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 27, 2025
Q3 2025
|
Bcs Private Wealth Management, Inc.
Rumson, NJ |
BUY
|
- |
1.69KNew |
$226K - $241K
|
1.69K
$238K
|
|
|
Oct 24, 2025
Q3 2025
|
Fairfield Financial Advisors, LTD
Wellesley, MA |
BUY
|
- |
2.27KNew |
$304K - $323K
|
2.27K
$319K
|
|
|
Oct 24, 2025
Q3 2025
|
Mine & Arao Wealth Creation & Management, Llc.
Campbell, CA |
BUY
|
- |
176+ 0.62% |
$23.6K - $25.1K
|
28.7K
$4.04M
|
|
|
Oct 24, 2025
Q3 2025
|
Miller Howard Investments Inc
|
BUY
|
- |
287+ 0.48% |
$38.4K - $40.9K
|
59.8K
$8.41M
|
|
|
Oct 24, 2025
Q3 2025
|
Tfc Financial Management
|
BUY
|
- |
30+ 0.84% |
$4.02K - $4.28K
|
3.6K
$506K
|
|
|
Oct 24, 2025
Q3 2025
|
Phillips Financial Management, LLC
|
SELL
|
- |
-7- 0.43% |
$937 - $998
|
1.63K
$229K
|
|
|
Oct 24, 2025
Q3 2025
|
Trilogy Capital Inc.
|
SELL
|
- |
-23- 0.64% |
$3.08K - $3.28K
|
3.56K
$500K
|
|
|
Oct 24, 2025
Q3 2025
|
Winthrop Advisory Group LLC
|
SELL
|
- |
-71- 0.8% |
$9.51K - $10.1K
|
8.78K
$1.23M
|
|
|
Oct 24, 2025
Q3 2025
|
Associated Banc Corp
Green Bay, WI |
SELL
|
- |
-290- 3.56% |
$38.8K - $41.3K
|
7.85K
$1.1M
|
|
|
Oct 24, 2025
Q3 2025
|
Iron Financial, LLC
|
BUY
|
- |
1.59K+ 68.46% |
$212K - $226K
|
3.91K
$549K
|
|
|
Oct 24, 2025
Q3 2025
|
Bristlecone Advisors, LLC
|
BUY
|
- |
34+ 1.88% |
$4.55K - $4.85K
|
1.84K
$259K
|
|
|
Oct 24, 2025
Q3 2025
|
Alley Investment Management Company, LLC
|
SELL
|
- |
-21- 0.37% |
$2.81K - $2.99K
|
5.69K
$800K
|
|
|
Oct 24, 2025
Q3 2025
|
Meeder Advisory Services, Inc.
Dublin, OH |
SELL
|
- |
-550- 21.28% |
$73.6K - $78.4K
|
2.04K
$286K
|
|
|
Oct 24, 2025
Q3 2025
|
Citizens Financial Group Inc
|
SELL
|
- |
-3.72K- 7.27% |
$498K - $530K
|
47.5K
$6.68M
|
|
|
Oct 24, 2025
Q3 2025
|
Pinnacle Bancorp, Inc.
|
SELL
|
- |
-16- 0.14% |
$2.14K - $2.28K
|
11.8K
$1.65M
|
|
|
Oct 24, 2025
Q3 2025
|
Mgo One Seven LLC
Beachwood, OH |
SELL
|
- |
-2.07K- 34.29% |
$277K - $295K
|
3.97K
$558K
|
|
|
Oct 24, 2025
Q3 2025
|
Vicus Capital
State College, PA |
SELL
|
- |
-10- 0.53% |
$1.34K - $1.43K
|
1.89K
$266K
|
|
|
Oct 24, 2025
Q3 2025
|
First Horizon Corp
Memphis, TN |
BUY
|
- |
5.83K+ 109.61% |
$781K - $831K
|
11.2K
$1.57M
|
|
|
Oct 23, 2025
Q3 2025
|
Asset Advisors Investment Management, LLC
|
SELL
|
- |
-1.66K- 2.55% |
$222K - $236K
|
63.3K
$8.9M
|
|
|
Oct 23, 2025
Q3 2025
|
Coastal Investment Advisors, Inc.
Wilmington, DE |
SELL
|
- |
-12- 0.3% |
$1.61K - $1.71K
|
4.04K
$568K
|
|
|
Oct 23, 2025
Q3 2025
|
Bridgewealth Advisory Group, LLC
Fresno, CA |
BUY
|
- |
1.45KNew |
$194K - $207K
|
1.45K
$204K
|
|
|
Oct 23, 2025
Q3 2025
|
Seneca Financial Advisors LLC
Rochester, NY |
BUY
|
- |
9+ 0.58% |
$1.2K - $1.28K
|
1.57K
$221K
|
|
|
Oct 23, 2025
Q3 2025
|
Childress Capital Advisors, LLC
Houston, TX |
BUY
|
- |
2.15KNew |
$287K - $306K
|
2.15K
$302K
|
|
|
Oct 23, 2025
Q3 2025
|
Cx Institutional
|
BUY
|
- |
1+ 0.25% |
$134 - $143
|
399
$56.1K
|
|
|
Oct 23, 2025
Q3 2025
|
Hb Wealth Management, LLC
|
SELL
|
- |
-2.65K- 2.05% |
$355K - $378K
|
127K
$17.8M
|
|
|
Oct 23, 2025
Q3 2025
|
Caldwell Trust CO
Venice, FL |
BUY
|
- |
2.02K+ 19.88% |
$270K - $287K
|
12.2K
$1.71M
|
|
|
Oct 23, 2025
Q3 2025
|
Clean Yield Group
|
BUY
|
- |
260New |
$34.8K - $37.1K
|
260
$36.6K
|
|
|
Oct 23, 2025
Q3 2025
|
Benjamin Edwards Inc
Clayton, MO |
SELL
|
- |
-55- 0.5% |
$7.36K - $7.84K
|
10.9K
$1.53M
|
|
|
Oct 23, 2025
Q3 2025
|
Venturi Wealth Management, LLC
Austin, TX |
SELL
|
- |
-1.86K- 21.21% |
$248K - $264K
|
6.89K
$969K
|
|
|
Oct 23, 2025
Q3 2025
|
Citizens National Bank Trust Department
|
SELL
|
- |
-1.86K- 21.86% |
$248K - $265K
|
6.64K
$933K
|
|
|
Oct 23, 2025
Q3 2025
|
Creative Capital Management Investments LLC
San Diego, CA |
SELL
|
- |
-207- 45.1% |
$27.7K - $29.5K
|
252
$35.4K
|
|
|
Oct 23, 2025
Q3 2025
|
Kingswood Wealth Advisors, LLC
San Diego, CA |
BUY
|
- |
1.89K+ 3.33% |
$254K - $270K
|
58.7K
$8.26M
|
|
|
Oct 23, 2025
Q3 2025
|
Clear Harbor Asset Management, LLC
|
SELL
|
- |
-574- 14.93% |
$76.8K - $81.8K
|
3.27K
$460K
|
|
|
Oct 23, 2025
Q3 2025
|
Beaumont Financial Advisors, LLC
Needham, DE |
SELL
|
- |
-1.17K- 1.9% |
$157K - $167K
|
60.6K
$8.53M
|
|
|
Oct 23, 2025
Q3 2025
|
Steigerwald, Gordon & Koch Inc.
|
BUY
|
- |
795New |
$106K - $113K
|
795
$112K
|
|
|
Oct 23, 2025
Q3 2025
|
Steinberganna Wealth Management
Huntington, NY |
BUY
|
- |
4.12KNew |
$552K - $588K
|
4.12K
$580K
|
|
|
Oct 23, 2025
Q3 2025
|
Invested Advisors
State College, PA |
BUY
|
- |
2.94KNew |
$393K - $419K
|
2.94K
$413K
|
|
|
Oct 23, 2025
Q3 2025
|
Webster Bank, N. A.
|
SELL
|
- |
-235- 1.22% |
$31.5K - $33.5K
|
19K
$2.67M
|
|
|
Oct 23, 2025
Q3 2025
|
Guidance Point Advisors, LLC
|
SELL
|
- |
-1.3K- 5.19% |
$174K - $185K
|
23.7K
$3.34M
|
|
|
Oct 23, 2025
Q3 2025
|
Vermillion Wealth Management, Inc.
Rosemount, MN |
BUY
|
- |
181+ 220.73% |
$24.2K - $25.8K
|
263
$37K
|
|
|
Oct 23, 2025
Q3 2025
|
Capital Investment Advisors, LLC
|
SELL
|
- |
-1.2K- 0.98% |
$160K - $171K
|
121K
$17M
|
|
|
Oct 23, 2025
Q3 2025
|
Planned Solutions, Inc.
|
BUY
|
- |
554+ 5.73% |
$74.2K - $79K
|
10.2K
$1.44M
|
|
|
Oct 23, 2025
Q3 2025
|
Narwhal Capital Management
|
SELL
|
- |
-75- 0.36% |
$10K - $10.7K
|
20.8K
$2.93M
|
|
|
Oct 23, 2025
Q3 2025
|
Valmark Advisers, Inc.
|
BUY
|
- |
1.45K+ 0.96% |
$194K - $206K
|
152K
$21.4M
|
|
|
Oct 23, 2025
Q3 2025
|
Bay Colony Advisory Group, Inc D
|
SELL
|
- |
-424- 2.59% |
$56.8K - $60.4K
|
16K
$2.25M
|
|
|
Oct 23, 2025
Q3 2025
|
Pasadena Private Wealth, LLC
Pasadena, CA |
BUY
|
- |
5+ 0.3% |
$669 - $713
|
1.66K
$233K
|
|
|
Oct 22, 2025
Q3 2025
|
Commonwealth Equity Services, LLC
|
SELL
|
- |
-8.48K- 1.31% |
$1.14M - $1.21M
|
637K
$89.6M
|
|
|
Oct 22, 2025
Q3 2025
|
Semus Wealth Partners LLC
Boca Raton, FL |
SELL
|
- |
-44- 2.55% |
$5.89K - $6.27K
|
1.68K
$237K
|
|
|
Oct 22, 2025
Q3 2025
|
Mechanics Bank Trust Department
|
SELL
|
- |
-7.83K- 19.6% |
$1.05M - $1.12M
|
32.1K
$4.52M
|
|
|
Oct 22, 2025
Q3 2025
|
West Paces Advisors Inc.
Atlanta, GA |
BUY
|
- |
220+ 6.3% |
$29.5K - $31.4K
|
3.71K
$522K
|
|