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 |
|---|---|---|---|---|---|---|---|
|
Feb 28, 2025
Q4 2024
|
Park Square Financial Group, LLC
Roswell, GA |
BUY
|
- |
160New |
$20.7K - $22.9K
|
160
$22.1K
|
|
|
Feb 28, 2025
Q4 2024
|
Bridge Port Financial Solutions, LLC
Fairfield, IA |
BUY
|
- |
2.29KNew |
$297K - $329K
|
2.29K
$316K
|
|
|
Feb 27, 2025
Q4 2024
|
Bernard Wealth Management Corp.
Royal Oak, MI |
SELL
|
- |
-48- 32.0% |
$6.22K - $6.88K
|
102
$14.1K
|
|
|
Feb 27, 2025
Q4 2024
|
Landaas & CO
Milwaukee, WI |
BUY
|
- |
1.3K+ 3.55% |
$168K - $186K
|
37.9K
$5.23M
|
|
|
Feb 27, 2025
Q4 2024
|
Able Financial Group, LLC
Scottsdale, AZ |
BUY
|
- |
14+ 0.43% |
$1.81K - $2.01K
|
3.28K
$452K
|
|
|
Feb 26, 2025
Q4 2024
|
Virtue Capital Management, LLC
Brentwood, TN |
SELL
|
- |
-722- 9.4% |
$93.5K - $104K
|
6.96K
$961K
|
|
|
Feb 26, 2025
Q4 2024
|
Carolinas Wealth Consulting LLC
Charlotte, NC |
SELL
|
- |
-140- 4.23% |
$18.1K - $20.1K
|
3.17K
$438K
|
|
|
Feb 25, 2025
Q4 2024
|
Integrated Advisors Network LLC
Palos Verdes Estates, CA |
BUY
|
- |
8.09K+ 19.41% |
$1.05M - $1.16M
|
49.8K
$6.87M
|
|
|
Feb 25, 2025
Q4 2024
|
National Asset Management, Inc.
Boca Raton, FL |
SELL
|
- |
-216- 1.55% |
$28K - $31K
|
13.7K
$1.89M
|
|
|
Feb 24, 2025
Q4 2024
|
Ameriflex Group, Inc.
Las Vegas, NV |
BUY
|
- |
5.74KNew |
$743K - $823K
|
5.74K
$792K
|
|
|
Feb 24, 2025
Q4 2024
|
Great Valley Advisor Group, Inc.
|
SELL
|
- |
-144- 2.94% |
$18.7K - $20.7K
|
4.75K
$656K
|
|
|
Feb 21, 2025
Q4 2024
|
Vermillion Wealth Management, Inc.
Rosemount, MN |
BUY
|
- |
81New |
$10.5K - $11.6K
|
81
$11.2K
|
|
|
Feb 21, 2025
Q4 2024
|
Fidelity D & D Bancorp Inc
Dunmore, PA |
BUY
|
- |
17+ 1.05% |
$2.2K - $2.44K
|
1.64K
$226K
|
|
|
Feb 21, 2025
Q4 2024
|
Aberdeen Wealth Management LLC
Lake Bluff, IL |
SELL
|
- |
-1.9K- 11.14% |
$246K - $273K
|
15.2K
$2.09M
|
|
|
Feb 21, 2025
Q4 2024
|
Challenger Wealth Management
Aliso Viejo, CA |
BUY
|
- |
9.6KNew |
$1.24M - $1.38M
|
9.6K
$1.33M
|
|
|
Feb 20, 2025
Q4 2024
|
Sunbeam Capital Management, LLC
Atlanta, GA |
BUY
|
- |
1.87KNew |
$242K - $267K
|
1.87K
$258K
|
|
|
Feb 18, 2025
Q4 2024
|
Cornerstone Advisory, LLC
|
BUY
|
- |
76+ 3.11% |
$9.85K - $10.9K
|
2.52K
$347K
|
|
|
Feb 18, 2025
Q4 2024
|
Pacific Center For Financial Services
San Ramon, CA |
SELL
|
- |
-201- 8.55% |
$26K - $28.8K
|
2.15K
$297K
|
|
|
Feb 18, 2025
Q4 2024
|
Connecticut Wealth Management, LLC
|
SELL
|
- |
-53- 2.05% |
$6.87K - $7.6K
|
2.53K
$349K
|
|
|
Feb 18, 2025
Q4 2024
|
City National Bank Of Florida /Msd
Miami, FL |
BUY
|
- |
2.59KNew |
$336K - $372K
|
2.59K
$358K
|
|
|
Feb 18, 2025
Q4 2024
|
Retirement Planning Group
|
SELL
|
- |
-73- 1.07% |
$9.46K - $10.5K
|
6.77K
$934K
|
|
|
Feb 18, 2025
Q4 2024
|
Pettinga Financial Advisors, LLC
|
BUY
|
- |
1.93KNew |
$249K - $276K
|
1.93K
$266K
|
|
|
Feb 18, 2025
Q4 2024
|
Sunbelt Securities, Inc.
Houston, TX |
SELL
|
- |
-151- 0.92% |
$19.6K - $21.7K
|
16.3K
$2.25M
|
|
|
Feb 18, 2025
Q4 2024
|
American Trust
Lexington, KY |
BUY
|
- |
1.96KNew |
$254K - $281K
|
1.96K
$271K
|
|
|
Feb 18, 2025
Q4 2024
|
Western Wealth Management, LLC
|
SELL
|
- |
-19.8K- 90.4% |
$2.56M - $2.83M
|
2.1K
$290K
|
|
|
Feb 18, 2025
Q4 2024
|
Strait & Sound Wealth Management LLC
San Francisco, CA |
SELL
|
- |
-300- 4.31% |
$38.9K - $43K
|
6.66K
$920K
|
|
|
Feb 18, 2025
Q4 2024
|
Helium Advisors LLC
Everett, WA |
BUY
|
- |
6.95KNew |
$901K - $997K
|
6.95K
$960K
|
|
|
Feb 18, 2025
Q4 2024
|
Pacific Point Advisors, LLC
Rancho Santa Fe, CA |
BUY
|
- |
11.4KNew |
$1.47M - $1.63M
|
11.4K
$1.57M
|
|
|
Feb 14, 2025
Q4 2024
|
Toronto Dominion Bank
Toronto, Ontario, A6 |
BUY
|
- |
5New |
$648 - $717
|
5
$691
|
|
|
Feb 14, 2025
Q4 2024
|
Bellwether Advisors, LLC
|
BUY
|
- |
77New |
$9.98K - $11K
|
77
$10.6K
|
|
|
Feb 14, 2025
Q4 2024
|
S&T Bank
Indiana, PA |
BUY
|
- |
203New |
$26.3K - $29.1K
|
203
$28K
|
|
|
Feb 14, 2025
Q4 2024
|
Qube Research & Technologies LTD
London, X0 |
BUY
|
- |
2.86K+ 42.71% |
$371K - $410K
|
9.56K
$1.32M
|
|
|
Feb 14, 2025
Q4 2024
|
Wiley Bros. Aintree Capital, LLC
|
BUY
|
- |
11.5K+ 15.95% |
$1.48M - $1.64M
|
83.3K
$11.5M
|
|
|
Feb 14, 2025
Q4 2024
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
16K+ 11.15% |
$2.08M - $2.3M
|
160K
$22M
|
|
|
Feb 14, 2025
Q4 2024
|
Hsbc Holdings PLC
London, X0 |
BUY
|
- |
2.6K+ 17.82% |
$336K - $372K
|
17.2K
$2.37M
|
|
|
Feb 14, 2025
Q4 2024
|
Iht Wealth Management, LLC
Chicago, IL |
SELL
|
- |
-1.28K- 13.24% |
$165K - $183K
|
8.36K
$1.15M
|
|
|
Feb 14, 2025
Q4 2024
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
SELL
|
- |
-9.09K- 53.99% |
$1.18M - $1.3M
|
7.75K
$1.07M
|
|
|
Feb 14, 2025
Q4 2024
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
SELL
|
PUT |
-262K- 87.77% |
$33.9M - $37.6M
|
36.5K
$5.04M
|
|
|
Feb 14, 2025
Q4 2024
|
Cresset Asset Management, LLC
Chicago, IL |
BUY
|
- |
2.89K+ 3.65% |
$374K - $414K
|
81.9K
$11.3M
|
|
|
Feb 14, 2025
Q4 2024
|
Epg Wealth Management LLC
Atlanta, GA |
SELL
|
- |
-497- 41.31% |
$64.4K - $71.3K
|
706
$97.5K
|
|
|
Feb 14, 2025
Q4 2024
|
Warren Averett Asset Management, LLC
Birmingham, AL |
BUY
|
- |
2.45K+ 14.25% |
$318K - $352K
|
19.7K
$2.71M
|
|
|
Feb 14, 2025
Q4 2024
|
Asset Management Group, Inc.
Stamford, CT |
BUY
|
- |
126+ 0.84% |
$16.3K - $18.1K
|
15.1K
$2.08M
|
|
|
Feb 14, 2025
Q4 2024
|
Clark Capital Management Group, Inc.
Philadelphia, PA |
SELL
|
- |
-1.74K- 28.76% |
$225K - $250K
|
4.31K
$595K
|
|
|
Feb 14, 2025
Q4 2024
|
Guardian Wealth Advisors, LLC
Raleigh, NC |
BUY
|
- |
61+ 0.7% |
$7.9K - $8.75K
|
8.82K
$1.22M
|
|
|
Feb 14, 2025
Q4 2024
|
Iconiq Capital, LLC
San Francisco, CA |
BUY
|
- |
42+ 0.68% |
$5.44K - $6.02K
|
6.22K
$859K
|
|
|
Feb 14, 2025
Q4 2024
|
Colonial Trust CO / Sc
Spartanburg, SC |
BUY
|
- |
644+ 34.29% |
$83.4K - $92.4K
|
2.52K
$348K
|
|
|
Feb 14, 2025
Q4 2024
|
Coppell Advisory Solutions LLC
Coppell, TX |
SELL
|
- |
-110- 6.65% |
$14.3K - $15.8K
|
1.54K
$213K
|
|
|
Feb 14, 2025
Q4 2024
|
Windsor Advisory Group, LLC
Columbus, OH |
BUY
|
- |
422New |
$54.7K - $60.5K
|
422
$58.3K
|
|
|
Feb 14, 2025
Q4 2024
|
Summit Investment Advisors, Inc.
Hunt Valley, MD |
BUY
|
- |
1.92KNew |
$249K - $275K
|
1.92K
$265K
|
|
|
Feb 14, 2025
Q4 2024
|
Bank Of America Corp
Charlotte, NC |
SELL
|
- |
-33.9K- 0.41% |
$4.39M - $4.86M
|
8.29M
$1.15B
|