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 09, 2022
Q3 2022
|
Ten Capital Wealth Advisors, LLC
Spokane, WA |
BUY
|
- |
323New |
$34.6K - $41.3K
|
323
$42.6K
|
|
|
Nov 09, 2022
Q3 2022
|
Guardian Wealth Advisors, LLC
Bloomington, MN |
BUY
|
- |
2.41KNew |
$259K - $308K
|
2.41K
$318K
|
|
|
Nov 08, 2022
Q3 2022
|
Sage Private Wealth Group, LLC
|
BUY
|
- |
1+ 0.81% |
$107 - $128
|
125
$16.5K
|
|
|
Nov 07, 2022
Q3 2022
|
Parsec Financial Management, Inc.
|
BUY
|
- |
2.42KNew |
$260K - $309K
|
2.42K
$320K
|
|
|
Nov 04, 2022
Q3 2022
|
Cowa, LLC
Tulsa, OK |
BUY
|
- |
1.4KNew |
$150K - $178K
|
1.4K
$184K
|
|
|
Nov 03, 2022
Q3 2022
|
Trustcore Financial Services, LLC
|
SELL
|
- |
-30- 14.22% |
$3.22K - $3.83K
|
181
$23.9K
|
|
|
Nov 03, 2022
Q3 2022
|
Acg Wealth
|
BUY
|
- |
6+ 0.04% |
$643 - $766
|
13.4K
$1.76M
|
|
|
Nov 03, 2022
Q3 2022
|
Shilanski & Associates, Inc.
|
BUY
|
- |
5.12KNew |
$549K - $654K
|
5.12K
$675K
|
|
|
Nov 02, 2022
Q3 2022
|
Hudock, Inc.
|
BUY
|
- |
4+ 0.46% |
$429 - $511
|
865
$114K
|
|
|
Nov 02, 2022
Q3 2022
|
Sharkey, Howes & Javer
|
BUY
|
- |
1.95K+ 98.69% |
$209K - $249K
|
3.93K
$519K
|
|
|
Nov 02, 2022
Q3 2022
|
Cim, LLC
|
BUY
|
- |
3.07KNew |
$329K - $392K
|
3.07K
$405K
|
|
|
Nov 02, 2022
Q3 2022
|
Jtc Employer Solutions Trustee LTD
|
BUY
|
- |
7.12KNew |
$764K - $910K
|
7.12K
$940K
|
|
|
Nov 02, 2022
Q3 2022
|
Dowling & Yahnke LLC
San Diego, CA |
BUY
|
- |
500+ 9.32% |
$53.6K - $63.9K
|
5.87K
$774K
|
|
|
Nov 01, 2022
Q3 2022
|
Strategic Asset Management, LLC
|
SELL
|
- |
-1.43K- 62.97% |
$153K - $183K
|
841
$111K
|
|
|
Oct 28, 2022
Q3 2022
|
West Oak Capital, LLC
|
SELL
|
- |
-400- 38.1% |
$42.9K - $51.1K
|
650
$85.8K
|
|
|
Oct 27, 2022
Q3 2022
|
Financial Enhancement Group LLC
Anderson, IN |
SELL
|
- |
-152- 13.64% |
$16.3K - $19.4K
|
962
$127K
|
|
|
Oct 27, 2022
Q3 2022
|
Absolute Capital Management, LLC
|
BUY
|
- |
36New |
$3.86K - $4.6K
|
36
$4.75K
|
|
|
Oct 26, 2022
Q3 2022
|
Wipfli Financial Advisors Llc,
|
BUY
|
- |
999New |
$107K - $128K
|
999
$132K
|
|
|
Oct 26, 2022
Q3 2022
|
Moisand Fitzgerald Tamayo, LLC
|
SELL
|
- |
-7- 0.5% |
$751 - $894
|
1.4K
$185K
|
|
|
Oct 25, 2022
Q3 2022
|
Round Table Services, LLC
|
SELL
|
- |
-464- 5.27% |
$49.8K - $59.3K
|
8.34K
$1.1M
|
|
|
Oct 25, 2022
Q3 2022
|
Destiny Wealth Partners, LLC
|
SELL
|
- |
-1.4K- 99.79% |
$150K - $178K
|
3
$396
|
|
|
Oct 25, 2022
Q3 2022
|
Ferguson Shapiro LLC
|
BUY
|
- |
2.36KNew |
$253K - $301K
|
2.36K
$311K
|
|
|
Oct 21, 2022
Q3 2022
|
All Season Financial Advisors, Inc.
|
SELL
|
- |
-359- 1.36% |
$38.5K - $45.8K
|
26K
$3.43M
|
|
|
Oct 18, 2022
Q3 2022
|
Karp Capital Management Corp
|
SELL
|
- |
-75.9KClosed |
$8.14M - $9.7M
|
0
$0
|
|
|
Oct 18, 2022
Q3 2022
|
Courier Capital LLC
|
BUY
|
- |
60+ 2.81% |
$6.43K - $7.66K
|
2.19K
$289K
|
|
|
Oct 17, 2022
Q3 2022
|
Astor Investment Management LLC
|
SELL
|
- |
-26.9K- 65.34% |
$2.89M - $3.44M
|
14.3K
$1.88M
|
|
|
Oct 14, 2022
Q3 2022
|
First Community Trust Na
|
SELL
|
- |
-595- 85.61% |
$63.8K - $76K
|
100
$13.2K
|
|
|
Oct 12, 2022
Q3 2022
|
Btr Capital Management Inc
|
SELL
|
- |
-200- 7.72% |
$21.4K - $25.5K
|
2.39K
$315K
|
|
|
Oct 11, 2022
Q3 2022
|
Trust CO
|
BUY
|
- |
220New |
$23.6K - $28.1K
|
220
$29K
|
|
|
Oct 11, 2022
Q3 2022
|
Marcum Wealth, LLC
|
SELL
|
- |
-253- 11.22% |
$27.1K - $32.3K
|
2K
$264K
|
|
|
Oct 07, 2022
Q3 2022
|
Worth Asset Management, LLC
|
SELL
|
- |
-630- 44.06% |
$67.5K - $80.5K
|
800
$106K
|
|
|
Oct 07, 2022
Q3 2022
|
High Tower Trust Services, Lta
|
BUY
|
- |
8.85KNew |
$949K - $1.13M
|
8.85K
$1.17M
|
|
|
Oct 06, 2022
Q3 2022
|
Advocacy Wealth Management Services, LLC
|
BUY
|
- |
25+ 1.88% |
$2.68K - $3.19K
|
1.36K
$179K
|
|
| Q2 2022 | |||||||
|
Oct 02, 2024
Q2 2022
|
Cannon Financial Strategists, Inc.
Athens, GA |
SELL
|
- |
-140KClosed |
$15.9M - $18.6M
|
0
$0
|
|
|
Sep 13, 2022
Q2 2022
|
Sunflower Bank, N.A.
Denver, CO |
SELL
|
- |
-2.87KClosed |
$324K - $379K
|
0
$0
|
|
|
Aug 19, 2022
Q2 2022
|
Horizons Wealth Management
Asheville, NC |
BUY
|
- |
360New |
$40.8K - $47.6K
|
360
$47.5K
|
|
|
Aug 16, 2022
Q2 2022
|
Fortitude Advisory Group L.L.C.
Gig Harbor, WA |
SELL
|
- |
-1.49KClosed |
$169K - $197K
|
0
$0
|
|
|
Aug 16, 2022
Q2 2022
|
Northern Oak Wealth Management Inc
Milwaukee, WI |
BUY
|
- |
250New |
$28.3K - $33K
|
250
$33K
|
|
|
Aug 16, 2022
Q2 2022
|
All Square Wealth Management LLC
Albany, NY |
SELL
|
- |
-746- 23.15% |
$84.5K - $98.6K
|
2.48K
$327K
|
|
|
Aug 16, 2022
Q2 2022
|
Oliver Lagore Vanvalin Investment Group
Flint, MI |
SELL
|
- |
-12Closed |
$1.36K - $1.59K
|
0
$0
|
|
|
Aug 15, 2022
Q2 2022
|
Allstate Corp
Northbrook, IL |
SELL
|
- |
-37KClosed |
$4.19M - $4.89M
|
0
$0
|
|
|
Aug 15, 2022
Q2 2022
|
Prudential Financial Inc
Newark, NJ |
SELL
|
- |
-1.6KClosed |
$181K - $211K
|
0
$0
|
|
|
Aug 15, 2022
Q2 2022
|
Arete Wealth Advisors, LLC
Chicago, IL |
SELL
|
- |
-10.7KClosed |
$1.21M - $1.42M
|
0
$0
|
|
|
Aug 15, 2022
Q2 2022
|
Bragg Financial Advisors, Inc
Charlotte, NC |
SELL
|
- |
-3.23KClosed |
$366K - $427K
|
0
$0
|
|
|
Aug 15, 2022
Q2 2022
|
Frontier Wealth Management LLC
Kansas City, MO |
BUY
|
- |
218+ 1.46% |
$24.7K - $28.8K
|
15.2K
$2.01M
|
|
|
Aug 15, 2022
Q2 2022
|
Moore Capital Management, LP
New York, NY |
SELL
|
- |
-4.5KClosed |
$509K - $595K
|
0
$0
|
|
|
Aug 15, 2022
Q2 2022
|
Lloyd Advisory Services, Llc.
Suwanee, GA |
SELL
|
- |
-27Closed |
$3.06K - $3.57K
|
0
$0
|
|
|
Aug 12, 2022
Q2 2022
|
Northeast Financial Consultants Inc
Westport, CT |
SELL
|
- |
-400- 7.19% |
$45.3K - $52.9K
|
5.16K
$681K
|
|
|
Aug 12, 2022
Q2 2022
|
Wealthquest Corp
Cincinnati, OH |
SELL
|
- |
-1.83KClosed |
$207K - $241K
|
0
$0
|
|
|
Aug 12, 2022
Q2 2022
|
Fft Wealth Management LLC
West Conshohocken, PA |
BUY
|
- |
470+ 1.43% |
$53.2K - $62.1K
|
33.4K
$4.41M
|
|