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 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
|
|
|
Oct 28, 2025
Q3 2025
|
Ritholtz Wealth Management
|
SELL
|
- |
-15- 0.71% |
$2.01K - $2.14K
|
2.1K
$296K
|
|
|
Oct 28, 2025
Q3 2025
|
Csenge Advisory Group
|
SELL
|
- |
-518- 2.71% |
$69.3K - $73.9K
|
18.6K
$2.61M
|
|
|
Oct 28, 2025
Q3 2025
|
Montis Financial, LLC
|
BUY
|
- |
4.9KNew |
$656K - $698K
|
4.9K
$689K
|
|
|
Oct 28, 2025
Q3 2025
|
Wood Trust Financial Corp
|
BUY
|
- |
136+ 5.74% |
$18.2K - $19.4K
|
2.5K
$352K
|
|
|
Oct 28, 2025
Q3 2025
|
Sage Capital Management, LLC
Stockton, NJ |
BUY
|
- |
27+ 0.81% |
$3.61K - $3.85K
|
3.38K
$475K
|
|
|
Oct 28, 2025
Q3 2025
|
Mascoma Wealth Management LLC
|
BUY
|
- |
7+ 0.15% |
$937 - $998
|
4.64K
$652K
|
|
|
Oct 28, 2025
Q3 2025
|
Gould Asset Management LLC
Claremont, CA |
SELL
|
- |
-130- 1.79% |
$17.4K - $18.5K
|
7.13K
$1M
|
|
|
Oct 28, 2025
Q3 2025
|
Nations Financial Group Inc,
Cedar Rapids, IA |
BUY
|
- |
355+ 6.7% |
$47.5K - $50.6K
|
5.66K
$796K
|
|
|
Oct 28, 2025
Q3 2025
|
Blodgett Wealth Advisors, LLC
|
SELL
|
- |
-2.45K- 24.1% |
$328K - $349K
|
7.72K
$1.09M
|
|
|
Oct 28, 2025
Q3 2025
|
Pinnacle Financial Partners Inc
|
BUY
|
- |
482+ 0.48% |
$64.5K - $68.7K
|
100K
$14.1M
|
|
|
Oct 28, 2025
Q3 2025
|
Charter Capital Management, Llc\De
Brookfield, WI |
SELL
|
- |
-240- 5.84% |
$32.1K - $34.2K
|
3.87K
$545K
|
|
|
Oct 28, 2025
Q3 2025
|
Thrive Capital Management, LLC
Fort Washington, PA |
SELL
|
- |
-196- 5.16% |
$26.2K - $27.9K
|
3.6K
$506K
|
|
|
Oct 28, 2025
Q3 2025
|
Confluence Wealth Services, Inc.
Mcmurray, PA |
SELL
|
- |
-79- 5.07% |
$10.6K - $11.3K
|
1.48K
$208K
|
|
|
Oct 28, 2025
Q3 2025
|
Leavell Investment Management, Inc.
|
SELL
|
- |
-1.4K- 26.64% |
$187K - $199K
|
3.85K
$541K
|
|
|
Oct 28, 2025
Q3 2025
|
Sterling Investment Advisors, Ltd.
|
BUY
|
- |
112+ 0.16% |
$15K - $16K
|
71.3K
$10M
|
|
|
Oct 28, 2025
Q3 2025
|
Lodestar Private Asset Management LLC
Alamo, CA |
BUY
|
- |
3+ 0.06% |
$402 - $428
|
5.03K
$708K
|
|
|
Oct 28, 2025
Q3 2025
|
Qrg Capital Management, Inc.
Berwyn, PA |
SELL
|
- |
-4.54K- 58.6% |
$608K - $647K
|
3.21K
$451K
|
|
|
Oct 28, 2025
Q3 2025
|
Financial Management Network Inc
|
BUY
|
- |
1.43KNew |
$191K - $204K
|
1.43K
$201K
|
|
|
Oct 28, 2025
Q3 2025
|
Howland Capital Management LLC
|
SELL
|
- |
-377- 2.21% |
$50.5K - $53.7K
|
16.7K
$2.35M
|
|
|
Oct 28, 2025
Q3 2025
|
Sequoia Financial Advisors, LLC
|
BUY
|
- |
53.4KNew |
$7.15M - $7.61M
|
53.4K
$7.51M
|
|
|
Oct 28, 2025
Q3 2025
|
Dupree Financial Group, LLC
Lexington, KY |
SELL
|
- |
-222- 3.69% |
$29.7K - $31.7K
|
5.79K
$814K
|
|
|
Oct 27, 2025
Q3 2025
|
Bangor Savings Bank
Bangor, ME |
SELL
|
- |
-1- 0.03% |
$134 - $143
|
3.51K
$493K
|
|
|
Oct 27, 2025
Q3 2025
|
Cornell Pochily Investment Advisors, Inc.
|
BUY
|
- |
91+ 0.66% |
$12.2K - $13K
|
13.8K
$1.94M
|
|
|
Oct 27, 2025
Q3 2025
|
Janney Montgomery Scott LLC
|
BUY
|
- |
6.25K+ 2.96% |
$837K - $891K
|
217K
$30.6M
|
|
|
Oct 27, 2025
Q3 2025
|
Kiker Wealth Management, LLC
Jasper, GA |
BUY
|
- |
291New |
$39K - $41.5K
|
291
$40.9K
|
|
|
Oct 27, 2025
Q3 2025
|
Grimes & Company, Inc.
|
BUY
|
- |
33+ 0.36% |
$4.42K - $4.7K
|
9.2K
$1.29M
|
|
|
Oct 27, 2025
Q3 2025
|
First United Bank & Trust
|
BUY
|
- |
808+ 1.36% |
$108K - $115K
|
60.3K
$8.48M
|
|
|
Oct 27, 2025
Q3 2025
|
Primoris Wealth Advisors, LLC
|
SELL
|
- |
-25- 0.82% |
$3.35K - $3.56K
|
3.03K
$426K
|
|
|
Oct 27, 2025
Q3 2025
|
American Financial Advisors, LLC
|
BUY
|
- |
2+ 0.11% |
$268 - $285
|
1.84K
$259K
|
|
|
Oct 27, 2025
Q3 2025
|
Smith Shellnut Wilson LLC
|
SELL
|
- |
-24- 0.14% |
$3.21K - $3.42K
|
17.7K
$2.49M
|
|
|
Oct 27, 2025
Q3 2025
|
Financial Network Wealth Advisors LLC
Murray, UT |
SELL
|
- |
-97- 13.7% |
$13K - $13.8K
|
611
$85.9K
|
|
|
Oct 27, 2025
Q3 2025
|
Td Private Client Wealth LLC
New York, NY |
BUY
|
- |
4.4K+ 7.32% |
$589K - $628K
|
64.6K
$9.08M
|
|
|
Oct 27, 2025
Q3 2025
|
Pb Mares Wealth Management LLC
|
BUY
|
- |
2+ 0.07% |
$268 - $285
|
2.83K
$398K
|
|
|
Oct 27, 2025
Q3 2025
|
Concurrent Investment Advisors, LLC
Tampa, FL |
BUY
|
- |
26+ 0.35% |
$3.48K - $3.71K
|
7.4K
$1.04M
|
|
|
Oct 27, 2025
Q3 2025
|
Retirement Planning Group
|
SELL
|
- |
-38- 0.63% |
$5.09K - $5.42K
|
6.04K
$849K
|
|
|
Oct 27, 2025
Q3 2025
|
Klingman & Associates, LLC
|
SELL
|
- |
-400- 1.22% |
$53.6K - $57K
|
32.3K
$4.54M
|
|
|
Oct 27, 2025
Q3 2025
|
Exencial Wealth Advisors, LLC
Oklahoma City, OK |
BUY
|
- |
92+ 2.62% |
$12.3K - $13.1K
|
3.6K
$507K
|
|
|
Oct 27, 2025
Q3 2025
|
Gwn Securities Inc.
Palm Beach Gardens, FL |
SELL
|
- |
-610- 26.34% |
$81.7K - $87K
|
1.71K
$240K
|
|
|
Oct 27, 2025
Q3 2025
|
Wealth Plan Partners, LLC
Omaha, NE |
SELL
|
- |
-198- 3.72% |
$26.5K - $28.2K
|
5.13K
$721K
|
|
|
Oct 27, 2025
Q3 2025
|
Global Wealth Management Investment Advisory, Inc.
Fort Lauderdale, FL |
BUY
|
- |
1.98KNew |
$264K - $282K
|
1.98K
$278K
|
|
|
Oct 27, 2025
Q3 2025
|
Ashton Thomas Securities, LLC
Rochester, NY |
BUY
|
- |
1.6KNew |
$214K - $228K
|
1.6K
$225K
|
|
|
Oct 27, 2025
Q3 2025
|
Stephens Inc
|
SELL
|
- |
-1.27K- 7.82% |
$170K - $181K
|
15K
$2.1M
|
|
|
Oct 27, 2025
Q3 2025
|
Octavia Wealth Advisors, LLC
|
SELL
|
- |
-95- 6.17% |
$12.7K - $13.5K
|
1.45K
$203K
|
|