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 30, 2025
Q3 2025
|
Stock Yards Bank & Trust CO
Louisville, KY |
BUY
|
- |
964+ 7.18% |
$129K - $137K
|
14.4K
$2.02M
|
|
|
Oct 30, 2025
Q3 2025
|
Register Financial Advisors LLC
Atlanta, GA |
BUY
|
- |
1+ 1.82% |
$134 - $143
|
56
$7.88K
|
|
|
Oct 30, 2025
Q3 2025
|
Osborne Partners Capital Management, LLC
|
SELL
|
- |
-400- 2.83% |
$53.6K - $57K
|
13.7K
$1.93M
|
|
|
Oct 30, 2025
Q3 2025
|
Charter Oak Capital Management, LLC
|
BUY
|
- |
1.42KNew |
$190K - $203K
|
1.42K
$200K
|
|
|
Oct 30, 2025
Q3 2025
|
Fairway Wealth LLC
Independence, OH |
BUY
|
- |
500New |
$66.9K - $71.3K
|
500
$70.3K
|
|
|
Oct 30, 2025
Q3 2025
|
Fiducient Advisors LLC
|
SELL
|
- |
-2.22K- 18.96% |
$298K - $317K
|
9.51K
$1.34M
|
|
|
Oct 30, 2025
Q3 2025
|
Accredited Investors Inc.
|
SELL
|
- |
-420- 4.89% |
$56.2K - $59.9K
|
8.18K
$1.15M
|
|
|
Oct 30, 2025
Q3 2025
|
Atlas Legacy Advisors, LLC
Los Angeles, CA |
SELL
|
- |
-1.75K- 18.94% |
$234K - $249K
|
7.47K
$1.05M
|
|
|
Oct 30, 2025
Q3 2025
|
Naples Global Advisors, LLC
Naples, FL |
BUY
|
- |
250+ 5.0% |
$33.5K - $35.6K
|
5.25K
$739K
|
|
|
Oct 30, 2025
Q3 2025
|
Parkside Financial Bank & Trust
|
BUY
|
- |
1+ 0.06% |
$134 - $143
|
1.63K
$229K
|
|
|
Oct 30, 2025
Q3 2025
|
Arcus Capital Partners, LLC
|
BUY
|
- |
1.15K+ 0.66% |
$154K - $164K
|
175K
$24.6M
|
|
|
Oct 30, 2025
Q3 2025
|
Wealth Dimensions Group, Ltd.
|
SELL
|
- |
-40- 0.62% |
$5.36K - $5.7K
|
6.36K
$895K
|
|
|
Oct 30, 2025
Q3 2025
|
Wfa Asset Management Corp
Whitefish Bay, WI |
SELL
|
- |
-414- 45.0% |
$55.4K - $59K
|
506
$71.2K
|
|
|
Oct 30, 2025
Q3 2025
|
Millstone Evans Group, LLC
Boulder, CO |
BUY
|
- |
1+ 0.19% |
$134 - $143
|
518
$72.9K
|
|
|
Oct 30, 2025
Q3 2025
|
Verus Financial Partners, Inc.
|
SELL
|
- |
-1.35K- 2.32% |
$181K - $193K
|
57K
$8.01M
|
|
|
Oct 30, 2025
Q3 2025
|
Flagship Wealth Advisors, LLC
Wakefield, MA |
BUY
|
- |
276+ 3.3% |
$37K - $39.3K
|
8.64K
$1.22M
|
|
|
Oct 30, 2025
Q3 2025
|
Wbh Advisory Inc
|
SELL
|
- |
-916- 8.03% |
$123K - $131K
|
10.5K
$1.48M
|
|
|
Oct 30, 2025
Q3 2025
|
Univest Financial Corp
|
BUY
|
- |
1.42KNew |
$190K - $202K
|
1.42K
$200K
|
|
|
Oct 30, 2025
Q3 2025
|
Hunter Associates Investment Management LLC
Pittsburgh, PA |
SELL
|
- |
-10- 0.37% |
$1.34K - $1.43K
|
2.69K
$378K
|
|
|
Oct 30, 2025
Q3 2025
|
Rossmore Private Capital
Glastonbury, CT |
BUY
|
- |
1.05KNew |
$141K - $150K
|
1.05K
$148K
|
|
|
Oct 30, 2025
Q3 2025
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
BUY
|
- |
2.88K+ 12.2% |
$386K - $411K
|
26.5K
$3.73M
|
|
|
Oct 30, 2025
Q3 2025
|
Latitude Advisors, LLC
|
BUY
|
- |
239+ 15.31% |
$32K - $34.1K
|
1.8K
$253K
|
|
|
Oct 30, 2025
Q3 2025
|
Coordinated Financial Services, Inc.
Denver, CO |
BUY
|
- |
4.74KNew |
$635K - $676K
|
4.74K
$667K
|
|
|
Oct 29, 2025
Q3 2025
|
Harel Insurance Investments & Financial Services Ltd.
|
SELL
|
- |
-30- 3.86% |
$4.02K - $4.28K
|
748
$105K
|
|
|
Oct 29, 2025
Q3 2025
|
Resonant Capital Advisors, LLC
|
SELL
|
- |
-57- 0.81% |
$7.63K - $8.13K
|
7K
$984K
|
|
|
Oct 29, 2025
Q3 2025
|
Beacon Financial Advisory LLC
|
BUY
|
- |
30+ 0.41% |
$4.02K - $4.28K
|
7.32K
$1.03M
|
|
|
Oct 29, 2025
Q3 2025
|
Lji Wealth Management, LLC
Indianapolis, IN |
BUY
|
- |
1.48KNew |
$198K - $211K
|
1.48K
$208K
|
|
|
Oct 29, 2025
Q3 2025
|
Capital Advisory Group Advisory Services, LLC
Bloomington, MN |
SELL
|
- |
-145- 0.65% |
$19.4K - $20.7K
|
22.1K
$3.11M
|
|
|
Oct 29, 2025
Q3 2025
|
Partners Wealth Management, LLC
Carmel By The Sea, CA |
BUY
|
- |
1.46KNew |
$195K - $208K
|
1.46K
$205K
|
|
|
Oct 29, 2025
Q3 2025
|
Financial Advisory Service, Inc.
|
BUY
|
- |
3.47K+ 12.45% |
$464K - $494K
|
31.3K
$4.4M
|
|
|
Oct 29, 2025
Q3 2025
|
Sterling Investment Advisors LLC
|
SELL
|
- |
-935- 37.49% |
$125K - $133K
|
1.56K
$219K
|
|
|
Oct 29, 2025
Q3 2025
|
Glass Jacobson Investment Advisors LLC
Owings Mills, MD |
BUY
|
- |
10+ 0.89% |
$1.34K - $1.43K
|
1.14K
$160K
|
|
|
Oct 29, 2025
Q3 2025
|
Sanibel Captiva Trust Company, Inc.
Sanibel, FL |
SELL
|
- |
-64- 1.39% |
$8.57K - $9.12K
|
4.55K
$639K
|
|
|
Oct 29, 2025
Q3 2025
|
High Net Worth Advisory Group LLC
Naples, FL |
BUY
|
- |
10+ 0.05% |
$1.34K - $1.43K
|
22K
$3.09M
|
|
|
Oct 29, 2025
Q3 2025
|
Hhm Wealth Advisors, LLC
Chattanooga, TN |
SELL
|
- |
-30- 24.39% |
$4.02K - $4.28K
|
93
$13.1K
|
|
|
Oct 29, 2025
Q3 2025
|
Verdence Capital Advisors LLC
Hunt Valley, MD |
SELL
|
- |
-111- 1.04% |
$14.9K - $15.8K
|
10.6K
$1.49M
|
|
|
Oct 29, 2025
Q3 2025
|
Wpg Advisers, LLC
Baltimore, MD |
SELL
|
- |
-25- 69.44% |
$3.35K - $3.56K
|
11
$1.55K
|
|
|
Oct 29, 2025
Q3 2025
|
Arkadios Wealth Advisors
|
BUY
|
- |
233+ 1.85% |
$31.2K - $33.2K
|
12.8K
$1.8M
|
|
|
Oct 29, 2025
Q3 2025
|
Providence First Trust CO
|
BUY
|
- |
6+ 0.03% |
$803 - $855
|
19.3K
$2.71M
|
|
|
Oct 29, 2025
Q3 2025
|
Lee Danner & Bass Inc
|
BUY
|
- |
175+ 5.94% |
$23.4K - $24.9K
|
3.12K
$439K
|
|
|
Oct 29, 2025
Q3 2025
|
Root Financial Partners, LLC
Solana Beach, CA |
BUY
|
- |
37New |
$4.95K - $5.28K
|
37
$5.2K
|
|
|
Oct 29, 2025
Q3 2025
|
Platform Technology Partners
|
SELL
|
- |
-1.11K- 12.97% |
$148K - $158K
|
7.44K
$1.05M
|
|
|
Oct 29, 2025
Q3 2025
|
Rede Wealth, LLC
|
BUY
|
- |
38.7KNew |
$5.18M - $5.52M
|
38.7K
$5.44M
|
|
|
Oct 29, 2025
Q3 2025
|
Joel Isaacson & Co., LLC
|
BUY
|
- |
6+ 0.03% |
$803 - $855
|
23.5K
$3.3M
|
|
|
Oct 29, 2025
Q3 2025
|
Chicago Partners Investment Group LLC
|
BUY
|
- |
921+ 4.9% |
$123K - $131K
|
19.7K
$2.77M
|
|
|
Oct 28, 2025
Q3 2025
|
Rakuten Securities, Inc.
Tokyo, M0 |
BUY
|
- |
13+ 118.18% |
$1.74K - $1.85K
|
24
$3.38K
|
|
|
Oct 28, 2025
Q3 2025
|
Global Trust Asset Management, LLC
|
SELL
|
- |
-216- 1.97% |
$28.9K - $30.8K
|
10.7K
$1.51M
|
|
|
Oct 28, 2025
Q3 2025
|
Jackson Hole Capital Partners, LLC
|
BUY
|
- |
84+ 1.67% |
$11.2K - $12K
|
5.13K
$721K
|
|
|
Oct 28, 2025
Q3 2025
|
Wolff Wiese Magana LLC
|
SELL
|
- |
-235- 1.02% |
$31.5K - $33.5K
|
22.8K
$3.21M
|
|
|
Oct 28, 2025
Q3 2025
|
First National Bank & Trust CO Of Newtown
|
SELL
|
- |
-938- 0.55% |
$126K - $134K
|
171K
$24.1M
|
|