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 |
|---|---|---|---|---|---|---|---|
|
Sep 11, 2024
Q2 2024
|
Newbridge Financial Services Group, Inc.
|
BUY
|
- |
3+ 0.62% |
$347 - $377
|
486
$64.1K
|
|
|
Aug 21, 2024
Q2 2024
|
Ims Capital Management
|
SELL
|
- |
-1.25K- 6.14% |
$145K - $157K
|
19.2K
$2.53M
|
|
|
Aug 19, 2024
Q2 2024
|
Old North State Trust, LLC
Greensboro, NC |
SELL
|
- |
-442- 4.45% |
$51.2K - $55.6K
|
9.5K
$1.25M
|
|
|
Aug 15, 2024
Q2 2024
|
Gsa Capital Partners LLP
London, X0 |
SELL
|
- |
-27- 0.99% |
$3.12K - $3.4K
|
2.7K
$356K
|
|
|
Aug 15, 2024
Q2 2024
|
Clarity Asset Management, Inc.
Ames, IA |
BUY
|
- |
1+ 0.95% |
$116 - $126
|
106
$14K
|
|
|
Aug 15, 2024
Q2 2024
|
Smith Thornton Advisors LLC
Huntsville, AL |
BUY
|
- |
3.43KNew |
$397K - $432K
|
3.43K
$453K
|
|
|
Aug 15, 2024
Q2 2024
|
Beaird Harris Wealth Management, LLC
Dallas, TX |
SELL
|
- |
-138- 54.12% |
$16K - $17.4K
|
117
$15.4K
|
|
|
Aug 15, 2024
Q2 2024
|
Front Row Advisors LLC
Tiburon, CA |
SELL
|
- |
-34- 2.87% |
$3.93K - $4.28K
|
1.15K
$152K
|
|
|
Aug 14, 2024
Q2 2024
|
United Bank
Vienna, VA |
BUY
|
- |
100+ 4.17% |
$11.6K - $12.6K
|
2.5K
$330K
|
|
|
Aug 14, 2024
Q2 2024
|
Evergreen Capital Management LLC
Bellevue, WA |
BUY
|
- |
1.95KNew |
$226K - $245K
|
1.95K
$258K
|
|
|
Aug 14, 2024
Q2 2024
|
Clark Capital Management Group, Inc.
Philadelphia, PA |
SELL
|
- |
-165- 2.65% |
$19.1K - $20.7K
|
6.05K
$798K
|
|
|
Aug 14, 2024
Q2 2024
|
Icon Wealth Advisors, LLC
Houston, TX |
BUY
|
- |
839New |
$97.1K - $106K
|
839
$111K
|
|
|
Aug 14, 2024
Q2 2024
|
Walleye Trading LLC
Plymouth, MN |
SELL
|
- |
-5K- 74.22% |
$579K - $629K
|
1.74K
$229K
|
|
|
Aug 14, 2024
Q2 2024
|
Regent Peak Wealth Advisors LLC
Atlanta, GA |
SELL
|
- |
-488- 5.74% |
$56.5K - $61.4K
|
8.01K
$1.06M
|
|
|
Aug 14, 2024
Q2 2024
|
Two Sigma Securities, LLC
New York, NY |
BUY
|
- |
13.3KNew |
$1.54M - $1.67M
|
13.3K
$1.75M
|
|
|
Aug 14, 2024
Q2 2024
|
Wolverine Trading, LLC
Chicago, IL |
BUY
|
- |
2.61KNew |
$301K - $328K
|
2.61K
$344K
|
|
|
Aug 14, 2024
Q2 2024
|
Wolverine Trading, LLC
Chicago, IL |
SELL
|
PUT |
-23.6K- 68.8% |
$2.73M - $2.97M
|
10.7K
$1.41M
|
|
|
Aug 14, 2024
Q2 2024
|
Cardiff Park Advisors, LLC
San Marcos, CA |
BUY
|
- |
20+ 0.75% |
$2.31K - $2.52K
|
2.67K
$352K
|
|
|
Aug 14, 2024
Q2 2024
|
Wetherby Asset Management Inc
San Francisco, CA |
SELL
|
- |
-1.15K- 19.41% |
$133K - $144K
|
4.76K
$627K
|
|
|
Aug 14, 2024
Q2 2024
|
Caerus Investment Advisors, LLC
|
SELL
|
- |
-2.83K- 11.75% |
$327K - $355K
|
21.2K
$2.8M
|
|
|
Aug 14, 2024
Q2 2024
|
Widmann Financial Services, Inc.
|
BUY
|
- |
1.38KNew |
$159K - $173K
|
1.38K
$182K
|
|
|
Aug 14, 2024
Q2 2024
|
Y Intercept (Hong Kong) LTD
|
BUY
|
- |
6.42KNew |
$742K - $807K
|
6.42K
$846K
|
|
|
Aug 14, 2024
Q2 2024
|
Flputnam Investment Management CO
Portland, ME |
BUY
|
- |
314New |
$36.3K - $39.5K
|
314
$41.4K
|
|
|
Aug 14, 2024
Q2 2024
|
Nicolet Bankshares Inc
Green Bay, WI |
SELL
|
- |
-117- 2.87% |
$13.5K - $14.7K
|
3.96K
$523K
|
|
|
Aug 14, 2024
Q2 2024
|
Cubist Systematic Strategies, LLC
Stamford, CT |
BUY
|
PUT |
10.5KNew |
$1.22M - $1.32M
|
10.5K
$1.39M
|
|
|
Aug 14, 2024
Q2 2024
|
D. E. Shaw & Co., Inc.
New York, NY |
BUY
|
- |
6.09KNew |
$705K - $766K
|
6.09K
$803K
|
|
|
Aug 14, 2024
Q2 2024
|
Core First Bank & Trust
Topeka, KS |
SELL
|
- |
-160- 5.86% |
$18.5K - $20.1K
|
2.57K
$339K
|
|
|
Aug 13, 2024
Q2 2024
|
Berkshire Asset Management LLC
Wilkes Barre, PA |
BUY
|
- |
9.84K+ 89.44% |
$1.14M - $1.24M
|
20.8K
$2.75M
|
|
|
Aug 13, 2024
Q2 2024
|
Fwl Investment Management, LLC
|
SELL
|
- |
-35- 3.33% |
$4.05K - $4.4K
|
1.02K
$134K
|
|
|
Aug 13, 2024
Q2 2024
|
River Wealth Advisors LLC
Camp Hill, PA |
SELL
|
- |
-2.51K- 26.22% |
$290K - $316K
|
7.06K
$932K
|
|
|
Aug 13, 2024
Q2 2024
|
Gunn & CO Investment Management, Inc.
Jacksonville, FL |
BUY
|
- |
3.7KNew |
$428K - $465K
|
3.7K
$488K
|
|
|
Aug 13, 2024
Q2 2024
|
Mengis Capital Management, Inc.
|
SELL
|
- |
-50- 1.96% |
$5.79K - $6.29K
|
2.5K
$330K
|
|
|
Aug 13, 2024
Q2 2024
|
Wealth Trust Axiom LLC
|
SELL
|
- |
-17- 0.28% |
$1.97K - $2.14K
|
6.1K
$804K
|
|
|
Aug 13, 2024
Q2 2024
|
Advisory Services Network, LLC
|
SELL
|
- |
-1.92K- 2.84% |
$222K - $241K
|
65.5K
$8.64M
|
|
|
Aug 13, 2024
Q2 2024
|
Certified Advisory Corp
Altamonte Springs, FL |
SELL
|
- |
-898- 28.62% |
$104K - $113K
|
2.24K
$296K
|
|
|
Aug 13, 2024
Q2 2024
|
Connecticut Wealth Management, LLC
|
SELL
|
- |
-122- 4.51% |
$14.1K - $15.3K
|
2.58K
$341K
|
|
|
Aug 13, 2024
Q2 2024
|
Peapack Gladstone Financial Corp
Bedminster, NJ |
SELL
|
- |
-879- 3.81% |
$102K - $111K
|
22.2K
$2.93M
|
|
|
Aug 13, 2024
Q2 2024
|
1832 Asset Management L.P.
Toronto, A6 |
BUY
|
- |
604New |
$69.9K - $76K
|
604
$79.7K
|
|
|
Aug 13, 2024
Q2 2024
|
Tower Research Capital LLC (Trc)
New York, NY |
SELL
|
- |
-33.7K- 67.46% |
$3.9M - $4.23M
|
16.2K
$2.14M
|
|
|
Aug 13, 2024
Q2 2024
|
Commonwealth Financial Services, LLC
Parkersburg, WV |
SELL
|
- |
-195- 6.87% |
$22.6K - $24.5K
|
2.65K
$349K
|
|
|
Aug 13, 2024
Q2 2024
|
Black Rock Inc.
New York, NY |
SELL
|
- |
-66.1K- 21.86% |
$7.65M - $8.31M
|
236K
$31.2M
|
|
|
Aug 12, 2024
Q2 2024
|
Buckingham Strategic Wealth, LLC
Clayton, MO |
BUY
|
- |
10+ 0.37% |
$1.16K - $1.26K
|
2.69K
$355K
|
|
|
Aug 12, 2024
Q2 2024
|
Hrt Financial LP
New York, NY |
SELL
|
- |
-67.3K- 65.26% |
$7.78M - $8.46M
|
35.8K
$4.73M
|
|
|
Aug 12, 2024
Q2 2024
|
Invenio Wealth Partners LLC
Coral Gables, FL |
SELL
|
- |
-456- 4.29% |
$52.8K - $57.3K
|
10.2K
$1.34M
|
|
|
Aug 12, 2024
Q2 2024
|
Middleton & CO Inc
|
BUY
|
- |
1.68KNew |
$194K - $211K
|
1.68K
$221K
|
|
|
Aug 12, 2024
Q2 2024
|
Pro Vise Management Group, LLC
Clearwater, FL |
SELL
|
- |
-32- 0.99% |
$3.7K - $4.02K
|
3.19K
$421K
|
|
|
Aug 12, 2024
Q2 2024
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
SELL
|
- |
-432- 3.8% |
$50K - $54.3K
|
10.9K
$1.44M
|
|
|
Aug 12, 2024
Q2 2024
|
Gm Advisory Group, Inc.
Melville, NY |
BUY
|
- |
1.68KNew |
$194K - $211K
|
1.68K
$222K
|
|
|
Aug 12, 2024
Q2 2024
|
Tritonpoint Wealth, LLC
Chevy Chase, MD |
BUY
|
- |
1.67KNew |
$193K - $210K
|
1.67K
$220K
|
|
|
Aug 12, 2024
Q2 2024
|
Waters Parkerson & Co., LLC
|
SELL
|
- |
-50- 2.49% |
$5.79K - $6.29K
|
1.96K
$259K
|