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 |
|---|---|---|---|---|---|---|---|
|
Oct 31, 2024
Q3 2024
|
Strategic Family Wealth Counselors, L.L.C.
Fairfield, NJ |
BUY
|
- |
9+ 0.37% |
$1.08K - $1.22K
|
2.46K
$326K
|
|
|
Oct 30, 2024
Q3 2024
|
Moloney Securities Asset Management, LLC
|
BUY
|
- |
1+ 0.05% |
$120 - $136
|
2.06K
$273K
|
|
|
Oct 30, 2024
Q3 2024
|
Hazlett, Burt & Watson, Inc.
|
SELL
|
- |
-601- 2.8% |
$72.1K - $81.6K
|
20.8K
$2.76M
|
|
|
Oct 30, 2024
Q3 2024
|
Quintet Private Bank (Europe) S.A.
Luxembourg, N4 |
BUY
|
- |
19+ 14.5% |
$2.28K - $2.58K
|
150
$19.9K
|
|
|
Oct 30, 2024
Q3 2024
|
Morris Financial Concepts, Inc.
|
SELL
|
- |
-8- 1.81% |
$960 - $1.09K
|
434
$57.6K
|
|
|
Oct 30, 2024
Q3 2024
|
Ifg Advisory, LLC
|
BUY
|
- |
1.96K+ 5.43% |
$236K - $267K
|
38.1K
$5.06M
|
|
|
Oct 30, 2024
Q3 2024
|
Nilsine Partners, LLC
Greenwood Village, CO |
BUY
|
- |
1.51KNew |
$181K - $204K
|
1.51K
$200K
|
|
|
Oct 30, 2024
Q3 2024
|
United Community Bank
Greenville, SC |
SELL
|
- |
-352- 6.23% |
$42.2K - $47.8K
|
5.3K
$703K
|
|
|
Oct 30, 2024
Q3 2024
|
Capital Investment Advisory Services, LLC
|
BUY
|
- |
2+ 0.09% |
$240 - $271
|
2.24K
$297K
|
|
|
Oct 30, 2024
Q3 2024
|
Interactive Financial Advisors
Chicago, IL |
SELL
|
- |
-236- 12.43% |
$28.3K - $32K
|
1.66K
$220K
|
|
|
Oct 30, 2024
Q3 2024
|
Lee Danner & Bass Inc
|
SELL
|
- |
-875- 26.64% |
$105K - $119K
|
2.41K
$320K
|
|
|
Oct 30, 2024
Q3 2024
|
Global Wealth Management Investment Advisory, Inc.
Fort Lauderdale, FL |
BUY
|
- |
1.62KNew |
$195K - $220K
|
1.62K
$215K
|
|
|
Oct 30, 2024
Q3 2024
|
Cary Street Partners Investment Advisory LLC
Richmond, VA |
BUY
|
- |
121+ 1.14% |
$14.5K - $16.4K
|
10.7K
$1.42M
|
|
|
Oct 30, 2024
Q3 2024
|
Pittenger & Anderson Inc
|
SELL
|
- |
-300- 30.52% |
$36K - $40.7K
|
683
$90.6K
|
|
|
Oct 30, 2024
Q3 2024
|
Arthur M. Cohen & Associates, LLC
|
BUY
|
- |
755+ 18.12% |
$90.6K - $102K
|
4.92K
$653K
|
|
|
Oct 30, 2024
Q3 2024
|
Ameritas Advisory Services, LLC
Lincoln, NE |
SELL
|
- |
-3.92K- 17.48% |
$470K - $532K
|
18.5K
$2.45M
|
|
|
Oct 30, 2024
Q3 2024
|
Charter Oak Capital Management, LLC
|
BUY
|
- |
1.63KNew |
$196K - $222K
|
1.63K
$217K
|
|
|
Oct 30, 2024
Q3 2024
|
United Advisor Group, LLC
Cincinnati, OH |
BUY
|
- |
2.26KNew |
$271K - $307K
|
2.26K
$300K
|
|
|
Oct 30, 2024
Q3 2024
|
Concurrent Investment Advisors, LLC
Tampa, FL |
BUY
|
- |
237+ 4.78% |
$28.4K - $32.2K
|
5.19K
$689K
|
|
|
Oct 30, 2024
Q3 2024
|
White Lighthouse Investment Management Inc.
|
BUY
|
- |
1.66K+ 2.46% |
$199K - $225K
|
68.9K
$9.14M
|
|
|
Oct 30, 2024
Q3 2024
|
Armor Investment Advisors, LLC
|
SELL
|
- |
-508- 14.31% |
$61K - $69K
|
3.04K
$403K
|
|
|
Oct 30, 2024
Q3 2024
|
Plante Moran Financial Advisors, LLC
|
BUY
|
- |
100+ 3.96% |
$12K - $13.6K
|
2.62K
$348K
|
|
|
Oct 30, 2024
Q3 2024
|
Radnor Capital Management, LLC
|
BUY
|
- |
1.7KNew |
$204K - $231K
|
1.7K
$226K
|
|
|
Oct 30, 2024
Q3 2024
|
Guidance Point Advisors, LLC
|
BUY
|
- |
259+ 1.03% |
$31.1K - $35.2K
|
25.3K
$3.36M
|
|
|
Oct 30, 2024
Q3 2024
|
Flagship Private Wealth, LLC
|
BUY
|
- |
17+ 0.96% |
$2.04K - $2.31K
|
1.79K
$238K
|
|
|
Oct 30, 2024
Q3 2024
|
Beacon Financial Advisory LLC
|
BUY
|
- |
54+ 0.7% |
$6.48K - $7.33K
|
7.74K
$1.03M
|
|
|
Oct 30, 2024
Q3 2024
|
Avidian Wealth Solutions, LLC
|
BUY
|
- |
4+ 0.19% |
$480 - $543
|
2.08K
$276K
|
|
|
Oct 30, 2024
Q3 2024
|
Balentine LLC
Atlanta, GA |
SELL
|
- |
-5.85K- 10.43% |
$702K - $794K
|
50.3K
$6.67M
|
|
|
Oct 30, 2024
Q3 2024
|
Sage Capital Management, LLC
Stockton, NJ |
BUY
|
- |
33+ 1.02% |
$3.96K - $4.48K
|
3.27K
$434K
|
|
|
Oct 30, 2024
Q3 2024
|
North Star Investment Management Corp.
Chicago, IL |
SELL
|
- |
-6.64K- 7.86% |
$796K - $901K
|
77.8K
$10.3M
|
|
|
Oct 30, 2024
Q3 2024
|
Crescent Grove Advisors, LLC
|
SELL
|
- |
-828- 5.22% |
$99.4K - $112K
|
15K
$1.99M
|
|
|
Oct 30, 2024
Q3 2024
|
Crestwood Advisors Group LLC
|
SELL
|
- |
-1.01K- 17.14% |
$121K - $136K
|
4.86K
$644K
|
|
|
Oct 29, 2024
Q3 2024
|
Investors Asset Management Of Georgia Inc
|
SELL
|
- |
-1K- 30.41% |
$120K - $136K
|
2.29K
$304K
|
|
|
Oct 29, 2024
Q3 2024
|
Coastal Investment Advisors, Inc.
Wilmington, DE |
SELL
|
- |
-1.12K- 22.74% |
$135K - $152K
|
3.81K
$506K
|
|
|
Oct 29, 2024
Q3 2024
|
Cabana LLC
Fayetteville, AR |
SELL
|
- |
-6.21K- 26.23% |
$745K - $843K
|
17.5K
$2.32M
|
|
|
Oct 29, 2024
Q3 2024
|
Key F Inancial Inc
|
SELL
|
- |
-100- 9.97% |
$12K - $13.6K
|
903
$120K
|
|
|
Oct 29, 2024
Q3 2024
|
Gps Wealth Strategies Group, LLC
|
BUY
|
- |
306+ 637.5% |
$36.7K - $41.5K
|
354
$47K
|
|
|
Oct 29, 2024
Q3 2024
|
Citizens National Bank Trust Department
|
SELL
|
- |
-280- 3.12% |
$33.6K - $38K
|
8.71K
$1.15M
|
|
|
Oct 29, 2024
Q3 2024
|
Kanawha Capital Management LLC
|
SELL
|
- |
-199- 3.54% |
$23.9K - $27K
|
5.42K
$718K
|
|
|
Oct 29, 2024
Q3 2024
|
Private Management Group Inc
|
BUY
|
- |
1.58KNew |
$189K - $214K
|
1.58K
$209K
|
|
|
Oct 29, 2024
Q3 2024
|
Forum Financial Management, LP
Lombard, IL |
BUY
|
- |
1.83KNew |
$220K - $249K
|
1.83K
$243K
|
|
|
Oct 29, 2024
Q3 2024
|
Fernwood Investment Management, LLC
Quincy, MA |
BUY
|
- |
12+ 0.08% |
$1.44K - $1.63K
|
15.9K
$2.1M
|
|
|
Oct 29, 2024
Q3 2024
|
Nvwm, LLC
|
BUY
|
- |
228+ 18.0% |
$27.4K - $30.9K
|
1.5K
$198K
|
|
|
Oct 29, 2024
Q3 2024
|
Janney Montgomery Scott LLC
|
SELL
|
- |
-2.47K- 1.14% |
$297K - $336K
|
214K
$28.3M
|
|
|
Oct 29, 2024
Q3 2024
|
Latitude Advisors, LLC
|
SELL
|
- |
-49- 2.78% |
$5.88K - $6.65K
|
1.71K
$227K
|
|
|
Oct 29, 2024
Q3 2024
|
Gfs Advisors, LLC
|
BUY
|
- |
3.57K+ 1832.82% |
$429K - $485K
|
3.77K
$500K
|
|
|
Oct 29, 2024
Q3 2024
|
Wfa Asset Management Corp
Whitefish Bay, WI |
SELL
|
- |
-414- 41.4% |
$49.7K - $56.2K
|
586
$77.7K
|
|
|
Oct 29, 2024
Q3 2024
|
Qrg Capital Management, Inc.
Berwyn, PA |
BUY
|
- |
189+ 2.42% |
$22.7K - $25.7K
|
8.01K
$1.06M
|
|
|
Oct 28, 2024
Q3 2024
|
Nikulski Financial, Inc.
|
SELL
|
- |
-258- 0.67% |
$31K - $35K
|
38.4K
$5.09M
|
|
|
Oct 28, 2024
Q3 2024
|
Hm Payson & CO
Portland, ME |
SELL
|
- |
-298- 4.8% |
$35.8K - $40.5K
|
5.92K
$785K
|