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 |
|---|---|---|---|---|---|---|---|
|
May 14, 2025
Q1 2025
|
Gkv Capital Management Co., Inc.
Walnut Creek, CA |
BUY
|
- |
400New |
$51.4K - $55.2K
|
400
$56.3K
|
|
|
May 13, 2025
Q1 2025
|
Waypoint Wealth Partners Inc.
|
SELL
|
- |
-175- 4.88% |
$22.5K - $24.2K
|
3.41K
$480K
|
|
|
May 13, 2025
Q1 2025
|
Azimuth Capital Investment Management LLC
Bloomfield Hills, MI |
SELL
|
- |
-196- 11.12% |
$25.2K - $27.1K
|
1.57K
$220K
|
|
|
May 13, 2025
Q1 2025
|
Quadrature Capital LTD
London, X0 |
BUY
|
- |
6.09KNew |
$783K - $841K
|
6.09K
$856K
|
|
|
May 13, 2025
Q1 2025
|
American Investment Services, Inc.
|
BUY
|
- |
2.53KNew |
$325K - $349K
|
2.53K
$356K
|
|
|
May 13, 2025
Q1 2025
|
Cascade Financial Partners, LLC
San Diego, CA |
BUY
|
- |
233+ 1.49% |
$30K - $32.2K
|
15.9K
$2.23M
|
|
|
May 13, 2025
Q1 2025
|
Hc Advisors, LLC
|
BUY
|
- |
1+ 0.06% |
$129 - $138
|
1.55K
$218K
|
|
|
May 12, 2025
Q1 2025
|
Townsquare Capital LLC
|
BUY
|
- |
1.56K+ 30.23% |
$201K - $216K
|
6.73K
$947K
|
|
|
May 12, 2025
Q1 2025
|
Kohmann Bosshard Financial Services, LLC
|
SELL
|
- |
-525- 5.69% |
$67.5K - $72.5K
|
8.7K
$1.22M
|
|
|
May 12, 2025
Q1 2025
|
Sandy Spring Bank
|
SELL
|
- |
-38- 1.31% |
$4.89K - $5.25K
|
2.87K
$403K
|
|
|
May 12, 2025
Q1 2025
|
Paulson Wealth Management Inc.
|
SELL
|
- |
-1.75K- 52.03% |
$225K - $241K
|
1.61K
$227K
|
|
|
May 12, 2025
Q1 2025
|
Centerpoint Advisors, LLC
|
SELL
|
- |
-341- 66.73% |
$43.8K - $47.1K
|
170
$23.9K
|
|
|
May 09, 2025
Q1 2025
|
Delta Asset Management LLC
Memphis, TN |
BUY
|
- |
23+ 30.67% |
$2.96K - $3.18K
|
98
$13.8K
|
|
|
May 09, 2025
Q1 2025
|
Geo Wealth Management, LLC
Chicago, IL |
SELL
|
- |
-5.25K- 58.75% |
$675K - $724K
|
3.68K
$518K
|
|
|
May 09, 2025
Q1 2025
|
Belvedere Trading LLC
|
BUY
|
CALL |
8KNew |
$1.03M - $1.1M
|
8K
$1.13M
|
|
|
May 09, 2025
Q1 2025
|
Potentia Wealth
San Jose, CA |
BUY
|
- |
2+ 0.13% |
$257 - $276
|
1.56K
$219K
|
|
|
May 08, 2025
Q1 2025
|
Hurlow Wealth Management Group, Inc.
|
SELL
|
- |
-90- 2.16% |
$11.6K - $12.4K
|
4.08K
$574K
|
|
|
May 08, 2025
Q1 2025
|
Waldron Private Wealth LLC
|
BUY
|
- |
926+ 16.42% |
$119K - $128K
|
6.56K
$923K
|
|
|
May 08, 2025
Q1 2025
|
Cheviot Value Management, LLC
|
BUY
|
- |
27New |
$3.47K - $3.73K
|
27
$3.8K
|
|
|
May 08, 2025
Q1 2025
|
Liberty Wealth Management LLC
Oakland, CA |
BUY
|
- |
23.7KNew |
$3.05M - $3.27M
|
23.7K
$3.33M
|
|
|
May 07, 2025
Q1 2025
|
Equitable Trust CO
|
BUY
|
- |
1.52KNew |
$195K - $210K
|
1.52K
$214K
|
|
|
May 07, 2025
Q1 2025
|
Motco
|
SELL
|
- |
-600- 25.96% |
$77.1K - $82.9K
|
1.71K
$241K
|
|
|
May 07, 2025
Q1 2025
|
Sheaff Brock Investment Advisors, LLC
|
SELL
|
- |
-350- 7.69% |
$45K - $48.3K
|
4.2K
$591K
|
|
|
May 07, 2025
Q1 2025
|
Capital City Trust CO
|
SELL
|
- |
-570- 25.65% |
$73.3K - $78.7K
|
1.65K
$232K
|
|
|
May 07, 2025
Q1 2025
|
Marco Investment Management LLC
|
BUY
|
- |
20+ 0.36% |
$2.57K - $2.76K
|
5.58K
$785K
|
|
|
May 07, 2025
Q1 2025
|
N.E.W. Advisory Services LLC
|
BUY
|
- |
480New |
$61.7K - $66.3K
|
480
$67.5K
|
|
|
May 07, 2025
Q1 2025
|
Marshall Investment Management, LLC
Littleton, CO |
BUY
|
- |
7+ 2.01% |
$900 - $967
|
355
$49.9K
|
|
|
May 06, 2025
Q1 2025
|
Ima Wealth, Inc.
Wichita, KS |
BUY
|
- |
250New |
$32.1K - $34.5K
|
250
$35.2K
|
|
|
May 06, 2025
Q1 2025
|
Wilkins Investment Counsel Inc
|
SELL
|
- |
-25- 1.54% |
$3.21K - $3.45K
|
1.6K
$225K
|
|
|
May 05, 2025
Q1 2025
|
Cypress Capital Management LLC (Wy)
|
BUY
|
- |
261New |
$33.6K - $36K
|
261
$36.7K
|
|
|
May 05, 2025
Q1 2025
|
Elyxium Wealth, LLC
San Mateo, CA |
SELL
|
- |
-25- 1.05% |
$3.21K - $3.45K
|
2.36K
$331K
|
|
|
May 05, 2025
Q1 2025
|
Morse Asset Management, Inc
Darien, CT |
SELL
|
- |
-79- 16.88% |
$10.2K - $10.9K
|
389
$54.7K
|
|
|
May 02, 2025
Q1 2025
|
Blue Pointe Capital Management, LLC
San Mateo, CA |
BUY
|
- |
11.2K+ 258.71% |
$1.44M - $1.55M
|
15.6K
$2.19M
|
|
|
May 02, 2025
Q1 2025
|
Litman Gregory Wealth Management LLC
|
SELL
|
- |
-642- 15.88% |
$82.5K - $88.7K
|
3.4K
$478K
|
|
|
May 02, 2025
Q1 2025
|
Forte Capital LLC
|
SELL
|
- |
-175- 9.62% |
$22.5K - $24.2K
|
1.65K
$231K
|
|
|
May 01, 2025
Q1 2025
|
Lane & Associates LLC
Moorestown, NJ |
BUY
|
- |
3+ 0.15% |
$386 - $414
|
2.04K
$287K
|
|
|
May 01, 2025
Q1 2025
|
Sky Oak Wealth, LLC
|
SELL
|
- |
-138- 3.06% |
$17.7K - $19.1K
|
4.37K
$614K
|
|
|
May 01, 2025
Q1 2025
|
Hughes Financial Services, LLC
Herndon, VA |
BUY
|
- |
97New |
$12.5K - $13.4K
|
97
$13.6K
|
|
|
Apr 30, 2025
Q1 2025
|
Highview Capital Management LLC
|
SELL
|
- |
-769- 24.67% |
$98.9K - $106K
|
2.35K
$330K
|
|
|
Apr 30, 2025
Q1 2025
|
Greenleaf Trust
Kalamazoo, MI |
SELL
|
- |
-130- 2.54% |
$16.7K - $18K
|
4.98K
$701K
|
|
|
Apr 30, 2025
Q1 2025
|
Moloney Securities Asset Management, LLC
|
BUY
|
- |
2.08KNew |
$267K - $287K
|
2.08K
$292K
|
|
|
Apr 30, 2025
Q1 2025
|
Cfo4 Life Group, LLC
|
SELL
|
- |
-104- 5.19% |
$13.4K - $14.4K
|
1.9K
$267K
|
|
|
Apr 30, 2025
Q1 2025
|
Financial Gravity Asset Management, Inc.
|
BUY
|
- |
221New |
$28.4K - $30.5K
|
221
$31.1K
|
|
|
Apr 30, 2025
Q1 2025
|
Country Club Bank
|
SELL
|
- |
-921- 11.66% |
$118K - $127K
|
6.98K
$982K
|
|
|
Apr 29, 2025
Q1 2025
|
Wayfinding Financial, LLC
Lynnwood, WA |
BUY
|
- |
549New |
$70.6K - $75.8K
|
549
$77.2K
|
|
|
Apr 29, 2025
Q1 2025
|
Riggs Asset Managment Co. Inc.
|
BUY
|
- |
1+ 0.68% |
$129 - $138
|
148
$20.8K
|
|
|
Apr 29, 2025
Q1 2025
|
Financial Counselors Inc
|
SELL
|
- |
-3.41K- 15.45% |
$438K - $471K
|
18.7K
$2.62M
|
|
|
Apr 29, 2025
Q1 2025
|
Yankcom Partnership
Yankton, SD |
SELL
|
- |
-100- 3.57% |
$12.9K - $13.8K
|
2.7K
$380K
|
|
|
Apr 29, 2025
Q1 2025
|
Synergy Investment Management, LLC
Altamonte Springs, FL |
SELL
|
- |
-560- 51.66% |
$72K - $77.3K
|
524
$73.7K
|
|
|
Apr 28, 2025
Q1 2025
|
Rossby Financial, Lcc
Melbourne, FL |
BUY
|
- |
472New |
$60.7K - $65.2K
|
472
$66.4K
|
|