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 22, 2024
Q3 2024
|
Narwhal Capital Management
|
BUY
|
- |
59+ 0.23% |
$7.08K - $8.01K
|
25.9K
$3.42M
|
|
|
Oct 22, 2024
Q3 2024
|
Tempus Wealth Planning, LLC
|
BUY
|
- |
331+ 2.11% |
$39.7K - $44.9K
|
16K
$2.11M
|
|
|
Oct 22, 2024
Q3 2024
|
Dupree Financial Group, LLC
Lexington, KY |
SELL
|
- |
-169- 2.42% |
$20.3K - $22.9K
|
6.82K
$900K
|
|
|
Oct 22, 2024
Q3 2024
|
Grimes & Company, Inc.
|
BUY
|
- |
48+ 0.53% |
$5.76K - $6.52K
|
9.06K
$1.2M
|
|
|
Oct 22, 2024
Q3 2024
|
Altus Wealth Group LLC
Colorado Springs, CO |
SELL
|
- |
-595- 21.02% |
$71.4K - $80.8K
|
2.24K
$295K
|
|
|
Oct 22, 2024
Q3 2024
|
Syntegra Private Wealth Group, LLC
Chesterfield, MO |
SELL
|
- |
-298- 2.51% |
$35.8K - $40.5K
|
11.6K
$1.53M
|
|
|
Oct 22, 2024
Q3 2024
|
Greenleaf Trust
Kalamazoo, MI |
SELL
|
- |
-1.08K- 17.22% |
$129K - $146K
|
5.17K
$682K
|
|
|
Oct 22, 2024
Q3 2024
|
Grassi Investment Management
|
BUY
|
- |
10+ 0.3% |
$1.2K - $1.36K
|
3.31K
$437K
|
|
|
Oct 22, 2024
Q3 2024
|
Psi Advisors, LLC
|
BUY
|
- |
1+ 0.98% |
$120 - $136
|
103
$13.6K
|
|
|
Oct 22, 2024
Q3 2024
|
Fairman Group, LLC
Chesterbrook, PA |
BUY
|
- |
2+ 0.54% |
$240 - $271
|
373
$49.2K
|
|
|
Oct 22, 2024
Q3 2024
|
Romano Brothers And Company
Evanston, IL |
SELL
|
- |
-115- 1.14% |
$13.8K - $15.6K
|
9.95K
$1.31M
|
|
|
Oct 22, 2024
Q3 2024
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
SELL
|
- |
-7- 0.13% |
$840 - $950
|
5.5K
$725K
|
|
|
Oct 22, 2024
Q3 2024
|
Capital Investment Counsel, Inc
|
SELL
|
- |
-225- 12.48% |
$27K - $30.5K
|
1.58K
$208K
|
|
|
Oct 22, 2024
Q3 2024
|
Brighton Jones LLC
|
SELL
|
- |
-742- 6.49% |
$89K - $101K
|
10.7K
$1.41M
|
|
|
Oct 22, 2024
Q3 2024
|
International Assets Investment Management, LLC
Orlando, FL |
BUY
|
- |
4.35M+ 17525.93% |
$522M - $590M
|
4.37M
$577M
|
|
|
Oct 22, 2024
Q3 2024
|
Rogco, LP
Claremore, OK |
SELL
|
- |
-536- 12.73% |
$64.3K - $72.8K
|
3.67K
$485K
|
|
|
Oct 21, 2024
Q3 2024
|
Waldron Private Wealth LLC
|
BUY
|
- |
30+ 0.53% |
$3.6K - $4.07K
|
5.64K
$744K
|
|
|
Oct 21, 2024
Q3 2024
|
Kingswood Wealth Advisors, LLC
San Diego, CA |
SELL
|
- |
-1.49K- 6.77% |
$178K - $202K
|
20.5K
$2.7M
|
|
|
Oct 21, 2024
Q3 2024
|
Whittier Trust CO Of Nevada Inc
|
BUY
|
- |
5.62K+ 58.21% |
$675K - $763K
|
15.3K
$2.02M
|
|
|
Oct 21, 2024
Q3 2024
|
Denver Wealth Management, Inc.
Greenwood Village, CO |
BUY
|
- |
15+ 0.76% |
$1.8K - $2.04K
|
1.99K
$262K
|
|
|
Oct 21, 2024
Q3 2024
|
Wealth Advisory Solutions, LLC
|
SELL
|
- |
-350- 18.0% |
$42K - $47.5K
|
1.59K
$210K
|
|
|
Oct 21, 2024
Q3 2024
|
Prio Wealth Limited Partnership
Boston, MA |
SELL
|
- |
-15- 0.3% |
$1.8K - $2.04K
|
4.93K
$651K
|
|
|
Oct 21, 2024
Q3 2024
|
Sterling Investment Advisors LLC
|
BUY
|
- |
10+ 0.54% |
$1.2K - $1.36K
|
1.85K
$244K
|
|
|
Oct 21, 2024
Q3 2024
|
Total Clarity Wealth Management, Inc.
|
SELL
|
- |
-707- 16.3% |
$84.8K - $96K
|
3.63K
$479K
|
|
|
Oct 21, 2024
Q3 2024
|
Rmr Wealth Builders
|
BUY
|
- |
5+ 0.2% |
$600 - $679
|
2.54K
$335K
|
|
|
Oct 21, 2024
Q3 2024
|
My Personal Cfo, LLC
|
SELL
|
- |
-177- 0.89% |
$21.2K - $24K
|
19.6K
$2.59M
|
|
|
Oct 21, 2024
Q3 2024
|
Leo Wealth, LLC
Hurst, TX |
SELL
|
- |
-136- 1.98% |
$16.3K - $18.5K
|
6.72K
$887K
|
|
|
Oct 21, 2024
Q3 2024
|
My Legacy Advisors, LLC
|
SELL
|
- |
-533- 21.41% |
$64K - $72.3K
|
1.96K
$258K
|
|
|
Oct 21, 2024
Q3 2024
|
Courage Miller Partners, LLC
|
SELL
|
- |
-29- 1.31% |
$3.48K - $3.94K
|
2.18K
$288K
|
|
|
Oct 21, 2024
Q3 2024
|
Eastern Bank
|
BUY
|
- |
7.59KNew |
$910K - $1.03M
|
7.59K
$1M
|
|
|
Oct 21, 2024
Q3 2024
|
Whittier Trust CO
|
SELL
|
- |
-142- 1.29% |
$17K - $19.3K
|
10.9K
$1.44M
|
|
|
Oct 21, 2024
Q3 2024
|
Signaturefd, LLC
Atlanta, GA |
BUY
|
- |
37+ 2.26% |
$4.44K - $5.02K
|
1.67K
$221K
|
|
|
Oct 21, 2024
Q3 2024
|
Warner Financial, Inc
Bethesda, MD |
BUY
|
- |
13+ 0.21% |
$1.56K - $1.76K
|
6.1K
$805K
|
|
|
Oct 21, 2024
Q3 2024
|
Sequoia Financial Advisors, LLC
|
BUY
|
- |
1.04K+ 2.22% |
$125K - $141K
|
47.8K
$6.31M
|
|
|
Oct 21, 2024
Q3 2024
|
Northwest Investment Counselors, LLC
|
SELL
|
- |
-104- 4.32% |
$12.5K - $14.1K
|
2.31K
$304K
|
|
|
Oct 21, 2024
Q3 2024
|
Flagship Harbor Advisors, LLC
|
SELL
|
- |
-1.02K- 6.38% |
$123K - $139K
|
15K
$1.98M
|
|
|
Oct 21, 2024
Q3 2024
|
Vicus Capital
State College, PA |
BUY
|
- |
14+ 0.71% |
$1.68K - $1.9K
|
1.98K
$261K
|
|
|
Oct 21, 2024
Q3 2024
|
Traphagen Investment Advisors LLC
Oradell, NJ |
BUY
|
- |
2+ 0.12% |
$240 - $271
|
1.7K
$224K
|
|
|
Oct 21, 2024
Q3 2024
|
Calton & Associates, Inc.
|
BUY
|
- |
681+ 35.62% |
$81.7K - $92.4K
|
2.59K
$342K
|
|
|
Oct 21, 2024
Q3 2024
|
Fortis Group Advisors, LLC
Westwood, NJ |
BUY
|
- |
5.22K+ 94.65% |
$626K - $708K
|
10.7K
$1.42M
|
|
|
Oct 21, 2024
Q3 2024
|
Foundations Investment Advisors, LLC
|
SELL
|
- |
-2.19K- 11.42% |
$263K - $297K
|
17K
$2.24M
|
|
|
Oct 21, 2024
Q3 2024
|
Townsend Asset Management Corp
|
BUY
|
- |
5.26K+ 21.8% |
$631K - $714K
|
29.4K
$3.88M
|
|
|
Oct 21, 2024
Q3 2024
|
Venture Visionary Partners LLC
|
SELL
|
- |
-431- 3.08% |
$51.7K - $58.5K
|
13.5K
$1.79M
|
|
|
Oct 21, 2024
Q3 2024
|
Ledyard National Bank
|
SELL
|
- |
-613- 8.34% |
$73.6K - $83.2K
|
6.74K
$889K
|
|
|
Oct 18, 2024
Q3 2024
|
Commonwealth Equity Services, LLC
|
SELL
|
- |
-7.94K- 1.22% |
$953K - $1.08M
|
642K
$84.7M
|
|
|
Oct 18, 2024
Q3 2024
|
St Germain D J CO Inc
Springfield, MA |
SELL
|
- |
-146- 7.45% |
$17.5K - $19.8K
|
1.81K
$239K
|
|
|
Oct 18, 2024
Q3 2024
|
Raymond James & Associates
St Petersburg, FL |
BUY
|
- |
16.5K+ 2.91% |
$1.98M - $2.24M
|
584K
$77.1M
|
|
|
Oct 18, 2024
Q3 2024
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
SELL
|
- |
-720- 0.1% |
$86.4K - $97.7K
|
718K
$94.8M
|
|
|
Oct 18, 2024
Q3 2024
|
Householder Group Estate & Retirement Specialist, LLC
|
SELL
|
- |
-4.23K- 27.13% |
$508K - $574K
|
11.4K
$1.5M
|
|
|
Oct 18, 2024
Q3 2024
|
Granite Fo LLC
Bedford, NH |
SELL
|
- |
-1.86K- 5.95% |
$223K - $252K
|
29.3K
$3.87M
|