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 12, 2025
Q2 2025
|
Umpqua Bank
Lake Oswego, OR |
BUY
|
- |
1.57KNew |
$186K - $212K
|
1.57K
$221K
|
|
|
Aug 12, 2025
Q2 2025
|
Marshall & Sterling Wealth Advisors Inc.
Poughkeepsie, NY |
BUY
|
- |
1+ 0.15% |
$118 - $135
|
661
$93K
|
|
|
Aug 12, 2025
Q2 2025
|
Park Square Financial Group, LLC
Roswell, GA |
BUY
|
- |
1+ 0.63% |
$118 - $135
|
161
$22.6K
|
|
|
Aug 12, 2025
Q2 2025
|
Wambolt & Associates, LLC
|
SELL
|
- |
-33- 0.73% |
$3.91K - $4.45K
|
4.48K
$630K
|
|
|
Aug 12, 2025
Q2 2025
|
Winnow Wealth LLC
Waco, TX |
BUY
|
- |
633New |
$74.9K - $85.4K
|
633
$89K
|
|
|
Aug 11, 2025
Q2 2025
|
Great Lakes Advisors, LLC
Chicago, IL |
SELL
|
- |
-691- 30.97% |
$81.8K - $93.2K
|
1.54K
$217K
|
|
|
Aug 11, 2025
Q2 2025
|
Elequin Capital LP
New York, NY |
BUY
|
- |
518New |
$61.3K - $69.9K
|
518
$72.9K
|
|
|
Aug 11, 2025
Q2 2025
|
Strategic Wealth Partners, Ltd.
Independence, OH |
SELL
|
- |
-830- 20.27% |
$98.2K - $112K
|
3.26K
$459K
|
|
|
Aug 11, 2025
Q2 2025
|
Alterna Wealth Management, Inc
Houston, TX |
SELL
|
- |
-12- 0.15% |
$1.42K - $1.62K
|
7.96K
$1.12M
|
|
|
Aug 11, 2025
Q2 2025
|
North Forty Two & Co.
Lake Oswego, OR |
BUY
|
- |
75+ 1.55% |
$8.88K - $10.1K
|
4.9K
$689K
|
|
|
Aug 11, 2025
Q2 2025
|
Morling Financial Advisors, LLC
|
BUY
|
- |
1.31KNew |
$155K - $176K
|
1.31K
$184K
|
|
|
Aug 08, 2025
Q2 2025
|
Td Capital Management LLC
Memphis, TN |
BUY
|
- |
1+ 1.37% |
$118 - $135
|
74
$10.4K
|
|
|
Aug 08, 2025
Q2 2025
|
Good Life Advisors, LLC
|
SELL
|
- |
-9- 0.18% |
$1.07K - $1.21K
|
5.11K
$718K
|
|
|
Aug 08, 2025
Q2 2025
|
Mv Capital Management, Inc.
|
SELL
|
- |
-412- 1.22% |
$48.8K - $55.6K
|
33.4K
$4.69M
|
|
|
Aug 08, 2025
Q2 2025
|
Grandfield & Dodd, LLC
|
BUY
|
- |
1.9KNew |
$225K - $256K
|
1.9K
$267K
|
|
|
Aug 08, 2025
Q2 2025
|
Wealth Shield Partners, LLC
Cary, NC |
BUY
|
- |
285+ 31.88% |
$33.7K - $38.4K
|
1.18K
$166K
|
|
|
Aug 08, 2025
Q2 2025
|
Gts Securities LLC
New York, NY |
BUY
|
- |
21.4KNew |
$2.53M - $2.88M
|
21.4K
$3M
|
|
|
Aug 08, 2025
Q2 2025
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
6.27K+ 5.99% |
$742K - $845K
|
111K
$15.6M
|
|
|
Aug 08, 2025
Q2 2025
|
Union Savings Bank
Litchfield, CT |
SELL
|
- |
-39- 0.29% |
$4.62K - $5.26K
|
13.2K
$1.86M
|
|
|
Aug 08, 2025
Q2 2025
|
Sculati Wealth Management, LLC
Bloomfield Hills, MI |
SELL
|
- |
-1.72K- 19.73% |
$204K - $232K
|
7K
$984K
|
|
|
Aug 08, 2025
Q2 2025
|
Parker Investment Management, LLC
|
BUY
|
- |
3.85KNew |
$456K - $519K
|
3.85K
$541K
|
|
|
Aug 07, 2025
Q2 2025
|
Ironwood Investment Counsel, LLC
|
BUY
|
- |
263+ 10.76% |
$31.1K - $35.5K
|
2.71K
$381K
|
|
|
Aug 07, 2025
Q2 2025
|
Nwam LLC
Mercer Island, WA |
SELL
|
- |
-698- 6.61% |
$82.6K - $94.1K
|
9.87K
$1.39M
|
|
|
Aug 07, 2025
Q2 2025
|
Davis R M Inc
Portland, ME |
BUY
|
- |
188+ 6.99% |
$22.3K - $25.4K
|
2.88K
$405K
|
|
|
Aug 07, 2025
Q2 2025
|
Fidelis Capital Partners, LLC
Tampa, FL |
SELL
|
- |
-1.45K- 9.09% |
$172K - $196K
|
14.5K
$2.04M
|
|
|
Aug 07, 2025
Q2 2025
|
Addison Advisors LLC
|
SELL
|
- |
-30- 16.48% |
$3.55K - $4.05K
|
152
$21.4K
|
|
|
Aug 06, 2025
Q2 2025
|
Hoxton Planning & Management, LLC
Shepherdstown, WV |
BUY
|
- |
1.7KNew |
$201K - $229K
|
1.7K
$238K
|
|
|
Aug 06, 2025
Q2 2025
|
Hallmark Capital Management Inc
|
SELL
|
- |
-203- 49.88% |
$24K - $27.4K
|
204
$28.7K
|
|
|
Aug 06, 2025
Q2 2025
|
Chancellor Financial Group Wb LP
Wilkes Barre, PA |
BUY
|
- |
1+ 0.03% |
$118 - $135
|
3.38K
$476K
|
|
|
Aug 06, 2025
Q2 2025
|
Summit Investment Advisors, Inc.
Hunt Valley, MD |
BUY
|
- |
18+ 0.93% |
$2.13K - $2.43K
|
1.96K
$275K
|
|
|
Aug 06, 2025
Q2 2025
|
Rialto Wealth Management, LLC
Syracuse, NY |
SELL
|
- |
-845- 43.74% |
$100K - $114K
|
1.09K
$153K
|
|
|
Aug 05, 2025
Q2 2025
|
Carson Advisory Inc.
|
SELL
|
- |
-150- 6.95% |
$17.8K - $20.2K
|
2.01K
$283K
|
|
|
Aug 05, 2025
Q2 2025
|
Simplex Trading, LLC
|
BUY
|
- |
1.06K+ 58.3% |
$125K - $143K
|
2.87K
$404K
|
|
|
Aug 05, 2025
Q2 2025
|
Obermeyer Wood Investment Counsel, Lllp
Aspen, CO |
SELL
|
- |
-20- 0.71% |
$2.37K - $2.7K
|
2.8K
$394K
|
|
|
Aug 05, 2025
Q2 2025
|
Optivise Advisory Services LLC
Franklin, TN |
BUY
|
- |
183+ 2.93% |
$21.7K - $24.7K
|
6.43K
$904K
|
|
|
Aug 05, 2025
Q2 2025
|
Gps Wealth Strategies Group, LLC
|
BUY
|
- |
11+ 3.01% |
$1.3K - $1.48K
|
376
$52.9K
|
|
|
Aug 05, 2025
Q2 2025
|
First Horizon Advisors, Inc.
|
BUY
|
- |
321+ 2.0% |
$38K - $43.3K
|
16.4K
$2.3M
|
|
|
Aug 04, 2025
Q2 2025
|
Spire Wealth Management
|
SELL
|
- |
-130- 2.83% |
$15.4K - $17.5K
|
4.47K
$628K
|
|
|
Aug 04, 2025
Q2 2025
|
Hantz Financial Services, Inc.
|
BUY
|
- |
2.12KNew |
$250K - $285K
|
2.12K
$298K
|
|
|
Aug 04, 2025
Q2 2025
|
Roble, Belko & Company, Inc
Sewickley, PA |
BUY
|
- |
68New |
$8.05K - $9.17K
|
68
$9.56K
|
|
|
Aug 04, 2025
Q2 2025
|
Summit Investment Advisory Services, LLC
Roseville, MN |
BUY
|
- |
1.96KNew |
$231K - $264K
|
1.96K
$275K
|
|
|
Aug 01, 2025
Q2 2025
|
Y Intercept (Hong Kong) LTD
|
BUY
|
- |
3.58K+ 191.5% |
$424K - $483K
|
5.45K
$767K
|
|
|
Aug 01, 2025
Q2 2025
|
Howard Capital Management Inc.
|
BUY
|
- |
26.8K+ 2.72% |
$3.18M - $3.62M
|
1.01M
$142M
|
|
|
Aug 01, 2025
Q2 2025
|
Biltmore Family Office, LLC
|
SELL
|
- |
-100- 3.75% |
$11.8K - $13.5K
|
2.57K
$361K
|
|
|
Jul 31, 2025
Q2 2025
|
Oak Harbor Wealth Partners, LLC
|
BUY
|
- |
765+ 11.93% |
$90.6K - $103K
|
7.18K
$1.01M
|
|
|
Jul 31, 2025
Q2 2025
|
Richards, Merrill & Peterson, Inc.
Spokane, WA |
SELL
|
- |
-196- 49.49% |
$23.2K - $26.4K
|
200
$28.1K
|
|
|
Jul 31, 2025
Q2 2025
|
Bip Wealth, LLC
Atlanta, GA |
SELL
|
- |
-1.11K- 19.46% |
$131K - $149K
|
4.57K
$643K
|
|
|
Jul 31, 2025
Q2 2025
|
Orion Capital Management LLC
|
SELL
|
- |
-200- 8.58% |
$23.7K - $27K
|
2.13K
$300K
|
|
|
Jul 31, 2025
Q2 2025
|
Strait & Sound Wealth Management LLC
San Francisco, CA |
SELL
|
- |
-16- 0.24% |
$1.89K - $2.16K
|
6.65K
$935K
|
|
|
Jul 30, 2025
Q2 2025
|
Journey Advisory Group, LLC
|
SELL
|
- |
-100- 1.03% |
$11.8K - $13.5K
|
9.62K
$1.35M
|
|