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 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
|
|
|
Oct 10, 2025
Q3 2025
|
Able Financial Group, LLC
Scottsdale, AZ |
SELL
|
- |
-14- 0.69% |
$1.87K - $2K
|
2.03K
$285K
|
|
|
Oct 10, 2025
Q3 2025
|
Diversified Enterprises, LLC
Wilmington, DE |
SELL
|
- |
-26- 1.48% |
$3.48K - $3.71K
|
1.73K
$243K
|
|
|
Oct 10, 2025
Q3 2025
|
Hixon Zuercher, LLC
|
SELL
|
- |
-7- 0.2% |
$937 - $998
|
3.48K
$490K
|
|
|
Oct 10, 2025
Q3 2025
|
Tci Wealth Advisors, Inc.
|
BUY
|
- |
11+ 0.12% |
$1.47K - $1.57K
|
9.26K
$1.3M
|
|
|
Oct 10, 2025
Q3 2025
|
Rockwood Wealth Management, LLC
New Hope, PA |
SELL
|
- |
-22- 0.55% |
$2.95K - $3.14K
|
3.99K
$562K
|
|
|
Oct 09, 2025
Q3 2025
|
Embree Financial Group
Chicago, IL |
SELL
|
- |
-216- 2.47% |
$28.9K - $30.8K
|
8.52K
$1.2M
|
|
|
Oct 09, 2025
Q3 2025
|
North Capital, Inc.
Salt Lake City, UT |
BUY
|
- |
1+ 0.08% |
$134 - $143
|
1.26K
$178K
|
|
|
Oct 09, 2025
Q3 2025
|
Dynamic Advisor Solutions LLC
|
SELL
|
- |
-380- 16.9% |
$50.9K - $54.2K
|
1.87K
$263K
|
|
|
Oct 09, 2025
Q3 2025
|
Gainplan LLC
Bloomfield Hills, MI |
SELL
|
- |
-15- 0.58% |
$2.01K - $2.14K
|
2.58K
$363K
|
|
|
Oct 09, 2025
Q3 2025
|
Chapin Davis, Inc.
Baltimore, MD |
BUY
|
- |
923+ 18.32% |
$124K - $132K
|
5.96K
$838K
|
|
|
Oct 09, 2025
Q3 2025
|
Harbour Capital Advisors, LLC
|
BUY
|
- |
1.44KNew |
$193K - $205K
|
1.44K
$203K
|
|
|
Oct 09, 2025
Q3 2025
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
SELL
|
- |
-296- 4.65% |
$39.6K - $42.2K
|
6.07K
$854K
|
|
|
Oct 09, 2025
Q3 2025
|
Astoria Portfolio Advisors Llc.
|
BUY
|
- |
527+ 9.43% |
$70.6K - $75.1K
|
6.12K
$860K
|
|
|
Oct 09, 2025
Q3 2025
|
Secure Asset Management, LLC
|
BUY
|
- |
12+ 0.36% |
$1.61K - $1.71K
|
3.37K
$473K
|
|
|
Oct 09, 2025
Q3 2025
|
Advisor Net Financial, Inc
|
BUY
|
- |
6+ 0.28% |
$803 - $855
|
2.12K
$298K
|
|
|
Oct 09, 2025
Q3 2025
|
Bartlett & Co. Wealth Management LLC
Cincinnati, OH |
SELL
|
- |
-1.28K- 21.59% |
$171K - $182K
|
4.63K
$651K
|
|
|
Oct 08, 2025
Q3 2025
|
Legacy Private Trust Co.
|
SELL
|
- |
-80- 0.52% |
$10.7K - $11.4K
|
15.4K
$2.17M
|
|
|
Oct 08, 2025
Q3 2025
|
Kwmg, LLC
|
BUY
|
- |
2.26K+ 2.25% |
$303K - $323K
|
103K
$14.5M
|
|
|
Oct 08, 2025
Q3 2025
|
Fiduciary Alliance LLC
Greenville, SC |
SELL
|
- |
-26- 1.7% |
$3.48K - $3.71K
|
1.5K
$212K
|
|
|
Oct 08, 2025
Q3 2025
|
Patriot Financial Group Insurance Agency, LLC
|
BUY
|
- |
5+ 0.19% |
$669 - $713
|
2.68K
$377K
|
|
|
Oct 07, 2025
Q3 2025
|
Infinity Wealth Counsel, LLC
Loveland, OH |
SELL
|
- |
-9- 0.1% |
$1.2K - $1.28K
|
8.74K
$1.23M
|
|
|
Oct 07, 2025
Q3 2025
|
Traphagen Investment Advisors LLC
Oradell, NJ |
BUY
|
- |
392+ 22.99% |
$52.5K - $55.9K
|
2.1K
$295K
|
|
|
Oct 07, 2025
Q3 2025
|
Kfg Wealth Management, LLC
Granger, IN |
SELL
|
- |
-69- 1.61% |
$9.24K - $9.84K
|
4.22K
$594K
|
|
|
Oct 07, 2025
Q3 2025
|
1620 Investment Advisors, Inc.
Plymouth, MA |
BUY
|
- |
1+ 0.35% |
$134 - $143
|
284
$39.9K
|
|
|
Oct 07, 2025
Q3 2025
|
Canandaigua National Bank & Trust CO
Canandaigua, NY |
BUY
|
- |
447+ 2.93% |
$59.8K - $63.7K
|
15.7K
$2.21M
|
|
|
Oct 07, 2025
Q3 2025
|
Proathlete Wealth Management LLC
Boca Raton, FL |
SELL
|
- |
-115- 94.26% |
$15.4K - $16.4K
|
7
$984
|
|
|
Oct 07, 2025
Q3 2025
|
St Germain D J CO Inc
Springfield, MA |
BUY
|
- |
22+ 1.38% |
$2.95K - $3.14K
|
1.62K
$227K
|
|
|
Oct 07, 2025
Q3 2025
|
Channel Wealth LLC
Santa Barbara, CA |
BUY
|
- |
1.69KNew |
$227K - $241K
|
1.69K
$238K
|
|
|
Oct 07, 2025
Q3 2025
|
Lbmc Investment Advisors, LLC
|
SELL
|
- |
-2.58K- 1.11% |
$345K - $367K
|
229K
$32.2M
|
|
|
Oct 07, 2025
Q3 2025
|
Montecito Bank & Trust
|
BUY
|
- |
775+ 16.12% |
$104K - $110K
|
5.58K
$785K
|
|
|
Oct 07, 2025
Q3 2025
|
Ignite Planners, LLC
|
BUY
|
- |
7+ 0.14% |
$937 - $998
|
5.13K
$721K
|
|
|
Oct 06, 2025
Q3 2025
|
Greenfield Savings Bank
|
BUY
|
- |
172+ 3.48% |
$23K - $24.5K
|
5.12K
$720K
|
|
|
Oct 06, 2025
Q3 2025
|
Venture Visionary Partners LLC
|
SELL
|
- |
-515- 3.87% |
$68.9K - $73.4K
|
12.8K
$1.8M
|
|
|
Oct 06, 2025
Q3 2025
|
Grove Bank & Trust
|
SELL
|
- |
-226- 9.22% |
$30.3K - $32.2K
|
2.23K
$313K
|
|
|
Oct 06, 2025
Q3 2025
|
Collective Family Office LLC
|
BUY
|
- |
1.46KNew |
$196K - $209K
|
1.46K
$206K
|
|
|
Oct 03, 2025
Q3 2025
|
St. Clair Advisors, LLC
Mayfield Hts, OH |
SELL
|
- |
-165K- 84.43% |
$22.1M - $23.6M
|
30.5K
$4.29M
|
|
|
Oct 03, 2025
Q3 2025
|
Kfa Private Wealth Group, LLC
|
SELL
|
- |
-1- 0.05% |
$134 - $143
|
1.99K
$280K
|
|
|
Oct 03, 2025
Q3 2025
|
Hcr Wealth Advisors
Los Angeles, CA |
SELL
|
- |
-500- 14.82% |
$66.9K - $71.3K
|
2.87K
$404K
|
|
|
Oct 02, 2025
Q3 2025
|
Gamma Investing LLC
Foster City, CA |
BUY
|
- |
18+ 1.2% |
$2.41K - $2.57K
|
1.52K
$214K
|
|
|
Oct 02, 2025
Q3 2025
|
Breakwater Investment Management
Seattle, WA |
SELL
|
- |
-10- 0.64% |
$1.34K - $1.43K
|
1.55K
$218K
|
|
| Q2 2025 | |||||||
|
Nov 21, 2025
Q2 2025
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
784K+ 34.45% |
$92.8M - $106M
|
3.06M
$430M
|
|
|
Nov 19, 2025
Q2 2025
|
Lom Asset Management LTD
Hamilton, |
SELL
|
- |
-130- 0.97% |
$15.4K - $17.5K
|
13.3K
$1.87M
|
|
|
Nov 14, 2025
Q2 2025
|
North Rock Partners, LLC
|
SELL
|
- |
-1.24K- 10.44% |
$147K - $167K
|
10.6K
$1.5M
|
|
|
Nov 10, 2025
Q2 2025
|
Flaharty Asset Management, LLC
|
BUY
|
- |
854+ 5.2% |
$101K - $115K
|
17.3K
$2.43M
|
|
|
Oct 17, 2025
Q2 2025
|
Hm Payson & CO
Portland, ME |
BUY
|
- |
544+ 6.87% |
$64.4K - $73.4K
|
8.46K
$1.19M
|
|
|
Oct 08, 2025
Q2 2025
|
Simon Quick Advisors, LLC
|
SELL
|
- |
-617- 2.56% |
$73K - $83.2K
|
23.5K
$3.3M
|
|
|
Aug 29, 2025
Q2 2025
|
Total Investment Management Inc
Scottsdale, AZ |
BUY
|
- |
222New |
$26.3K - $29.9K
|
222
$31.2K
|
|
|
Aug 29, 2025
Q2 2025
|
Evolution Wealth Management Inc.
Fort Myers, FL |
BUY
|
- |
1.2KNew |
$142K - $162K
|
1.2K
$169K
|
|