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 13, 2026
Q4 2025
|
Mayflower Financial Advisors, LLC
|
BUY
|
- |
9+ 0.06% |
$1.24K - $1.29K
|
14.4K
$2.03M
|
|
|
Jan 13, 2026
Q4 2025
|
Regatta Capital Group, LLC
El Segundo, CA |
SELL
|
- |
-41- 0.98% |
$5.66K - $5.87K
|
4.12K
$580K
|
|
|
Jan 13, 2026
Q4 2025
|
Guerra Pan Advisors, LLC
Montclair, NJ |
SELL
|
- |
-96- 1.32% |
$13.3K - $13.7K
|
7.18K
$1.01M
|
|
|
Jan 13, 2026
Q4 2025
|
Balanced Wealth Group LLC
Westlake, OH |
BUY
|
- |
25+ 0.86% |
$3.45K - $3.58K
|
2.92K
$410K
|
|
|
Jan 13, 2026
Q4 2025
|
Ifg Advisors, LLC
|
BUY
|
- |
2.51K+ 2.22% |
$346K - $359K
|
115K
$16.2M
|
|
|
Jan 13, 2026
Q4 2025
|
Parsons Capital Management Inc
|
SELL
|
- |
-175- 5.75% |
$24.2K - $25K
|
2.87K
$403K
|
|
|
Jan 13, 2026
Q4 2025
|
Fc Advisory LLC
|
BUY
|
- |
20+ 0.69% |
$2.76K - $2.86K
|
2.92K
$411K
|
|
|
Jan 13, 2026
Q4 2025
|
Waller Financial Planning Group, Inc
|
BUY
|
- |
1.75KNew |
$242K - $250K
|
1.75K
$246K
|
|
|
Jan 13, 2026
Q4 2025
|
Long View Wealth Management
Atlanta, GA |
SELL
|
- |
-297- 11.04% |
$41K - $42.5K
|
2.39K
$337K
|
|
|
Jan 13, 2026
Q4 2025
|
Mather Group, Llc.
Chicago, IL |
SELL
|
- |
-20- 0.59% |
$2.76K - $2.86K
|
3.34K
$470K
|
|
|
Jan 13, 2026
Q4 2025
|
Capital Investment Advisors, LLC
|
SELL
|
- |
-1.48K- 1.22% |
$204K - $211K
|
119K
$16.8M
|
|
|
Jan 13, 2026
Q4 2025
|
Dakota Wealth Management
|
BUY
|
- |
832+ 10.1% |
$115K - $119K
|
9.07K
$1.28M
|
|
|
Jan 13, 2026
Q4 2025
|
Core Cap Advisors, LLC
Southfield, MI |
SELL
|
- |
-614- 7.53% |
$84.8K - $87.9K
|
7.54K
$1.06M
|
|
|
Jan 13, 2026
Q4 2025
|
Team Financial Group, LLC
Temecula, CA |
BUY
|
- |
2+ 1.16% |
$276 - $286
|
174
$24.5K
|
|
|
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
|
|