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 24, 2024
Q3 2024
|
Bristlecone Advisors, LLC
|
SELL
|
- |
-5- 0.23% |
$600 - $679
|
2.15K
$285K
|
|
|
Oct 24, 2024
Q3 2024
|
Ghp Investment Advisors, Inc.
Denver, CO |
BUY
|
- |
5+ 0.78% |
$600 - $679
|
645
$85.6K
|
|
|
Oct 24, 2024
Q3 2024
|
Benedict Financial Advisors Inc
|
BUY
|
- |
42+ 2.26% |
$5.04K - $5.7K
|
1.9K
$252K
|
|
|
Oct 24, 2024
Q3 2024
|
Essex Financial Services, Inc.
|
SELL
|
- |
-203- 0.91% |
$24.4K - $27.6K
|
22.2K
$2.94M
|
|
|
Oct 24, 2024
Q3 2024
|
Carret Asset Management, LLC
|
SELL
|
- |
-80- 0.16% |
$9.6K - $10.9K
|
48.9K
$6.48M
|
|
|
Oct 24, 2024
Q3 2024
|
Amarillo National Bank
|
SELL
|
- |
-1.46K- 2.52% |
$175K - $198K
|
56.6K
$7.5M
|
|
|
Oct 24, 2024
Q3 2024
|
Trust CO Of Virginia
|
SELL
|
- |
-7- 0.4% |
$840 - $950
|
1.75K
$232K
|
|
|
Oct 24, 2024
Q3 2024
|
Arbor Investment Advisors, LLC
|
SELL
|
- |
-87- 3.02% |
$10.4K - $11.8K
|
2.8K
$371K
|
|
|
Oct 24, 2024
Q3 2024
|
Tci Wealth Advisors, Inc.
|
SELL
|
- |
-142- 1.39% |
$17K - $19.3K
|
10.1K
$1.34M
|
|
|
Oct 24, 2024
Q3 2024
|
Patriot Financial Group Insurance Agency, LLC
|
BUY
|
- |
14+ 0.53% |
$1.68K - $1.9K
|
2.66K
$353K
|
|
|
Oct 24, 2024
Q3 2024
|
Concord Wealth Partners
|
BUY
|
- |
14+ 1.11% |
$1.68K - $1.9K
|
1.28K
$169K
|
|
|
Oct 24, 2024
Q3 2024
|
Tcp Asset Management, LLC
Columbus, OH |
BUY
|
- |
73+ 1.47% |
$8.76K - $9.91K
|
5.04K
$669K
|
|
|
Oct 24, 2024
Q3 2024
|
Yeomans Consulting Group, Inc.
Marietta, GA |
SELL
|
- |
-185- 0.96% |
$22.2K - $25.1K
|
19K
$2.52M
|
|
|
Oct 24, 2024
Q3 2024
|
Welch Group, LLC
|
BUY
|
- |
3+ 0.09% |
$360 - $407
|
3.25K
$432K
|
|
|
Oct 24, 2024
Q3 2024
|
Bay Colony Advisory Group, Inc D
|
SELL
|
- |
-136- 0.74% |
$16.3K - $18.5K
|
18.2K
$2.41M
|
|
|
Oct 24, 2024
Q3 2024
|
Barrett & Company, Inc.
Providence, RI |
BUY
|
- |
23+ 0.69% |
$2.76K - $3.12K
|
3.37K
$447K
|
|
|
Oct 24, 2024
Q3 2024
|
Riggs Asset Managment Co. Inc.
|
BUY
|
- |
2+ 1.4% |
$240 - $271
|
145
$19.2K
|
|
|
Oct 24, 2024
Q3 2024
|
J.W. Cole Advisors, Inc.
|
BUY
|
- |
363+ 1.13% |
$43.6K - $49.3K
|
32.4K
$4.3M
|
|
|
Oct 24, 2024
Q3 2024
|
Ellis Investment Partners, LLC
|
BUY
|
- |
1.75K+ 0.78% |
$209K - $237K
|
225K
$29.8M
|
|
|
Oct 24, 2024
Q3 2024
|
Sterling Investment Advisors, Ltd.
|
SELL
|
- |
-830- 1.23% |
$99.6K - $113K
|
66.6K
$8.84M
|
|
|
Oct 24, 2024
Q3 2024
|
Traynor Capital Management, Inc.
|
SELL
|
- |
-997- 3.89% |
$120K - $135K
|
24.6K
$3.27M
|
|
|
Oct 24, 2024
Q3 2024
|
Tfc Financial Management
|
BUY
|
- |
2+ 1.5% |
$240 - $271
|
135
$17.9K
|
|
|
Oct 24, 2024
Q3 2024
|
Integrated Advisors Network LLC
Palos Verdes Estates, CA |
BUY
|
- |
6.64K+ 18.96% |
$797K - $902K
|
41.7K
$5.53M
|
|
|
Oct 24, 2024
Q3 2024
|
Worth Financial Advisory Group, LLC
Charlotte, NC |
BUY
|
- |
1.61KNew |
$193K - $218K
|
1.61K
$213K
|
|
|
Oct 24, 2024
Q3 2024
|
Gateway Wealth Partners, LLC
Appleton, WI |
SELL
|
- |
-173- 8.92% |
$20.8K - $23.5K
|
1.77K
$234K
|
|
|
Oct 24, 2024
Q3 2024
|
Cascade Financial Partners, LLC
San Diego, CA |
BUY
|
- |
400+ 2.62% |
$48K - $54.3K
|
15.7K
$2.08M
|
|
|
Oct 23, 2024
Q3 2024
|
Cfm Wealth Partners LLC
|
SELL
|
- |
-91- 3.27% |
$10.9K - $12.4K
|
2.69K
$357K
|
|
|
Oct 23, 2024
Q3 2024
|
Joseph P. Lucia & Associates, LLC
|
SELL
|
- |
-1.17K- 3.36% |
$140K - $158K
|
33.5K
$4.44M
|
|
|
Oct 23, 2024
Q3 2024
|
Dakota Wealth Management
|
SELL
|
- |
-145- 1.43% |
$17.4K - $19.7K
|
10K
$1.33M
|
|
|
Oct 23, 2024
Q3 2024
|
Signet Financial Management, LLC
Parsippany, NJ |
BUY
|
- |
169+ 2.04% |
$20.3K - $22.9K
|
8.47K
$1.12M
|
|
|
Oct 23, 2024
Q3 2024
|
Lmg Wealth Partners, LLC
Shreveport, LA |
SELL
|
- |
-32- 0.08% |
$3.84K - $4.34K
|
38.3K
$5.08M
|
|
|
Oct 23, 2024
Q3 2024
|
Global Trust Asset Management, LLC
|
SELL
|
- |
-1.93K- 8.72% |
$232K - $262K
|
20.2K
$2.68M
|
|
|
Oct 23, 2024
Q3 2024
|
Mirae Asset Global Investments Co., Ltd.
|
BUY
|
- |
2.2K+ 13.25% |
$264K - $299K
|
18.8K
$2.49M
|
|
|
Oct 23, 2024
Q3 2024
|
Allworth Financial LP
|
SELL
|
- |
-2.76K- 10.26% |
$331K - $375K
|
24.1K
$3.2M
|
|
|
Oct 23, 2024
Q3 2024
|
Santori & Peters, Inc.
|
BUY
|
- |
1.52KNew |
$182K - $206K
|
1.52K
$202K
|
|
|
Oct 23, 2024
Q3 2024
|
Burke & Herbert Bank & Trust CO
|
BUY
|
- |
1.07K+ 2.6% |
$129K - $146K
|
42.3K
$5.61M
|
|
|
Oct 23, 2024
Q3 2024
|
Heritage Financial Services, LLC
|
BUY
|
- |
290+ 17.26% |
$34.8K - $39.4K
|
1.97K
$261K
|
|
|
Oct 23, 2024
Q3 2024
|
Dumont & Blake Investment Advisors LLC
|
SELL
|
- |
-66.4K- 50.02% |
$7.96M - $9.01M
|
66.3K
$8.79M
|
|
|
Oct 23, 2024
Q3 2024
|
Hwg Holdings LP
Houston, TX |
BUY
|
- |
2.25KNew |
$270K - $305K
|
2.25K
$298K
|
|
|
Oct 23, 2024
Q3 2024
|
Highland Capital Management, LLC
|
SELL
|
- |
-130- 0.27% |
$15.6K - $17.6K
|
48.9K
$6.49M
|
|
|
Oct 23, 2024
Q3 2024
|
Busey Wealth Management
|
SELL
|
- |
-112- 3.16% |
$13.4K - $15.2K
|
3.43K
$455K
|
|
|
Oct 23, 2024
Q3 2024
|
Joel Isaacson & Co., LLC
|
BUY
|
- |
7+ 0.03% |
$840 - $950
|
22.8K
$3.03M
|
|
|
Oct 23, 2024
Q3 2024
|
Sigma Investment Counselors Inc
|
SELL
|
- |
-60- 2.79% |
$7.2K - $8.14K
|
2.09K
$277K
|
|
|
Oct 23, 2024
Q3 2024
|
North Crest Asset Manangement, LLC
|
BUY
|
- |
6.91K+ 138.76% |
$829K - $938K
|
11.9K
$1.58M
|
|
|
Oct 23, 2024
Q3 2024
|
Wealth Enhancement Advisory Services, LLC
|
SELL
|
- |
-3.16K- 2.02% |
$380K - $429K
|
153K
$20.3M
|
|
|
Oct 23, 2024
Q3 2024
|
Viewpoint Capital Management LLC
Seattle, WA |
BUY
|
- |
1.11K+ 13.09% |
$134K - $151K
|
9.61K
$1.28M
|
|
|
Oct 23, 2024
Q3 2024
|
Pfg Investments, LLC
Woodbury, NY |
BUY
|
- |
605+ 4.34% |
$72.6K - $82.1K
|
14.5K
$1.93M
|
|
|
Oct 23, 2024
Q3 2024
|
Pathway Financial Advisers, LLC
Auburn, IN |
BUY
|
- |
91+ 1.48% |
$10.9K - $12.4K
|
6.23K
$826K
|
|
|
Oct 22, 2024
Q3 2024
|
Private Advisor Group, LLC
|
BUY
|
- |
5.22K+ 2.71% |
$626K - $708K
|
198K
$26.3M
|
|
|
Oct 22, 2024
Q3 2024
|
Blb&B Advisors, LLC
|
BUY
|
- |
60+ 2.32% |
$7.2K - $8.14K
|
2.64K
$351K
|