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 16, 2025
Q3 2025
|
Fulton Breakefield Broenniman LLC
|
BUY
|
- |
190+ 2.7% |
$25.4K - $27.1K
|
7.23K
$1.02M
|
|
|
Oct 16, 2025
Q3 2025
|
Hoese & CO LLP
|
SELL
|
- |
-800- 17.8% |
$107K - $114K
|
3.7K
$520K
|
|
|
Oct 16, 2025
Q3 2025
|
Townsend Asset Management Corp
|
SELL
|
- |
-2.27K- 7.06% |
$303K - $323K
|
29.8K
$4.2M
|
|
|
Oct 16, 2025
Q3 2025
|
Oldfather Financial Services, LLC
|
BUY
|
- |
1.42KNew |
$190K - $202K
|
1.42K
$200K
|
|
|
Oct 16, 2025
Q3 2025
|
Greenwood Capital Associates LLC
Greenwood, SC |
SELL
|
- |
-83- 1.08% |
$11.1K - $11.8K
|
7.57K
$1.06M
|
|
|
Oct 16, 2025
Q3 2025
|
Carnegie Capital Asset Management, LLC
|
SELL
|
- |
-836- 6.39% |
$112K - $119K
|
12.2K
$1.72M
|
|
|
Oct 16, 2025
Q3 2025
|
Mezzasalma Advisors, LLC
|
SELL
|
- |
-419- 10.67% |
$56.1K - $59.7K
|
3.51K
$493K
|
|
|
Oct 16, 2025
Q3 2025
|
Shulman De Meo Asset Management LLC
|
SELL
|
- |
-71- 0.23% |
$9.51K - $10.1K
|
30.3K
$4.26M
|
|
|
Oct 16, 2025
Q3 2025
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
BUY
|
- |
1+ 0.01% |
$134 - $143
|
8.85K
$1.24M
|
|
|
Oct 16, 2025
Q3 2025
|
Apollon Financial, LLC
Mount Pleasant, SC |
SELL
|
- |
-302- 4.16% |
$40.4K - $43.1K
|
6.96K
$979K
|
|
|
Oct 15, 2025
Q3 2025
|
Cypress Wealth Services, LLC
|
BUY
|
- |
40+ 0.21% |
$5.36K - $5.7K
|
18.7K
$2.63M
|
|
|
Oct 15, 2025
Q3 2025
|
Founders Financial Securities LLC
|
SELL
|
- |
-5.92K- 35.39% |
$793K - $844K
|
10.8K
$1.52M
|
|
|
Oct 15, 2025
Q3 2025
|
Southland Equity Partners LLC
Wildwood, MO |
SELL
|
- |
-3- 0.11% |
$402 - $428
|
2.68K
$377K
|
|
|
Oct 15, 2025
Q3 2025
|
Private Trust CO Na
|
BUY
|
- |
233+ 2.78% |
$31.2K - $33.2K
|
8.6K
$1.21M
|
|
|
Oct 15, 2025
Q3 2025
|
Cambridge Advisors Inc.
|
BUY
|
- |
200+ 6.15% |
$26.8K - $28.5K
|
3.45K
$485K
|
|
|
Oct 15, 2025
Q3 2025
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
BUY
|
- |
15+ 0.12% |
$2.01K - $2.14K
|
12.6K
$1.78M
|
|
|
Oct 15, 2025
Q3 2025
|
Brookstone Capital Management
|
SELL
|
- |
-19- 0.71% |
$2.54K - $2.71K
|
2.66K
$375K
|
|
|
Oct 15, 2025
Q3 2025
|
Bar Harbor Wealth Management
Concord, NH |
SELL
|
- |
-6- 0.08% |
$803 - $855
|
7.34K
$1.03M
|
|
|
Oct 15, 2025
Q3 2025
|
Independent Wealth Network Inc.
|
SELL
|
- |
-51- 0.61% |
$6.83K - $7.27K
|
8.3K
$1.17M
|
|
|
Oct 15, 2025
Q3 2025
|
Patriot Investment Management Inc.
|
SELL
|
- |
-125- 1.04% |
$16.7K - $17.8K
|
11.9K
$1.68M
|
|
|
Oct 15, 2025
Q3 2025
|
Weinberger Asset Management, Inc
Los Angeles, CA |
BUY
|
- |
99+ 0.56% |
$13.3K - $14.1K
|
17.7K
$2.49M
|
|
|
Oct 15, 2025
Q3 2025
|
Cwm, LLC
|
BUY
|
- |
2.55K+ 4.92% |
$342K - $364K
|
54.5K
$7.67M
|
|
|
Oct 15, 2025
Q3 2025
|
Busey Wealth Management
|
SELL
|
- |
-49- 1.69% |
$6.56K - $6.99K
|
2.85K
$401K
|
|
|
Oct 15, 2025
Q3 2025
|
Twele Capital Management, Inc.
|
SELL
|
- |
-493- 17.04% |
$66K - $70.3K
|
2.4K
$338K
|
|
|
Oct 14, 2025
Q3 2025
|
Arthur M. Cohen & Associates, LLC
|
BUY
|
- |
22+ 0.52% |
$2.95K - $3.14K
|
4.27K
$600K
|
|
|
Oct 14, 2025
Q3 2025
|
Foster Group, Inc.
|
BUY
|
- |
2.05KNew |
$274K - $292K
|
2.05K
$288K
|
|
|
Oct 14, 2025
Q3 2025
|
Brighton Jones LLC
|
BUY
|
- |
407+ 3.56% |
$54.5K - $58K
|
11.8K
$1.66M
|
|
|
Oct 14, 2025
Q3 2025
|
Westmount Partners, LLC
Los Angeles, CA |
SELL
|
- |
-357- 15.54% |
$47.8K - $50.9K
|
1.94K
$273K
|
|
|
Oct 14, 2025
Q3 2025
|
Exchange Traded Concepts, LLC
|
SELL
|
- |
-194- 3.66% |
$26K - $27.7K
|
5.1K
$718K
|
|
|
Oct 14, 2025
Q3 2025
|
Jamison Private Wealth Management, Inc.
Milton, GA |
BUY
|
- |
4+ 0.13% |
$536 - $570
|
3.09K
$435K
|
|
|
Oct 14, 2025
Q3 2025
|
Berger Financial Group, Inc
Plymouth, MN |
BUY
|
- |
1.47KNew |
$197K - $209K
|
1.47K
$207K
|
|
|
Oct 14, 2025
Q3 2025
|
Juncture Wealth Strategies, LLC
|
SELL
|
- |
-45- 0.88% |
$6.02K - $6.42K
|
5.05K
$710K
|
|
|
Oct 14, 2025
Q3 2025
|
Cliftonlarsonallen Wealth Advisors, LLC
|
SELL
|
- |
-3.33K- 16.67% |
$446K - $475K
|
16.7K
$2.34M
|
|
|
Oct 14, 2025
Q3 2025
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
1.79K+ 14.61% |
$240K - $255K
|
14K
$1.97M
|
|
|
Oct 14, 2025
Q3 2025
|
Trust CO Of Vermont
|
BUY
|
- |
194+ 4.06% |
$26K - $27.7K
|
4.98K
$700K
|
|
|
Oct 14, 2025
Q3 2025
|
Adg Wealth Management Group, LLC
Metairie, LA |
SELL
|
- |
-61- 0.64% |
$8.17K - $8.7K
|
9.41K
$1.32M
|
|
|
Oct 14, 2025
Q3 2025
|
Security National Bank Of Sioux City Iowa
Sioux City, IA |
SELL
|
- |
-260- 12.01% |
$34.8K - $37.1K
|
1.91K
$268K
|
|
|
Oct 14, 2025
Q3 2025
|
Old National Bancorp
|
BUY
|
- |
816+ 1.2% |
$109K - $116K
|
68.6K
$9.65M
|
|
|
Oct 14, 2025
Q3 2025
|
Welch Group, LLC
|
BUY
|
- |
203+ 4.55% |
$27.2K - $28.9K
|
4.66K
$656K
|
|
|
Oct 14, 2025
Q3 2025
|
Highline Wealth Partners LLC
Sherman Oaks, CA |
BUY
|
- |
238+ 15.79% |
$31.9K - $33.9K
|
1.75K
$245K
|
|
|
Oct 14, 2025
Q3 2025
|
Tabr Capital Management, LLC
Orange, CA |
BUY
|
- |
14+ 0.88% |
$1.87K - $2K
|
1.61K
$226K
|
|
|
Oct 14, 2025
Q3 2025
|
Scratch Capital LLC
Boise, ID |
BUY
|
- |
1.57KNew |
$210K - $223K
|
1.57K
$220K
|
|
|
Oct 10, 2025
Q3 2025
|
Sound Income Strategies, LLC
|
SELL
|
- |
-1.55K- 12.05% |
$208K - $221K
|
11.3K
$1.59M
|
|
|
Oct 10, 2025
Q3 2025
|
Selective Wealth Management, Inc.
|
BUY
|
- |
23+ 0.52% |
$3.08K - $3.28K
|
4.44K
$625K
|
|
|
Oct 10, 2025
Q3 2025
|
Corsicana & Co.
|
SELL
|
- |
-149- 30.41% |
$19.9K - $21.2K
|
341
$48K
|
|
|
Oct 10, 2025
Q3 2025
|
Flputnam Investment Management CO
Portland, ME |
SELL
|
- |
-1.22K- 35.95% |
$163K - $174K
|
2.17K
$305K
|
|
|
Oct 10, 2025
Q3 2025
|
Trust Point Inc.
La Crosse, WI |
SELL
|
- |
-54- 0.54% |
$7.23K - $7.7K
|
9.91K
$1.39M
|
|
|
Oct 10, 2025
Q3 2025
|
Thomasville National Bank
|
SELL
|
- |
-35- 0.53% |
$4.69K - $4.99K
|
6.54K
$920K
|
|
|
Oct 10, 2025
Q3 2025
|
Fifth Third Securities, Inc.
|
BUY
|
- |
6.56K+ 26.8% |
$879K - $936K
|
31K
$4.37M
|
|
|
Oct 10, 2025
Q3 2025
|
Cornerstone Management, Inc.
Duluth, GA |
SELL
|
- |
-2.74K- 7.87% |
$366K - $390K
|
32K
$4.5M
|
|