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 |
|---|---|---|---|---|---|---|---|
|
May 11, 2023
Q1 2023
|
Clear Perspectives Financial Planning, LLC
Cincinnati, OH |
SELL
|
- |
-31.9K- 36.48% |
$3.53M - $4.03M
|
55.5K
$7.33M
|
|
|
May 11, 2023
Q1 2023
|
Destiny Capital Corp/Co
Golden, CO |
BUY
|
- |
3.9KNew |
$432K - $493K
|
3.9K
$514K
|
|
|
May 11, 2023
Q1 2023
|
Providence Wealth Advisors, LLC
Frankfort, IL |
SELL
|
- |
-595- 2.28% |
$65.9K - $75.2K
|
25.6K
$3.37M
|
|
|
May 10, 2023
Q1 2023
|
Mach 1 Financial Group, LLC
Bentonville, AR |
BUY
|
- |
444New |
$49.1K - $56.1K
|
444
$58.6K
|
|
|
May 10, 2023
Q1 2023
|
Clearwater Capital Advisors, LLC
|
SELL
|
- |
-663- 27.71% |
$73.4K - $83.8K
|
1.73K
$228K
|
|
|
May 10, 2023
Q1 2023
|
Cascade Investment Advisors, Inc.
Oregon City, OR |
BUY
|
- |
325New |
$36K - $41.1K
|
325
$42.9K
|
|
|
May 10, 2023
Q1 2023
|
Lockerman Financial Group, Inc.
|
BUY
|
- |
11+ 0.26% |
$1.22K - $1.39K
|
4.19K
$553K
|
|
|
May 10, 2023
Q1 2023
|
Peak Asset Management, LLC
Louisville, CO |
BUY
|
- |
698+ 4.87% |
$77.3K - $88.2K
|
15K
$1.98M
|
|
|
May 10, 2023
Q1 2023
|
Alpha Financial Partners, LLC
Lexington, KY |
BUY
|
- |
808+ 37.03% |
$89.4K - $102K
|
2.99K
$395K
|
|
|
May 09, 2023
Q1 2023
|
Bank Of New York Mellon Corp
New York, NY |
BUY
|
- |
4.22MNew |
$467M - $533M
|
4.22M
$556M
|
|
|
May 09, 2023
Q1 2023
|
Hanlon Investment Management, Inc.
|
BUY
|
- |
1.93K+ 67.24% |
$213K - $244K
|
4.79K
$632K
|
|
|
May 08, 2023
Q1 2023
|
Mc Ilrath & Eck, LLC
|
SELL
|
- |
-78- 30.71% |
$8.63K - $9.86K
|
176
$23.2K
|
|
|
May 08, 2023
Q1 2023
|
Institutional & Family Asset Management, LLC
|
BUY
|
- |
100New |
$11.1K - $12.6K
|
100
$13.2K
|
|
|
May 05, 2023
Q1 2023
|
Avion Wealth
The Woodlands, TX |
SELL
|
- |
-247- 10.19% |
$27.3K - $31.2K
|
2.18K
$287K
|
|
|
May 03, 2023
Q1 2023
|
Dt Investment Partners, LLC
|
SELL
|
- |
-175- 2.83% |
$19.4K - $22.1K
|
6K
$792K
|
|
|
May 03, 2023
Q1 2023
|
Kistler Tiffany Companies, LLC
Berwyn, PA |
BUY
|
- |
258+ 70.11% |
$28.6K - $32.6K
|
626
$82.6K
|
|
|
May 02, 2023
Q1 2023
|
True Capital Management
San Francisco, CA |
SELL
|
- |
-327- 9.27% |
$36.2K - $41.3K
|
3.2K
$422K
|
|
|
May 02, 2023
Q1 2023
|
Strategy Asset Managers LLC
|
BUY
|
- |
2.08KNew |
$230K - $263K
|
2.08K
$274K
|
|
|
May 02, 2023
Q1 2023
|
Berkeley Capital Partners, LLC
|
SELL
|
- |
-137- 5.71% |
$15.2K - $17.3K
|
2.26K
$298K
|
|
|
May 02, 2023
Q1 2023
|
Neumann Capital Management, LLC
|
SELL
|
- |
-499- 11.0% |
$55.2K - $63.1K
|
4.04K
$533K
|
|
|
May 01, 2023
Q1 2023
|
Performa LTD (Us), LLC
|
BUY
|
- |
16.9KNew |
$1.87M - $2.14M
|
16.9K
$2.23M
|
|
|
Apr 28, 2023
Q1 2023
|
Strategic Blueprint, LLC
Atlanta, GA |
SELL
|
- |
-782- 8.54% |
$86.6K - $98.8K
|
8.37K
$1.1M
|
|
|
Apr 28, 2023
Q1 2023
|
Redhawk Wealth Advisors, Inc.
Minneapolis, MN |
BUY
|
- |
1.75K+ 5.54% |
$194K - $222K
|
33.4K
$4.41M
|
|
|
Apr 28, 2023
Q1 2023
|
Grandfield & Dodd, LLC
|
SELL
|
- |
-133- 6.63% |
$14.7K - $16.8K
|
1.87K
$247K
|
|
|
Apr 27, 2023
Q1 2023
|
Smart Portfolios, LLC
Seattle, WA |
SELL
|
- |
-4- 0.06% |
$443 - $506
|
6.72K
$886K
|
|
|
Apr 25, 2023
Q1 2023
|
Stone House Investment Management, LLC
|
BUY
|
- |
455New |
$50.4K - $57.5K
|
455
$60K
|
|
|
Apr 25, 2023
Q1 2023
|
James Investment Research Inc
|
SELL
|
- |
-190- 20.61% |
$21K - $24K
|
732
$96.6K
|
|
|
Apr 20, 2023
Q1 2023
|
Wealthpoint, LLC
|
SELL
|
- |
-32- 1.63% |
$3.54K - $4.04K
|
1.93K
$254K
|
|
|
Apr 19, 2023
Q1 2023
|
Dorsey Wright & Associates
|
BUY
|
- |
1.8K+ 9.61% |
$200K - $228K
|
20.6K
$2.72M
|
|
|
Apr 19, 2023
Q1 2023
|
Coston, Mc Isaac & Partners
Bar Harbor, ME |
SELL
|
- |
-91- 14.22% |
$10.1K - $11.5K
|
549
$72.4K
|
|
|
Apr 18, 2023
Q1 2023
|
Helen Stephens Group, LLC
|
BUY
|
- |
29+ 0.87% |
$3.21K - $3.67K
|
3.36K
$443K
|
|
|
Apr 17, 2023
Q1 2023
|
Atticus Wealth Management, LLC
|
SELL
|
- |
-357- 66.73% |
$39.5K - $45.1K
|
178
$23.5K
|
|
|
Apr 14, 2023
Q1 2023
|
Asset Management Corp
|
BUY
|
- |
23+ 0.8% |
$2.55K - $2.91K
|
2.88K
$380K
|
|
|
Apr 13, 2023
Q1 2023
|
Apeiron Ria LLC
|
BUY
|
- |
4.33KNew |
$480K - $548K
|
4.33K
$572K
|
|
|
Apr 13, 2023
Q1 2023
|
Hms Capital Management, LLC
|
SELL
|
- |
-123- 0.76% |
$13.6K - $15.5K
|
16.1K
$2.13M
|
|
|
Apr 10, 2023
Q1 2023
|
Brown Miller Wealth Management, LLC
|
SELL
|
- |
-75- 2.81% |
$8.3K - $9.48K
|
2.6K
$342K
|
|
|
Apr 06, 2023
Q1 2023
|
Alliance Wealth Advisors, LLC
|
SELL
|
- |
-150- 7.32% |
$16.6K - $19K
|
1.9K
$251K
|
|
|
Apr 05, 2023
Q1 2023
|
Ars Investment Partners, LLC
|
SELL
|
- |
-34- 0.4% |
$3.76K - $4.3K
|
8.51K
$1.12M
|
|
|
Apr 05, 2023
Q1 2023
|
Lowe Wealth Advisors, LLC
|
SELL
|
- |
-100- 13.04% |
$11.1K - $12.6K
|
667
$88K
|
|
| Q4 2022 | |||||||
|
Nov 19, 2024
Q4 2022
|
Cornerstone Advisors Asset Management, Inc
Bethlehem, PA |
SELL
|
- |
-8.38K- 14.19% |
$900K - $1.05M
|
50.7K
$6.69M
|
|
|
Sep 06, 2024
Q4 2022
|
World Equity Group, Inc.
Schaumburg, IL |
BUY
|
- |
2.45KNew |
$264K - $308K
|
2.45K
$324K
|
|
|
Jul 07, 2023
Q4 2022
|
Fulcrum Equity Management
|
BUY
|
- |
22.7KNew |
$2.44M - $2.85M
|
22.7K
$3M
|
|
|
Mar 01, 2023
Q4 2022
|
Lakewood Asset Management LLC
Naperville, IL |
BUY
|
- |
50New |
$5.37K - $6.28K
|
50
$6.6K
|
|
|
Feb 27, 2023
Q4 2022
|
Rebalance, LLC
Palo Alto, CA |
BUY
|
- |
376New |
$40.4K - $47.2K
|
376
$49.6K
|
|
|
Feb 27, 2023
Q4 2022
|
Gallagher Benefit Services, Inc.
Rolling Meadows, IL |
BUY
|
- |
4.48KNew |
$481K - $562K
|
4.48K
$590K
|
|
|
Feb 14, 2023
Q4 2022
|
Laurel Wealth Advisors, Inc.
Solana Beach, CA |
BUY
|
- |
85+ 0.74% |
$9.13K - $10.7K
|
11.6K
$1.54M
|
|
|
Feb 14, 2023
Q4 2022
|
Silicon Valley Capital Partners
|
BUY
|
- |
88New |
$9.45K - $11K
|
88
$11.6K
|
|
|
Feb 14, 2023
Q4 2022
|
F3 Logic, LLC
|
BUY
|
- |
684+ 18.04% |
$73.5K - $85.8K
|
4.48K
$590K
|
|
|
Feb 14, 2023
Q4 2022
|
Meeder Asset Management Inc
|
BUY
|
- |
576+ 42.17% |
$61.9K - $72.3K
|
1.94K
$256K
|
|
|
Feb 14, 2023
Q4 2022
|
Blueprint Investment Partners LLC
Greensboro, NC |
BUY
|
- |
2.32KNew |
$249K - $291K
|
2.32K
$305K
|
|