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 |
|---|---|---|---|---|---|---|---|
|
Nov 19, 2024
Q4 2022
|
Cornerstone Advisors Asset Management, Inc
Bethlehem, PA |
SELL
|
- |
-8.38K- 14.19% |
$900K - $1.05M
|
50.7K
$6.65M
|
|
|
Sep 06, 2024
Q4 2022
|
World Equity Group, Inc.
Schaumburg, IL |
BUY
|
- |
2.45KNew |
$264K - $308K
|
2.45K
$322K
|
|
|
Jul 07, 2023
Q4 2022
|
Fulcrum Equity Management
|
BUY
|
- |
22.7KNew |
$2.44M - $2.85M
|
22.7K
$2.98M
|
|
|
Mar 01, 2023
Q4 2022
|
Lakewood Asset Management LLC
Naperville, IL |
BUY
|
- |
50New |
$5.37K - $6.28K
|
50
$6.56K
|
|
|
Feb 27, 2023
Q4 2022
|
Rebalance, LLC
Palo Alto, CA |
BUY
|
- |
376New |
$40.4K - $47.2K
|
376
$49.3K
|
|
|
Feb 27, 2023
Q4 2022
|
Gallagher Benefit Services, Inc.
Rolling Meadows, IL |
BUY
|
- |
4.48KNew |
$481K - $562K
|
4.48K
$587K
|
|
|
Feb 14, 2023
Q4 2022
|
Laurel Wealth Advisors, Inc.
Solana Beach, CA |
BUY
|
- |
85+ 0.74% |
$9.13K - $10.7K
|
11.6K
$1.53M
|
|
|
Feb 14, 2023
Q4 2022
|
Silicon Valley Capital Partners
|
BUY
|
- |
88New |
$9.45K - $11K
|
88
$11.5K
|
|
|
Feb 14, 2023
Q4 2022
|
F3 Logic, LLC
|
BUY
|
- |
684+ 18.04% |
$73.5K - $85.8K
|
4.48K
$587K
|
|
|
Feb 14, 2023
Q4 2022
|
Meeder Asset Management Inc
|
BUY
|
- |
576+ 42.17% |
$61.9K - $72.3K
|
1.94K
$255K
|
|
|
Feb 14, 2023
Q4 2022
|
Blueprint Investment Partners LLC
Greensboro, NC |
BUY
|
- |
2.32KNew |
$249K - $291K
|
2.32K
$304K
|
|
|
Feb 14, 2023
Q4 2022
|
Hap Trading, LLC
New York, NY |
SELL
|
CALL |
-800- 6.67% |
$85.9K - $100K
|
11.2K
$1.47M
|
|
|
Feb 14, 2023
Q4 2022
|
May Tech Global Investments, LLC
New York, NY |
BUY
|
- |
800New |
$85.9K - $100K
|
800
$105K
|
|
|
Feb 14, 2023
Q4 2022
|
Fortis Advisors, LLC
King Of Prussia, PA |
BUY
|
- |
1+ 100.0% |
$107 - $126
|
2
$262
|
|
|
Feb 14, 2023
Q4 2022
|
Clientfirst Wealth Management, LLC
Little Rock, AR |
SELL
|
- |
-300- 11.61% |
$32.2K - $37.7K
|
2.29K
$300K
|
|
|
Feb 14, 2023
Q4 2022
|
Marshall Wace, LLP
London, X0 |
SELL
|
- |
-3.1K- 40.48% |
$333K - $389K
|
4.56K
$598K
|
|
|
Feb 14, 2023
Q4 2022
|
Dudley Capital Management, LLC
Middleburg, VA |
BUY
|
- |
1.9KNew |
$204K - $238K
|
1.9K
$249K
|
|
|
Feb 14, 2023
Q4 2022
|
Oak Hill Wealth Advisors, LLC
Lansdowne, VA |
BUY
|
- |
1.89KNew |
$203K - $237K
|
1.89K
$248K
|
|
|
Feb 14, 2023
Q4 2022
|
Claraphi Advisory Network, LLC
|
SELL
|
- |
-850K- 99.17% |
$91.2M - $107M
|
7.1K
$931K
|
|
|
Feb 14, 2023
Q4 2022
|
Personal Capital Advisors Corp
|
BUY
|
- |
9+ 0.43% |
$967 - $1.13K
|
2.08K
$272K
|
|
|
Feb 13, 2023
Q4 2022
|
Resolute Financial, LLC
|
BUY
|
- |
91+ 3.86% |
$9.77K - $11.4K
|
2.45K
$321K
|
|
|
Feb 13, 2023
Q4 2022
|
Banco Bilbao Vizcaya Argentaria, S.A.
|
BUY
|
- |
7.3KNew |
$784K - $916K
|
7.3K
$957K
|
|
|
Feb 13, 2023
Q4 2022
|
Cora Capital Advisors LLC
Marlton, NJ |
BUY
|
- |
1.94KNew |
$208K - $243K
|
1.94K
$254K
|
|
|
Feb 13, 2023
Q4 2022
|
Bellwether Advisors, LLC
|
SELL
|
- |
-120- 60.91% |
$12.9K - $15.1K
|
77
$10.1K
|
|
|
Feb 13, 2023
Q4 2022
|
Allianz Asset Management Gmb H
Munich, 2M |
BUY
|
- |
9K+ 50.85% |
$967K - $1.13M
|
26.7K
$3.5M
|
|
|
Feb 13, 2023
Q4 2022
|
Jim Simons
Renaissance Technologies LLC | New York, Ny
|
BUY
|
- |
4K+ 62.5% |
$430K - $502K
|
10.4K
$1.36M
|
|
|
Feb 13, 2023
Q4 2022
|
Credit Suisse Ag
Zurich, V8 |
SELL
|
- |
-2.72K- 95.71% |
$292K - $342K
|
122
$16K
|
|
|
Feb 13, 2023
Q4 2022
|
Heritage Wealth Management, LLC
Phoenix, AZ |
BUY
|
- |
284+ 189.33% |
$30.5K - $35.6K
|
434
$56.9K
|
|
|
Feb 13, 2023
Q4 2022
|
Krilogy Financial LLC
|
SELL
|
- |
-50- 1.88% |
$5.37K - $6.28K
|
2.6K
$341K
|
|
|
Feb 13, 2023
Q4 2022
|
Clear Street Markets LLC
|
BUY
|
PUT |
300New |
$32.2K - $37.7K
|
300
$39.3K
|
|
|
Feb 13, 2023
Q4 2022
|
Independent Advisor Alliance
|
BUY
|
- |
3+ 0.06% |
$322 - $377
|
4.79K
$629K
|
|
|
Feb 13, 2023
Q4 2022
|
Hamilton Capital, LLC
Columbus, OH |
BUY
|
- |
1.71KNew |
$183K - $214K
|
1.71K
$224K
|
|
|
Feb 13, 2023
Q4 2022
|
Baker Avenue Asset Management, LP
|
SELL
|
- |
-1.76K- 67.73% |
$189K - $221K
|
839
$110K
|
|
|
Feb 10, 2023
Q4 2022
|
Bank Of America Corp
Charlotte, NC |
BUY
|
CALL |
3.1KNew |
$333K - $389K
|
3.1K
$406K
|
|
|
Feb 10, 2023
Q4 2022
|
Midwest Professional Planners, Ltd.
Wausau, WI |
BUY
|
- |
1.89KNew |
$203K - $238K
|
1.89K
$248K
|
|
|
Feb 10, 2023
Q4 2022
|
Comerica Securities,Inc.
|
SELL
|
- |
-62- 3.17% |
$6.66K - $7.78K
|
1.9K
$249K
|
|
|
Feb 10, 2023
Q4 2022
|
Sc&H Financial Advisors, Inc.
Sparks, MD |
SELL
|
- |
-34- 1.28% |
$3.65K - $4.27K
|
2.61K
$343K
|
|
|
Feb 09, 2023
Q4 2022
|
Horizon Bancorp Inc /In/
Michigan City, IN |
SELL
|
- |
-889Closed |
$95.5K - $112K
|
0
$0
|
|
|
Feb 09, 2023
Q4 2022
|
Bedell Frazier Investment Counseling, LLC
|
BUY
|
- |
5.57KNew |
$598K - $699K
|
5.57K
$731K
|
|
|
Feb 09, 2023
Q4 2022
|
Corrado Advisors, LLC
Ramsey, NJ |
BUY
|
- |
28New |
$3.01K - $3.51K
|
28
$3.67K
|
|
|
Feb 08, 2023
Q4 2022
|
Alpha Star Capital Management, LLC
|
SELL
|
- |
-361- 3.35% |
$38.8K - $45.3K
|
10.4K
$1.37M
|
|
|
Feb 08, 2023
Q4 2022
|
Banco Btg Pactual S.A.
Rio De Janeiro, D5 |
BUY
|
- |
5.78KNew |
$621K - $725K
|
5.78K
$758K
|
|
|
Feb 07, 2023
Q4 2022
|
J. W. Coons Advisors, LLC
|
BUY
|
- |
3.49KNew |
$375K - $438K
|
3.49K
$458K
|
|
|
Feb 07, 2023
Q4 2022
|
Hardy Reed LLC
|
BUY
|
- |
24KNew |
$2.58M - $3.01M
|
24K
$3.15M
|
|
|
Feb 07, 2023
Q4 2022
|
Sanford Advisory Services, LLC
|
BUY
|
- |
4.9K+ 5.77% |
$526K - $614K
|
89.7K
$11.8M
|
|
|
Feb 07, 2023
Q4 2022
|
Beck Bode, LLC
|
SELL
|
- |
-6.61K- 65.61% |
$710K - $830K
|
3.47K
$454K
|
|
|
Feb 07, 2023
Q4 2022
|
Warwick Investment Management, Inc.
|
SELL
|
- |
-122- 2.45% |
$13.1K - $15.3K
|
4.85K
$636K
|
|
|
Feb 07, 2023
Q4 2022
|
Gibson Wealth Advisors LLC
Tyler, TX |
BUY
|
- |
186+ 6200.0% |
$20K - $23.3K
|
189
$24.8K
|
|
|
Feb 06, 2023
Q4 2022
|
Pinnacle Wealth Management Advisory Group, LLC
|
BUY
|
- |
4.96KNew |
$532K - $622K
|
4.96K
$650K
|
|
|
Feb 06, 2023
Q4 2022
|
Brinker Capital Investments, LLC
|
BUY
|
- |
6.08K+ 16.22% |
$653K - $763K
|
43.6K
$5.71M
|