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 |
|---|---|---|---|---|---|---|---|
|
Aug 12, 2022
Q2 2022
|
Freedman Financial Associates, Inc.
Peabody, MA |
SELL
|
- |
-2.65KClosed |
$299K - $350K
|
0
$0
|
|
|
Aug 11, 2022
Q2 2022
|
Aspire Wealth Management Corp
Waltham, MA |
SELL
|
- |
-48- 50.0% |
$5.43K - $6.34K
|
48
$6.33K
|
|
|
Aug 11, 2022
Q2 2022
|
Oxford Financial Group LTD
Indianapolis, IN |
BUY
|
- |
4.02K+ 1243.03% |
$455K - $531K
|
4.34K
$572K
|
|
|
Aug 11, 2022
Q2 2022
|
Compagnie Lombard Odier S Cm A
1204 Geneva, V8 |
BUY
|
- |
700New |
$79.2K - $92.5K
|
700
$92.4K
|
|
|
Aug 11, 2022
Q2 2022
|
Healthcare Of Ontario Pension Plan Trust Fund
Toronto, A6 |
SELL
|
- |
-60.9KClosed |
$6.89M - $8.05M
|
0
$0
|
|
|
Aug 11, 2022
Q2 2022
|
Bar Harbor Trust Services
Ellsworth, ME |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Aug 10, 2022
Q2 2022
|
Covestor LTD
Boston, MA |
SELL
|
- |
-499- 11.11% |
$56.5K - $65.9K
|
3.99K
$527K
|
|
|
Aug 10, 2022
Q2 2022
|
San Luis Wealth Advisors LLC
San Luis Obispo, CA |
SELL
|
- |
-114Closed |
$12.9K - $15.1K
|
0
$0
|
|
|
Aug 10, 2022
Q2 2022
|
Vantage Financial Partners, LLC
Elm Grove, WI |
SELL
|
- |
-1.62KClosed |
$183K - $214K
|
0
$0
|
|
|
Aug 09, 2022
Q2 2022
|
Hancock Whitney Investment Services Inc.
New Orleans, LA |
BUY
|
- |
558+ 2.33% |
$63.2K - $73.7K
|
24.5K
$3.23M
|
|
|
Aug 09, 2022
Q2 2022
|
Eudaimonia Partners, LLC
Winchester, TN |
BUY
|
- |
50+ 2.76% |
$5.66K - $6.61K
|
1.86K
$245K
|
|
|
Aug 09, 2022
Q2 2022
|
Quantbot Technologies LP
New York, NY |
BUY
|
- |
4KNew |
$453K - $529K
|
4K
$528K
|
|
|
Aug 09, 2022
Q2 2022
|
Truvestments Capital LLC
Sarasota, FL |
BUY
|
- |
15New |
$1.7K - $1.98K
|
15
$1.98K
|
|
|
Aug 08, 2022
Q2 2022
|
Crossvault Capital Management LLC
|
BUY
|
- |
63+ 3.06% |
$7.13K - $8.32K
|
2.12K
$280K
|
|
|
Aug 08, 2022
Q2 2022
|
Compass Financial Advisors LLC
|
SELL
|
- |
-1.61KClosed |
$183K - $213K
|
0
$0
|
|
|
Aug 08, 2022
Q2 2022
|
Walleye Capital LLC
Plymouth, MN |
BUY
|
- |
6.98KNew |
$790K - $922K
|
6.98K
$921K
|
|
|
Aug 05, 2022
Q2 2022
|
Fieldpoint Private Securities, LLC
|
BUY
|
- |
16.9K+ 43.29% |
$1.91M - $2.23M
|
55.9K
$7.37M
|
|
|
Aug 05, 2022
Q2 2022
|
Wj Wealth Management, LLC
|
BUY
|
- |
2.9KNew |
$329K - $383K
|
2.9K
$383K
|
|
|
Aug 04, 2022
Q2 2022
|
Parker Investment Management, LLC
|
SELL
|
- |
-9.35KClosed |
$1.06M - $1.24M
|
0
$0
|
|
|
Aug 04, 2022
Q2 2022
|
Petix & Botte CO
|
SELL
|
- |
-2.92KClosed |
$331K - $386K
|
0
$0
|
|
|
Aug 04, 2022
Q2 2022
|
Tru Independence LLC
|
SELL
|
- |
-18.1KClosed |
$2.05M - $2.39M
|
0
$0
|
|
|
Aug 03, 2022
Q2 2022
|
Searle & Co.
|
SELL
|
- |
-1.63KClosed |
$184K - $215K
|
0
$0
|
|
|
Aug 02, 2022
Q2 2022
|
First Business Financial Services, Inc.
|
BUY
|
- |
3.02KNew |
$342K - $399K
|
3.02K
$399K
|
|
|
Aug 02, 2022
Q2 2022
|
Maple Capital Management, Inc.
|
SELL
|
- |
-1.59KClosed |
$180K - $210K
|
0
$0
|
|
|
Aug 02, 2022
Q2 2022
|
Thompson Davis & Co., Inc.
|
SELL
|
- |
-888- 28.09% |
$101K - $117K
|
2.27K
$300K
|
|
|
Aug 01, 2022
Q2 2022
|
Empowered Funds, LLC
|
BUY
|
- |
34.2KNew |
$3.87M - $4.51M
|
34.2K
$4.51M
|
|
|
Jul 29, 2022
Q2 2022
|
Lfa Lugano Financial Advisors Sa
|
BUY
|
- |
100New |
$11.3K - $13.2K
|
100
$13.2K
|
|
|
Jul 28, 2022
Q2 2022
|
Crew Capital Management, Ltd.
|
SELL
|
- |
-1.58KClosed |
$179K - $209K
|
0
$0
|
|
|
Jul 28, 2022
Q2 2022
|
Private Capital Group, LLC
|
SELL
|
- |
-6.74K- 95.33% |
$763K - $891K
|
330
$43.5K
|
|
|
Jul 28, 2022
Q2 2022
|
Trust CO Of Oklahoma
|
SELL
|
- |
-1.58KClosed |
$179K - $208K
|
0
$0
|
|
|
Jul 27, 2022
Q2 2022
|
Advisor Resource Council
|
BUY
|
- |
2.02KNew |
$229K - $267K
|
2.02K
$267K
|
|
|
Jul 27, 2022
Q2 2022
|
Aries Wealth Management
|
SELL
|
- |
-56.9KClosed |
$6.44M - $7.52M
|
0
$0
|
|
|
Jul 27, 2022
Q2 2022
|
De Dora Capital, Inc.
|
SELL
|
- |
-95Closed |
$10.8K - $12.6K
|
0
$0
|
|
|
Jul 26, 2022
Q2 2022
|
Outfitter Financial LLC
|
SELL
|
- |
-1.63KClosed |
$185K - $215K
|
0
$0
|
|
|
Jul 26, 2022
Q2 2022
|
Strategic Equity Management
|
SELL
|
- |
-64KClosed |
$7.25M - $8.46M
|
0
$0
|
|
|
Jul 25, 2022
Q2 2022
|
Brightworth
|
SELL
|
- |
-86- 4.39% |
$9.74K - $11.4K
|
1.87K
$247K
|
|
|
Jul 22, 2022
Q2 2022
|
Bison Wealth, LLC
|
SELL
|
- |
-184- 26.59% |
$20.8K - $24.3K
|
508
$67K
|
|
|
Jul 22, 2022
Q2 2022
|
Dixon Hubard Feinour & Brown Inc
|
BUY
|
- |
50+ 0.45% |
$5.66K - $6.61K
|
11.2K
$1.47M
|
|
|
Jul 22, 2022
Q2 2022
|
First Bank & Trust
|
SELL
|
- |
-69- 11.31% |
$7.81K - $9.12K
|
541
$71.4K
|
|
|
Jul 22, 2022
Q2 2022
|
Galvin, Gaustad & Stein, LLC
|
BUY
|
- |
2.01KNew |
$228K - $266K
|
2.01K
$265K
|
|
|
Jul 21, 2022
Q2 2022
|
Alpha Omega Wealth Management LLC
|
SELL
|
- |
-1.71KClosed |
$194K - $226K
|
0
$0
|
|
|
Jul 21, 2022
Q2 2022
|
Derbend Asset Management
|
SELL
|
- |
-1.71KClosed |
$193K - $226K
|
0
$0
|
|
|
Jul 21, 2022
Q2 2022
|
Tradewinds Capital Management, LLC
|
SELL
|
- |
-520Closed |
$58.9K - $68.7K
|
0
$0
|
|
|
Jul 20, 2022
Q2 2022
|
Cadence Bank Na
|
SELL
|
- |
-305- 2.33% |
$34.5K - $40.3K
|
12.8K
$1.69M
|
|
|
Jul 19, 2022
Q2 2022
|
Lake Point Wealth Management
|
SELL
|
- |
-4- 1.46% |
$453 - $529
|
270
$35.6K
|
|
|
Jul 18, 2022
Q2 2022
|
Financial Sense Advisors, Inc.
|
SELL
|
- |
-2.38KClosed |
$269K - $314K
|
0
$0
|
|
|
Jul 15, 2022
Q2 2022
|
Herold Advisors, Inc.
|
SELL
|
- |
-250Closed |
$28.3K - $33K
|
0
$0
|
|
|
Jul 15, 2022
Q2 2022
|
Oak Asset Management, LLC
|
BUY
|
- |
3.37KNew |
$382K - $446K
|
3.37K
$445K
|
|
|
Jul 15, 2022
Q2 2022
|
Pds Planning, Inc
|
BUY
|
- |
240+ 9.44% |
$27.2K - $31.7K
|
2.78K
$367K
|
|
|
Jul 15, 2022
Q2 2022
|
Pinnacle Private Wealth, LLC
|
BUY
|
- |
3.92K+ 38.92% |
$444K - $518K
|
14K
$1.85M
|