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 |
|---|---|---|---|---|---|---|---|
|
Feb 14, 2024
Q4 2023
|
Twin Tree Management, LP
Dallas, TX |
BUY
|
- |
13.7KNew |
$1.41M - $1.63M
|
13.7K
$1.8M
|
|
|
Feb 14, 2024
Q4 2023
|
Tranquilli Financial Advisor LLC
Clinton, NJ |
BUY
|
- |
3.58KNew |
$369K - $426K
|
3.58K
$472K
|
|
|
Feb 14, 2024
Q4 2023
|
New England Asset Management Inc
Farmington, CT |
SELL
|
- |
-3.55K- 7.44% |
$366K - $423K
|
44.2K
$5.83M
|
|
|
Feb 14, 2024
Q4 2023
|
Guggenheim Capital LLC
Chicago, IL |
SELL
|
- |
-296- 12.12% |
$30.5K - $35.2K
|
2.15K
$283K
|
|
|
Feb 14, 2024
Q4 2023
|
Team Financial Group, LLC
Temecula, CA |
BUY
|
- |
4+ 2.53% |
$412 - $476
|
162
$21.4K
|
|
|
Feb 14, 2024
Q4 2023
|
Sterling Wealth Management, Inc.
Champaign, IL |
BUY
|
- |
1.96KNew |
$202K - $233K
|
1.96K
$259K
|
|
|
Feb 14, 2024
Q4 2023
|
Lm Advisors LLC
San Diego, CA |
BUY
|
- |
1.13KNew |
$116K - $134K
|
1.13K
$148K
|
|
|
Feb 14, 2024
Q4 2023
|
Midland Wealth Advisors LLC
Rockford, IL |
BUY
|
- |
2.06KNew |
$212K - $245K
|
2.06K
$272K
|
|
|
Feb 14, 2024
Q4 2023
|
Inspire Trust Co, N.A.
Reno, NV |
BUY
|
- |
5.55KNew |
$572K - $661K
|
5.55K
$733K
|
|
|
Feb 13, 2024
Q4 2023
|
Walled Lake Planning & Wealth Management, LLC
Winnetka, IL |
BUY
|
- |
334+ 1.63% |
$34.4K - $39.8K
|
20.8K
$2.74M
|
|
|
Feb 13, 2024
Q4 2023
|
Summit Financial Strategies, Inc.
|
SELL
|
- |
-204- 4.44% |
$21K - $24.3K
|
4.39K
$580K
|
|
|
Feb 13, 2024
Q4 2023
|
Belvedere Trading LLC
|
SELL
|
CALL |
-1.6K- 26.67% |
$165K - $190K
|
4.4K
$581K
|
|
|
Feb 13, 2024
Q4 2023
|
Private Capital Advisors, Inc.
|
SELL
|
- |
-9.2K- 39.7% |
$947K - $1.1M
|
14K
$1.84M
|
|
|
Feb 13, 2024
Q4 2023
|
Fairfield, Bush & Co.
Darien, CT |
BUY
|
- |
207New |
$21.3K - $24.6K
|
207
$27.3K
|
|
|
Feb 13, 2024
Q4 2023
|
Clear Street Markets LLC
|
BUY
|
- |
1New |
$103 - $119
|
1
$132
|
|
|
Feb 12, 2024
Q4 2023
|
Mma Asset Management LLC
New York, NY |
SELL
|
- |
-933- 4.3% |
$96.1K - $111K
|
20.8K
$2.74M
|
|
|
Feb 12, 2024
Q4 2023
|
Cape Investment Advisory, Inc.
Mcdonough, GA |
SELL
|
- |
-15- 2.91% |
$1.54K - $1.79K
|
500
$66K
|
|
|
Feb 12, 2024
Q4 2023
|
Alerus Financial Na
Grand Forks, ND |
SELL
|
- |
-44- 1.31% |
$4.53K - $5.24K
|
3.3K
$436K
|
|
|
Feb 12, 2024
Q4 2023
|
Headinvest, LLC
Portland, ME |
SELL
|
- |
-250- 11.79% |
$25.7K - $29.8K
|
1.87K
$247K
|
|
|
Feb 12, 2024
Q4 2023
|
Journey Advisory Group, LLC
|
SELL
|
- |
-125- 1.19% |
$12.9K - $14.9K
|
10.3K
$1.36M
|
|
|
Feb 12, 2024
Q4 2023
|
Focus Financial Network Inc /Adv
Minneapolis, MN |
BUY
|
- |
49KNew |
$5.04M - $5.83M
|
49K
$6.46M
|
|
|
Feb 12, 2024
Q4 2023
|
Gridiron Partners, LLC
Wexford, PA |
BUY
|
- |
2KNew |
$206K - $238K
|
2K
$264K
|
|
|
Feb 12, 2024
Q4 2023
|
F Dx Advisors, Inc.
|
BUY
|
- |
351+ 11.03% |
$36.1K - $41.8K
|
3.53K
$466K
|
|
|
Feb 09, 2024
Q4 2023
|
Waypoint Wealth Partners Inc.
|
BUY
|
- |
3.59KNew |
$369K - $427K
|
3.59K
$473K
|
|
|
Feb 09, 2024
Q4 2023
|
Imc Chicago, LLC
|
BUY
|
- |
10.8KNew |
$1.12M - $1.29M
|
10.8K
$1.43M
|
|
|
Feb 09, 2024
Q4 2023
|
Trexquant Investment LP
Stamford, CT |
SELL
|
- |
-5.17K- 65.91% |
$532K - $615K
|
2.67K
$353K
|
|
|
Feb 09, 2024
Q4 2023
|
Plancorp, LLC
|
SELL
|
- |
-339- 1.65% |
$34.9K - $40.4K
|
20.2K
$2.66M
|
|
|
Feb 09, 2024
Q4 2023
|
Winthrop Capital Management, LLC
Carmel, IN |
BUY
|
- |
304New |
$31.3K - $36.2K
|
304
$40.1K
|
|
|
Feb 08, 2024
Q4 2023
|
Jag Capital Management, LLC
|
SELL
|
- |
-4.29K- 50.43% |
$442K - $511K
|
4.22K
$557K
|
|
|
Feb 08, 2024
Q4 2023
|
Apexium Financial, LP
|
BUY
|
- |
15.9KNew |
$1.64M - $1.89M
|
15.9K
$2.1M
|
|
|
Feb 08, 2024
Q4 2023
|
Curi Wealth Management, LLC
|
SELL
|
- |
-105- 0.85% |
$10.8K - $12.5K
|
12.3K
$1.62M
|
|
|
Feb 08, 2024
Q4 2023
|
Wade G W & Inc
Wellesley, MA |
SELL
|
- |
-34.8K- 8.96% |
$3.58M - $4.14M
|
354K
$46.6M
|
|
|
Feb 08, 2024
Q4 2023
|
Davidson Capital Management Inc.
Corpus Christi, TX |
BUY
|
- |
180New |
$18.5K - $21.4K
|
180
$23.8K
|
|
|
Feb 08, 2024
Q4 2023
|
Atlantic Edge Private Wealth Management, LLC
Jacksonville, FL |
BUY
|
- |
90New |
$9.27K - $10.7K
|
90
$11.9K
|
|
|
Feb 07, 2024
Q4 2023
|
Astoria Portfolio Advisors Llc.
|
SELL
|
- |
-591- 21.72% |
$60.9K - $70.4K
|
2.13K
$281K
|
|
|
Feb 07, 2024
Q4 2023
|
Pecaut & Co.
|
SELL
|
- |
-13- 0.31% |
$1.34K - $1.55K
|
4.2K
$554K
|
|
|
Feb 07, 2024
Q4 2023
|
Ironwood Investment Counsel, LLC
|
SELL
|
- |
-55- 2.2% |
$5.66K - $6.55K
|
2.45K
$323K
|
|
|
Feb 07, 2024
Q4 2023
|
Moran Wealth Management, LLC
Naples, FL |
BUY
|
- |
3.52KNew |
$362K - $419K
|
3.52K
$464K
|
|
|
Feb 07, 2024
Q4 2023
|
Shared Vision Wealth Group LLC
Carlsbad, X1 |
BUY
|
- |
2.09KNew |
$215K - $249K
|
2.09K
$276K
|
|
|
Feb 06, 2024
Q4 2023
|
Wilbanks Smith & Thomas Asset Management LLC
|
SELL
|
- |
-911- 12.48% |
$93.8K - $108K
|
6.39K
$843K
|
|
|
Feb 06, 2024
Q4 2023
|
New South Capital Management Inc
Memphis, TN |
SELL
|
- |
-620- 3.8% |
$63.8K - $73.8K
|
15.7K
$2.07M
|
|
|
Feb 06, 2024
Q4 2023
|
Clifford Swan Investment Counsel LLC
|
SELL
|
- |
-1.27K- 33.36% |
$131K - $151K
|
2.53K
$334K
|
|
|
Feb 06, 2024
Q4 2023
|
Gallacher Capital Management LLC
Lone Tree, CO |
BUY
|
- |
1.92KNew |
$198K - $229K
|
1.92K
$254K
|
|
|
Feb 06, 2024
Q4 2023
|
Avalon Trust CO
Santa Fe, NM |
SELL
|
- |
-150- 42.86% |
$15.4K - $17.9K
|
200
$26.4K
|
|
|
Feb 06, 2024
Q4 2023
|
Signature Resources Capital Management, LLC
Newport Beach, CA |
BUY
|
- |
156New |
$16.1K - $18.6K
|
156
$20.6K
|
|
|
Feb 06, 2024
Q4 2023
|
Crestone Asset Management LLC
|
SELL
|
- |
-963- 35.64% |
$99.2K - $115K
|
1.74K
$229K
|
|
|
Feb 06, 2024
Q4 2023
|
Bogart Wealth, LLC
|
BUY
|
- |
63New |
$6.49K - $7.5K
|
63
$8.31K
|
|
|
Feb 05, 2024
Q4 2023
|
Sargent Investment Group, LLC
|
SELL
|
- |
-700- 28.4% |
$72.1K - $83.3K
|
1.77K
$233K
|
|
|
Feb 05, 2024
Q4 2023
|
Intrust Bank Na
Wichita, KS |
SELL
|
- |
-62- 0.66% |
$6.38K - $7.38K
|
9.38K
$1.24M
|
|
|
Feb 05, 2024
Q4 2023
|
Hexagon Capital Partners LLC
|
SELL
|
- |
-415- 10.58% |
$42.7K - $49.4K
|
3.51K
$463K
|