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 11, 2024
Q3 2024
|
Thurston, Springer, Miller, Herd & Titak, Inc.
Indianapolis, IN |
SELL
|
- |
-31- 41.33% |
$3.72K - $4.21K
|
44
$5.81K
|
|
|
Oct 11, 2024
Q3 2024
|
Cx Institutional
|
BUY
|
- |
27.5KNew |
$3.3M - $3.74M
|
27.5K
$3.63M
|
|
|
Oct 11, 2024
Q3 2024
|
Fiduciary Alliance LLC
Greenville, SC |
BUY
|
- |
1.63KNew |
$195K - $221K
|
1.63K
$215K
|
|
|
Oct 11, 2024
Q3 2024
|
Org Partners LLC
Roanoke, IN |
SELL
|
- |
-151- 57.2% |
$18.1K - $20.5K
|
113
$14.9K
|
|
|
Oct 11, 2024
Q3 2024
|
Org Wealth Partners, LLC
Dallas, TX |
BUY
|
- |
264New |
$31.7K - $35.8K
|
264
$34.8K
|
|
|
Oct 11, 2024
Q3 2024
|
Cliftonlarsonallen Wealth Advisors, LLC
|
BUY
|
- |
345+ 1.86% |
$41.4K - $46.8K
|
18.9K
$2.5M
|
|
|
Oct 11, 2024
Q3 2024
|
Occidental Asset Management, LLC
|
BUY
|
- |
99+ 1.05% |
$11.9K - $13.4K
|
9.49K
$1.25M
|
|
|
Oct 10, 2024
Q3 2024
|
Cva Family Office, LLC
|
BUY
|
- |
9+ 0.13% |
$1.08K - $1.22K
|
6.98K
$921K
|
|
|
Oct 10, 2024
Q3 2024
|
Gilman Hill Asset Management, LLC
|
BUY
|
- |
8.26K+ 370.18% |
$991K - $1.12M
|
10.5K
$1.38M
|
|
|
Oct 10, 2024
Q3 2024
|
Ritholtz Wealth Management
|
BUY
|
- |
675+ 33.7% |
$81K - $91.6K
|
2.68K
$353K
|
|
|
Oct 10, 2024
Q3 2024
|
Valeo Financial Advisors, LLC
|
SELL
|
- |
-404- 2.03% |
$48.5K - $54.8K
|
19.5K
$2.57M
|
|
|
Oct 10, 2024
Q3 2024
|
Sound Income Strategies, LLC
|
SELL
|
- |
-320- 72.73% |
$38.4K - $43.4K
|
120
$15.8K
|
|
|
Oct 10, 2024
Q3 2024
|
Code Waechter LLC
Tampa, FL |
BUY
|
- |
7.05KNew |
$846K - $957K
|
7.05K
$930K
|
|
|
Oct 10, 2024
Q3 2024
|
Perfromance Wealth Partners, LLC
|
BUY
|
- |
416+ 4.15% |
$49.9K - $56.5K
|
10.5K
$1.38M
|
|
|
Oct 10, 2024
Q3 2024
|
Next Level Private LLC
Harrison, NY |
BUY
|
- |
5.21K+ 276.77% |
$625K - $707K
|
7.09K
$935K
|
|
|
Oct 10, 2024
Q3 2024
|
Asio Capital, LLC
|
BUY
|
- |
1.5KNew |
$180K - $204K
|
1.5K
$198K
|
|
|
Oct 10, 2024
Q3 2024
|
Koshinski Asset Management, Inc.
|
SELL
|
- |
-275- 3.75% |
$33K - $37.3K
|
7.05K
$931K
|
|
|
Oct 10, 2024
Q3 2024
|
Exchange Traded Concepts, LLC
|
SELL
|
- |
-44.9K- 12.89% |
$5.39M - $6.09M
|
303K
$40M
|
|
|
Oct 10, 2024
Q3 2024
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
SELL
|
- |
-385- 2.22% |
$46.2K - $52.3K
|
17K
$2.24M
|
|
|
Oct 10, 2024
Q3 2024
|
Cra Financial Services, LLC
|
BUY
|
- |
995+ 12.08% |
$119K - $135K
|
9.23K
$1.22M
|
|
|
Oct 10, 2024
Q3 2024
|
Focus Wealth Advisors, LLC
|
SELL
|
- |
-266- 0.66% |
$31.9K - $36.1K
|
40K
$5.27M
|
|
|
Oct 10, 2024
Q3 2024
|
Carnegie Capital Asset Management, LLC
|
BUY
|
- |
350+ 2.9% |
$42K - $47.5K
|
12.4K
$1.64M
|
|
|
Oct 10, 2024
Q3 2024
|
Mechanics Bank Trust Department
|
SELL
|
- |
-857- 1.95% |
$103K - $116K
|
43.1K
$5.69M
|
|
|
Oct 10, 2024
Q3 2024
|
Retirement Planning Group
|
SELL
|
- |
-1.13K- 14.21% |
$136K - $154K
|
6.84K
$902K
|
|
|
Oct 10, 2024
Q3 2024
|
Annex Advisory Services, LLC
|
SELL
|
- |
-5- 0.29% |
$600 - $679
|
1.71K
$226K
|
|
|
Oct 09, 2024
Q3 2024
|
Long View Wealth Management
Atlanta, GA |
BUY
|
- |
3+ 0.11% |
$360 - $407
|
2.68K
$354K
|
|
|
Oct 09, 2024
Q3 2024
|
Juncture Wealth Strategies, LLC
|
SELL
|
- |
-973- 16.26% |
$117K - $132K
|
5.01K
$661K
|
|
|
Oct 09, 2024
Q3 2024
|
Pinnacle Bancorp, Inc.
|
SELL
|
- |
-168- 1.39% |
$20.2K - $22.8K
|
12K
$1.58M
|
|
|
Oct 09, 2024
Q3 2024
|
Pps&V Asset Management Consultants, Inc.
Portage, MI |
SELL
|
- |
-41- 0.96% |
$4.92K - $5.57K
|
4.23K
$559K
|
|
|
Oct 09, 2024
Q3 2024
|
Selective Wealth Management, Inc.
|
BUY
|
- |
29+ 0.67% |
$3.48K - $3.94K
|
4.35K
$574K
|
|
|
Oct 09, 2024
Q3 2024
|
Independence Bank Of Kentucky
|
SELL
|
- |
-350- 3.8% |
$42K - $47.5K
|
8.86K
$1.17M
|
|
|
Oct 09, 2024
Q3 2024
|
Hoese & CO LLP
|
SELL
|
- |
-610- 15.7% |
$73.2K - $82.8K
|
3.28K
$432K
|
|
|
Oct 09, 2024
Q3 2024
|
Beaumont Financial Advisors, LLC
Needham, DE |
SELL
|
- |
-1.76K- 2.73% |
$211K - $238K
|
62.7K
$8.27M
|
|
|
Oct 09, 2024
Q3 2024
|
Watts Gwilliam & Co., LLC
Gilbert, AZ |
BUY
|
- |
1.07K+ 9.84% |
$128K - $145K
|
11.9K
$1.57M
|
|
|
Oct 09, 2024
Q3 2024
|
West Coast Financial LLC
|
SELL
|
- |
-200- 8.14% |
$24K - $27.1K
|
2.26K
$298K
|
|
|
Oct 09, 2024
Q3 2024
|
Jgp Wealth Management, LLC
|
BUY
|
- |
1.39K+ 1.83% |
$167K - $189K
|
77.5K
$10.2M
|
|
|
Oct 09, 2024
Q3 2024
|
Charles Schwab Trust CO
|
SELL
|
- |
-2.21K- 49.95% |
$265K - $300K
|
2.22K
$292K
|
|
|
Oct 09, 2024
Q3 2024
|
Pacific Sun Financial Corp
|
SELL
|
- |
-110- 4.4% |
$13.2K - $14.9K
|
2.39K
$316K
|
|
|
Oct 09, 2024
Q3 2024
|
Fermata Advisors, LLC
Sonoma, CA |
SELL
|
- |
-268- 14.48% |
$32.2K - $36.4K
|
1.58K
$209K
|
|
|
Oct 09, 2024
Q3 2024
|
Simplicity Wealth,Llc
|
SELL
|
- |
-15.9K- 71.13% |
$1.91M - $2.16M
|
6.45K
$851K
|
|
|
Oct 08, 2024
Q3 2024
|
Sugarloaf Wealth Management, LLC
|
BUY
|
- |
3+ 0.03% |
$360 - $407
|
10.5K
$1.39M
|
|
|
Oct 08, 2024
Q3 2024
|
Atomi Financial Group, Inc.
Irvine, CA |
SELL
|
- |
-4- 0.12% |
$480 - $543
|
3.38K
$446K
|
|
|
Oct 08, 2024
Q3 2024
|
Lbmc Investment Advisors, LLC
|
SELL
|
- |
-561- 0.24% |
$67.3K - $76.2K
|
233K
$30.7M
|
|
|
Oct 08, 2024
Q3 2024
|
Park Place Capital Corp
Birmingham, AL |
SELL
|
- |
-45- 0.6% |
$5.4K - $6.11K
|
7.44K
$982K
|
|
|
Oct 08, 2024
Q3 2024
|
Adirondack Trust CO
|
SELL
|
- |
-850- 65.38% |
$102K - $115K
|
450
$59.4K
|
|
|
Oct 08, 2024
Q3 2024
|
Sage Capital Advisors,Llc
|
BUY
|
- |
31+ 1.12% |
$3.72K - $4.21K
|
2.81K
$371K
|
|
|
Oct 08, 2024
Q3 2024
|
Brookstone Capital Management
|
BUY
|
- |
528+ 20.75% |
$63.4K - $71.7K
|
3.07K
$405K
|
|
|
Oct 08, 2024
Q3 2024
|
City Holding CO
|
SELL
|
- |
-772- 3.41% |
$92.6K - $105K
|
21.9K
$2.88M
|
|
|
Oct 08, 2024
Q3 2024
|
Cwm, LLC
|
SELL
|
- |
-151- 0.48% |
$18.1K - $20.5K
|
31.5K
$4.16M
|
|
|
Oct 08, 2024
Q3 2024
|
Daymark Wealth Partners, LLC
Cincinnati, OH |
SELL
|
- |
-1.04K- 15.71% |
$124K - $140K
|
5.55K
$733K
|