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, 2025
Q3 2025
|
O'Rourke & Company, Inc
Boston, MA |
BUY
|
- |
18+ 0.21% |
$2.41K - $2.57K
|
8.52K
$1.2M
|
|
|
Oct 22, 2025
Q3 2025
|
D.A. Davidson & Co.
|
BUY
|
- |
2.37K+ 9.5% |
$317K - $337K
|
27.3K
$3.83M
|
|
|
Oct 22, 2025
Q3 2025
|
Ellis Investment Partners, LLC
|
SELL
|
- |
-8.08K- 4.08% |
$1.08M - $1.15M
|
190K
$26.8M
|
|
|
Oct 22, 2025
Q3 2025
|
Old Second National Bank Of Aurora
|
SELL
|
- |
-20- 1.8% |
$2.68K - $2.85K
|
1.09K
$153K
|
|
|
Oct 22, 2025
Q3 2025
|
Bouvel Investment Partners, LLC
|
SELL
|
- |
-98- 4.2% |
$13.1K - $14K
|
2.24K
$315K
|
|
|
Oct 22, 2025
Q3 2025
|
Keystone Wealth Services, LLC
|
SELL
|
- |
-81- 1.72% |
$10.8K - $11.5K
|
4.63K
$652K
|
|
|
Oct 22, 2025
Q3 2025
|
Courage Miller Partners, LLC
|
BUY
|
- |
1+ 0.04% |
$134 - $143
|
2.8K
$393K
|
|
|
Oct 22, 2025
Q3 2025
|
Northstar Group, Inc.
|
SELL
|
- |
-118- 3.77% |
$15.8K - $16.8K
|
3.01K
$423K
|
|
|
Oct 22, 2025
Q3 2025
|
Worth Financial Advisory Group, LLC
Charlotte, NC |
BUY
|
- |
925+ 33.31% |
$124K - $132K
|
3.7K
$521K
|
|
|
Oct 22, 2025
Q3 2025
|
Madrona Financial Services, LLC
|
SELL
|
- |
-19- 0.46% |
$2.54K - $2.71K
|
4.16K
$584K
|
|
|
Oct 22, 2025
Q3 2025
|
Red Tortoise LLC
Atlanta, GA |
BUY
|
- |
5+ 0.14% |
$669 - $713
|
3.64K
$512K
|
|
|
Oct 22, 2025
Q3 2025
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
SELL
|
- |
-1.51K- 11.58% |
$202K - $216K
|
11.5K
$1.62M
|
|
|
Oct 22, 2025
Q3 2025
|
Byrne Asset Management LLC
|
SELL
|
- |
-10- 3.08% |
$1.34K - $1.43K
|
315
$44.3K
|
|
|
Oct 22, 2025
Q3 2025
|
Geneos Wealth Management Inc.
|
SELL
|
- |
-3.01K- 11.28% |
$402K - $429K
|
23.6K
$3.33M
|
|
|
Oct 22, 2025
Q3 2025
|
North Star Investment Management Corp.
Chicago, IL |
SELL
|
- |
-23- 0.03% |
$3.08K - $3.28K
|
78.2K
$11M
|
|
|
Oct 22, 2025
Q3 2025
|
Grandview Asset Management LLC
|
SELL
|
- |
-153- 6.49% |
$20.5K - $21.8K
|
2.2K
$310K
|
|
|
Oct 22, 2025
Q3 2025
|
Ironwood Financial, LLC
|
BUY
|
- |
650+ 1.82% |
$87K - $92.7K
|
36.4K
$5.11M
|
|
|
Oct 22, 2025
Q3 2025
|
Core Cap Advisors, LLC
Southfield, MI |
BUY
|
- |
3.23K+ 65.67% |
$433K - $461K
|
8.16K
$1.15M
|
|
|
Oct 22, 2025
Q3 2025
|
Code Waechter LLC
Tampa, FL |
BUY
|
- |
71+ 1.01% |
$9.51K - $10.1K
|
7.12K
$1M
|
|
|
Oct 22, 2025
Q3 2025
|
Cerity Partners LLC
New York, NY |
SELL
|
- |
-1.31K- 0.99% |
$176K - $187K
|
131K
$18.4M
|
|
|
Oct 22, 2025
Q3 2025
|
Kelly Financial Group LLC
Wethersfield, CT |
BUY
|
- |
1.66KNew |
$222K - $237K
|
1.66K
$234K
|
|
|
Oct 22, 2025
Q3 2025
|
Anb Bank
Denver, CO |
SELL
|
- |
-650- 15.57% |
$87K - $92.7K
|
3.52K
$496K
|
|
|
Oct 21, 2025
Q3 2025
|
Pay Pay Securities Corp
Tokyo, M0 |
BUY
|
- |
70New |
$9.37K - $9.98K
|
70
$9.84K
|
|
|
Oct 21, 2025
Q3 2025
|
Wealth Management Associates, Inc.
Cherry Hill, NJ |
BUY
|
- |
996+ 1.73% |
$133K - $142K
|
58.6K
$8.25M
|
|
|
Oct 21, 2025
Q3 2025
|
Hubbell Strickland Wealth Management, LLC
|
BUY
|
- |
14+ 0.91% |
$1.87K - $2K
|
1.55K
$218K
|
|
|
Oct 21, 2025
Q3 2025
|
Cap Wealth Advisors, LLC
|
BUY
|
- |
480+ 10.15% |
$64.3K - $68.4K
|
5.21K
$733K
|
|
|
Oct 21, 2025
Q3 2025
|
Silver Oak Securities, Inc
Jackson, TN |
SELL
|
- |
-42- 1.69% |
$5.62K - $5.99K
|
2.44K
$343K
|
|
|
Oct 21, 2025
Q3 2025
|
Kerntke Otto Mc Glone Wealth Management Group
Appleton, WI |
BUY
|
- |
5+ 0.32% |
$669 - $713
|
1.58K
$222K
|
|
|
Oct 21, 2025
Q3 2025
|
Soa Wealth Advisors, Llc.
|
SELL
|
- |
-6.94K- 9.95% |
$929K - $989K
|
62.8K
$8.83M
|
|
|
Oct 21, 2025
Q3 2025
|
Summit Wealth Partners, LLC
Orlando, FL |
BUY
|
- |
147+ 0.93% |
$19.7K - $21K
|
16K
$2.25M
|
|
|
Oct 21, 2025
Q3 2025
|
Arbor Investment Advisors, LLC
|
BUY
|
- |
212+ 9.36% |
$28.4K - $30.2K
|
2.48K
$349K
|
|
|
Oct 21, 2025
Q3 2025
|
Crowley Wealth Management, Inc.
Wilmington, DE |
BUY
|
- |
225+ 24.46% |
$30.1K - $32.1K
|
1.15K
$161K
|
|
|
Oct 21, 2025
Q3 2025
|
Prepared Retirement Institute LLC
Lansdale, PA |
BUY
|
- |
2.63KNew |
$352K - $374K
|
2.63K
$369K
|
|
|
Oct 21, 2025
Q3 2025
|
Ntv Asset Management LLC
|
SELL
|
- |
-1.53K- 1.41% |
$205K - $218K
|
107K
$15.1M
|
|
|
Oct 21, 2025
Q3 2025
|
Signaturefd, LLC
Atlanta, GA |
BUY
|
- |
1.62K+ 72.3% |
$216K - $230K
|
3.85K
$542K
|
|
|
Oct 21, 2025
Q3 2025
|
Pflug Koory, LLC
|
BUY
|
- |
4+ 0.14% |
$536 - $570
|
2.85K
$401K
|
|
|
Oct 21, 2025
Q3 2025
|
Commonwealth Financial Services, LLC
Parkersburg, WV |
SELL
|
- |
-8- 0.32% |
$1.07K - $1.14K
|
2.53K
$356K
|
|
|
Oct 21, 2025
Q3 2025
|
Fulton Bank, N.A.
|
BUY
|
- |
762+ 2.56% |
$102K - $109K
|
30.5K
$4.29M
|
|
|
Oct 21, 2025
Q3 2025
|
American National Bank
|
SELL
|
- |
-4.95K- 95.17% |
$663K - $706K
|
251
$35.3K
|
|
|
Oct 21, 2025
Q3 2025
|
Capital Advisors Inc
|
SELL
|
- |
-10- 0.38% |
$1.34K - $1.43K
|
2.63K
$370K
|
|
|
Oct 21, 2025
Q3 2025
|
Davis Capital Management
Jacksonville, FL |
SELL
|
- |
-38- 4.81% |
$5.09K - $5.42K
|
752
$106K
|
|
|
Oct 21, 2025
Q3 2025
|
Armor Investment Advisors, LLC
|
SELL
|
- |
-1.45K- 51.55% |
$194K - $207K
|
1.36K
$192K
|
|
|
Oct 21, 2025
Q3 2025
|
Global Retirement Partners, LLC
|
SELL
|
- |
-62- 1.01% |
$8.3K - $8.84K
|
6.1K
$858K
|
|
|
Oct 21, 2025
Q3 2025
|
Community Financial Services Group, LLC
Newport, VT |
BUY
|
- |
1.51KNew |
$202K - $215K
|
1.51K
$213K
|
|
|
Oct 21, 2025
Q3 2025
|
Pettinga Financial Advisors, LLC
|
BUY
|
- |
750+ 47.62% |
$100K - $107K
|
2.33K
$327K
|
|
|
Oct 21, 2025
Q3 2025
|
Eagle Strategies LLC
New York, NY |
SELL
|
- |
-2.02K- 12.4% |
$271K - $288K
|
14.3K
$2.01M
|
|
|
Oct 21, 2025
Q3 2025
|
Fifth Third Wealth Advisors LLC
Cincinnati, OH |
BUY
|
- |
6.4K+ 4.39% |
$857K - $913K
|
152K
$21.4M
|
|
|
Oct 21, 2025
Q3 2025
|
Viewpoint Capital Management LLC
Seattle, WA |
BUY
|
- |
40+ 0.41% |
$5.36K - $5.7K
|
9.81K
$1.38M
|
|
|
Oct 20, 2025
Q3 2025
|
Segment Wealth Management, LLC
|
BUY
|
- |
1.48KNew |
$198K - $211K
|
1.48K
$208K
|
|
|
Oct 20, 2025
Q3 2025
|
Joseph P. Lucia & Associates, LLC
|
SELL
|
- |
-246- 0.77% |
$32.9K - $35.1K
|
31.6K
$4.44M
|
|