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 |
|---|---|---|---|---|---|---|---|
|
Apr 18, 2022
Q1 2022
|
Consilium Wealth Advisory, LLC
|
SELL
|
- |
-2.9KClosed |
$348K - $376K
|
0
$0
|
|
|
Apr 14, 2022
Q1 2022
|
Fsb Premier Wealth Management, Inc.
|
SELL
|
- |
-990Closed |
$119K - $128K
|
0
$0
|
|
|
Apr 14, 2022
Q1 2022
|
Financial Planners Of Cleveland, Inc.
Mayfield Heights, OH |
SELL
|
- |
-2.26KClosed |
$271K - $293K
|
0
$0
|
|
|
Apr 13, 2022
Q1 2022
|
Syverson Strege & CO
West Des Moines, IA |
SELL
|
- |
-688Closed |
$82.6K - $89.3K
|
0
$0
|
|
|
Apr 12, 2022
Q1 2022
|
Cooper Financial Group
|
SELL
|
- |
-3.77KClosed |
$452K - $489K
|
0
$0
|
|
|
Apr 11, 2022
Q1 2022
|
Unconventional Investor, LLC
|
SELL
|
- |
-6.13KClosed |
$735K - $795K
|
0
$0
|
|
| Q4 2021 | |||||||
|
May 15, 2024
Q4 2021
|
Global Financial Private Client, LLC
Sarasota, FL |
BUY
|
- |
418+ 92.89% |
$47.8K - $51.2K
|
868
$115K
|
|
|
Sep 11, 2023
Q4 2021
|
Artemis Wealth Advisors, LLC
|
BUY
|
- |
7+ 1.54% |
$801 - $858
|
462
$61.3K
|
|
|
Aug 25, 2022
Q4 2021
|
Grand Wealth Management, LLC
Grand Rapids, MI |
BUY
|
- |
899New |
$103K - $110K
|
899
$119K
|
|
|
May 03, 2022
Q4 2021
|
Investmark Advisory Group LLC
|
BUY
|
- |
704New |
$80.5K - $86.3K
|
704
$93.4K
|
|
|
Feb 28, 2022
Q4 2021
|
Quent Capital, LLC
|
BUY
|
- |
2.12KNew |
$243K - $260K
|
2.12K
$281K
|
|
|
Feb 24, 2022
Q4 2021
|
Options Solutions, LLC
Chevy Chase, MD |
BUY
|
- |
2KNew |
$229K - $245K
|
2K
$265K
|
|
|
Feb 22, 2022
Q4 2021
|
Tyler Stone Wealth Management
Beachwood, OH |
BUY
|
- |
250New |
$28.6K - $30.6K
|
250
$33.2K
|
|
|
Feb 22, 2022
Q4 2021
|
Ibex Wealth Advisors
Lebanon, NJ |
SELL
|
- |
-730Closed |
$83.5K - $89.5K
|
0
$0
|
|
|
Feb 17, 2022
Q4 2021
|
Titleist Asset Management, Ltd.
San Antonio, TX |
BUY
|
- |
7.89KNew |
$903K - $968K
|
7.89K
$1.05M
|
|
|
Feb 16, 2022
Q4 2021
|
Zullo Investment Group, Inc.
Scranton, PA |
BUY
|
- |
250New |
$28.6K - $30.6K
|
250
$33.2K
|
|
|
Feb 15, 2022
Q4 2021
|
Liberty Wealth Management LLC
Oakland, CA |
SELL
|
- |
-527Closed |
$60.3K - $64.6K
|
0
$0
|
|
|
Feb 14, 2022
Q4 2021
|
Ade, LLC
|
SELL
|
- |
-521Closed |
$59.6K - $63.9K
|
0
$0
|
|
|
Feb 14, 2022
Q4 2021
|
Voya Financial Advisors, Inc.
Windsor, CT |
SELL
|
- |
-1.8KClosed |
$206K - $221K
|
0
$0
|
|
|
Feb 14, 2022
Q4 2021
|
Jacobi Capital Management LLC
|
SELL
|
- |
-122Closed |
$14K - $15K
|
0
$0
|
|
|
Feb 14, 2022
Q4 2021
|
Re Dickinson Investment Advisors, LLC
Council Bluffs, IA |
BUY
|
- |
314New |
$35.9K - $38.5K
|
314
$41.7K
|
|
|
Feb 11, 2022
Q4 2021
|
Qcm Cayman, Ltd.
|
SELL
|
- |
-1.9KClosed |
$218K - $233K
|
0
$0
|
|
|
Feb 11, 2022
Q4 2021
|
Keystone Financial Group
|
SELL
|
- |
-2.81KClosed |
$321K - $344K
|
0
$0
|
|
|
Feb 11, 2022
Q4 2021
|
Surevest, LLC
Los Angeles, CA |
BUY
|
- |
150New |
$17.2K - $18.4K
|
150
$19.9K
|
|
|
Feb 11, 2022
Q4 2021
|
Cahill Financial Advisors Inc
Edina, MN |
SELL
|
- |
-47Closed |
$5.38K - $5.76K
|
0
$0
|
|
|
Feb 11, 2022
Q4 2021
|
Zevenbergen Capital Investments LLC
Seattle, WA |
SELL
|
- |
-8.55KClosed |
$978K - $1.05M
|
0
$0
|
|
|
Feb 09, 2022
Q4 2021
|
Umb Bank, N.A.
|
BUY
|
- |
2.15KNew |
$246K - $264K
|
2.15K
$285K
|
|
|
Feb 09, 2022
Q4 2021
|
Axs Investments LLC
Port Chester, NY |
SELL
|
- |
-38.6KClosed |
$4.41M - $4.73M
|
0
$0
|
|
|
Feb 08, 2022
Q4 2021
|
Parcion Private Wealth LLC
Bellevue, WA |
BUY
|
- |
5.29KNew |
$605K - $649K
|
5.29K
$702K
|
|
|
Feb 08, 2022
Q4 2021
|
Ranch Capital Advisors Inc.
Sarasota, FL |
SELL
|
- |
-363Closed |
$41.5K - $44.5K
|
0
$0
|
|
|
Feb 07, 2022
Q4 2021
|
Aft, Forsyth & Company, Inc.
|
SELL
|
- |
-1.8KClosed |
$206K - $221K
|
0
$0
|
|
|
Feb 07, 2022
Q4 2021
|
Bridgewater Advisors Inc.
|
SELL
|
- |
-3.39KClosed |
$387K - $415K
|
0
$0
|
|
|
Feb 02, 2022
Q4 2021
|
Girard Partners Ltd.
|
SELL
|
- |
-2.28KClosed |
$261K - $280K
|
0
$0
|
|
|
Feb 02, 2022
Q4 2021
|
True Wealth Advisors, LLC
|
BUY
|
- |
3KNew |
$343K - $368K
|
3K
$398K
|
|
|
Feb 01, 2022
Q4 2021
|
Maryland Capital Advisors Inc.
|
BUY
|
- |
300New |
$34.3K - $36.8K
|
300
$39.8K
|
|
|
Jan 28, 2022
Q4 2021
|
Costello Asset Management, Inc
|
BUY
|
- |
4New |
$457 - $490
|
4
$531
|
|
|
Jan 27, 2022
Q4 2021
|
One Charles Private Wealth Services, LLC
|
SELL
|
- |
-2.19KClosed |
$250K - $268K
|
0
$0
|
|
|
Jan 25, 2022
Q4 2021
|
Sepio Capital, LP
|
SELL
|
- |
-150- 7.06% |
$17.2K - $18.4K
|
1.98K
$262K
|
|
|
Jan 20, 2022
Q4 2021
|
Seven Bridge Financial Group, LLC
|
BUY
|
- |
2.14KNew |
$245K - $262K
|
2.14K
$284K
|
|
|
Jan 20, 2022
Q4 2021
|
Level Financial Advisors, Inc.
|
BUY
|
- |
140New |
$16K - $17.2K
|
140
$18.6K
|
|
|
Jan 19, 2022
Q4 2021
|
Brio Consultants, LLC
|
SELL
|
- |
-10.1KClosed |
$1.16M - $1.24M
|
0
$0
|
|
|
Jan 19, 2022
Q4 2021
|
West Financial Advisors, LLC
|
BUY
|
- |
273New |
$31.2K - $33.5K
|
273
$36.2K
|
|
|
Jan 19, 2022
Q4 2021
|
Wealth Architects, LLC
|
SELL
|
- |
-2.3KClosed |
$262K - $281K
|
0
$0
|
|
|
Jan 13, 2022
Q4 2021
|
Blue Sky Wealth Advisors, LLC
|
BUY
|
- |
2.45KNew |
$280K - $300K
|
2.45K
$325K
|
|
| Q3 2021 | |||||||
|
Nov 16, 2021
Q3 2021
|
Westshore Wealth, LLC
|
SELL
|
- |
-12.1KClosed |
$1.36M - $1.45M
|
0
$0
|
|
|
Nov 16, 2021
Q3 2021
|
Laffer Tengler Investments
Nashville, TN |
SELL
|
- |
-25- 33.33% |
$2.81K - $3K
|
50
$6.63K
|
|
|
Nov 15, 2021
Q3 2021
|
Clarus Group, Inc.
|
SELL
|
- |
-74- 3.08% |
$8.33K - $8.87K
|
2.33K
$309K
|
|
|
Nov 15, 2021
Q3 2021
|
Lake Street Advisors Group, LLC
|
SELL
|
- |
-2.05KClosed |
$231K - $246K
|
0
$0
|
|
|
Nov 15, 2021
Q3 2021
|
Capital Bank & Trust CO
Irvine, CA |
SELL
|
- |
-1.87KClosed |
$210K - $224K
|
0
$0
|
|
|
Nov 15, 2021
Q3 2021
|
Parallax Volatility Advisers, L.P.
San Francisco, CA |
SELL
|
CALL |
-100KClosed |
$11.3M - $12M
|
0
$0
|
|