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 |
|---|---|---|---|---|---|---|---|
|
Jan 07, 2026
Q4 2025
|
Tru Wealth Advisors, LLC
|
BUY
|
- |
11+ 0.17% |
$1.52K - $1.57K
|
6.37K
$896K
|
|
|
Jan 07, 2026
Q4 2025
|
Tcp Asset Management, LLC
Columbus, OH |
BUY
|
- |
9+ 0.17% |
$1.24K - $1.29K
|
5.26K
$739K
|
|
|
Jan 07, 2026
Q4 2025
|
Capital Advantage, Inc.
|
BUY
|
- |
109+ 1.78% |
$15.1K - $15.6K
|
6.23K
$876K
|
|
|
Jan 07, 2026
Q4 2025
|
Yeomans Consulting Group, Inc.
Marietta, GA |
BUY
|
- |
270+ 1.8% |
$37.3K - $38.6K
|
15.2K
$2.14M
|
|
|
Jan 07, 2026
Q4 2025
|
Precedent Wealth Partners, LLC
Houston, TX |
BUY
|
- |
140+ 1.25% |
$19.3K - $20K
|
11.3K
$1.59M
|
|
|
Jan 07, 2026
Q4 2025
|
Sagespring Wealth Partners, LLC
Franklin, TN |
BUY
|
- |
365+ 22.63% |
$50.4K - $52.2K
|
1.98K
$278K
|
|
|
Jan 07, 2026
Q4 2025
|
Baring Financial LLC
Bellingham, WA |
SELL
|
- |
-15- 0.44% |
$2.07K - $2.15K
|
3.39K
$477K
|
|
|
Jan 07, 2026
Q4 2025
|
Next Level Private LLC
Harrison, NY |
SELL
|
- |
-650- 8.87% |
$89.8K - $93K
|
6.68K
$939K
|
|
|
Jan 07, 2026
Q4 2025
|
Lakeridge Wealth Management LLC
Mentor, OH |
SELL
|
- |
-1.97K- 29.58% |
$272K - $282K
|
4.69K
$659K
|
|
|
Jan 07, 2026
Q4 2025
|
Harbor Investment Advisory, LLC
|
BUY
|
- |
167+ 1.47% |
$23.1K - $23.9K
|
11.5K
$1.62M
|
|
|
Jan 07, 2026
Q4 2025
|
Massmutual Trust CO Fsb
|
BUY
|
- |
3.02K+ 57.1% |
$416K - $431K
|
8.3K
$1.17M
|
|
|
Jan 07, 2026
Q4 2025
|
Cahaba Wealth Management, Inc.
|
BUY
|
- |
28+ 0.71% |
$3.87K - $4.01K
|
3.99K
$561K
|
|
|
Jan 07, 2026
Q4 2025
|
Procyon Advisors, LLC
|
BUY
|
- |
571+ 15.83% |
$78.9K - $81.7K
|
4.18K
$588K
|
|
|
Jan 07, 2026
Q4 2025
|
Northside Capital Management, LLC
|
SELL
|
- |
-5.67K- 0.86% |
$784K - $812K
|
654K
$92M
|
|
|
Jan 07, 2026
Q4 2025
|
Henrickson Nauta Wealth Advisors, Inc.
Belmont, MI |
BUY
|
- |
2.69K+ 97.96% |
$371K - $384K
|
5.43K
$763K
|
|
|
Jan 07, 2026
Q4 2025
|
Magnus Financial Group LLC
New York, NY |
SELL
|
- |
-131- 0.83% |
$18.1K - $18.7K
|
15.7K
$2.21M
|
|
|
Jan 07, 2026
Q4 2025
|
Charis Legacy Partners, LLC
Bryan, TX |
BUY
|
- |
1.87KNew |
$258K - $268K
|
1.87K
$263K
|
|
|
Jan 06, 2026
Q4 2025
|
Investors Research Corp
|
SELL
|
- |
-75- 1.7% |
$10.4K - $10.7K
|
4.33K
$610K
|
|
|
Jan 06, 2026
Q4 2025
|
First Citizens Financial Corp
|
SELL
|
- |
-49- 0.82% |
$6.77K - $7.01K
|
5.91K
$832K
|
|
|
Jan 06, 2026
Q4 2025
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
SELL
|
- |
-902- 13.74% |
$125K - $129K
|
5.66K
$796K
|
|
|
Jan 06, 2026
Q4 2025
|
Freedom Financial Partners LLC
Oakdale, MN |
SELL
|
- |
-544- 5.75% |
$75.1K - $77.9K
|
8.92K
$1.25M
|
|
|
Jan 06, 2026
Q4 2025
|
Chemistry Wealth Management LLC
New York, NY |
SELL
|
- |
-17- 1.03% |
$2.35K - $2.43K
|
1.64K
$231K
|
|
|
Jan 06, 2026
Q4 2025
|
Ransom Advisory, LTD
Providence, RI |
BUY
|
- |
190New |
$26.2K - $27.2K
|
190
$26.7K
|
|
|
Jan 06, 2026
Q4 2025
|
Sage Capital Advisors,Llc
|
SELL
|
- |
-7- 0.24% |
$967 - $1K
|
2.91K
$409K
|
|
|
Jan 05, 2026
Q4 2025
|
Roxbury Financial LLC
Mount Arlington, NJ |
BUY
|
- |
9+ 2.41% |
$1.24K - $1.29K
|
382
$53.7K
|
|
|
Jan 05, 2026
Q4 2025
|
Goal Vest Advisory LLC
|
BUY
|
- |
5.66K+ 96.72% |
$782K - $811K
|
11.5K
$1.62M
|
|
|
Jan 05, 2026
Q4 2025
|
Park Avenue Securities LLC
|
BUY
|
- |
4.51K+ 40.15% |
$622K - $645K
|
15.7K
$2.21M
|
|
|
Jan 05, 2026
Q4 2025
|
Park National Corp
|
BUY
|
- |
300+ 1.78% |
$41.4K - $42.9K
|
17.1K
$2.41M
|
|
|
Jan 02, 2026
Q4 2025
|
Global Wealth Strategies & Associates
Denver, CO |
SELL
|
- |
-8- 29.63% |
$1.1K - $1.14K
|
19
$2.67K
|
|
|
Jan 02, 2026
Q4 2025
|
Insight Wealth Strategies, LLC
San Ramon, CA |
SELL
|
- |
-288- 8.42% |
$39.8K - $41.2K
|
3.13K
$441K
|
|
| Q3 2025 | |||||||
|
Jan 13, 2026
Q3 2025
|
Sanctuary Advisors, LLC
Indianapolis, IN |
BUY
|
- |
24.3K+ 54.51% |
$3.25M - $3.46M
|
68.9K
$9.68M
|
|
|
Jan 06, 2026
Q3 2025
|
Tucker Asset Management LLC
Littleton, CO |
BUY
|
- |
1.52K+ 1489.22% |
$203K - $217K
|
1.62K
$228K
|
|
|
Dec 29, 2025
Q3 2025
|
Cape Investment Advisory, Inc.
Mcdonough, GA |
SELL
|
- |
-500- 71.43% |
$66.9K - $71.3K
|
200
$28.1K
|
|
|
Dec 16, 2025
Q3 2025
|
Keel Point, LLC
Huntsville, AL |
BUY
|
- |
43+ 0.43% |
$5.76K - $6.13K
|
9.96K
$1.4M
|
|
|
Dec 15, 2025
Q3 2025
|
Farmers National Bank
Danville, KY |
BUY
|
- |
544+ 5.51% |
$72.8K - $77.6K
|
10.4K
$1.46M
|
|
|
Dec 02, 2025
Q3 2025
|
Ifp Advisors, Inc
|
SELL
|
- |
-929- 2.11% |
$124K - $132K
|
43.2K
$6.07M
|
|
|
Dec 02, 2025
Q3 2025
|
Allworth Financial LP
|
BUY
|
- |
675+ 2.45% |
$90.4K - $96.2K
|
28.2K
$3.96M
|
|
|
Nov 21, 2025
Q3 2025
|
Watts Gwilliam & Co., LLC
Gilbert, AZ |
BUY
|
- |
42+ 0.36% |
$5.62K - $5.99K
|
11.6K
$1.63M
|
|
|
Nov 21, 2025
Q3 2025
|
Cibc Private Wealth Group, LLC
|
SELL
|
- |
-1.5K- 2.48% |
$200K - $213K
|
58.9K
$8.29M
|
|
|
Nov 20, 2025
Q3 2025
|
Mayport, LLC
|
BUY
|
- |
3+ 0.08% |
$402 - $428
|
3.73K
$524K
|
|
|
Nov 20, 2025
Q3 2025
|
Asset Dedication, LLC
|
BUY
|
- |
16+ 0.13% |
$2.14K - $2.28K
|
12.4K
$1.75M
|
|
|
Nov 20, 2025
Q3 2025
|
Bryn Mawr Trust CO
Bryn Mawr, PA |
SELL
|
- |
-14.6K- 66.78% |
$1.95M - $2.08M
|
7.24K
$1.02M
|
|
|
Nov 20, 2025
Q3 2025
|
Centaurus Financial, Inc.
|
SELL
|
- |
-953- 18.8% |
$128K - $136K
|
4.12K
$579K
|
|
|
Nov 19, 2025
Q3 2025
|
Regions Financial Corp
|
BUY
|
- |
13.5KNew |
$1.81M - $1.92M
|
13.5K
$1.9M
|
|
|
Nov 19, 2025
Q3 2025
|
Coldstream Capital Management Inc
|
SELL
|
- |
-1.42K- 9.2% |
$190K - $203K
|
14K
$1.97M
|
|
|
Nov 19, 2025
Q3 2025
|
Captrust Financial Advisors
Raleigh, NC |
BUY
|
- |
210+ 0.23% |
$28.1K - $29.9K
|
90.6K
$12.7M
|
|
|
Nov 19, 2025
Q3 2025
|
Sunbelt Securities, Inc.
Houston, TX |
SELL
|
- |
-8.96K- 55.0% |
$1.2M - $1.28M
|
7.33K
$1.03M
|
|
|
Nov 19, 2025
Q3 2025
|
First Commonwealth Financial Corp
Indiana, PA |
BUY
|
- |
14.4KNew |
$1.93M - $2.05M
|
14.4K
$2.02M
|
|
|
Nov 18, 2025
Q3 2025
|
Vertex Planning Partners, LLC
Downers Grove, IL |
BUY
|
- |
24+ 0.23% |
$3.21K - $3.42K
|
10.4K
$1.47M
|
|
|
Nov 18, 2025
Q3 2025
|
Raab & Moskowitz Asset Management LLC
Chatham, NJ |
BUY
|
- |
3.43K+ 5.76% |
$460K - $490K
|
63K
$8.86M
|
|