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 |
|---|---|---|---|---|---|---|---|
|
Jul 30, 2025
Q2 2025
|
Smith Thornton Advisors LLC
Huntsville, AL |
SELL
|
- |
-143- 4.18% |
$16.9K - $19.3K
|
3.28K
$461K
|
|
|
Jul 30, 2025
Q2 2025
|
Advantage Trust CO
Salina, KS |
BUY
|
- |
120New |
$14.2K - $16.2K
|
120
$16.9K
|
|
|
Jul 30, 2025
Q2 2025
|
Fogel Capital Management, Inc.
Stuart, FL |
SELL
|
- |
-525- 18.29% |
$62.1K - $70.8K
|
2.35K
$330K
|
|
|
Jul 30, 2025
Q2 2025
|
Caliber Wealth Management, LLC / Ks
Overland Park, KS |
BUY
|
- |
1.64KNew |
$194K - $221K
|
1.64K
$230K
|
|
|
Jul 30, 2025
Q2 2025
|
Castle Wealth Management LLC
|
BUY
|
- |
100+ 4.67% |
$11.8K - $13.5K
|
2.24K
$315K
|
|
|
Jul 30, 2025
Q2 2025
|
Clifford Swan Investment Counsel LLC
|
SELL
|
- |
-200- 7.9% |
$23.7K - $27K
|
2.33K
$328K
|
|
|
Jul 30, 2025
Q2 2025
|
Prosperity Financial Group, Inc.
San Ramon, CA |
BUY
|
- |
1.65KNew |
$195K - $222K
|
1.65K
$232K
|
|
|
Jul 30, 2025
Q2 2025
|
Avion Wealth
The Woodlands, TX |
SELL
|
- |
-198- 9.1% |
$23.4K - $26.7K
|
1.98K
$278K
|
|
|
Jul 29, 2025
Q2 2025
|
Dale Q Rice Investment Management LTD
Vancouver, WA |
SELL
|
- |
-6.26K- 49.81% |
$741K - $844K
|
6.31K
$887K
|
|
|
Jul 29, 2025
Q2 2025
|
Ballast, Inc.
|
BUY
|
- |
31.8KNew |
$3.77M - $4.29M
|
31.8K
$4.48M
|
|
|
Jul 29, 2025
Q2 2025
|
Morgan Dempsey Capital Management LLC
Menomonee Falls, WI |
SELL
|
- |
-446- 85.6% |
$52.8K - $60.1K
|
75
$10.5K
|
|
|
Jul 29, 2025
Q2 2025
|
International Assets Investment Management, LLC
Orlando, FL |
SELL
|
- |
-25.3K- 65.49% |
$3M - $3.41M
|
13.3K
$1.88M
|
|
|
Jul 29, 2025
Q2 2025
|
Sigma Investment Counselors Inc
|
BUY
|
- |
155+ 8.2% |
$18.3K - $20.9K
|
2.05K
$288K
|
|
|
Jul 29, 2025
Q2 2025
|
Altus Wealth Group LLC
Colorado Springs, CO |
BUY
|
- |
1+ 0.05% |
$118 - $135
|
1.94K
$272K
|
|
|
Jul 29, 2025
Q2 2025
|
West Tower Group, LLC
Richmond, VA |
BUY
|
- |
13KNew |
$1.54M - $1.75M
|
13K
$1.83M
|
|
|
Jul 29, 2025
Q2 2025
|
Schnieders Capital Management LLC
|
SELL
|
- |
-100- 2.63% |
$11.8K - $13.5K
|
3.71K
$521K
|
|
|
Jul 29, 2025
Q2 2025
|
Princeton Global Asset Management LLC
|
BUY
|
- |
45+ 180.0% |
$5.33K - $6.07K
|
70
$9.84K
|
|
|
Jul 28, 2025
Q2 2025
|
Sterling Financial Planning, Inc.
|
SELL
|
- |
-12- 0.62% |
$1.42K - $1.62K
|
1.92K
$270K
|
|
|
Jul 28, 2025
Q2 2025
|
Twin Tree Management, LP
Dallas, TX |
SELL
|
CALL |
-283K- 78.7% |
$33.5M - $38.1M
|
76.5K
$10.8M
|
|
|
Jul 28, 2025
Q2 2025
|
Morris Financial Concepts, Inc.
|
SELL
|
- |
-1- 0.25% |
$118 - $135
|
397
$55.8K
|
|
|
Jul 25, 2025
Q2 2025
|
Almanack Investment Partners, Llc.
Wayne, PA |
BUY
|
- |
6.89KNew |
$815K - $929K
|
6.89K
$969K
|
|
|
Jul 25, 2025
Q2 2025
|
Gw Henssler & Associates LTD
|
BUY
|
- |
4.72K+ 4.05% |
$558K - $636K
|
121K
$17M
|
|
|
Jul 25, 2025
Q2 2025
|
Atria Wealth Solutions, Inc.
New York, NY |
SELL
|
- |
-27.9K- 69.48% |
$3.3M - $3.76M
|
12.3K
$1.72M
|
|
|
Jul 24, 2025
Q2 2025
|
Kc Investment Advisors, LLC
Wichita, KS |
SELL
|
- |
-13.4K- 39.23% |
$1.58M - $1.8M
|
20.7K
$2.91M
|
|
|
Jul 24, 2025
Q2 2025
|
Ronald Blue Trust, Inc.
Brentwood, TN |
SELL
|
- |
-1- 0.09% |
$118 - $135
|
1.06K
$149K
|
|
|
Jul 24, 2025
Q2 2025
|
Eastern Bank
|
SELL
|
- |
-740- 10.19% |
$87.6K - $99.8K
|
6.52K
$917K
|
|
|
Jul 24, 2025
Q2 2025
|
First Fiduciary Investment Counsel, Inc.
|
BUY
|
- |
2.87KNew |
$340K - $387K
|
2.87K
$404K
|
|
|
Jul 23, 2025
Q2 2025
|
Integris Wealth Management, LLC
Monterey, CA |
BUY
|
- |
281+ 7.48% |
$33.3K - $37.9K
|
4.04K
$568K
|
|
|
Jul 23, 2025
Q2 2025
|
Friedenthal Financial
|
SELL
|
- |
-15- 2.62% |
$1.78K - $2.02K
|
557
$78.3K
|
|
|
Jul 23, 2025
Q2 2025
|
Tpg Financial Advisors, LLC
|
BUY
|
- |
2.12KNew |
$250K - $285K
|
2.12K
$297K
|
|
|
Jul 23, 2025
Q2 2025
|
Nbt Bank N A
|
SELL
|
- |
-410- 26.74% |
$48.5K - $55.3K
|
1.12K
$158K
|
|
|
Jul 23, 2025
Q2 2025
|
Trifecta Capital Advisors, LLC
Northbrook, IL |
BUY
|
- |
2.72K+ 19.1% |
$321K - $366K
|
16.9K
$2.38M
|
|
|
Jul 22, 2025
Q2 2025
|
Berkshire Money Management, Inc.
|
BUY
|
- |
566New |
$67K - $76.3K
|
566
$79.6K
|
|
|
Jul 22, 2025
Q2 2025
|
Simplicity Wealth,Llc
|
BUY
|
- |
637+ 22.61% |
$75.4K - $85.9K
|
3.45K
$486K
|
|
|
Jul 22, 2025
Q2 2025
|
Keudell
|
BUY
|
- |
79+ 0.97% |
$9.35K - $10.7K
|
8.22K
$1.16M
|
|
|
Jul 22, 2025
Q2 2025
|
Vaughan & CO Securities, Inc.
|
BUY
|
- |
72+ 0.81% |
$8.52K - $9.71K
|
9.01K
$1.27M
|
|
|
Jul 21, 2025
Q2 2025
|
Compass Planning Associates Inc
Greenfield, MA |
BUY
|
- |
1+ 4.0% |
$118 - $135
|
26
$3.66K
|
|
|
Jul 21, 2025
Q2 2025
|
Grassi Investment Management
|
SELL
|
- |
-161- 4.84% |
$19.1K - $21.7K
|
3.17K
$445K
|
|
|
Jul 21, 2025
Q2 2025
|
My Personal Cfo, LLC
|
BUY
|
- |
46+ 0.21% |
$5.45K - $6.2K
|
21.9K
$3.08M
|
|
|
Jul 21, 2025
Q2 2025
|
Warwick Investment Management, Inc.
|
SELL
|
- |
-44- 0.9% |
$5.21K - $5.93K
|
4.85K
$682K
|
|
|
Jul 21, 2025
Q2 2025
|
Oak Hill Wealth Advisors, LLC
Lansdowne, VA |
BUY
|
- |
1.48KNew |
$175K - $199K
|
1.48K
$208K
|
|
|
Jul 18, 2025
Q2 2025
|
Victrix Investment Advisors
Stuart, FL |
BUY
|
- |
190+ 9.41% |
$22.5K - $25.6K
|
2.21K
$311K
|
|
|
Jul 18, 2025
Q2 2025
|
Centricity Wealth Management, LLC
Westerville, OH |
BUY
|
- |
1.58K+ 51.02% |
$187K - $213K
|
4.68K
$658K
|
|
|
Jul 18, 2025
Q2 2025
|
Heritage Financial Services, LLC
|
SELL
|
- |
-25- 1.2% |
$2.96K - $3.37K
|
2.06K
$290K
|
|
|
Jul 17, 2025
Q2 2025
|
Sonora Investment Management Group, LLC
Tucson, AZ |
BUY
|
- |
50+ 1.78% |
$5.92K - $6.74K
|
2.86K
$402K
|
|
|
Jul 17, 2025
Q2 2025
|
Beacon Capital Management, LLC
|
BUY
|
- |
2+ 0.84% |
$237 - $270
|
240
$33.8K
|
|
|
Jul 17, 2025
Q2 2025
|
Pmg Wealth Management, Inc.
Hawthorn Woods, IL |
SELL
|
- |
-94- 3.35% |
$11.1K - $12.7K
|
2.71K
$381K
|
|
|
Jul 17, 2025
Q2 2025
|
Peoples Financial Services Corp.
|
BUY
|
- |
74+ 8.44% |
$8.76K - $9.98K
|
951
$134K
|
|
|
Jul 17, 2025
Q2 2025
|
Independence Bank Of Kentucky
|
BUY
|
- |
225+ 1.48% |
$26.6K - $30.3K
|
15.4K
$2.17M
|
|
|
Jul 17, 2025
Q2 2025
|
Alpine Bank Wealth Management
Grand Junction, CO |
SELL
|
- |
-1.25K- 31.25% |
$148K - $169K
|
2.75K
$387K
|
|