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 20, 2025
Q3 2025
|
Joseph P. Lucia & Associates, LLC
|
SELL
|
- |
-246- 0.77% |
$32.9K - $35.1K
|
31.6K
$4.44M
|
|
|
Oct 20, 2025
Q3 2025
|
Albion Financial Group
|
BUY
|
- |
123+ 0.37% |
$16.5K - $17.5K
|
33.1K
$4.66M
|
|
|
Oct 20, 2025
Q3 2025
|
Ascent Group, LLC
|
BUY
|
- |
1.15K+ 34.91% |
$154K - $164K
|
4.43K
$623K
|
|
|
Oct 20, 2025
Q3 2025
|
Wolff Financial Management LLC
|
BUY
|
- |
8+ 0.09% |
$1.07K - $1.14K
|
8.96K
$1.26M
|
|
|
Oct 20, 2025
Q3 2025
|
Warner Financial, Inc
Bethesda, MD |
BUY
|
- |
12+ 0.2% |
$1.61K - $1.71K
|
6.15K
$864K
|
|
|
Oct 20, 2025
Q3 2025
|
Tbh Global Asset Management, LLC
Brentwood, TN |
BUY
|
- |
2.28KNew |
$305K - $324K
|
2.28K
$320K
|
|
|
Oct 20, 2025
Q3 2025
|
Continuum Advisory, LLC
Eagle, ID |
BUY
|
- |
100+ 1.05% |
$13.4K - $14.3K
|
9.65K
$1.36M
|
|
|
Oct 20, 2025
Q3 2025
|
Wealth Quarterback LLC
Toms River, NJ |
BUY
|
- |
2.05K+ 5.86% |
$274K - $292K
|
37K
$5.2M
|
|
|
Oct 20, 2025
Q3 2025
|
Waypoint Wealth Counsel
Atlanta, GA |
BUY
|
- |
28+ 0.28% |
$3.75K - $3.99K
|
10.2K
$1.44M
|
|
|
Oct 20, 2025
Q3 2025
|
Squire Investment Management Company, LLC
Orem, UT |
BUY
|
- |
735+ 9.52% |
$98.4K - $105K
|
8.46K
$1.19M
|
|
|
Oct 20, 2025
Q3 2025
|
Life Wealth Investments, LLC
Winter Garden, FL |
BUY
|
- |
1.5KNew |
$201K - $214K
|
1.5K
$211K
|
|
|
Oct 20, 2025
Q3 2025
|
Moody Lynn & Lieberson, LLC
|
SELL
|
- |
-215- 5.97% |
$28.8K - $30.7K
|
3.39K
$476K
|
|
|
Oct 20, 2025
Q3 2025
|
Merit Financial Group, LLC
|
SELL
|
- |
-375- 5.26% |
$50.2K - $53.5K
|
6.76K
$951K
|
|
|
Oct 20, 2025
Q3 2025
|
Quest 10 Wealth Builders, Inc.
Fuquay Varina, VA |
SELL
|
- |
-206- 4.55% |
$27.6K - $29.4K
|
4.32K
$608K
|
|
|
Oct 20, 2025
Q3 2025
|
Miracle Mile Advisors, LLC
|
BUY
|
- |
4.32K+ 17.55% |
$579K - $616K
|
29K
$4.07M
|
|
|
Oct 20, 2025
Q3 2025
|
Allspring Global Investments Holdings, LLC
|
BUY
|
- |
182+ 242.67% |
$24.4K - $25.9K
|
257
$36.1K
|
|
|
Oct 20, 2025
Q3 2025
|
Jb Capital LLC
|
BUY
|
- |
227+ 10.41% |
$30.4K - $32.4K
|
2.41K
$339K
|
|
|
Oct 20, 2025
Q3 2025
|
Xml Financial, LLC
|
SELL
|
- |
-9- 0.09% |
$1.2K - $1.28K
|
9.77K
$1.37M
|
|
|
Oct 20, 2025
Q3 2025
|
Dhjj Financial Advisors, Ltd.
|
SELL
|
- |
-20- 6.31% |
$2.68K - $2.85K
|
297
$41.8K
|
|
|
Oct 20, 2025
Q3 2025
|
Wright Fund Management, LLC
Santa Monica, CA |
SELL
|
- |
-131- 2.52% |
$17.5K - $18.7K
|
5.07K
$713K
|
|
|
Oct 20, 2025
Q3 2025
|
Optimum Investment Advisors
|
BUY
|
- |
1+ 0.03% |
$134 - $143
|
3.17K
$446K
|
|
|
Oct 20, 2025
Q3 2025
|
Financial Consulate, Inc
|
BUY
|
- |
105New |
$14.1K - $15K
|
105
$14.8K
|
|
|
Oct 20, 2025
Q3 2025
|
Salomon & Ludwin, LLC
|
BUY
|
- |
1.06K+ 286.96% |
$141K - $151K
|
1.42K
$200K
|
|
|
Oct 17, 2025
Q3 2025
|
Founders Grove Wealth Partners, LLC
Richmond, VA |
BUY
|
- |
1.58KNew |
$211K - $225K
|
1.58K
$222K
|
|
|
Oct 17, 2025
Q3 2025
|
Apella Capital, LLC
|
BUY
|
- |
1+ 0.02% |
$134 - $143
|
4.24K
$596K
|
|
|
Oct 17, 2025
Q3 2025
|
Peddock Capital Advisors, LLC
|
BUY
|
- |
2+ 0.05% |
$268 - $285
|
4.05K
$569K
|
|
|
Oct 17, 2025
Q3 2025
|
Mkt Advisors LLC
Escondido, CA |
SELL
|
- |
-210- 2.74% |
$28.1K - $29.9K
|
7.45K
$1.05M
|
|
|
Oct 17, 2025
Q3 2025
|
Perigon Wealth Management, LLC
San Francisco, CA |
SELL
|
- |
-1.21K- 10.92% |
$162K - $172K
|
9.86K
$1.39M
|
|
|
Oct 17, 2025
Q3 2025
|
Sowell Financial Services LLC
North Little Rock, AR |
SELL
|
- |
-1.39K- 7.62% |
$186K - $198K
|
16.8K
$2.37M
|
|
|
Oct 17, 2025
Q3 2025
|
Valley National Advisers Inc
|
SELL
|
- |
-1.69K- 89.47% |
$226K - $241K
|
199
$28K
|
|
|
Oct 17, 2025
Q3 2025
|
Harbor Asset Planning, Inc.
Belmont, MA |
BUY
|
- |
19+ 0.91% |
$2.54K - $2.71K
|
2.11K
$296K
|
|
|
Oct 17, 2025
Q3 2025
|
Institute For Wealth Management, Llc.
|
SELL
|
- |
-100- 6.13% |
$13.4K - $14.3K
|
1.53K
$215K
|
|
|
Oct 17, 2025
Q3 2025
|
Dumont & Blake Investment Advisors LLC
|
SELL
|
- |
-173- 0.26% |
$23.2K - $24.7K
|
65.7K
$9.23M
|
|
|
Oct 17, 2025
Q3 2025
|
Fort Washington Investment Advisors Inc
|
SELL
|
- |
-243- 2.91% |
$32.5K - $34.6K
|
8.11K
$1.14M
|
|
|
Oct 17, 2025
Q3 2025
|
Pure Financial Advisors, LLC
|
BUY
|
- |
476+ 25.55% |
$63.7K - $67.9K
|
2.34K
$329K
|
|
|
Oct 16, 2025
Q3 2025
|
Sheets Smith Wealth Management
|
SELL
|
- |
-68- 0.94% |
$9.1K - $9.69K
|
7.16K
$1.01M
|
|
|
Oct 16, 2025
Q3 2025
|
Syntegra Private Wealth Group, LLC
Chesterfield, MO |
SELL
|
- |
-524- 4.49% |
$70.2K - $74.7K
|
11.2K
$1.57M
|
|
|
Oct 16, 2025
Q3 2025
|
Hbk Sorce Advisory LLC
Erie, PA |
SELL
|
- |
-3.66K- 14.76% |
$490K - $522K
|
21.2K
$2.98M
|
|
|
Oct 16, 2025
Q3 2025
|
Trust CO Of Toledo Na
Holland, OH |
SELL
|
- |
-416- 8.1% |
$55.7K - $59.3K
|
4.72K
$664K
|
|
|
Oct 16, 2025
Q3 2025
|
Highland Capital Management, LLC
|
SELL
|
- |
-247- 0.52% |
$33.1K - $35.2K
|
47.4K
$6.66M
|
|
|
Oct 16, 2025
Q3 2025
|
Asio Capital, LLC
|
BUY
|
- |
1.5KNew |
$201K - $214K
|
1.5K
$211K
|
|
|
Oct 16, 2025
Q3 2025
|
Cra Financial Services, LLC
|
BUY
|
- |
1.03K+ 10.65% |
$137K - $146K
|
10.6K
$1.5M
|
|
|
Oct 16, 2025
Q3 2025
|
Nvwm, LLC
|
SELL
|
- |
-796- 16.32% |
$107K - $113K
|
4.08K
$574K
|
|
|
Oct 16, 2025
Q3 2025
|
Weatherly Asset Management L. P.
|
SELL
|
- |
-21- 0.45% |
$2.81K - $2.99K
|
4.7K
$660K
|
|
|
Oct 16, 2025
Q3 2025
|
Ellsworth Advisors, LLC
|
BUY
|
- |
4KNew |
$536K - $570K
|
4K
$563K
|
|
|
Oct 16, 2025
Q3 2025
|
Cmg Global Holdings, LLC
|
BUY
|
- |
869+ 3.93% |
$116K - $124K
|
23K
$3.23M
|
|
|
Oct 16, 2025
Q3 2025
|
Richwood Investment Advisors, LLC
|
SELL
|
- |
-291- 2.53% |
$39K - $41.5K
|
11.2K
$1.58M
|
|
|
Oct 16, 2025
Q3 2025
|
Capital Advisors, Ltd. LLC
|
BUY
|
- |
181+ 2.04% |
$24.2K - $25.8K
|
9.04K
$1.27M
|
|
|
Oct 16, 2025
Q3 2025
|
Amarillo National Bank
|
SELL
|
- |
-444- 0.81% |
$59.4K - $63.3K
|
54.5K
$7.67M
|
|
|
Oct 16, 2025
Q3 2025
|
Provident Wealth Management, LLC
|
SELL
|
- |
-391- 11.65% |
$52.3K - $55.7K
|
2.96K
$417K
|
|