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 |
|---|---|---|---|---|---|---|---|
|
Apr 17, 2024
Q1 2024
|
Pettinga Financial Advisors, LLC
|
SELL
|
- |
-100- 5.8% |
$11.3K - $12.3K
|
1.63K
$214K
|
|
|
Apr 17, 2024
Q1 2024
|
Compass Ion Advisors, LLC
|
SELL
|
- |
-299- 5.48% |
$33.9K - $36.8K
|
5.16K
$680K
|
|
|
Apr 17, 2024
Q1 2024
|
Francis Financial, Inc.
New York, NY |
BUY
|
- |
1.68KNew |
$190K - $206K
|
1.68K
$221K
|
|
|
Apr 16, 2024
Q1 2024
|
Webster Bank, N. A.
|
BUY
|
- |
869+ 11.05% |
$98.5K - $107K
|
8.73K
$1.15M
|
|
|
Apr 16, 2024
Q1 2024
|
Cambridge Advisors Inc.
|
SELL
|
- |
-50- 1.5% |
$5.67K - $6.16K
|
3.29K
$434K
|
|
|
Apr 16, 2024
Q1 2024
|
Robbins Farley LLC
Manchester, NH |
SELL
|
- |
-75- 50.0% |
$8.5K - $9.24K
|
75
$9.9K
|
|
|
Apr 16, 2024
Q1 2024
|
Toth Financial Advisory Corp
|
SELL
|
- |
-76- 24.44% |
$8.61K - $9.36K
|
235
$31K
|
|
|
Apr 16, 2024
Q1 2024
|
Weaver Consulting Group
|
SELL
|
- |
-75- 1.7% |
$8.5K - $9.24K
|
4.35K
$574K
|
|
|
Apr 15, 2024
Q1 2024
|
West Paces Advisors Inc.
Atlanta, GA |
SELL
|
- |
-250- 6.68% |
$28.3K - $30.8K
|
3.49K
$461K
|
|
|
Apr 15, 2024
Q1 2024
|
Atlas Private Wealth Management
|
SELL
|
- |
-4.61K- 26.75% |
$522K - $567K
|
12.6K
$1.66M
|
|
|
Apr 15, 2024
Q1 2024
|
Chemistry Wealth Management LLC
New York, NY |
SELL
|
- |
-25- 1.46% |
$2.83K - $3.08K
|
1.69K
$222K
|
|
|
Apr 15, 2024
Q1 2024
|
Elk River Wealth Management, LLC
|
SELL
|
- |
-1.83K- 42.6% |
$208K - $226K
|
2.47K
$326K
|
|
|
Apr 15, 2024
Q1 2024
|
Procyon Advisors, LLC
|
BUY
|
- |
359+ 14.34% |
$40.7K - $44.2K
|
2.86K
$378K
|
|
|
Apr 15, 2024
Q1 2024
|
Aspiriant, LLC
|
SELL
|
- |
-317- 4.94% |
$35.9K - $39K
|
6.1K
$805K
|
|
|
Apr 12, 2024
Q1 2024
|
Westend Capital Management, LLC
Sausalito, CA |
BUY
|
- |
1.18KNew |
$134K - $145K
|
1.18K
$156K
|
|
|
Apr 12, 2024
Q1 2024
|
Riverview Trust CO
|
BUY
|
- |
1.2KNew |
$136K - $147K
|
1.2K
$158K
|
|
|
Apr 11, 2024
Q1 2024
|
Soundmark Wealth Management, LLC
|
BUY
|
- |
3+ 0.17% |
$340 - $370
|
1.8K
$238K
|
|
|
Apr 11, 2024
Q1 2024
|
Central Bank & Trust CO
|
BUY
|
- |
106New |
$12K - $13.1K
|
106
$14K
|
|
|
Apr 11, 2024
Q1 2024
|
Pflug Koory, LLC
|
BUY
|
- |
1+ 0.04% |
$113 - $123
|
2.75K
$362K
|
|
|
Apr 11, 2024
Q1 2024
|
Ballew Advisors, Inc
|
SELL
|
- |
-249- 5.52% |
$28.2K - $30.7K
|
4.26K
$563K
|
|
|
Apr 10, 2024
Q1 2024
|
Aprio Wealth Management, LLC
|
SELL
|
- |
-282- 3.85% |
$32K - $34.7K
|
7.03K
$928K
|
|
|
Apr 10, 2024
Q1 2024
|
American National Bank
|
BUY
|
- |
5K+ 745.16% |
$567K - $616K
|
5.67K
$748K
|
|
|
Apr 10, 2024
Q1 2024
|
Bank Of New Hampshire
|
SELL
|
- |
-87- 2.43% |
$9.86K - $10.7K
|
3.5K
$462K
|
|
|
Apr 10, 2024
Q1 2024
|
Grandview Asset Management LLC
|
SELL
|
- |
-100- 3.13% |
$11.3K - $12.3K
|
3.1K
$408K
|
|
|
Apr 10, 2024
Q1 2024
|
Triangle Securities Wealth Management
|
SELL
|
- |
-244- 6.0% |
$27.6K - $30.1K
|
3.83K
$505K
|
|
|
Apr 09, 2024
Q1 2024
|
Halpern Financial, Inc.
Ashburn, VA |
SELL
|
- |
-123- 63.73% |
$13.9K - $15.2K
|
70
$9.24K
|
|
|
Apr 09, 2024
Q1 2024
|
Hoffman, Alan N Investment Management
|
SELL
|
- |
-434- 16.9% |
$49.2K - $53.5K
|
2.13K
$282K
|
|
|
Apr 08, 2024
Q1 2024
|
Tompkins Financial Corp
|
SELL
|
- |
-121- 1.1% |
$13.7K - $14.9K
|
10.9K
$1.44M
|
|
|
Apr 05, 2024
Q1 2024
|
Gamma Investing LLC
Foster City, CA |
SELL
|
- |
-2- 0.85% |
$227 - $246
|
232
$30.6K
|
|
|
Apr 05, 2024
Q1 2024
|
Compass Wealth Management LLC
Guilford, CT |
SELL
|
- |
-229- 35.5% |
$25.9K - $28.2K
|
416
$54.9K
|
|
|
Apr 05, 2024
Q1 2024
|
Summit Financial Group, Inc.
|
BUY
|
- |
265+ 0.65% |
$30K - $32.6K
|
41.1K
$5.42M
|
|
|
Apr 02, 2024
Q1 2024
|
Heartwood Wealth Advisors LLC
|
SELL
|
- |
-1.24K- 21.47% |
$140K - $152K
|
4.52K
$597K
|
|
|
Apr 01, 2024
Q1 2024
|
First Financial Bank Trust Division
Hamilton, OH |
SELL
|
- |
-628- 23.58% |
$71.2K - $77.4K
|
2.04K
$269K
|
|
| Q4 2023 | |||||||
|
Dec 12, 2024
Q4 2023
|
Heritage Wealth Advisors
|
SELL
|
- |
-283- 11.13% |
$29.1K - $33.7K
|
2.26K
$298K
|
|
|
Nov 04, 2024
Q4 2023
|
Fairfield Financial Advisors, LTD
Wellesley, MA |
BUY
|
- |
5+ 1.32% |
$515 - $595
|
385
$50.8K
|
|
|
Oct 18, 2024
Q4 2023
|
Blue Pointe Capital Management, LLC
San Mateo, CA |
BUY
|
- |
4.76KNew |
$490K - $567K
|
4.76K
$628K
|
|
|
May 14, 2024
Q4 2023
|
Mowery & Schoenfeld Wealth Management, LLC
Lincolnshire, IL |
BUY
|
- |
4.55KNew |
$468K - $541K
|
4.55K
$600K
|
|
|
Apr 09, 2024
Q4 2023
|
Nalls Sherbakoff Group, LLC
Knoxville, TN |
SELL
|
- |
-130- 19.49% |
$13.4K - $15.5K
|
537
$70.9K
|
|
|
Mar 22, 2024
Q4 2023
|
Livelsberger Financial Advisory
Ashland, OH |
BUY
|
- |
143New |
$14.7K - $17K
|
143
$18.9K
|
|
|
Mar 04, 2024
Q4 2023
|
Richardson Financial Services Inc.
Medway, MA |
BUY
|
- |
419New |
$43.1K - $49.9K
|
419
$55.3K
|
|
|
Feb 15, 2024
Q4 2023
|
Main Management LLC
San Francisco, CA |
BUY
|
- |
101+ 2.97% |
$10.4K - $12K
|
3.51K
$462K
|
|
|
Feb 15, 2024
Q4 2023
|
Punch & Associates Investment Management, Inc.
Edina, MN |
BUY
|
- |
156New |
$16.1K - $18.6K
|
156
$20.6K
|
|
|
Feb 15, 2024
Q4 2023
|
Security National Bank Of Sioux City Iowa
Sioux City, IA |
SELL
|
- |
-41- 1.52% |
$4.22K - $4.88K
|
2.66K
$350K
|
|
|
Feb 14, 2024
Q4 2023
|
Punch & Associates Investment Management, Inc.
Edina, MN |
BUY
|
CALL |
156New |
$16.1K - $18.6K
|
156
$20.6K
|
|
|
Feb 14, 2024
Q4 2023
|
Matrix Private Capital Group LLC
New York, NY |
SELL
|
- |
-587- 34.94% |
$60.4K - $69.9K
|
1.09K
$144K
|
|
|
Feb 14, 2024
Q4 2023
|
Cairn Investment Group, Inc.
|
BUY
|
- |
1.74KNew |
$179K - $207K
|
1.74K
$230K
|
|
|
Feb 14, 2024
Q4 2023
|
Cullen Capital Management, LLC
New York, NY |
BUY
|
- |
36.1KNew |
$3.72M - $4.3M
|
36.1K
$4.76M
|
|
|
Feb 14, 2024
Q4 2023
|
Elevate Wealth Advisory, Inc
Athens, GA |
BUY
|
- |
189New |
$19.5K - $22.5K
|
189
$24.9K
|
|
|
Feb 14, 2024
Q4 2023
|
Dividend Assets Capital, LLC
|
SELL
|
- |
-993- 59.57% |
$102K - $118K
|
674
$88.9K
|
|
|
Feb 14, 2024
Q4 2023
|
Advisors Asset Management, Inc.
Monument, CO |
BUY
|
- |
117New |
$12K - $13.9K
|
117
$15.4K
|
|