49M - $3.95M
|
11.4K
$1.5M
|
|
|
Nov 25, 2024
Q3 2024
|
Sanctuary Advisors, LLC
Indianapolis, IN |
BUY
|
- |
50.1KNew |
$6.01M - $6.8M
|
50.1K
$6.64M
|
|
|
Nov 25, 2024
Q3 2024
|
Bryn Mawr Trust CO
Bryn Mawr, PA |
BUY
|
- |
17.6K+ 572.46% |
$2.11M - $2.39M
|
20.7K
$2.74M
|
|
|
Nov 22, 2024
Q3 2024
|
Stock Yards Bank & Trust CO
Louisville, KY |
SELL
|
- |
-378- 2.78% |
$45.4K - $51.3K
|
13.2K
$1.75M
|
|
|
Nov 21, 2024
Q3 2024
|
Tudor Financial Inc.
Dayton, OH |
BUY
|
- |
2.4KNew |
$287K - $325K
|
2.4K
$317K
|
|
|
Nov 21, 2024
Q3 2024
|
Anchor Investment Management, LLC
Columbia, SC |
SELL
|
- |
-58- 3.28% |
$6.96K - $7.87K
|
1.71K
$227K
|
|
|
Nov 18, 2024
Q3 2024
|
Sunbelt Securities, Inc.
Houston, TX |
SELL
|
- |
-217- 1.3% |
$26K - $29.5K
|
16.4K
$2.18M
|
|
|
Nov 18, 2024
Q3 2024
|
Virtue Capital Management, LLC
Brentwood, TN |
SELL
|
- |
-1.05K- 12.02% |
$126K - $143K
|
7.68K
$1.02M
|
|
|
Nov 18, 2024
Q3 2024
|
Td Private Client Wealth LLC
New York, NY |
BUY
|
- |
6.88K+ 17.18% |
$825K - $934K
|
46.9K
$6.22M
|
|
|
Nov 18, 2024
Q3 2024
|
Soltis Investment Advisors LLC
St. George, UT |
SELL
|
- |
-148- 5.35% |
$17.8K - $20.1K
|
2.62K
$347K
|
|
|
Nov 15, 2024
Q3 2024
|
M&T Bank Corp
|
SELL
|
- |
-16.9K- 6.86% |
$2.03M - $2.3M
|
230K
$30.5M
|
|
|
Nov 15, 2024
Q3 2024
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
4.55K+ 14.98% |
$546K - $618K
|
34.9K
$4.63M
|
|
|
Nov 15, 2024
Q3 2024
|
Raab & Moskowitz Asset Management LLC
Chatham, NJ |
BUY
|
- |
1.37K+ 3.2% |
$165K - $186K
|
44.2K
$5.86M
|
|
|
Nov 15, 2024
Q3 2024
|
Glass Jacobson Investment Advisors LLC
Owings Mills, MD |
BUY
|
- |
13+ 1.2% |
$1.56K - $1.76K
|
1.1K
$145K
|
|
|
Nov 15, 2024
Q3 2024
|
Continuum Advisory, LLC
Eagle, ID |
BUY
|
- |
101+ 1.16% |
$12.1K - $13.7K
|
8.8K
$1.17M
|
|
|
Nov 15, 2024
Q3 2024
|
High Falls Advisors, Inc
Rochester, NY |
SELL
|
- |
-136- 1.13% |
$16.3K - $18.5K
|
11.9K
$1.57M
|
|
|
Nov 15, 2024
Q3 2024
|
Orion Portfolio Solutions, LLC
|
SELL
|
- |
-2.4K- 6.87% |
$287K - $325K
|
32.5K
$4.3M
|
|
|
Nov 15, 2024
Q3 2024
|
Dunhill Financial, LLC
London, X0 |
BUY
|
- |
492+ 48.71% |
$59K - $66.8K
|
1.5K
$199K
|
|
|
Nov 15, 2024
Q3 2024
|
Pacific Center For Financial Services
San Ramon, CA |
BUY
|
- |
18+ 0.77% |
$2.16K - $2.44K
|
2.35K
$311K
|
|
|
Nov 15, 2024
Q3 2024
|
Orion Capital Management LLC
|
SELL
|
- |
-400- 14.65% |
$48K - $54.3K
|
2.33K
$309K
|
|
|
Nov 15, 2024
Q3 2024
|
Coldstream Capital Management Inc
|
BUY
|
- |
111+ 0.77% |
$13.3K - $15.1K
|
14.5K
$1.92M
|
|
|
Nov 15, 2024
Q3 2024
|
Jdm Financial Group LLC
Encino, CA |
BUY
|
- |
75+ 33.33% |
$9K - $10.2K
|
300
$39.8K
|
|
|
Nov 15, 2024
Q3 2024
|
Strait & Sound Wealth Management LLC
San Francisco, CA |
SELL
|
- |
-1.76K- 20.18% |
$211K - $239K
|
6.96K
$923K
|
|
|
Nov 14, 2024
Q3 2024
|
Comerica Bank
|
SELL
|
- |
-7.17K- 1.46% |
$861K - $974K
|
484K
$64.1M
|
|
|
Nov 14, 2024
Q3 2024
|
Fiduciary Trust CO
Boston, MA |
BUY
|
- |
10.5K+ 423.63% |
$1.26M - $1.43M
|
13K
$1.72M
|
|
|
Nov 14, 2024
Q3 2024
|
Hsbc Holdings PLC
London, X0 |
SELL
|
- |
-11K- 42.96% |
$1.32M - $1.49M
|
14.6K
$1.93M
|
|
|
Nov 14, 2024
Q3 2024
|
Wiley Bros. Aintree Capital, LLC
|
BUY
|
- |
5.43K+ 8.18% |
$652K - $737K
|
71.8K
$9.52M
|
|
|
Nov 14, 2024
Q3 2024
|
Qube Research & Technologies LTD
London, X0 |
BUY
|
- |
6.7KNew |
$804K - $909K
|
6.7K
$887K
|
|
|
Nov 14, 2024
Q3 2024
|
Annis Gardner Whiting Capital Advisors, LLC
Tampa, FL |
BUY
|
- |
6+ 0.32% |
$720 - $814
|
1.85K
$246K
|
|
|
Nov 14, 2024
Q3 2024
|
Cresset Asset Management, LLC
Chicago, IL |
SELL
|
- |
-17.2K- 17.85% |
$2.06M - $2.33M
|
79K
$10.5M
|
|
|
Nov 14, 2024
Q3 2024
|
Graves Light Lenhart Wealth, Inc.
Harrisonburg, VA |
SELL
|
- |
-1.04K- 3.29% |
$124K - $140K
|
30.4K
$4.03M
|
|
|
Nov 14, 2024
Q3 2024
|
Warren Averett Asset Management, LLC
Birmingham, AL |
BUY
|
- |
4.16K+ 31.93% |
$500K - $565K
|
17.2K
$2.28M
|
|
|
Nov 14, 2024
Q3 2024
|
Guardian Wealth Advisors, LLC
Raleigh, NC |
SELL
|
- |
-1.33K- 13.17% |
$159K - $180K
|
8.76K
$1.16M
|
|
|
Nov 14, 2024
Q3 2024
|
Ieq Capital, LLC
|
BUY
|
- |
4.43K+ 16.85% |
$531K - $601K
|
30.7K
$4.07M
|
|
|
Nov 14, 2024
Q3 2024
|
Ubs Group Ag
|
SELL
|
- |
-22.6K- 2.15% |
$2.71M - $3.07M
|
1.03M
$136M
|
|
|
Nov 14, 2024
Q3 2024
|
Walleye Trading LLC
Plymouth, MN |
BUY
|
CALL |
9K+ 900.0% |
$1.08M - $1.22M
|
10K
$1.33M
|
|
|
Nov 14, 2024
Q3 2024
|
Rockefeller Capital Management L.P.
New York, NY |
BUY
|
- |
2.07K+ 0.52% |
$249K - $281K
|
404K
$53.5M
|
|
|
Nov 14, 2024
Q3 2024
|
Tcg Advisory Services, LLC
Austin, TX |
SELL
|
- |
-98- 2.02% |
$11.8K - $13.3K
|
4.75K
$629K
|
|
|
Nov 14, 2024
Q3 2024
|
Iht Wealth Management, LLC
Chicago, IL |
BUY
|
- |
1.44K+ 17.51% |
$172K - $195K
|
9.64K
$1.28M
|
|
|
Nov 14, 2024
Q3 2024
|
Mairs & Power Inc
St Paul, MN |
SELL
|
- |
-2.37K- 35.59% |
$284K - $321K
|
4.28K
$567K
|
|
|
Nov 14, 2024
Q3 2024
|
Amussen Hunsaker Associates LLC
Salt Lake City, UT |
BUY
|
- |
1.51KNew |
$181K - $205K
|
1.51K
$200K
|
|
|
Nov 14, 2024
Q3 2024
|
Goldman Sachs Group Inc
New York, NY |
SELL
|
- |
-8.77K- 1.4% |
$1.05M - $1.19M
|
616K
$81.7M
|
|
|
Nov 14, 2024
Q3 2024
|
C2 C Wealth Management, LLC
|
SELL
|
- |
-50- 2.0% |
$6K - $6.79K
|
2.45K
$325K
|
|
|
Nov 14, 2024
Q3 2024
|
Geneos Wealth Management Inc.
|
BUY
|
- |
235+ 0.86% |
$28.2K - $31.9K
|
27.6K
$3.65M
|
|
|
Nov 14, 2024
Q3 2024
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
375+ 0.44% |
$45K - $50.9K
|
85.9K
$11.4M
|