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 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
|
|
|
Nov 05, 2025
Q3 2025
|
Tempus Wealth Planning, LLC
|
SELL
|
- |
-1.46K- 9.15% |
$195K - $207K
|
14.4K
$2.03M
|
|
|
Nov 05, 2025
Q3 2025
|
Rfg Advisory, LLC
Birmingham, AL |
BUY
|
- |
728+ 31.93% |
$97.5K - $104K
|
3.01K
$423K
|
|
|
Nov 05, 2025
Q3 2025
|
Oppenheimer & CO Inc
New York, NY |
BUY
|
- |
1.47K+ 3.35% |
$196K - $209K
|
45.3K
$6.37M
|
|
|
Nov 05, 2025
Q3 2025
|
Al Ti Global, Inc.
New York, NY |
SELL
|
- |
-11.5K- 10.72% |
$1.53M - $1.63M
|
95.4K
$13.4M
|
|
|
Nov 04, 2025
Q3 2025
|
Keybank National Association
|
SELL
|
- |
-3.23K- 8.47% |
$432K - $461K
|
34.9K
$4.91M
|
|
|
Nov 04, 2025
Q3 2025
|
Tyche Wealth Partners LLC
Plano, TX |
SELL
|
- |
-385- 3.42% |
$51.5K - $54.9K
|
10.9K
$1.53M
|
|
|
Nov 04, 2025
Q3 2025
|
Transcend Capital Advisors, LLC
|
SELL
|
- |
-9- 0.05% |
$1.2K - $1.28K
|
19.3K
$2.72M
|
|
|
Nov 04, 2025
Q3 2025
|
Hazlett, Burt & Watson, Inc.
|
SELL
|
- |
-204- 1.03% |
$27.3K - $29.1K
|
19.6K
$2.76M
|
|
|
Nov 04, 2025
Q3 2025
|
Thrivent Financial For Lutherans
Minneapolis, MN |
SELL
|
- |
-9.68K- 67.37% |
$1.3M - $1.38M
|
4.69K
$659K
|
|
|
Nov 04, 2025
Q3 2025
|
Lee Financial CO
Dallas, TX |
SELL
|
- |
-1.42K- 2.51% |
$190K - $202K
|
55.2K
$7.76M
|
|
|
Nov 04, 2025
Q3 2025
|
Landaas & CO
Milwaukee, WI |
SELL
|
- |
-979- 2.65% |
$131K - $140K
|
35.9K
$5.05M
|
|
|
Nov 04, 2025
Q3 2025
|
Mutual Advisors, LLC
Casper, WY |
SELL
|
- |
-1.34K- 2.15% |
$179K - $190K
|
60.8K
$8.55M
|
|
|
Nov 04, 2025
Q3 2025
|
Rik Saylor Financial, Inc.
Fairfield, OH |
SELL
|
- |
-23- 0.46% |
$3.08K - $3.28K
|
4.95K
$696K
|
|
|
Nov 04, 2025
Q3 2025
|
Meridian Wealth Management, LLC
|
BUY
|
- |
2.15K+ 24.45% |
$288K - $307K
|
11K
$1.54M
|
|
|
Nov 04, 2025
Q3 2025
|
Essex Savings Bank
|
SELL
|
- |
-21- 0.71% |
$2.81K - $2.99K
|
2.93K
$412K
|
|
|
Nov 04, 2025
Q3 2025
|
Tfb Advisors LLC
Overland Park, KS |
SELL
|
- |
-746- 17.64% |
$99.9K - $106K
|
3.48K
$490K
|
|
|
Nov 04, 2025
Q3 2025
|
Murphy, Middleton, Hinkle & Parker, Inc.
|
BUY
|
- |
1.38K+ 4.29% |
$185K - $197K
|
33.6K
$4.72M
|
|
|
Nov 04, 2025
Q3 2025
|
Jones Financial Companies Lllp
|
BUY
|
- |
7.27K+ 26.15% |
$973K - $1.04M
|
35.1K
$4.93M
|
|
|
Nov 04, 2025
Q3 2025
|
Woodmont Investment Counsel LLC
Nashville, TN |
SELL
|
- |
-522- 5.96% |
$69.9K - $74.4K
|
8.23K
$1.16M
|
|
|
Nov 04, 2025
Q3 2025
|
United Community Bank
Greenville, SC |
BUY
|
- |
1.8K+ 34.12% |
$241K - $257K
|
7.08K
$995K
|
|
|
Nov 04, 2025
Q3 2025
|
Mission Wealth Management, LP
|
SELL
|
- |
-197- 0.82% |
$26.4K - $28.1K
|
23.8K
$3.34M
|
|
|
Nov 04, 2025
Q3 2025
|
Money Concepts Capital Corp
|
BUY
|
- |
186+ 8.7% |
$24.9K - $26.5K
|
2.32K
$327K
|
|
|
Nov 04, 2025
Q3 2025
|
Atlantic Union Bankshares Corp
|
BUY
|
- |
985+ 34.94% |
$132K - $140K
|
3.8K
$535K
|
|
|
Nov 04, 2025
Q3 2025
|
Simmons Bank
|
SELL
|
- |
-206- 1.63% |
$27.6K - $29.4K
|
12.4K
$1.75M
|
|
|
Nov 04, 2025
Q3 2025
|
Callan Family Office, LLC
Radnor, PA |
BUY
|
- |
2.5K+ 6.38% |
$335K - $356K
|
41.7K
$5.86M
|
|
|
Nov 04, 2025
Q3 2025
|
Cornerstone Advisors Asset Management, Inc
Bethlehem, PA |
BUY
|
- |
163+ 0.38% |
$21.8K - $23.2K
|
43K
$6.05M
|
|
|
Nov 04, 2025
Q3 2025
|
Bellevue Asset Management, LLC
Bellevue, WA |
BUY
|
- |
15+ 0.36% |
$2.01K - $2.14K
|
4.23K
$595K
|
|
|
Nov 04, 2025
Q3 2025
|
Peregrine Asset Advisers, Inc.
Portland, OR |
SELL
|
- |
-81- 0.48% |
$10.8K - $11.5K
|
16.6K
$2.34M
|
|
|
Nov 04, 2025
Q3 2025
|
Ashton Thomas Private Wealth, LLC
Scottsdale, AZ |
BUY
|
- |
2.7K+ 11.54% |
$361K - $385K
|
26.1K
$3.67M
|
|
|
Nov 04, 2025
Q3 2025
|
Savant Capital, LLC
|
SELL
|
- |
-1.76K- 16.93% |
$235K - $251K
|
8.63K
$1.21M
|
|
|
Nov 04, 2025
Q3 2025
|
J.W. Cole Advisors, Inc.
|
SELL
|
- |
-234- 0.54% |
$31.3K - $33.4K
|
43.1K
$6.06M
|
|
|
Nov 04, 2025
Q3 2025
|
Envestnet Asset Management Inc
|
SELL
|
- |
-191K- 11.86% |
$25.6M - $27.3M
|
1.42M
$200M
|
|
|
Nov 04, 2025
Q3 2025
|
Evermay Wealth Management LLC
Arlington, VA |
SELL
|
- |
-115- 2.4% |
$15.4K - $16.4K
|
4.67K
$657K
|
|
|
Nov 04, 2025
Q3 2025
|
Howe & Rusling Inc
Rochester, NY |
BUY
|
- |
33+ 33.0% |
$4.42K - $4.7K
|
133
$18.7K
|
|
|
Nov 04, 2025
Q3 2025
|
Post Resch Tallon Group Inc.
Pittsford, NY |
BUY
|
- |
1.5KNew |
$201K - $214K
|
1.5K
$211K
|
|
|
Nov 04, 2025
Q3 2025
|
Sbi Securities Co., Ltd.
Tokyo, M0 |
SELL
|
- |
-322- 1.47% |
$43.1K - $45.9K
|
21.6K
$3.04M
|
|
|
Nov 03, 2025
Q3 2025
|
Northstar Advisory Group, LLC
|
SELL
|
- |
-71- 4.41% |
$9.51K - $10.1K
|
1.54K
$217K
|
|
|
Nov 03, 2025
Q3 2025
|
Bensler, LLC
Bellevue, WA |
SELL
|
- |
-497- 3.15% |
$66.5K - $70.9K
|
15.3K
$2.15M
|
|
|
Nov 03, 2025
Q3 2025
|
Investment Advisory Group, LLC
|
SELL
|
- |
-702- 5.15% |
$94K - $100K
|
12.9K
$1.82M
|
|
|
Nov 03, 2025
Q3 2025
|
One Wealth Advisors, LLC
San Francisco, CA |
SELL
|
- |
-1.14K- 3.71% |
$153K - $163K
|
29.6K
$4.17M
|
|
|
Nov 03, 2025
Q3 2025
|
Principle Wealth Partners LLC
|
BUY
|
- |
200+ 0.46% |
$26.8K - $28.5K
|
43.3K
$6.08M
|
|
|
Nov 03, 2025
Q3 2025
|
Inman Jager Wealth Management, LLC
Hattiesburg, MS |
SELL
|
- |
-1.39K- 5.08% |
$185K - $197K
|
25.9K
$3.64M
|
|
|
Nov 03, 2025
Q3 2025
|
Truist Financial Corp
|
SELL
|
- |
-23K- 1.97% |
$3.07M - $3.27M
|
1.14M
$161M
|
|
|
Nov 03, 2025
Q3 2025
|
Epg Wealth Management LLC
Atlanta, GA |
BUY
|
- |
1+ 0.24% |
$134 - $143
|
414
$58.2K
|
|
|
Nov 03, 2025
Q3 2025
|
Howard Wealth Management, LLC
Madison, CT |
SELL
|
- |
-34- 2.11% |
$4.55K - $4.85K
|
1.57K
$221K
|
|