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 03, 2025
Q3 2025
|
Valeo Financial Advisors, LLC
|
SELL
|
- |
-170- 0.72% |
$22.8K - $24.2K
|
23.6K
$3.32M
|
|
|
Nov 03, 2025
Q3 2025
|
Mirae Asset Global Investments Co., Ltd.
|
BUY
|
- |
2.8K+ 16.67% |
$375K - $399K
|
19.6K
$2.76M
|
|
|
Nov 03, 2025
Q3 2025
|
Crumly & Associates Inc.
|
BUY
|
- |
1.61KNew |
$215K - $229K
|
1.61K
$226K
|
|
|
Nov 03, 2025
Q3 2025
|
Retirement Planning CO Of New England, Inc.
Warwick, RI |
SELL
|
- |
-55- 0.58% |
$7.36K - $7.84K
|
9.45K
$1.33M
|
|
|
Nov 03, 2025
Q3 2025
|
Annis Gardner Whiting Capital Advisors, LLC
Tampa, FL |
BUY
|
- |
4+ 0.21% |
$536 - $570
|
1.87K
$263K
|
|
|
Nov 03, 2025
Q3 2025
|
Td Waterhouse Canada Inc.
Toronto, A6 |
BUY
|
- |
189+ 1.44% |
$25.3K - $26.9K
|
13.4K
$1.88M
|
|
|
Nov 03, 2025
Q3 2025
|
Private Wealth Asset Management, LLC
Cedar Rapids, IA |
SELL
|
- |
-777- 27.24% |
$104K - $111K
|
2.08K
$292K
|
|
|
Nov 03, 2025
Q3 2025
|
Ae Wealth Management LLC
|
BUY
|
- |
2.56K+ 32.29% |
$342K - $365K
|
10.5K
$1.47M
|
|
|
Nov 03, 2025
Q3 2025
|
Archer Investment Corp
|
BUY
|
- |
3+ 0.04% |
$402 - $428
|
7.77K
$1.09M
|
|
|
Nov 03, 2025
Q3 2025
|
Foundations Investment Advisors, LLC
|
SELL
|
- |
-2.17K- 59.55% |
$291K - $310K
|
1.48K
$208K
|
|
|
Nov 03, 2025
Q3 2025
|
Mtm Investment Management, LLC
Spartanburg, SC |
SELL
|
- |
-35- 7.78% |
$4.69K - $4.99K
|
415
$58.4K
|
|
|
Nov 03, 2025
Q3 2025
|
Golden State Wealth Management, LLC
Santa Ana, CA |
SELL
|
- |
-46- 2.94% |
$6.16K - $6.56K
|
1.52K
$214K
|
|
|
Nov 03, 2025
Q3 2025
|
Cypress Capital Group
|
SELL
|
- |
-465- 3.66% |
$62.3K - $66.3K
|
12.2K
$1.72M
|
|
|
Nov 03, 2025
Q3 2025
|
Benedict Financial Advisors Inc
|
SELL
|
- |
-287- 10.77% |
$38.4K - $40.9K
|
2.38K
$335K
|
|
|
Nov 03, 2025
Q3 2025
|
Hicks Capital Management LLC
Columbus, OH |
SELL
|
- |
-467- 3.7% |
$62.5K - $66.6K
|
12.2K
$1.71M
|
|
|
Nov 03, 2025
Q3 2025
|
Argent Advisors, Inc.
Monroe, LA |
BUY
|
- |
927+ 3.9% |
$124K - $132K
|
24.7K
$3.48M
|
|
|
Nov 03, 2025
Q3 2025
|
Pittenger & Anderson Inc
|
SELL
|
- |
-175- 34.45% |
$23.4K - $24.9K
|
333
$46.8K
|
|
|
Nov 03, 2025
Q3 2025
|
Ifc Advisors LLC
Los Angeles, CA |
SELL
|
- |
-1.46K- 7.62% |
$195K - $208K
|
17.7K
$2.49M
|
|
|
Nov 03, 2025
Q3 2025
|
Welch & Forbes LLC
|
SELL
|
- |
-225- 2.05% |
$30.1K - $32.1K
|
10.8K
$1.51M
|
|
|
Nov 03, 2025
Q3 2025
|
Summit Wealth & Retirement Planning, Inc.
|
BUY
|
- |
1.46KNew |
$195K - $208K
|
1.46K
$205K
|
|
|
Nov 03, 2025
Q3 2025
|
Cornerstone Wealth Management, LLC
|
SELL
|
- |
-289- 4.77% |
$38.7K - $41.2K
|
5.76K
$811K
|
|
|
Nov 03, 2025
Q3 2025
|
Wsfs Capital Management, LLC
Philadelphia, PA |
BUY
|
- |
40+ 2.23% |
$5.36K - $5.7K
|
1.83K
$258K
|
|
|
Nov 03, 2025
Q3 2025
|
Atlas Private Wealth Advisors
Matawan, NJ |
SELL
|
- |
-7.48K- 50.52% |
$1M - $1.07M
|
7.32K
$1.03M
|
|
|
Nov 03, 2025
Q3 2025
|
Berman Mc Aleer LLC
Timonium, MD |
BUY
|
- |
1.63KNew |
$218K - $232K
|
1.63K
$229K
|
|
|
Oct 31, 2025
Q3 2025
|
Virtue Capital Management, LLC
Brentwood, TN |
BUY
|
- |
267+ 4.48% |
$35.7K - $38.1K
|
6.22K
$875K
|
|
|
Oct 31, 2025
Q3 2025
|
Ghp Investment Advisors, Inc.
Denver, CO |
SELL
|
- |
-39- 8.07% |
$5.22K - $5.56K
|
444
$62.4K
|
|
|
Oct 31, 2025
Q3 2025
|
Modera Wealth Management, LLC
|
SELL
|
- |
-36- 0.63% |
$4.82K - $5.13K
|
5.69K
$800K
|
|
|
Oct 31, 2025
Q3 2025
|
Pfg Investments, LLC
Woodbury, NY |
SELL
|
- |
-46- 0.36% |
$6.16K - $6.56K
|
12.8K
$1.8M
|
|
|
Oct 31, 2025
Q3 2025
|
Taylor Financial Group, Inc.
Roanoke, VA |
BUY
|
- |
1.73K+ 6.56% |
$232K - $247K
|
28.2K
$3.96M
|
|
|
Oct 31, 2025
Q3 2025
|
Oxbow Advisors, LLC
Corpus Christi, TX |
SELL
|
- |
-568- 3.69% |
$76K - $81K
|
14.8K
$2.08M
|
|
|
Oct 31, 2025
Q3 2025
|
Kanawha Capital Management LLC
|
SELL
|
- |
-312- 4.14% |
$41.8K - $44.5K
|
7.22K
$1.02M
|
|
|
Oct 31, 2025
Q3 2025
|
Mendel Capital Management LLC
|
SELL
|
- |
-753- 2.03% |
$101K - $107K
|
36.4K
$5.11M
|
|
|
Oct 31, 2025
Q3 2025
|
Fairman Group, LLC
Chesterbrook, PA |
BUY
|
- |
1+ 0.26% |
$134 - $143
|
379
$53.3K
|
|
|
Oct 31, 2025
Q3 2025
|
Barrett & Company, Inc.
Providence, RI |
BUY
|
- |
619+ 18.07% |
$82.9K - $88.3K
|
4.05K
$569K
|
|
|
Oct 31, 2025
Q3 2025
|
Blb&B Advisors, LLC
|
BUY
|
- |
53+ 1.91% |
$7.1K - $7.56K
|
2.82K
$397K
|
|
|
Oct 31, 2025
Q3 2025
|
Patten & Patten Inc
|
BUY
|
- |
3.77K+ 53.12% |
$505K - $538K
|
10.9K
$1.53M
|
|
|
Oct 31, 2025
Q3 2025
|
First Citizens Bank & Trust CO
|
BUY
|
- |
253+ 1.08% |
$33.9K - $36.1K
|
23.7K
$3.34M
|
|
|
Oct 31, 2025
Q3 2025
|
Whittier Trust CO
|
BUY
|
- |
259+ 2.62% |
$34.7K - $36.9K
|
10.2K
$1.43M
|
|
|
Oct 31, 2025
Q3 2025
|
Whittier Trust CO Of Nevada Inc
|
SELL
|
- |
-447- 2.39% |
$59.8K - $63.7K
|
18.2K
$2.57M
|
|
|
Oct 31, 2025
Q3 2025
|
Cullen/Frost Bankers, Inc.
|
SELL
|
- |
-1.77K- 1.57% |
$237K - $253K
|
111K
$15.7M
|
|
|
Oct 31, 2025
Q3 2025
|
James Investment Research Inc
|
BUY
|
- |
728+ 16.43% |
$97.5K - $104K
|
5.16K
$726K
|
|
|
Oct 31, 2025
Q3 2025
|
National Asset Management, Inc.
Boca Raton, FL |
SELL
|
- |
-1.66K- 17.57% |
$222K - $236K
|
7.78K
$1.09M
|
|
|
Oct 31, 2025
Q3 2025
|
Sage Rhino Capital LLC
|
BUY
|
- |
1.46KNew |
$195K - $207K
|
1.46K
$205K
|
|
|
Oct 31, 2025
Q3 2025
|
Aj Advisors, LLC
Nashville, TN |
SELL
|
- |
-171- 10.73% |
$22.9K - $24.4K
|
1.42K
$200K
|
|
|
Oct 31, 2025
Q3 2025
|
Purkiss Capital Advisors LLC
Ridgefield, CT |
BUY
|
- |
1.06K+ 32.37% |
$142K - $151K
|
4.34K
$610K
|
|
|
Oct 31, 2025
Q3 2025
|
Chilton Capital Management LLC
Houston, TX |
BUY
|
- |
2.02K+ 108.07% |
$271K - $288K
|
3.89K
$548K
|
|
|
Oct 31, 2025
Q3 2025
|
First Command Advisory Services, Inc.
|
BUY
|
- |
1.02KNew |
$136K - $145K
|
1.02K
$143K
|
|
|
Oct 31, 2025
Q3 2025
|
Belpointe Asset Management LLC
|
BUY
|
- |
13+ 0.13% |
$1.74K - $1.85K
|
9.76K
$1.37M
|
|
|
Oct 30, 2025
Q3 2025
|
Cornerstone Wealth Group, LLC
|
SELL
|
- |
-446- 6.12% |
$59.7K - $63.6K
|
6.84K
$962K
|
|
|
Oct 30, 2025
Q3 2025
|
Samalin Investment Counsel, LLC
Chappaqua, NY |
BUY
|
- |
10+ 0.25% |
$1.34K - $1.43K
|
3.96K
$557K
|
|