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 |
|---|---|---|---|---|---|---|---|
|
Aug 09, 2024
Q2 2024
|
Davis R M Inc
Portland, ME |
SELL
|
- |
-160- 5.06% |
$18.5K - $20.1K
|
3K
$396K
|
|
|
Aug 09, 2024
Q2 2024
|
Bradley Foster & Sargent Inc
Hartford, CT |
SELL
|
- |
-75- 1.17% |
$8.68K - $9.43K
|
6.35K
$838K
|
|
|
Aug 09, 2024
Q2 2024
|
Wealth Alliance
Mellville, NY |
BUY
|
- |
3.76K+ 66.12% |
$436K - $473K
|
9.46K
$1.25M
|
|
|
Aug 09, 2024
Q2 2024
|
Edgestream Partners, L.P.
Princeton, NJ |
BUY
|
- |
1.85KNew |
$214K - $232K
|
1.85K
$244K
|
|
|
Aug 08, 2024
Q2 2024
|
Northwest Bancshares, Inc.
Warren, PA |
BUY
|
- |
5+ 0.21% |
$579 - $629
|
2.42K
$319K
|
|
|
Aug 08, 2024
Q2 2024
|
Zions Bancorporation, N.A.
|
BUY
|
- |
3.39KNew |
$392K - $426K
|
3.39K
$447K
|
|
|
Aug 08, 2024
Q2 2024
|
Abbrea Capital, LLC
|
SELL
|
- |
-200- 2.07% |
$23.1K - $25.2K
|
9.47K
$1.25M
|
|
|
Aug 08, 2024
Q2 2024
|
Manchester Capital Management LLC
Manchester, VT |
SELL
|
- |
-14.9K- 99.43% |
$1.72M - $1.87M
|
85
$11.2K
|
|
|
Aug 08, 2024
Q2 2024
|
Element Wealth, LLC
|
BUY
|
- |
32+ 2.29% |
$3.7K - $4.02K
|
1.43K
$189K
|
|
|
Aug 08, 2024
Q2 2024
|
1 St Source Bank
|
BUY
|
- |
3.95KNew |
$457K - $496K
|
3.95K
$521K
|
|
|
Aug 08, 2024
Q2 2024
|
Ica Group Wealth Management, LLC
Denver, CO |
SELL
|
- |
-1.62K- 82.92% |
$187K - $203K
|
333
$43.9K
|
|
|
Aug 07, 2024
Q2 2024
|
Farmers & Merchants Trust CO Of Long Beach
|
SELL
|
- |
-131- 2.06% |
$15.2K - $16.5K
|
6.23K
$822K
|
|
|
Aug 07, 2024
Q2 2024
|
Biltmore Family Office, LLC
|
BUY
|
- |
643+ 31.77% |
$74.4K - $80.9K
|
2.67K
$352K
|
|
|
Aug 07, 2024
Q2 2024
|
Angeles Wealth Management, LLC
|
SELL
|
- |
-533- 33.33% |
$61.7K - $67K
|
1.07K
$141K
|
|
|
Aug 06, 2024
Q2 2024
|
Sandy Spring Bank
|
SELL
|
- |
-175- 5.69% |
$20.3K - $22K
|
2.9K
$383K
|
|
|
Aug 06, 2024
Q2 2024
|
North Rock Partners, LLC
|
SELL
|
- |
-469- 12.37% |
$54.3K - $59K
|
3.32K
$438K
|
|
|
Aug 06, 2024
Q2 2024
|
Svb Wealth LLC
Boston, MA |
SELL
|
- |
-4.98K- 15.88% |
$576K - $626K
|
26.4K
$3.48M
|
|
|
Aug 06, 2024
Q2 2024
|
Cherry Tree Wealth Management, LLC
Minnetonka, MN |
SELL
|
- |
-1.52K- 57.0% |
$176K - $191K
|
1.15K
$151K
|
|
|
Aug 06, 2024
Q2 2024
|
Pacific Capital Wealth Advisors, Inc
|
BUY
|
- |
2.21KNew |
$256K - $278K
|
2.21K
$291K
|
|
|
Aug 06, 2024
Q2 2024
|
First Foundation Advisors
Irvine, CA |
SELL
|
- |
-244- 12.04% |
$28.2K - $30.7K
|
1.78K
$235K
|
|
|
Aug 06, 2024
Q2 2024
|
Morgan Dempsey Capital Management LLC
Menomonee Falls, WI |
BUY
|
- |
2.31KNew |
$267K - $291K
|
2.31K
$305K
|
|
|
Aug 06, 2024
Q2 2024
|
Chris Bulman Inc
Roseville, CA |
BUY
|
- |
100New |
$11.6K - $12.6K
|
100
$13.2K
|
|
|
Aug 06, 2024
Q2 2024
|
Arlington Trust CO LLC
Birmingham, AL |
SELL
|
- |
-1- -0.0% |
$116 - $126
|
22K
$2.9M
|
|
|
Aug 06, 2024
Q2 2024
|
Caprock Group, Inc.
|
BUY
|
- |
100+ 3.01% |
$11.6K - $12.6K
|
3.43K
$452K
|
|
|
Aug 06, 2024
Q2 2024
|
W Advisors, LLC
Germantown, TN |
SELL
|
- |
-236- 3.66% |
$27.3K - $29.7K
|
6.21K
$819K
|
|
|
Aug 06, 2024
Q2 2024
|
Hcr Wealth Advisors
Los Angeles, CA |
BUY
|
- |
237+ 7.21% |
$27.4K - $29.8K
|
3.52K
$465K
|
|
|
Aug 05, 2024
Q2 2024
|
Bbr Partners, LLC
New York, NY |
SELL
|
- |
-9.21K- 70.11% |
$1.07M - $1.16M
|
3.93K
$518K
|
|
|
Aug 05, 2024
Q2 2024
|
Farmers & Merchants Investments Inc
|
BUY
|
- |
3.2K+ 3331.25% |
$370K - $402K
|
3.29K
$435K
|
|
|
Aug 02, 2024
Q2 2024
|
Kovack Advisors, Inc.
|
SELL
|
- |
-192- 10.3% |
$22.2K - $24.1K
|
1.67K
$221K
|
|
|
Aug 01, 2024
Q2 2024
|
Hunter Associates Investment Management LLC
Pittsburgh, PA |
SELL
|
- |
-434- 8.84% |
$50.2K - $54.6K
|
4.48K
$591K
|
|
|
Aug 01, 2024
Q2 2024
|
Evermay Wealth Management LLC
Arlington, VA |
SELL
|
- |
-40- 0.79% |
$4.63K - $5.03K
|
5.02K
$662K
|
|
|
Aug 01, 2024
Q2 2024
|
Vision Point Advisory Group, LLC
Dallas, TX |
SELL
|
- |
-35- 3.33% |
$4.05K - $4.4K
|
1.02K
$134K
|
|
|
Aug 01, 2024
Q2 2024
|
Klingenstein Fields & CO LP
|
SELL
|
- |
-1.84K- 46.83% |
$213K - $231K
|
2.09K
$275K
|
|
|
Aug 01, 2024
Q2 2024
|
Tortoise Investment Management, LLC
|
BUY
|
- |
187+ 17.03% |
$21.6K - $23.5K
|
1.29K
$170K
|
|
|
Aug 01, 2024
Q2 2024
|
Advanced Asset Management Advisors Inc
Dublin, OH |
SELL
|
- |
-5- 1.42% |
$579 - $629
|
348
$45.9K
|
|
|
Aug 01, 2024
Q2 2024
|
Octavia Wealth Advisors, LLC
|
BUY
|
- |
1.69KNew |
$196K - $213K
|
1.69K
$223K
|
|
|
Jul 31, 2024
Q2 2024
|
Henrickson Nauta Wealth Advisors, Inc.
Belmont, MI |
BUY
|
- |
841+ 40.57% |
$97.3K - $106K
|
2.91K
$385K
|
|
|
Jul 31, 2024
Q2 2024
|
Obermeyer Wood Investment Counsel, Lllp
Aspen, CO |
SELL
|
- |
-45- 1.57% |
$5.21K - $5.66K
|
2.82K
$372K
|
|
|
Jul 30, 2024
Q2 2024
|
Ifp Advisors, Inc
|
BUY
|
- |
180+ 1.27% |
$20.8K - $22.6K
|
14.3K
$1.89M
|
|
|
Jul 30, 2024
Q2 2024
|
Platform Technology Partners
|
BUY
|
- |
1+ 0.01% |
$116 - $126
|
8.7K
$1.15M
|
|
|
Jul 30, 2024
Q2 2024
|
Private Ocean, LLC
|
BUY
|
- |
1K+ 21.89% |
$116K - $126K
|
5.57K
$735K
|
|
|
Jul 30, 2024
Q2 2024
|
Cassaday & CO Wealth Management LLC
Mclean, VA |
BUY
|
- |
1.02K+ 23.09% |
$118K - $129K
|
5.45K
$719K
|
|
|
Jul 30, 2024
Q2 2024
|
Integrity Financial Corp
|
SELL
|
- |
-100- 8.7% |
$11.6K - $12.6K
|
1.05K
$139K
|
|
|
Jul 30, 2024
Q2 2024
|
Jmg Financial Group, Ltd.
|
BUY
|
- |
679+ 6.33% |
$78.6K - $85.4K
|
11.4K
$1.5M
|
|
|
Jul 30, 2024
Q2 2024
|
Sabal Trust CO
|
SELL
|
- |
-300- 8.71% |
$34.7K - $37.7K
|
3.15K
$415K
|
|
|
Jul 30, 2024
Q2 2024
|
Rothschild Investment LLC
Chicago, IL |
BUY
|
- |
1.84KNew |
$213K - $231K
|
1.84K
$243K
|
|
|
Jul 29, 2024
Q2 2024
|
Bfsg, LLC
|
SELL
|
- |
-30- 54.55% |
$3.47K - $3.77K
|
25
$3.3K
|
|
|
Jul 29, 2024
Q2 2024
|
Modera Wealth Management, LLC
|
BUY
|
- |
341+ 5.2% |
$39.5K - $42.9K
|
6.9K
$911K
|
|
|
Jul 29, 2024
Q2 2024
|
Vantage Investment Partners, LLC
|
SELL
|
- |
-1.21K- 29.91% |
$140K - $153K
|
2.85K
$375K
|
|
|
Jul 29, 2024
Q2 2024
|
Crossmark Global Holdings, Inc.
|
SELL
|
- |
-2.14K- 13.03% |
$247K - $269K
|
14.3K
$1.88M
|