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 |
|---|---|---|---|---|---|---|---|
|
Nov 06, 2025
Q3 2025
|
Stratos Wealth Partners, Ltd.
|
BUY
|
- |
427+ 3.08% |
$57.2K - $60.9K
|
14.3K
$2.01M
|
|
|
Nov 06, 2025
Q3 2025
|
Center For Financial Planning, Inc.
Southfied, MI |
BUY
|
- |
50+ 81.97% |
$6.69K - $7.13K
|
111
$15.6K
|
|
|
Nov 06, 2025
Q3 2025
|
Krilogy Financial LLC
|
BUY
|
- |
5.93KNew |
$794K - $846K
|
5.93K
$835K
|
|
|
Nov 06, 2025
Q3 2025
|
Onyx Bridge Wealth Group LLC
|
BUY
|
- |
1.84KNew |
$247K - $263K
|
1.84K
$259K
|
|
|
Nov 06, 2025
Q3 2025
|
Allegheny Financial Group LTD
Pittsburgh, PA |
BUY
|
- |
5+ 0.29% |
$669 - $713
|
1.73K
$243K
|
|
|
Nov 06, 2025
Q3 2025
|
Savvy Advisors, Inc.
New York, NY |
BUY
|
- |
91+ 1.73% |
$12.2K - $13K
|
5.36K
$753K
|
|
|
Nov 06, 2025
Q3 2025
|
Cbiz Investment Advisory Services, LLC
|
BUY
|
- |
25+ 0.38% |
$3.35K - $3.56K
|
6.65K
$935K
|
|
|
Nov 06, 2025
Q3 2025
|
Assetmark, Inc
|
SELL
|
- |
-2.79K- 1.25% |
$373K - $397K
|
221K
$31M
|
|
|
Nov 06, 2025
Q3 2025
|
Atria Investments LLC
Charlotte, NC |
SELL
|
- |
-11- 0.3% |
$1.47K - $1.57K
|
3.69K
$519K
|
|
|
Nov 06, 2025
Q3 2025
|
Abich Financial Wealth Management LLC
Ashburn, VA |
BUY
|
- |
63New |
$8.43K - $8.98K
|
63
$8.86K
|
|
|
Nov 06, 2025
Q3 2025
|
Wedbush Securities Inc
|
SELL
|
- |
-40.2K- 78.98% |
$5.38M - $5.73M
|
10.7K
$1.5M
|
|
|
Nov 06, 2025
Q3 2025
|
Connable Office Inc
|
BUY
|
- |
1.41K+ 44.63% |
$188K - $200K
|
4.56K
$641K
|
|
|
Nov 06, 2025
Q3 2025
|
Capital Investment Counsel, LLC
Denver, CO |
SELL
|
- |
-150- 7.19% |
$20.1K - $21.4K
|
1.94K
$272K
|
|
|
Nov 06, 2025
Q3 2025
|
Moment Partners, LLC
San Francisco, CA |
SELL
|
- |
-2.53K- 1.0% |
$338K - $360K
|
250K
$35.2M
|
|
|
Nov 06, 2025
Q3 2025
|
Gfs Advisors, LLC
|
BUY
|
- |
36+ 0.9% |
$4.82K - $5.13K
|
4.03K
$567K
|
|
|
Nov 06, 2025
Q3 2025
|
Ameritas Advisory Services, LLC
Lincoln, NE |
BUY
|
- |
3.81K+ 29.67% |
$510K - $544K
|
16.7K
$2.34M
|
|
|
Nov 06, 2025
Q3 2025
|
Central Trust CO
Jefferson City, MO |
SELL
|
- |
-125- 1.68% |
$16.7K - $17.8K
|
7.34K
$1.03M
|
|
|
Nov 06, 2025
Q3 2025
|
Camden National Bank
Camden, ME |
SELL
|
- |
-1.08K- 29.12% |
$144K - $154K
|
2.62K
$369K
|
|
|
Nov 06, 2025
Q3 2025
|
Msh Capital Advisors LLC
Scottsdale, AZ |
BUY
|
- |
482+ 3.78% |
$64.5K - $68.7K
|
13.3K
$1.86M
|
|
|
Nov 06, 2025
Q3 2025
|
Fusion Family Wealth LLC
|
BUY
|
- |
118+ 2.5% |
$15.8K - $16.8K
|
4.84K
$680K
|
|
|
Nov 06, 2025
Q3 2025
|
Wj Financial Advisors LLC
Killingworth, CT |
BUY
|
- |
5.19KNew |
$695K - $740K
|
5.19K
$730K
|
|
|
Nov 06, 2025
Q3 2025
|
Investment Partners, Ltd.
|
BUY
|
- |
5+ 0.14% |
$669 - $713
|
3.47K
$488K
|
|
|
Nov 06, 2025
Q3 2025
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
16.3K+ 5.2% |
$2.18M - $2.32M
|
330K
$46.4M
|
|
|
Nov 06, 2025
Q3 2025
|
Berkshire Asset Management LLC
Wilkes Barre, PA |
SELL
|
- |
-50- 0.25% |
$6.69K - $7.13K
|
19.7K
$2.77M
|
|
|
Nov 06, 2025
Q3 2025
|
Murphy & Mullick Capital Management Corp
Smithtown, NY |
BUY
|
- |
76+ 24.84% |
$10.2K - $10.8K
|
382
$53.7K
|
|
|
Nov 05, 2025
Q3 2025
|
Western Wealth Management, LLC
|
SELL
|
- |
-521- 2.22% |
$69.8K - $74.3K
|
22.9K
$3.23M
|
|
|
Nov 05, 2025
Q3 2025
|
Bessemer Group Inc
Woodbridge, NJ |
SELL
|
- |
-10.6K- 31.4% |
$1.42M - $1.51M
|
23.2K
$3.26M
|
|
|
Nov 05, 2025
Q3 2025
|
South State Corp
|
SELL
|
- |
-1.01K- 18.57% |
$136K - $145K
|
4.45K
$625K
|
|
|
Nov 05, 2025
Q3 2025
|
Linscomb & Williams, Inc.
Houston, TX |
SELL
|
- |
-2.36K- 3.47% |
$316K - $336K
|
65.7K
$9.23M
|
|
|
Nov 05, 2025
Q3 2025
|
Titleist Asset Management, LLC
San Antonio, TX |
BUY
|
- |
86+ 0.96% |
$11.5K - $12.3K
|
9.06K
$1.27M
|
|
|
Nov 05, 2025
Q3 2025
|
Moneco Advisors, LLC
Fairfield, CT |
BUY
|
- |
1+ 0.06% |
$134 - $143
|
1.64K
$230K
|
|
|
Nov 05, 2025
Q3 2025
|
Carbahal Olsen Financial Services Group, LLC
Davis, CA |
SELL
|
- |
-164- 1.2% |
$22K - $23.4K
|
13.6K
$1.91M
|
|
|
Nov 05, 2025
Q3 2025
|
Plante Moran Financial Advisors, LLC
|
SELL
|
- |
-69- 3.06% |
$9.24K - $9.84K
|
2.19K
$308K
|
|
|
Nov 05, 2025
Q3 2025
|
Capital Investment Advisory Services, LLC
|
BUY
|
- |
141+ 6.36% |
$18.9K - $20.1K
|
2.36K
$332K
|
|
|
Nov 05, 2025
Q3 2025
|
Slate Stone Wealth, LLC
|
SELL
|
- |
-208- 6.49% |
$27.8K - $29.7K
|
3K
$422K
|
|
|
Nov 05, 2025
Q3 2025
|
Prime Capital Investment Advisors, LLC
Overland Park, KS |
SELL
|
- |
-2.24K- 4.68% |
$300K - $320K
|
45.6K
$6.42M
|
|
|
Nov 05, 2025
Q3 2025
|
Concord Wealth Partners
|
BUY
|
- |
11+ 0.84% |
$1.47K - $1.57K
|
1.32K
$186K
|
|
|
Nov 05, 2025
Q3 2025
|
Mma Asset Management LLC
New York, NY |
SELL
|
- |
-1.13K- 30.53% |
$151K - $161K
|
2.57K
$361K
|
|
|
Nov 05, 2025
Q3 2025
|
Koesten, Hirschmann & Crabtree, Inc.
Overland Park, KS |
SELL
|
- |
-75- 29.64% |
$10K - $10.7K
|
178
$25K
|
|
|
Nov 05, 2025
Q3 2025
|
Ledyard National Bank
|
SELL
|
- |
-428- 8.77% |
$57.3K - $61K
|
4.45K
$626K
|
|
|
Nov 05, 2025
Q3 2025
|
Renasant Bank
|
SELL
|
- |
-545- 27.46% |
$73K - $77.7K
|
1.44K
$203K
|
|
|
Nov 05, 2025
Q3 2025
|
Boyd Watterson Asset Management LLC
|
BUY
|
- |
35New |
$4.69K - $4.99K
|
35
$4.92K
|
|
|
Nov 05, 2025
Q3 2025
|
Signature Estate & Investment Advisors LLC
|
SELL
|
- |
-103- 1.92% |
$13.8K - $14.7K
|
5.27K
$741K
|
|
|
Nov 05, 2025
Q3 2025
|
Nikulski Financial, Inc.
|
SELL
|
- |
-606- 16.99% |
$81.1K - $86.4K
|
2.96K
$416K
|
|
|
Nov 05, 2025
Q3 2025
|
Mcf Advisors LLC
Covington, KY |
SELL
|
- |
-25- 3.57% |
$3.35K - $3.56K
|
676
$95.1K
|
|
|
Nov 05, 2025
Q3 2025
|
Spc Financial, Inc.
|
SELL
|
- |
-13.1K- 31.22% |
$1.75M - $1.87M
|
28.8K
$4.06M
|
|
|
Nov 05, 2025
Q3 2025
|
Smartleaf Asset Management LLC
Boston, MA |
BUY
|
- |
88New |
$11.8K - $12.5K
|
88
$12.4K
|
|
|
Nov 05, 2025
Q3 2025
|
Key F Inancial Inc
|
SELL
|
- |
-117- 15.31% |
$15.7K - $16.7K
|
647
$91K
|
|
|
Nov 05, 2025
Q3 2025
|
Roman Butler Fullerton & CO
|
SELL
|
- |
-579- 8.3% |
$77.5K - $82.5K
|
6.4K
$900K
|
|
|
Nov 05, 2025
Q3 2025
|
Lex Aurum Advisors, LLC
|
BUY
|
- |
1+ 0.03% |
$134 - $143
|
3.98K
$559K
|
|