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 08, 2024
Q3 2024
|
Peddock Capital Advisors, LLC
|
BUY
|
- |
9+ 0.18% |
$1.08K - $1.22K
|
4.9K
$647K
|
|
|
Oct 08, 2024
Q3 2024
|
Soa Wealth Advisors, Llc.
|
SELL
|
- |
-3.19K- 4.03% |
$383K - $433K
|
76K
$10M
|
|
|
Oct 08, 2024
Q3 2024
|
Planned Solutions, Inc.
|
BUY
|
- |
29+ 0.37% |
$3.48K - $3.94K
|
7.76K
$1.02M
|
|
|
Oct 08, 2024
Q3 2024
|
Cypress Wealth Services, LLC
|
SELL
|
- |
-808- 3.75% |
$97K - $110K
|
20.8K
$2.74M
|
|
|
Oct 08, 2024
Q3 2024
|
Atlas Private Wealth Advisors
Matawan, NJ |
SELL
|
- |
-589- 3.12% |
$70.7K - $80K
|
18.3K
$2.41M
|
|
|
Oct 08, 2024
Q3 2024
|
Cornerstone Management, Inc.
Duluth, GA |
SELL
|
- |
-118- 0.32% |
$14.2K - $16K
|
37.2K
$4.9M
|
|
|
Oct 08, 2024
Q3 2024
|
Morton Capital Management Llc/Ca
Calabasas, CA |
BUY
|
- |
1.64KNew |
$197K - $222K
|
1.64K
$216K
|
|
|
Oct 07, 2024
Q3 2024
|
Miracle Mile Advisors, LLC
|
SELL
|
- |
-66- 0.27% |
$7.92K - $8.96K
|
24K
$3.17M
|
|
|
Oct 07, 2024
Q3 2024
|
Mkt Advisors LLC
Escondido, CA |
SELL
|
- |
-30- 0.33% |
$3.6K - $4.07K
|
9.01K
$1.19M
|
|
|
Oct 07, 2024
Q3 2024
|
Smith Anglin Financial, LLC
|
SELL
|
- |
-150- 1.07% |
$18K - $20.4K
|
13.9K
$1.83M
|
|
|
Oct 07, 2024
Q3 2024
|
Lakeridge Wealth Management LLC
Mentor, OH |
SELL
|
- |
-23- 0.33% |
$2.76K - $3.12K
|
6.85K
$904K
|
|
|
Oct 07, 2024
Q3 2024
|
Fc Advisory LLC
|
SELL
|
- |
-384- 9.5% |
$46.1K - $52.1K
|
3.66K
$483K
|
|
|
Oct 07, 2024
Q3 2024
|
Wealth Bridge Capital Management, LLC
Westerville, OH |
BUY
|
- |
279+ 1.85% |
$33.5K - $37.9K
|
15.4K
$2.03M
|
|
|
Oct 07, 2024
Q3 2024
|
Insight Wealth Strategies, LLC
San Ramon, CA |
BUY
|
- |
25+ 0.76% |
$3K - $3.39K
|
3.33K
$439K
|
|
|
Oct 07, 2024
Q3 2024
|
Strategies Wealth Advisors, LLC
Grand Rapids, MI |
BUY
|
- |
51+ 1.14% |
$6.12K - $6.92K
|
4.54K
$599K
|
|
|
Oct 07, 2024
Q3 2024
|
Evanson Asset Management, LLC
|
BUY
|
- |
10+ 0.06% |
$1.2K - $1.36K
|
16.3K
$2.15M
|
|
|
Oct 07, 2024
Q3 2024
|
Omega Financial Group, LLC
|
SELL
|
- |
-1.96K- 3.75% |
$235K - $266K
|
50.2K
$6.63M
|
|
|
Oct 07, 2024
Q3 2024
|
Dynamic Advisor Solutions LLC
|
SELL
|
- |
-908- 13.03% |
$109K - $123K
|
6.06K
$800K
|
|
|
Oct 07, 2024
Q3 2024
|
Bangor Savings Bank
Bangor, ME |
SELL
|
- |
-39- 1.07% |
$4.68K - $5.29K
|
3.61K
$477K
|
|
|
Oct 07, 2024
Q3 2024
|
Greenfield Savings Bank
|
SELL
|
- |
-107- 2.03% |
$12.8K - $14.5K
|
5.16K
$681K
|
|
|
Oct 07, 2024
Q3 2024
|
Platte River Wealth Advisors, LLC
|
SELL
|
- |
-387- 1.66% |
$46.4K - $52.5K
|
23K
$3.03M
|
|
|
Oct 07, 2024
Q3 2024
|
Kwmg, LLC
|
BUY
|
- |
303+ 0.31% |
$36.4K - $41.1K
|
99.5K
$13.1M
|
|
|
Oct 07, 2024
Q3 2024
|
Signal Point Asset Management, LLC
|
SELL
|
- |
-8- 0.09% |
$960 - $1.09K
|
9.01K
$1.19M
|
|
|
Oct 07, 2024
Q3 2024
|
Mather Group, Llc.
Chicago, IL |
SELL
|
- |
-511- 15.59% |
$61.3K - $69.4K
|
2.77K
$365K
|
|
|
Oct 07, 2024
Q3 2024
|
Hurlow Wealth Management Group, Inc.
|
SELL
|
- |
-759- 15.4% |
$91.1K - $103K
|
4.17K
$550K
|
|
|
Oct 07, 2024
Q3 2024
|
Twele Capital Management, Inc.
|
SELL
|
- |
-40- 1.24% |
$4.8K - $5.43K
|
3.19K
$421K
|
|
|
Oct 07, 2024
Q3 2024
|
Callan Family Office, LLC
Radnor, PA |
SELL
|
- |
-105- 0.27% |
$12.6K - $14.3K
|
39.1K
$5.16M
|
|
|
Oct 04, 2024
Q3 2024
|
Waypoint Wealth Counsel
Atlanta, GA |
BUY
|
- |
183+ 1.85% |
$22K - $24.8K
|
10.1K
$1.33M
|
|
|
Oct 04, 2024
Q3 2024
|
Zrc Wealth Management, LLC
Santa Rosa, CA |
BUY
|
- |
4+ 0.87% |
$480 - $543
|
462
$61K
|
|
|
Oct 04, 2024
Q3 2024
|
Sowell Financial Services LLC
North Little Rock, AR |
SELL
|
- |
-1.16K- 5.74% |
$140K - $158K
|
19.1K
$2.52M
|
|
|
Oct 04, 2024
Q3 2024
|
Harbor Investment Advisory, LLC
|
BUY
|
- |
1.9K+ 17.88% |
$228K - $258K
|
12.5K
$1.65M
|
|
|
Oct 04, 2024
Q3 2024
|
Thrive Wealth Management, LLC
|
BUY
|
- |
34+ 1.15% |
$4.08K - $4.62K
|
3K
$396K
|
|
|
Oct 04, 2024
Q3 2024
|
First Hawaiian Bank
|
SELL
|
- |
-769- 26.16% |
$92.3K - $104K
|
2.17K
$286K
|
|
|
Oct 04, 2024
Q3 2024
|
Ausdal Financial Partners, Inc.
Davenport, IA |
BUY
|
- |
819+ 25.63% |
$98.3K - $111K
|
4.01K
$530K
|
|
|
Oct 04, 2024
Q3 2024
|
Breakwater Capital Group
Paramus, NJ |
BUY
|
- |
204+ 6.39% |
$24.5K - $27.7K
|
3.4K
$448K
|
|
|
Oct 04, 2024
Q3 2024
|
Peoples Bank/Ks
Pratt, KS |
BUY
|
- |
1.06K+ 6.74% |
$127K - $144K
|
16.8K
$2.21M
|
|
|
Oct 03, 2024
Q3 2024
|
Capital Market Strategies LLC
|
SELL
|
- |
-5- 0.17% |
$600 - $679
|
2.86K
$378K
|
|
|
Oct 03, 2024
Q3 2024
|
Monterey Private Wealth, Inc.
|
SELL
|
- |
-4- 0.1% |
$480 - $543
|
3.93K
$518K
|
|
|
Oct 03, 2024
Q3 2024
|
Park Avenue Securities LLC
|
BUY
|
- |
2.93K+ 51.63% |
$352K - $398K
|
8.62K
$1.14M
|
|
|
Oct 03, 2024
Q3 2024
|
Canandaigua National Bank & Trust CO
Canandaigua, NY |
BUY
|
- |
15.2KNew |
$1.83M - $2.07M
|
15.2K
$2.01M
|
|
|
Oct 02, 2024
Q3 2024
|
Dentgroup LLC
|
SELL
|
- |
-46- 2.75% |
$5.52K - $6.24K
|
1.62K
$214K
|
|
|
Oct 02, 2024
Q3 2024
|
M&R Capital Management Inc
|
BUY
|
- |
291+ 1455.0% |
$34.9K - $39.5K
|
311
$41K
|
|
|
Oct 02, 2024
Q3 2024
|
Trust CO Of Toledo Na
Holland, OH |
SELL
|
- |
-282- 5.53% |
$33.8K - $38.3K
|
4.82K
$636K
|
|
|
Oct 02, 2024
Q3 2024
|
Kades & Cheifetz LLC
Berwyn, PA |
SELL
|
- |
-160- 2.46% |
$19.2K - $21.7K
|
6.34K
$837K
|
|
|
Oct 02, 2024
Q3 2024
|
Massmutual Trust CO Fsb
|
SELL
|
- |
-55- 1.66% |
$6.6K - $7.47K
|
3.25K
$429K
|
|
|
Oct 01, 2024
Q3 2024
|
Davis Capital Management
Jacksonville, FL |
SELL
|
- |
-20- 2.46% |
$2.4K - $2.71K
|
793
$105K
|
|
|
Oct 01, 2024
Q3 2024
|
Park National Corp
|
SELL
|
- |
-100- 0.59% |
$12K - $13.6K
|
16.8K
$2.22M
|
|
| Q2 2024 | |||||||
|
Nov 22, 2024
Q2 2024
|
Freestone Capital Holdings, LLC
Seattle, WA |
SELL
|
- |
-561- 6.64% |
$64.9K - $70.5K
|
7.89K
$1.04M
|
|
|
Nov 01, 2024
Q2 2024
|
Able Wealth Management LLC
Lakewood, NJ |
SELL
|
- |
-489- 7.14% |
$56.6K - $61.5K
|
6.36K
$839K
|
|
|
Sep 25, 2024
Q2 2024
|
Passive Capital Management, Llc.
Baltimore, MD |
BUY
|
- |
2.5KNew |
$289K - $314K
|
2.5K
$330K
|
|