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 05, 2024
Q4 2023
|
Howe & Rusling Inc
Rochester, NY |
BUY
|
- |
100New |
$10.3K - $11.9K
|
100
$13.2K
|
|
|
Feb 02, 2024
Q4 2023
|
Wsfs Capital Management, LLC
Philadelphia, PA |
SELL
|
- |
-400- 12.39% |
$41.2K - $47.6K
|
2.83K
$373K
|
|
|
Feb 02, 2024
Q4 2023
|
Marquette Asset Management, LLC
|
SELL
|
- |
-402- 13.81% |
$41.4K - $47.9K
|
2.51K
$331K
|
|
|
Feb 01, 2024
Q4 2023
|
North Star Asset Management Inc
|
BUY
|
- |
1.71KNew |
$176K - $204K
|
1.71K
$226K
|
|
|
Feb 01, 2024
Q4 2023
|
New Square Capital LLC
|
SELL
|
- |
-1.4K- 52.83% |
$144K - $167K
|
1.25K
$165K
|
|
|
Jan 31, 2024
Q4 2023
|
Federated Hermes, Inc.
Pittsburgh, PA |
BUY
|
- |
32.7KNew |
$3.37M - $3.89M
|
32.7K
$4.31M
|
|
|
Jan 31, 2024
Q4 2023
|
Wetzel Investment Advisors, Inc.
Indianapolis, IN |
BUY
|
- |
552New |
$56.8K - $65.7K
|
552
$72.8K
|
|
|
Jan 31, 2024
Q4 2023
|
Ria Advisory Group LLC
Ames, IA |
BUY
|
- |
3.14KNew |
$323K - $374K
|
3.14K
$414K
|
|
|
Jan 31, 2024
Q4 2023
|
Castle Wealth Management LLC
|
SELL
|
- |
-1.01K- 30.53% |
$104K - $120K
|
2.3K
$303K
|
|
|
Jan 30, 2024
Q4 2023
|
Main Street Research LLC
Sausalito, CA |
BUY
|
- |
2.42KNew |
$249K - $288K
|
2.42K
$319K
|
|
|
Jan 30, 2024
Q4 2023
|
True Private Wealth Advisors
|
SELL
|
- |
-2.35K- 27.36% |
$242K - $280K
|
6.25K
$824K
|
|
|
Jan 29, 2024
Q4 2023
|
Tennessee Valley Asset Management Partners
|
BUY
|
- |
55+ 2.21% |
$5.66K - $6.55K
|
2.54K
$336K
|
|
|
Jan 29, 2024
Q4 2023
|
Center For Financial Planning, Inc.
Southfied, MI |
BUY
|
- |
61New |
$6.28K - $7.26K
|
61
$8.05K
|
|
|
Jan 29, 2024
Q4 2023
|
Sawtooth Solutions, LLC
|
SELL
|
- |
-1.29K- 5.3% |
$133K - $153K
|
23K
$3.04M
|
|
|
Jan 29, 2024
Q4 2023
|
Baystate Wealth Management LLC
|
BUY
|
- |
7+ 2.46% |
$721 - $833
|
292
$38.5K
|
|
|
Jan 29, 2024
Q4 2023
|
Dhjj Financial Advisors, Ltd.
|
SELL
|
- |
-200- 38.91% |
$20.6K - $23.8K
|
314
$41.4K
|
|
|
Jan 29, 2024
Q4 2023
|
Beverly Hills Private Wealth, LLC
Beverly Hills, CA |
BUY
|
- |
9.45KNew |
$973K - $1.12M
|
9.45K
$1.25M
|
|
|
Jan 25, 2024
Q4 2023
|
Allspring Global Investments Holdings, LLC
|
BUY
|
- |
1.78K+ 5241.18% |
$183K - $212K
|
1.82K
$240K
|
|
|
Jan 25, 2024
Q4 2023
|
Moseley Investment Management Inc
|
SELL
|
- |
-700- 28.7% |
$72.1K - $83.3K
|
1.74K
$229K
|
|
|
Jan 25, 2024
Q4 2023
|
Trifecta Capital Advisors, LLC
Northbrook, IL |
BUY
|
- |
8.25K+ 134.58% |
$850K - $982K
|
14.4K
$1.9M
|
|
|
Jan 24, 2024
Q4 2023
|
Comprehensive Financial Consultants Institutional, Inc.
Bloomington, IN |
SELL
|
- |
-1.34K- 7.46% |
$138K - $159K
|
16.6K
$2.19M
|
|
|
Jan 23, 2024
Q4 2023
|
Carderock Capital Management Inc
|
BUY
|
- |
1.77KNew |
$182K - $210K
|
1.77K
$233K
|
|
|
Jan 23, 2024
Q4 2023
|
Strateg Iq Financial Group, LLC
|
SELL
|
- |
-959- 9.63% |
$98.7K - $114K
|
9K
$1.19M
|
|
|
Jan 23, 2024
Q4 2023
|
Venturi Wealth Management, LLC
Austin, TX |
SELL
|
- |
-58- 1.13% |
$5.97K - $6.91K
|
5.08K
$671K
|
|
|
Jan 23, 2024
Q4 2023
|
Ledge Wealth Management, Inc.
|
BUY
|
- |
1.73KNew |
$178K - $205K
|
1.73K
$228K
|
|
|
Jan 23, 2024
Q4 2023
|
Halbert Hargrove Global Advisors, LLC
|
BUY
|
- |
88+ 2.05% |
$9.06K - $10.5K
|
4.38K
$577K
|
|
|
Jan 22, 2024
Q4 2023
|
Silverlake Wealth Management LLC
Williston, VT |
SELL
|
- |
-820- 29.7% |
$84.4K - $97.6K
|
1.94K
$256K
|
|
|
Jan 19, 2024
Q4 2023
|
Capital City Trust CO
|
SELL
|
- |
-1.83K- 45.22% |
$189K - $218K
|
2.22K
$293K
|
|
|
Jan 18, 2024
Q4 2023
|
Lauterbach Financial Advisors, LLC
|
BUY
|
- |
1.79KNew |
$184K - $213K
|
1.79K
$236K
|
|
|
Jan 18, 2024
Q4 2023
|
Cutler Group LP
|
BUY
|
- |
28New |
$2.88K - $3.33K
|
28
$3.69K
|
|
|
Jan 18, 2024
Q4 2023
|
Mc Glone Suttner Wealth Management, Inc.
Appleton, WI |
BUY
|
- |
41New |
$4.22K - $4.88K
|
41
$5.41K
|
|
|
Jan 17, 2024
Q4 2023
|
Acorn Financial Advisory Services Inc
|
SELL
|
- |
-523- 10.3% |
$53.9K - $62.3K
|
4.56K
$601K
|
|
|
Jan 17, 2024
Q4 2023
|
Schechter Investment Advisors, LLC
Birmingham, MI |
SELL
|
- |
-65- 2.63% |
$6.69K - $7.74K
|
2.4K
$317K
|
|
|
Jan 17, 2024
Q4 2023
|
Alhambra Investment Partners LLC
|
SELL
|
- |
-34- 0.21% |
$3.5K - $4.05K
|
16.4K
$2.17M
|
|
|
Jan 17, 2024
Q4 2023
|
Columbia Trust CO 01012016
|
BUY
|
- |
1.75KNew |
$180K - $208K
|
1.75K
$231K
|
|
|
Jan 12, 2024
Q4 2023
|
Fortitude Family Office, LLC
Scottsdale, AZ |
BUY
|
- |
490New |
$50.5K - $58.3K
|
490
$64.7K
|
|
|
Jan 12, 2024
Q4 2023
|
Wealthsource Partners, LLC
|
BUY
|
- |
291+ 2.21% |
$30K - $34.6K
|
13.5K
$1.78M
|
|
|
Jan 10, 2024
Q4 2023
|
Focused Wealth Management, Inc
|
BUY
|
- |
10+ 1.04% |
$1.03K - $1.19K
|
970
$128K
|
|
|
Jan 10, 2024
Q4 2023
|
Bkm Wealth Management, LLC
Brookfield, WI |
BUY
|
- |
1.22KNew |
$126K - $145K
|
1.22K
$161K
|
|
|
Jan 09, 2024
Q4 2023
|
Db Wealth Management Group, LLC
San Diego, CA |
SELL
|
- |
-1.27K- 55.95% |
$131K - $151K
|
1K
$132K
|
|
|
Jan 08, 2024
Q4 2023
|
Baldwin Brothers LLC
|
SELL
|
- |
-197- 15.19% |
$20.3K - $23.5K
|
1.1K
$145K
|
|
|
Jan 08, 2024
Q4 2023
|
Bartlett & Co. LLC
|
BUY
|
- |
156+ 2.11% |
$16.1K - $18.6K
|
7.55K
$996K
|
|
|
Jan 08, 2024
Q4 2023
|
Kohmann Bosshard Financial Services, LLC
|
SELL
|
- |
-36- 0.36% |
$3.71K - $4.29K
|
9.84K
$1.3M
|
|
| Q3 2023 | |||||||
|
Aug 08, 2024
Q3 2023
|
Syntrinsic LLC
Denver, CO |
BUY
|
- |
250New |
$26.9K - $29.5K
|
250
$33K
|
|
|
Jun 28, 2024
Q3 2023
|
Brown, Lisle/Cummings, Inc.
Providence, RI |
SELL
|
- |
-75- 6.42% |
$8.06K - $8.86K
|
1.09K
$144K
|
|
|
Apr 22, 2024
Q3 2023
|
Fee Only Financial Planning, L.C.
Okatie, SC |
SELL
|
- |
-200- 8.0% |
$21.5K - $23.6K
|
2.3K
$303K
|
|
|
Feb 21, 2024
Q3 2023
|
Vident Advisory, LLC
Alpharetta, GA |
BUY
|
- |
4.22KNew |
$453K - $498K
|
4.22K
$556K
|
|
|
Feb 14, 2024
Q3 2023
|
Toronto Dominion Bank
Toronto, Ontario, A6 |
BUY
|
- |
4+ 0.06% |
$430 - $473
|
6.53K
$862K
|
|
|
Nov 17, 2023
Q3 2023
|
Diversified Trust CO
|
SELL
|
- |
-101- 2.52% |
$10.9K - $11.9K
|
3.91K
$516K
|
|
|
Nov 14, 2023
Q3 2023
|
Foster Dykema Cabot & CO Inc
|
BUY
|
- |
1.77KNew |
$190K - $209K
|
1.77K
$233K
|
|