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 |
|---|---|---|---|---|---|---|---|
|
Nov 14, 2024
Q3 2024
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
375+ 0.44% |
$45K - $50.9K
|
85.9K
$11.4M
|
|
|
Nov 14, 2024
Q3 2024
|
Old Mission Capital LLC
|
BUY
|
- |
3.38KNew |
$405K - $458K
|
3.38K
$447K
|
|
|
Nov 14, 2024
Q3 2024
|
Integrated Wealth Concepts LLC
|
BUY
|
- |
1.38K+ 2.19% |
$166K - $188K
|
64.7K
$8.57M
|
|
|
Nov 14, 2024
Q3 2024
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
11.7K+ 4.03% |
$1.4M - $1.59M
|
301K
$39.9M
|
|
|
Nov 14, 2024
Q3 2024
|
Perennial Investment Advisors, LLC
Los Angeles, CA |
BUY
|
- |
1.8KNew |
$216K - $245K
|
1.8K
$239K
|
|
|
Nov 14, 2024
Q3 2024
|
New Edge Advisors, LLC
New Orleans, LA |
SELL
|
- |
-30- 0.04% |
$3.6K - $4.07K
|
75.7K
$10M
|
|
|
Nov 14, 2024
Q3 2024
|
Level Four Advisory Services, LLC
Dallas, TX |
BUY
|
- |
10.6K+ 107.2% |
$1.27M - $1.44M
|
20.4K
$2.71M
|
|
|
Nov 14, 2024
Q3 2024
|
Chevy Chase Trust Holdings, Inc.
Bethesda, MD |
BUY
|
- |
1.49KNew |
$179K - $202K
|
1.49K
$197K
|
|
|
Nov 14, 2024
Q3 2024
|
Lee Financial CO
Dallas, TX |
SELL
|
- |
-25.3K- 28.28% |
$3.03M - $3.43M
|
64.1K
$8.49M
|
|
|
Nov 14, 2024
Q3 2024
|
Banco De Sabadell, S.A
Miami, FL |
BUY
|
- |
590+ 2.83% |
$70.8K - $80.1K
|
21.4K
$2.84M
|
|
|
Nov 14, 2024
Q3 2024
|
Fairview Capital Investment Management, LLC
Greenbrae, CA |
BUY
|
- |
4.98KNew |
$597K - $675K
|
4.98K
$659K
|
|
|
Nov 14, 2024
Q3 2024
|
Stonebridge Capital Advisors LLC
St Paul, MN |
SELL
|
- |
-1.31K- 6.36% |
$157K - $178K
|
19.3K
$2.56M
|
|
|
Nov 14, 2024
Q3 2024
|
Lido Advisors, LLC
Los Angeles, CA |
SELL
|
- |
-3K- 4.25% |
$360K - $407K
|
67.6K
$8.95M
|
|
|
Nov 14, 2024
Q3 2024
|
Two Sigma Investments, LP
New York, NY |
BUY
|
- |
92.5K+ 1301.17% |
$11.1M - $12.6M
|
99.6K
$13.2M
|
|
|
Nov 14, 2024
Q3 2024
|
Equitable Holdings, Inc.
New York, NY |
BUY
|
- |
2.49K+ 2.74% |
$299K - $338K
|
93.2K
$12.4M
|
|
|
Nov 14, 2024
Q3 2024
|
Pinnacle Family Advisors, LLC
Springfield, MO |
BUY
|
- |
9.85K+ 175.41% |
$1.18M - $1.34M
|
15.5K
$2.05M
|
|
|
Nov 14, 2024
Q3 2024
|
Keebeck Wealth Management, LLC
Chicago, IL |
BUY
|
- |
2.21K+ 6.72% |
$265K - $300K
|
35.1K
$4.65M
|
|
|
Nov 14, 2024
Q3 2024
|
First Manhattan CO
New York, NY |
BUY
|
- |
540+ 11.64% |
$64.8K - $73.3K
|
5.18K
$686K
|
|
|
Nov 14, 2024
Q3 2024
|
Ameriprise Financial Inc
Minneapolis, MN |
BUY
|
- |
5.97K+ 1.27% |
$716K - $810K
|
477K
$63.2M
|
|
|
Nov 14, 2024
Q3 2024
|
Neuberger Berman Group LLC
New York, NY |
BUY
|
- |
5+ 0.25% |
$600 - $679
|
2.03K
$269K
|
|
|
Nov 14, 2024
Q3 2024
|
Stifel Financial Corp
St. Louis, MO |
SELL
|
- |
-4.03K- 1.43% |
$483K - $547K
|
277K
$36.7M
|
|
|
Nov 14, 2024
Q3 2024
|
Squarepoint Ops LLC
New York, NY |
SELL
|
- |
-525- 6.64% |
$63K - $71.3K
|
7.38K
$978K
|
|
|
Nov 14, 2024
Q3 2024
|
Squarepoint Ops LLC
New York, NY |
SELL
|
PUT |
-1.8K- 27.27% |
$216K - $244K
|
4.8K
$636K
|
|
|
Nov 14, 2024
Q3 2024
|
Alliancebernstein L.P.
New York, NY |
BUY
|
- |
649+ 2.46% |
$77.9K - $88.1K
|
27K
$3.58M
|
|
|
Nov 14, 2024
Q3 2024
|
Quantinno Capital Management LP
New York, NY |
BUY
|
- |
492+ 4.84% |
$59K - $66.8K
|
10.7K
$1.41M
|
|
|
Nov 14, 2024
Q3 2024
|
Silvercrest Asset Management Group LLC
New York, NY |
BUY
|
- |
2.44KNew |
$293K - $331K
|
2.44K
$323K
|
|
|
Nov 14, 2024
Q3 2024
|
Arrowroot Family Office, LLC
Marina Del Rey, CA |
SELL
|
- |
-945- 16.66% |
$113K - $128K
|
4.73K
$627K
|
|
|
Nov 14, 2024
Q3 2024
|
Fox Hill Wealth Management
Dedham, MA |
SELL
|
- |
-2- 0.02% |
$240 - $271
|
11.1K
$1.47M
|
|
|
Nov 14, 2024
Q3 2024
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
175K+ 2.15% |
$21M - $23.8M
|
8.33M
$1.1B
|
|
|
Nov 14, 2024
Q3 2024
|
Morgan Stanley
New York, NY |
BUY
|
- |
48.5K+ 0.79% |
$5.82M - $6.58M
|
6.21M
$823M
|
|
|
Nov 14, 2024
Q3 2024
|
Atlantic Union Bankshares Corp
|
BUY
|
- |
1.52KNew |
$182K - $206K
|
1.52K
$201K
|
|
|
Nov 14, 2024
Q3 2024
|
Regions Financial Corp
|
SELL
|
- |
-514- 3.53% |
$61.7K - $69.8K
|
14K
$1.86M
|
|
|
Nov 14, 2024
Q3 2024
|
Nbt Bank N A
|
SELL
|
- |
-286- 14.31% |
$34.3K - $38.8K
|
1.71K
$227K
|
|
|
Nov 14, 2024
Q3 2024
|
Paradigm Financial Partners, LLC
|
BUY
|
- |
303+ 13.9% |
$36.4K - $41.1K
|
2.48K
$329K
|
|
|
Nov 14, 2024
Q3 2024
|
Kingfisher Capital LLC
|
BUY
|
- |
7+ 0.28% |
$840 - $950
|
2.49K
$330K
|
|
|
Nov 14, 2024
Q3 2024
|
Bw Gestao De Investimentos Ltda.
|
BUY
|
- |
79.9KNew |
$9.59M - $10.9M
|
79.9K
$10.6M
|
|
|
Nov 14, 2024
Q3 2024
|
Tradition Wealth Management, LLC
|
BUY
|
- |
512+ 2.0% |
$61.4K - $69.5K
|
26.1K
$3.46M
|
|
|
Nov 14, 2024
Q3 2024
|
Ae Wealth Management LLC
|
SELL
|
- |
-1- 0.01% |
$120 - $136
|
8.25K
$1.09M
|
|
|
Nov 14, 2024
Q3 2024
|
Ascent Group, LLC
|
SELL
|
- |
-194- 9.81% |
$23.3K - $26.3K
|
1.78K
$236K
|
|
|
Nov 14, 2024
Q3 2024
|
Firestone Capital Management
|
BUY
|
- |
1.6KNew |
$192K - $217K
|
1.6K
$212K
|
|
|
Nov 14, 2024
Q3 2024
|
Reynders Mc Veigh Capital Management, LLC
|
BUY
|
- |
1.57KNew |
$188K - $213K
|
1.57K
$208K
|
|
|
Nov 14, 2024
Q3 2024
|
Keel Point, LLC
Huntsville, AL |
BUY
|
- |
72+ 0.65% |
$8.64K - $9.77K
|
11.1K
$1.47M
|
|
|
Nov 14, 2024
Q3 2024
|
Cobblestone Capital Advisors LLC
Rochester, NY |
SELL
|
- |
-525- 22.78% |
$63K - $71.3K
|
1.78K
$236K
|
|
|
Nov 14, 2024
Q3 2024
|
Bokf, Na
Tulsa, OK |
SELL
|
- |
-3.46K- 4.35% |
$415K - $470K
|
76K
$10.1M
|
|
|
Nov 14, 2024
Q3 2024
|
Morse Asset Management, Inc
Darien, CT |
BUY
|
- |
682New |
$81.8K - $92.6K
|
682
$90.4K
|
|
|
Nov 14, 2024
Q3 2024
|
Allegheny Financial Group LTD
Pittsburgh, PA |
BUY
|
- |
5+ 0.26% |
$600 - $679
|
1.89K
$251K
|
|
|
Nov 14, 2024
Q3 2024
|
Synovus Financial Corp
Columbus, GA |
BUY
|
- |
4.55K+ 2.17% |
$546K - $617K
|
214K
$28.3M
|
|
|
Nov 14, 2024
Q3 2024
|
Flow Traders U.S. LLC
New York, NY |
SELL
|
- |
-31.3K- 82.58% |
$3.75M - $4.24M
|
6.6K
$874K
|
|
|
Nov 14, 2024
Q3 2024
|
Snowden Capital Advisors LLC
New York, NY |
SELL
|
- |
-636- 2.95% |
$76.3K - $86.3K
|
20.9K
$2.78M
|
|
|
Nov 14, 2024
Q3 2024
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
SELL
|
- |
-1.38K- 1.44% |
$165K - $187K
|
94.2K
$12.5M
|