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 |
|---|---|---|---|---|---|---|---|
|
Jan 08, 2024
Q4 2023
|
Baldwin Brothers LLC
|
SELL
|
- |
-197- 15.19% |
$20.3K - $23.5K
|
1.1K
$155K
|
|
|
Jan 08, 2024
Q4 2023
|
Bartlett & Co. LLC
|
BUY
|
- |
156+ 2.11% |
$16.1K - $18.6K
|
7.55K
$1.06M
|
|
| Q3 2023 | |||||||
|
Apr 28, 2025
Q3 2023
|
Clark Asset Management, LLC
Stratham, NH |
SELL
|
- |
-1.79KClosed |
$193K - $212K
|
0
$0
|
|
|
Apr 10, 2025
Q3 2023
|
Arrien Investments, Inc.
Boise, ID |
SELL
|
- |
-4.18KClosed |
$450K - $494K
|
0
$0
|
|
|
Feb 13, 2025
Q3 2023
|
Ategra Capital Management, LLC
Vienna, VA |
SELL
|
- |
-2.21KClosed |
$237K - $261K
|
0
$0
|
|
|
Aug 08, 2024
Q3 2023
|
Syntrinsic LLC
Denver, CO |
BUY
|
- |
250New |
$26.9K - $29.5K
|
250
$35.2K
|
|
|
Jun 28, 2024
Q3 2023
|
Brown, Lisle/Cummings, Inc.
Providence, RI |
SELL
|
- |
-75- 6.42% |
$8.06K - $8.86K
|
1.09K
$154K
|
|
|
Apr 22, 2024
Q3 2023
|
Fee Only Financial Planning, L.C.
Okatie, SC |
SELL
|
- |
-200- 8.0% |
$21.5K - $23.6K
|
2.3K
$323K
|
|
|
Feb 21, 2024
Q3 2023
|
Vident Advisory, LLC
Alpharetta, GA |
BUY
|
- |
4.22KNew |
$453K - $498K
|
4.22K
$593K
|
|
|
Nov 14, 2023
Q3 2023
|
Foster Dykema Cabot & CO Inc
|
BUY
|
- |
1.77KNew |
$190K - $209K
|
1.77K
$248K
|
|
|
Nov 14, 2023
Q3 2023
|
Community Bank, N.A.
|
SELL
|
- |
-82.3K- 99.28% |
$8.84M - $9.73M
|
600
$84.4K
|
|
|
Nov 14, 2023
Q3 2023
|
Bank Of Nova Scotia
|
BUY
|
- |
2+ 0.04% |
$215 - $236
|
5.5K
$774K
|
|
|
Nov 14, 2023
Q3 2023
|
State Street Corp
Boston, MA |
SELL
|
- |
-31- 0.12% |
$3.33K - $3.66K
|
26K
$3.65M
|
|
|
Nov 14, 2023
Q3 2023
|
Colony Group LLC
Boston, MA |
SELL
|
- |
-851- 5.93% |
$91.4K - $101K
|
13.5K
$1.9M
|
|
|
Nov 14, 2023
Q3 2023
|
Circle Wealth Management, LLC
Summit, NJ |
BUY
|
- |
13.5KNew |
$1.45M - $1.59M
|
13.5K
$1.89M
|
|
|
Nov 13, 2023
Q3 2023
|
Chartist Inc
Seal Beach, CA |
SELL
|
- |
-90- 4.43% |
$9.67K - $10.6K
|
1.94K
$273K
|
|
|
Nov 13, 2023
Q3 2023
|
Agf Management LTD
Toronto Ontario Canada, A6 |
SELL
|
- |
-155- 6.14% |
$16.7K - $18.3K
|
2.37K
$333K
|
|
|
Nov 13, 2023
Q3 2023
|
Destiny Capital Securities Corporation
Golden, CO |
BUY
|
- |
4.21KNew |
$452K - $497K
|
4.21K
$592K
|
|
|
Nov 09, 2023
Q3 2023
|
Texas Yale Capital Corp.
St. Petersburg, FL |
SELL
|
- |
-1.5K- 20.56% |
$161K - $177K
|
5.8K
$815K
|
|
|
Nov 09, 2023
Q3 2023
|
Cassady Schiller Wealth Management, LLC
Cincinnati, OH |
SELL
|
- |
-700- 68.29% |
$75.2K - $82.7K
|
325
$45.7K
|
|
|
Nov 09, 2023
Q3 2023
|
Wealth Plan Investment Management, LLC
Omaha, NE |
BUY
|
- |
6.33KNew |
$680K - $748K
|
6.33K
$890K
|
|
|
Nov 09, 2023
Q3 2023
|
Anchor Capital Advisors LLC
|
BUY
|
- |
41.5KNew |
$4.46M - $4.9M
|
41.5K
$5.83M
|
|
|
Nov 08, 2023
Q3 2023
|
Sutton Wealth Advisors Inc.
Tampa, FL |
SELL
|
- |
-2- 0.02% |
$215 - $236
|
11.3K
$1.59M
|
|
|
Nov 08, 2023
Q3 2023
|
Pathstone Family Office, LLC
Englewood, NJ |
BUY
|
- |
76.5KNew |
$8.22M - $9.04M
|
76.5K
$10.8M
|
|
|
Nov 07, 2023
Q3 2023
|
First Republic Investment Management, Inc.
San Francisco, CA |
SELL
|
- |
-247K- 39.42% |
$26.6M - $29.2M
|
380K
$53.5M
|
|
|
Nov 03, 2023
Q3 2023
|
Column Capital Advisors, LLC
|
BUY
|
- |
216New |
$23.2K - $25.5K
|
216
$30.4K
|
|
|
Nov 02, 2023
Q3 2023
|
Lwm Advisory Services, LLC
Plantation, FL |
BUY
|
- |
845New |
$90.8K - $99.8K
|
845
$119K
|
|
|
Nov 02, 2023
Q3 2023
|
Kcs Wealth Advisory
|
BUY
|
- |
1.9KNew |
$204K - $224K
|
1.9K
$267K
|
|
|
Nov 01, 2023
Q3 2023
|
Mattern Wealth Management LLC
|
SELL
|
- |
-765- 23.04% |
$82.2K - $90.4K
|
2.56K
$359K
|
|
|
Oct 30, 2023
Q3 2023
|
Annapolis Financial Services, LLC
|
BUY
|
- |
1.2KNew |
$129K - $142K
|
1.2K
$169K
|
|
|
Oct 27, 2023
Q3 2023
|
Financial Futures LTD Liability Co.
|
SELL
|
- |
-48K- 95.26% |
$5.15M - $5.67M
|
2.39K
$336K
|
|
|
Oct 26, 2023
Q3 2023
|
Advisor Partners Ii, LLC
Walnut Creek, CA |
SELL
|
- |
-51- 1.02% |
$5.48K - $6.03K
|
4.93K
$693K
|
|
|
Oct 25, 2023
Q3 2023
|
Telemus Capital, LLC
|
SELL
|
- |
-426- 8.45% |
$45.8K - $50.3K
|
4.61K
$649K
|
|
|
Oct 25, 2023
Q3 2023
|
Chatham Capital Group, Inc.
|
BUY
|
- |
130+ 1.59% |
$14K - $15.4K
|
8.3K
$1.17M
|
|
|
Oct 20, 2023
Q3 2023
|
Sunesis Advisors, LLC
|
BUY
|
- |
35+ 1.56% |
$3.76K - $4.14K
|
2.28K
$321K
|
|
|
Oct 19, 2023
Q3 2023
|
Lineweaver Wealth Advisors, LLC
|
SELL
|
- |
-824- 21.67% |
$88.5K - $97.4K
|
2.98K
$419K
|
|
|
Oct 18, 2023
Q3 2023
|
Sterling Financial Group, Inc.
Pasadena, CA |
SELL
|
- |
-5.4K- 31.63% |
$580K - $638K
|
11.7K
$1.64M
|
|
|
Oct 13, 2023
Q3 2023
|
Brave Asset Management Inc
|
SELL
|
- |
-56- 0.06% |
$6.02K - $6.62K
|
87.4K
$12.3M
|
|
|
Oct 12, 2023
Q3 2023
|
Hibernia Wealth Partners, LLC
Baton Rouge, LA |
BUY
|
- |
29New |
$3.12K - $3.43K
|
29
$4.08K
|
|
|
Oct 12, 2023
Q3 2023
|
Granite Bay Wealth Management, LLC
|
BUY
|
- |
12.9KNew |
$1.38M - $1.52M
|
12.9K
$1.81M
|
|
|
Oct 12, 2023
Q3 2023
|
Patten Group, Inc.
|
SELL
|
- |
-62- 3.11% |
$6.66K - $7.33K
|
1.93K
$272K
|
|
|
Oct 12, 2023
Q3 2023
|
Rvw Wealth, LLC
|
BUY
|
- |
551New |
$59.2K - $65.1K
|
551
$77.5K
|
|
|
Oct 11, 2023
Q3 2023
|
Sageworth Trust CO Of South Dakota
|
BUY
|
- |
9.13KNew |
$981K - $1.08M
|
9.13K
$1.28M
|
|
|
Oct 11, 2023
Q3 2023
|
Donaldson Capital Management, LLC
Evansville, IN |
SELL
|
- |
-305- 13.02% |
$32.8K - $36K
|
2.04K
$286K
|
|
|
Oct 11, 2023
Q3 2023
|
Mc Carthy Grittinger Financial Group, LLC
Milwaukee, WI |
SELL
|
- |
-279- 36.42% |
$30K - $33K
|
487
$68.5K
|
|
|
Oct 11, 2023
Q3 2023
|
Versant Capital Management, Inc
|
SELL
|
- |
-178- 3.28% |
$19.1K - $21K
|
5.25K
$738K
|
|
|
Oct 10, 2023
Q3 2023
|
Claro Advisors LLC
Boston, MA |
SELL
|
- |
-444- 18.87% |
$47.7K - $52.5K
|
1.91K
$268K
|
|
|
Oct 10, 2023
Q3 2023
|
Fny Investment Advisers, LLC
|
BUY
|
- |
5.2KNew |
$559K - $614K
|
5.2K
$731K
|
|
|
Oct 10, 2023
Q3 2023
|
Baker Tilly Wealth Management, LLC
|
BUY
|
- |
135+ 5.8% |
$14.5K - $16K
|
2.46K
$346K
|
|
|
Oct 10, 2023
Q3 2023
|
Northwest Capital Management Inc
|
SELL
|
- |
-213- 41.52% |
$22.9K - $25.2K
|
300
$42.2K
|
|