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 18, 2024
Q3 2024
|
Flaharty Asset Management, LLC
|
SELL
|
- |
-3.95K- 14.23% |
$474K - $537K
|
23.8K
$3.14M
|
|
|
Oct 18, 2024
Q3 2024
|
West Branch Capital LLC
|
BUY
|
- |
4New |
$480 - $543
|
4
$528
|
|
|
Oct 18, 2024
Q3 2024
|
Old National Bancorp
|
SELL
|
- |
-1.48K- 2.28% |
$177K - $200K
|
63.1K
$8.33M
|
|
|
Oct 18, 2024
Q3 2024
|
Northside Capital Management, LLC
|
BUY
|
- |
15+ 0.0% |
$1.8K - $2.04K
|
681K
$89.9M
|
|
|
Oct 18, 2024
Q3 2024
|
Integris Wealth Management, LLC
Monterey, CA |
SELL
|
- |
-211- 5.1% |
$25.3K - $28.6K
|
3.93K
$518K
|
|
|
Oct 18, 2024
Q3 2024
|
Embree Financial Group
Chicago, IL |
BUY
|
- |
18+ 0.21% |
$2.16K - $2.44K
|
8.7K
$1.15M
|
|
|
Oct 18, 2024
Q3 2024
|
Cahaba Wealth Management, Inc.
|
BUY
|
- |
36+ 0.81% |
$4.32K - $4.89K
|
4.48K
$591K
|
|
|
Oct 18, 2024
Q3 2024
|
Trilogy Capital Inc.
|
BUY
|
- |
107+ 0.36% |
$12.8K - $14.5K
|
29.5K
$3.9M
|
|
|
Oct 17, 2024
Q3 2024
|
Jackson, Grant Investment Advisers, Inc.
|
BUY
|
- |
661+ 1.66% |
$79.3K - $89.7K
|
40.5K
$5.34M
|
|
|
Oct 17, 2024
Q3 2024
|
Financial Advisory Service, Inc.
|
BUY
|
- |
249+ 0.84% |
$29.9K - $33.8K
|
29.8K
$3.93M
|
|
|
Oct 17, 2024
Q3 2024
|
Sax Wealth Advisors, LLC
Parsippany, NJ |
BUY
|
- |
146+ 0.93% |
$17.5K - $19.8K
|
15.8K
$2.08M
|
|
|
Oct 17, 2024
Q3 2024
|
Kozak & Associates, Inc.
Highlands Ranch, CO |
BUY
|
- |
2+ 1.17% |
$240 - $271
|
173
$22.8K
|
|
|
Oct 17, 2024
Q3 2024
|
Capital Asset Advisory Services LLC
Haslett, MI |
SELL
|
- |
-403- 5.46% |
$48.4K - $54.7K
|
6.97K
$920K
|
|
|
Oct 17, 2024
Q3 2024
|
Bremer Bank National Association
|
BUY
|
- |
1.5KNew |
$180K - $204K
|
1.5K
$198K
|
|
|
Oct 17, 2024
Q3 2024
|
Fifth Third Bancorp
|
SELL
|
- |
-15.5K- 4.93% |
$1.86M - $2.11M
|
299K
$39.5M
|
|
|
Oct 17, 2024
Q3 2024
|
Merit Financial Group, LLC
|
BUY
|
- |
3.71K+ 186.91% |
$446K - $504K
|
5.7K
$752K
|
|
|
Oct 17, 2024
Q3 2024
|
Norden Group LLC
Provo, UT |
BUY
|
- |
1.77KNew |
$213K - $241K
|
1.77K
$234K
|
|
|
Oct 17, 2024
Q3 2024
|
Capital Investment Advisors, LLC
|
SELL
|
- |
-5.54K- 4.16% |
$665K - $753K
|
128K
$16.8M
|
|
|
Oct 17, 2024
Q3 2024
|
Friedenthal Financial
|
BUY
|
- |
1+ 0.18% |
$120 - $136
|
561
$74K
|
|
|
Oct 17, 2024
Q3 2024
|
First Citizens Bank & Trust CO
|
SELL
|
- |
-4.45K- 15.18% |
$534K - $604K
|
24.9K
$3.28M
|
|
|
Oct 17, 2024
Q3 2024
|
Bartlett & Co. Wealth Management LLC
Cincinnati, OH |
SELL
|
- |
-481- 5.99% |
$57.7K - $65.3K
|
7.55K
$996K
|
|
|
Oct 17, 2024
Q3 2024
|
Ronald Blue Trust, Inc.
Brentwood, TN |
SELL
|
- |
-486- 23.67% |
$58.3K - $66K
|
1.57K
$207K
|
|
|
Oct 17, 2024
Q3 2024
|
Stratos Wealth Partners, Ltd.
|
BUY
|
- |
19.3K+ 101.22% |
$2.31M - $2.62M
|
38.3K
$5.06M
|
|
|
Oct 17, 2024
Q3 2024
|
Trust Point Inc.
La Crosse, WI |
BUY
|
- |
465+ 4.76% |
$55.8K - $63.1K
|
10.2K
$1.35M
|
|
|
Oct 17, 2024
Q3 2024
|
Fusion Family Wealth LLC
|
BUY
|
- |
3+ 0.07% |
$360 - $407
|
4.57K
$602K
|
|
|
Oct 17, 2024
Q3 2024
|
Sar Wealth Management Group, LLC
Atlanta, GA |
SELL
|
- |
-174- 9.49% |
$20.9K - $23.6K
|
1.66K
$219K
|
|
|
Oct 17, 2024
Q3 2024
|
Ifg Advisors, LLC
|
BUY
|
- |
3.22K+ 3.07% |
$386K - $437K
|
108K
$14.2M
|
|
|
Oct 17, 2024
Q3 2024
|
Moss Adams Wealth Advisors LLC
Seattle, WA |
SELL
|
- |
-345- 13.28% |
$41.4K - $46.8K
|
2.25K
$297K
|
|
|
Oct 16, 2024
Q3 2024
|
Peoples Financial Services Corp.
|
BUY
|
- |
386+ 137.37% |
$46.3K - $52.4K
|
667
$88K
|
|
|
Oct 16, 2024
Q3 2024
|
Sea Crest Wealth Management, LLC
Purchase, NY |
BUY
|
- |
1+ 0.03% |
$120 - $136
|
3.71K
$490K
|
|
|
Oct 16, 2024
Q3 2024
|
Town & Country Bank & Trust CO Dba First Bankers Trust CO
|
SELL
|
- |
-400- 16.89% |
$48K - $54.3K
|
1.97K
$260K
|
|
|
Oct 16, 2024
Q3 2024
|
Fulton Breakefield Broenniman LLC
|
SELL
|
- |
-711- 4.43% |
$85.3K - $96.5K
|
15.3K
$2.03M
|
|
|
Oct 16, 2024
Q3 2024
|
Wolff Wiese Magana LLC
|
BUY
|
- |
2.68K+ 12.77% |
$322K - $364K
|
23.7K
$3.12M
|
|
|
Oct 16, 2024
Q3 2024
|
Indiana Trust & Investment Management CO
|
BUY
|
- |
4K+ 163.33% |
$480K - $543K
|
6.45K
$851K
|
|
|
Oct 16, 2024
Q3 2024
|
Spc Financial, Inc.
|
SELL
|
- |
-1.01K- 2.26% |
$121K - $137K
|
43.6K
$5.75M
|
|
|
Oct 16, 2024
Q3 2024
|
Bar Harbor Wealth Management
Concord, NH |
BUY
|
- |
99+ 1.34% |
$11.9K - $13.4K
|
7.49K
$988K
|
|
|
Oct 16, 2024
Q3 2024
|
Kaydan Wealth Management, Inc.
Fenton, MI |
SELL
|
- |
-162- 1.06% |
$19.4K - $22K
|
15.1K
$2M
|
|
|
Oct 16, 2024
Q3 2024
|
Trust CO Of Vermont
|
BUY
|
- |
166+ 5.65% |
$19.9K - $22.5K
|
3.11K
$410K
|
|
|
Oct 16, 2024
Q3 2024
|
Tru Wealth Advisors, LLC
|
BUY
|
- |
15+ 0.25% |
$1.8K - $2.04K
|
5.96K
$787K
|
|
|
Oct 16, 2024
Q3 2024
|
Optimum Investment Advisors
|
BUY
|
- |
2+ 0.05% |
$240 - $271
|
3.96K
$522K
|
|
|
Oct 16, 2024
Q3 2024
|
Secure Asset Management, LLC
|
BUY
|
- |
9+ 0.22% |
$1.08K - $1.22K
|
4.11K
$542K
|
|
|
Oct 16, 2024
Q3 2024
|
Bleakley Financial Group, LLC
Fairfield, NJ |
SELL
|
- |
-217- 4.58% |
$26K - $29.5K
|
4.52K
$596K
|
|
|
Oct 16, 2024
Q3 2024
|
Rockwood Wealth Management, LLC
New Hope, PA |
SELL
|
- |
-203- 9.66% |
$24.4K - $27.6K
|
1.9K
$250K
|
|
|
Oct 16, 2024
Q3 2024
|
Good Life Advisors, LLC
|
BUY
|
- |
5.31K+ 98.12% |
$637K - $721K
|
10.7K
$1.42M
|
|
|
Oct 16, 2024
Q3 2024
|
Global Retirement Partners, LLC
|
BUY
|
- |
455+ 12.05% |
$54.6K - $61.8K
|
4.23K
$558K
|
|
|
Oct 16, 2024
Q3 2024
|
Mayport, LLC
|
SELL
|
- |
-2K- 35.0% |
$240K - $271K
|
3.71K
$490K
|
|
|
Oct 16, 2024
Q3 2024
|
Ironwood Financial, LLC
|
BUY
|
- |
188+ 0.49% |
$22.6K - $25.5K
|
38.9K
$5.14M
|
|
|
Oct 16, 2024
Q3 2024
|
Cornerstone Wealth Management, LLC
|
BUY
|
- |
106+ 2.08% |
$12.7K - $14.4K
|
5.2K
$687K
|
|
|
Oct 16, 2024
Q3 2024
|
Perigon Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
593+ 6.18% |
$71.2K - $80.5K
|
10.2K
$1.34M
|
|
|
Oct 16, 2024
Q3 2024
|
One Wealth Advisors, LLC
San Francisco, CA |
SELL
|
- |
-104- 0.33% |
$12.5K - $14.1K
|
31.2K
$4.12M
|