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 28, 2025
Q1 2025
|
Capital Investment Counsel, Inc
|
SELL
|
- |
-256- 18.18% |
$32.9K - $35.4K
|
1.15K
$162K
|
|
|
Apr 28, 2025
Q1 2025
|
Davidson Trust CO
|
BUY
|
- |
6.51K+ 368.12% |
$837K - $899K
|
8.28K
$1.16M
|
|
|
Apr 25, 2025
Q1 2025
|
Stonebridge Financial Group, LLC
Wormleysburg, PA |
BUY
|
- |
34+ 121.43% |
$4.37K - $4.7K
|
62
$8.72K
|
|
|
Apr 25, 2025
Q1 2025
|
Washington Trust CO
|
SELL
|
- |
-665- 4.42% |
$85.5K - $91.8K
|
14.4K
$2.02M
|
|
|
Apr 25, 2025
Q1 2025
|
Saxon Interests, Inc.
|
BUY
|
- |
1.5KNew |
$193K - $208K
|
1.5K
$212K
|
|
|
Apr 25, 2025
Q1 2025
|
Unified Investment Management
Atlanta, GA |
SELL
|
- |
-108- 6.22% |
$13.9K - $14.9K
|
1.63K
$229K
|
|
|
Apr 25, 2025
Q1 2025
|
Jnba Financial Advisors
|
SELL
|
- |
-113- 55.39% |
$14.5K - $15.6K
|
91
$12.8K
|
|
|
Apr 23, 2025
Q1 2025
|
C2 C Wealth Management, LLC
|
SELL
|
- |
-300- 13.95% |
$38.6K - $41.4K
|
1.85K
$260K
|
|
|
Apr 23, 2025
Q1 2025
|
Gray Private Wealth, LLC
Canton, MA |
SELL
|
- |
-39- 2.21% |
$5.01K - $5.39K
|
1.73K
$243K
|
|
|
Apr 23, 2025
Q1 2025
|
First Pacific Financial
|
BUY
|
- |
300New |
$38.6K - $41.4K
|
300
$42.2K
|
|
|
Apr 23, 2025
Q1 2025
|
Sabal Trust CO
|
BUY
|
- |
644+ 21.36% |
$82.8K - $88.9K
|
3.66K
$515K
|
|
|
Apr 23, 2025
Q1 2025
|
Kpp Advisory Services LLC
Louisville, KY |
SELL
|
- |
-150- 5.48% |
$19.3K - $20.7K
|
2.59K
$364K
|
|
|
Apr 23, 2025
Q1 2025
|
Capasso Planning Partners LLC
Charleston, SC |
BUY
|
- |
13+ 0.8% |
$1.67K - $1.8K
|
1.64K
$231K
|
|
|
Apr 22, 2025
Q1 2025
|
Runnymede Capital Advisors, Inc.
Dublin, OH |
SELL
|
- |
-20- 1.38% |
$2.57K - $2.76K
|
1.43K
$200K
|
|
|
Apr 22, 2025
Q1 2025
|
Nilsine Partners, LLC
Greenwood Village, CO |
BUY
|
- |
1.51KNew |
$194K - $208K
|
1.51K
$212K
|
|
|
Apr 22, 2025
Q1 2025
|
Inlight Wealth Management, LLC
Atlanta, GA |
BUY
|
- |
73New |
$9.39K - $10.1K
|
73
$10.3K
|
|
|
Apr 22, 2025
Q1 2025
|
Garde Capital, Inc.
Seattle, WA |
BUY
|
- |
570New |
$73.3K - $78.7K
|
570
$80.2K
|
|
|
Apr 22, 2025
Q1 2025
|
Tanglewood Legacy Advisors, LLC
Houston, TX |
BUY
|
- |
15New |
$1.93K - $2.07K
|
15
$2.11K
|
|
|
Apr 22, 2025
Q1 2025
|
Palisade Asset Management, LLC
|
SELL
|
- |
-510- 16.45% |
$65.6K - $70.4K
|
2.59K
$364K
|
|
|
Apr 21, 2025
Q1 2025
|
Aspiriant, LLC
|
BUY
|
- |
147+ 2.41% |
$18.9K - $20.3K
|
6.25K
$879K
|
|
|
Apr 21, 2025
Q1 2025
|
Org Wealth Partners, LLC
Dallas, TX |
SELL
|
- |
-1- 0.39% |
$129 - $138
|
254
$35.7K
|
|
|
Apr 21, 2025
Q1 2025
|
Compass Ion Advisors, LLC
|
SELL
|
- |
-700- 13.58% |
$90K - $96.7K
|
4.46K
$627K
|
|
|
Apr 17, 2025
Q1 2025
|
Access Financial Services, Inc.
|
BUY
|
- |
1+ 0.04% |
$129 - $138
|
2.32K
$326K
|
|
|
Apr 17, 2025
Q1 2025
|
Cyndeo Wealth Partners, LLC
St. Petersburg, FL |
BUY
|
- |
1.95KNew |
$250K - $269K
|
1.95K
$274K
|
|
|
Apr 16, 2025
Q1 2025
|
Legacy Trust
Grand Rapids, MI |
BUY
|
- |
406+ 5.47% |
$52.2K - $56.1K
|
7.84K
$1.1M
|
|
|
Apr 16, 2025
Q1 2025
|
Rmr Wealth Builders
|
SELL
|
- |
-639- 24.92% |
$82.2K - $88.2K
|
1.93K
$271K
|
|
|
Apr 16, 2025
Q1 2025
|
Quintet Private Bank (Europe) S.A.
Luxembourg, N4 |
SELL
|
- |
-50- 33.33% |
$6.43K - $6.91K
|
100
$14.1K
|
|
|
Apr 16, 2025
Q1 2025
|
Pps&V Asset Management Consultants, Inc.
Portage, MI |
SELL
|
- |
-261- 6.17% |
$33.6K - $36K
|
3.97K
$559K
|
|
|
Apr 15, 2025
Q1 2025
|
Mc Kinley Carter Wealth Services, Inc.
|
SELL
|
- |
-64- 3.37% |
$8.23K - $8.84K
|
1.84K
$258K
|
|
|
Apr 15, 2025
Q1 2025
|
Transform Wealth, LLC
|
SELL
|
- |
-299- 3.98% |
$38.4K - $41.3K
|
7.21K
$1.01M
|
|
|
Apr 14, 2025
Q1 2025
|
Dentgroup LLC
|
BUY
|
- |
1.52KNew |
$195K - $210K
|
1.52K
$214K
|
|
|
Apr 14, 2025
Q1 2025
|
Ars Wealth Advisors Group, LLC
St. Petersburg, FL |
SELL
|
- |
-50- 2.98% |
$6.43K - $6.91K
|
1.63K
$229K
|
|
|
Apr 14, 2025
Q1 2025
|
Flagship Private Wealth, LLC
|
SELL
|
- |
-281- 12.13% |
$36.1K - $38.8K
|
2.04K
$286K
|
|
|
Apr 11, 2025
Q1 2025
|
Pines Wealth Management, LLC
Southern Pines, NC |
BUY
|
- |
782+ 28.03% |
$101K - $108K
|
3.57K
$502K
|
|
|
Apr 11, 2025
Q1 2025
|
Piscataqua Savings Bank
|
SELL
|
- |
-120- 6.63% |
$15.4K - $16.6K
|
1.69K
$238K
|
|
|
Apr 10, 2025
Q1 2025
|
Bremer Bank National Association
|
BUY
|
- |
1.8KNew |
$231K - $249K
|
1.8K
$253K
|
|
|
Apr 10, 2025
Q1 2025
|
Clarus Wealth Advisors
|
BUY
|
- |
3.24KNew |
$416K - $447K
|
3.24K
$455K
|
|
|
Apr 10, 2025
Q1 2025
|
West Coast Financial LLC
|
SELL
|
- |
-45- 2.05% |
$5.79K - $6.21K
|
2.15K
$303K
|
|
|
Apr 10, 2025
Q1 2025
|
Ullmann Wealth Partners Group, LLC
|
BUY
|
- |
1.51KNew |
$194K - $208K
|
1.51K
$212K
|
|
|
Apr 10, 2025
Q1 2025
|
Armstrong, Fleming & Moore, Inc
Washington, DC |
BUY
|
- |
12.2KNew |
$1.56M - $1.68M
|
12.2K
$1.71M
|
|
|
Apr 10, 2025
Q1 2025
|
Signal Advisors Wealth, LLC
Detroit, MI |
SELL
|
- |
-20- 0.7% |
$2.57K - $2.76K
|
2.84K
$400K
|
|
|
Apr 08, 2025
Q1 2025
|
Lvm Capital Management LTD
|
BUY
|
- |
1.52KNew |
$195K - $209K
|
1.52K
$213K
|
|
|
Apr 07, 2025
Q1 2025
|
Lowe Wealth Advisors, LLC
|
BUY
|
- |
350+ 52.47% |
$45K - $48.3K
|
1.02K
$143K
|
|
| Q4 2024 | |||||||
|
Jan 05, 2026
Q4 2024
|
Catherine Avery Investment Management LLC
Longboat Key, FL |
BUY
|
- |
149New |
$19.3K - $21.4K
|
149
$21K
|
|
|
Aug 29, 2025
Q4 2024
|
Darwin Advisors, LLC
|
BUY
|
- |
6New |
$777 - $860
|
6
$844
|
|
|
Aug 27, 2025
Q4 2024
|
Cypress Capital Advisors, LLC
Franklin, TN |
BUY
|
- |
1.54KNew |
$199K - $220K
|
1.54K
$216K
|
|
|
Jul 16, 2025
Q4 2024
|
Uhlmann Price Securities, LLC
Skokie, IL |
BUY
|
- |
1.68KNew |
$218K - $241K
|
1.68K
$236K
|
|
|
May 14, 2025
Q4 2024
|
United Bank
Vienna, VA |
SELL
|
- |
-100- 4.0% |
$13K - $14.3K
|
2.4K
$337K
|
|
|
May 13, 2025
Q4 2024
|
Consultiva Wealth Management, Corp.
San Juan, PR |
BUY
|
- |
127New |
$16.5K - $18.2K
|
127
$17.9K
|
|
|
Apr 01, 2025
Q4 2024
|
High Note Wealth, LLC
Deephaven, MN |
BUY
|
- |
579New |
$75K - $83K
|
579
$81.4K
|
|