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 |
|---|---|---|---|---|---|---|---|
|
Oct 10, 2023
Q3 2023
|
Fny Investment Advisers, LLC
|
BUY
|
- |
5.2KNew |
$559K - $614K
|
5.2K
$686K
|
|
|
Oct 10, 2023
Q3 2023
|
Baker Tilly Wealth Management, LLC
|
BUY
|
- |
135+ 5.8% |
$14.5K - $16K
|
2.46K
$325K
|
|
|
Oct 10, 2023
Q3 2023
|
Northwest Capital Management Inc
|
SELL
|
- |
-213- 41.52% |
$22.9K - $25.2K
|
300
$39.6K
|
|
|
Oct 10, 2023
Q3 2023
|
Lvm Capital Management LTD
|
BUY
|
- |
740+ 27.97% |
$79.5K - $87.4K
|
3.39K
$447K
|
|
|
Oct 03, 2023
Q3 2023
|
Appleton Partners Inc
|
BUY
|
- |
6.18KNew |
$664K - $731K
|
6.18K
$816K
|
|
| Q2 2023 | |||||||
|
Oct 29, 2024
Q2 2023
|
Highline Wealth Partners LLC
Sherman Oaks, CA |
SELL
|
- |
-17- 1.13% |
$1.84K - $2.03K
|
1.49K
$197K
|
|
|
Apr 22, 2024
Q2 2023
|
Deane Retirement Strategies, Inc.
|
BUY
|
- |
46.9KNew |
$5.09M - $5.6M
|
46.9K
$6.19M
|
|
|
Dec 11, 2023
Q2 2023
|
Burns Matteson Capital Management, LLC
Corning, NY |
SELL
|
- |
-2.12KClosed |
$230K - $253K
|
0
$0
|
|
|
Sep 12, 2023
Q2 2023
|
Cgc Financial Services, LLC
Lake Oswego, OR |
BUY
|
- |
238New |
$25.8K - $28.4K
|
238
$31.4K
|
|
|
Aug 16, 2023
Q2 2023
|
Pca Investment Advisory Services Inc.
Cincinnati, OH |
BUY
|
- |
861New |
$93.4K - $103K
|
861
$114K
|
|
|
Aug 15, 2023
Q2 2023
|
First Capital Advisors Group, Llc.
Little Silver, NJ |
SELL
|
- |
-9.96K- 42.98% |
$1.08M - $1.19M
|
13.2K
$1.74M
|
|
|
Aug 15, 2023
Q2 2023
|
Sky View Investment Advisors, LLC
Shrewsbury, NJ |
SELL
|
- |
-9.96K- 42.98% |
$1.08M - $1.19M
|
13.2K
$1.74M
|
|
|
Aug 15, 2023
Q2 2023
|
Employees' Retirement Fund Of The City Of Fort Worth
Fort Worth, TX |
BUY
|
- |
193KNew |
$21M - $23M
|
193K
$25.5M
|
|
|
Aug 15, 2023
Q2 2023
|
Atlas Capital Advisors LLC
San Francisco, CA |
SELL
|
- |
-3.22K- 91.47% |
$349K - $384K
|
300
$39.6K
|
|
|
Aug 14, 2023
Q2 2023
|
Colonial Trust CO / Sc
Spartanburg, SC |
SELL
|
- |
-2.19K- 53.78% |
$237K - $261K
|
1.88K
$248K
|
|
|
Aug 14, 2023
Q2 2023
|
Sandy Cove Advisors, LLC
Hingham, MA |
BUY
|
- |
3.33KNew |
$361K - $397K
|
3.33K
$439K
|
|
|
Aug 14, 2023
Q2 2023
|
Gallagher Fiduciary Advisors, LLC
Rolling Meadows, IL |
SELL
|
- |
-2.81K- 58.74% |
$305K - $335K
|
1.97K
$260K
|
|
|
Aug 11, 2023
Q2 2023
|
V Wealth Advisors LLC
|
BUY
|
- |
3+ 0.15% |
$326 - $358
|
2.07K
$273K
|
|
|
Aug 11, 2023
Q2 2023
|
Lansing Street Advisors
|
BUY
|
- |
2+ 0.85% |
$217 - $239
|
238
$31.4K
|
|
|
Aug 11, 2023
Q2 2023
|
Ubs Group Ag
|
BUY
|
PUT |
2.9KNew |
$315K - $346K
|
2.9K
$383K
|
|
|
Aug 11, 2023
Q2 2023
|
Visionary Wealth Advisors
O'fallon, IL |
SELL
|
- |
-21K- 85.89% |
$2.28M - $2.51M
|
3.46K
$456K
|
|
|
Aug 11, 2023
Q2 2023
|
Select Asset Management & Trust
Mechanicsburg, PA |
SELL
|
- |
-23.6K- 92.25% |
$2.56M - $2.81M
|
1.98K
$261K
|
|
|
Aug 11, 2023
Q2 2023
|
Sfmg, LLC
|
BUY
|
- |
238+ 13.88% |
$25.8K - $28.4K
|
1.95K
$258K
|
|
|
Aug 11, 2023
Q2 2023
|
Laidlaw Wealth Management LLC
New York City, NY |
SELL
|
- |
-389- 4.04% |
$42.2K - $46.4K
|
9.24K
$1.22M
|
|
|
Aug 11, 2023
Q2 2023
|
Pfs Investments Inc.
Duluth, GA |
BUY
|
- |
46.8KNew |
$5.08M - $5.58M
|
46.8K
$6.17M
|
|
|
Aug 11, 2023
Q2 2023
|
Segall Bryant & Hamill, LLC
Chicago, IL |
SELL
|
- |
-607- 12.52% |
$65.9K - $72.4K
|
4.24K
$560K
|
|
|
Aug 10, 2023
Q2 2023
|
Meitav Dash Investments LTD
|
BUY
|
- |
1.07KNew |
$116K - $128K
|
1.07K
$142K
|
|
|
Aug 10, 2023
Q2 2023
|
Sonora Investment Management Group, LLC
Tucson, AZ |
BUY
|
- |
280+ 11.07% |
$30.4K - $33.4K
|
2.81K
$371K
|
|
|
Aug 10, 2023
Q2 2023
|
Empower Advisory Group, LLC
Greenwood Village, CO |
SELL
|
- |
-774- 30.4% |
$84K - $92.3K
|
1.77K
$234K
|
|
|
Aug 10, 2023
Q2 2023
|
Hollencrest Capital Management
|
SELL
|
- |
-47- 10.61% |
$5.1K - $5.61K
|
396
$52.3K
|
|
|
Aug 09, 2023
Q2 2023
|
Kalos Management, Inc.
Alpharetta, GA |
SELL
|
- |
-298- 4.9% |
$32.3K - $35.5K
|
5.79K
$763K
|
|
|
Aug 09, 2023
Q2 2023
|
Edmond De Rothschild Holding S.A.
Chambesy, V8 |
BUY
|
- |
210New |
$22.8K - $25K
|
210
$27.7K
|
|
|
Aug 09, 2023
Q2 2023
|
Lokken Investment Group LLC
|
BUY
|
- |
574+ 4.35% |
$62.3K - $68.5K
|
13.8K
$1.82M
|
|
|
Aug 09, 2023
Q2 2023
|
Financial Architects, Inc
Marlton, NJ |
SELL
|
- |
-107- 0.38% |
$11.6K - $12.8K
|
28.3K
$3.73M
|
|
|
Aug 09, 2023
Q2 2023
|
Alpha Core Capital LLC
La Jolla, CA |
BUY
|
- |
86New |
$9.33K - $10.3K
|
86
$11.3K
|
|
|
Aug 08, 2023
Q2 2023
|
Gsb Wealth Management, LLC
|
BUY
|
- |
5+ 0.12% |
$543 - $596
|
4.21K
$555K
|
|
|
Aug 08, 2023
Q2 2023
|
Gitterman Wealth Management, LLC
|
SELL
|
- |
-250- 11.19% |
$27.1K - $29.8K
|
1.98K
$262K
|
|
|
Aug 08, 2023
Q2 2023
|
Belvedere Trading LLC
|
SELL
|
- |
-5.15K- 36.12% |
$558K - $614K
|
9.1K
$1.2M
|
|
|
Aug 07, 2023
Q2 2023
|
Safeguard Financial, LLC
|
BUY
|
- |
108New |
$11.7K - $12.9K
|
108
$14.3K
|
|
|
Aug 07, 2023
Q2 2023
|
Trinity Point Wealth, LLC
|
SELL
|
- |
-50- 2.29% |
$5.43K - $5.96K
|
2.13K
$281K
|
|
|
Aug 07, 2023
Q2 2023
|
Vestmark Advisory Solutions, Inc.
|
BUY
|
- |
36+ 0.62% |
$3.91K - $4.29K
|
5.84K
$771K
|
|
|
Aug 04, 2023
Q2 2023
|
Lyell Wealth Management, LP
|
SELL
|
- |
-245- 6.13% |
$26.6K - $29.2K
|
3.75K
$495K
|
|
|
Aug 03, 2023
Q2 2023
|
Fiduciary Planning LLC
Coral Springs, FL |
BUY
|
- |
1+ 0.05% |
$109 - $119
|
2.22K
$293K
|
|
|
Aug 02, 2023
Q2 2023
|
Vaughan David Investments LLC
Peoria, IL |
BUY
|
- |
2.05KNew |
$222K - $245K
|
2.05K
$270K
|
|
|
Aug 02, 2023
Q2 2023
|
Nemes Rush Group LLC
Novi, MI |
BUY
|
- |
144New |
$15.6K - $17.2K
|
144
$19K
|
|
|
Aug 01, 2023
Q2 2023
|
Bdo Wealth Advisors, LLC
Jacksonville, FL |
BUY
|
- |
118+ 1.77% |
$12.8K - $14.1K
|
6.78K
$895K
|
|
|
Aug 01, 2023
Q2 2023
|
Confluence Wealth Services, Inc.
Mcmurray, PA |
BUY
|
- |
1.88KNew |
$204K - $225K
|
1.88K
$249K
|
|
|
Jul 31, 2023
Q2 2023
|
Tiaa, Fsb
St. Louis, MO |
SELL
|
- |
-562- 6.63% |
$61K - $67K
|
7.91K
$1.04M
|
|
|
Jul 28, 2023
Q2 2023
|
Northstar Asset Management LLC
|
SELL
|
- |
-125- 4.05% |
$13.6K - $14.9K
|
2.96K
$391K
|
|
|
Jul 28, 2023
Q2 2023
|
Peoples Bank
|
SELL
|
- |
-2.69K- 56.1% |
$292K - $321K
|
2.11K
$278K
|
|