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 |
|---|---|---|---|---|---|---|---|
|
Jul 20, 2023
Q2 2023
|
Greenspring Advisors, LLC
|
SELL
|
- |
-1.69K- 43.26% |
$184K - $202K
|
2.22K
$313K
|
|
|
Jul 20, 2023
Q2 2023
|
True Link Financial Advisors, LLC
|
SELL
|
- |
-80- 3.47% |
$8.68K - $9.54K
|
2.22K
$313K
|
|
|
Jul 18, 2023
Q2 2023
|
Stratos Wealth Advisors, LLC
|
BUY
|
- |
1.82KNew |
$197K - $217K
|
1.82K
$256K
|
|
|
Jul 17, 2023
Q2 2023
|
Donald L. Hagan, LLC
|
SELL
|
- |
-2.7K- 50.28% |
$293K - $322K
|
2.67K
$376K
|
|
|
Jul 17, 2023
Q2 2023
|
Silverhawk Asset Management, LLC
|
BUY
|
- |
392+ 20.12% |
$42.5K - $46.8K
|
2.34K
$329K
|
|
|
Jul 17, 2023
Q2 2023
|
Morris Retirement Advisors, LLC
Parsippany, NJ |
SELL
|
- |
-249- 9.11% |
$27K - $29.7K
|
2.48K
$349K
|
|
|
Jul 13, 2023
Q2 2023
|
Minich Mac Gregor Wealth Management, LLC
|
SELL
|
- |
-62.1K- 86.58% |
$6.74M - $7.41M
|
9.62K
$1.35M
|
|
|
Jul 13, 2023
Q2 2023
|
Tilia Fiduciary Partners, Inc.
|
BUY
|
- |
13+ 1.41% |
$1.41K - $1.55K
|
934
$131K
|
|
|
Jul 13, 2023
Q2 2023
|
Parisi Gray Wealth Management
|
BUY
|
- |
1.78KNew |
$193K - $212K
|
1.78K
$250K
|
|
|
Jul 12, 2023
Q2 2023
|
Y.D. More Investments LTD
Ramat Gan, L3 |
SELL
|
- |
-171- 50.89% |
$18.6K - $20.4K
|
165
$23.2K
|
|
|
Jul 12, 2023
Q2 2023
|
First National Bank Of South Miami
|
SELL
|
- |
-32- 0.52% |
$3.47K - $3.82K
|
6.15K
$865K
|
|
|
Jul 12, 2023
Q2 2023
|
Summit Financial Wealth Advisors, LLC
|
SELL
|
- |
-364- 1.93% |
$39.5K - $43.4K
|
18.5K
$2.61M
|
|
|
Jul 11, 2023
Q2 2023
|
Bard Financial Services, Inc.
|
SELL
|
- |
-737- 1.14% |
$80K - $87.9K
|
63.9K
$8.98M
|
|
|
Jul 10, 2023
Q2 2023
|
Trinity Legacy Partners, LLC
|
SELL
|
- |
-254- 11.79% |
$27.6K - $30.3K
|
1.9K
$267K
|
|
|
Jul 10, 2023
Q2 2023
|
Disciplined Investments, LLC
Tulsa, OK |
BUY
|
- |
3+ 0.44% |
$326 - $358
|
684
$96.2K
|
|
| Q1 2023 | |||||||
|
Feb 20, 2025
Q1 2023
|
Clare Market Investments LLC
Dallas, TX |
SELL
|
- |
-2.65KClosed |
$293K - $335K
|
0
$0
|
|
|
May 28, 2024
Q1 2023
|
Rockbridge Investment Management, Lcc
Syracuse, NY |
SELL
|
- |
-17- 0.19% |
$1.88K - $2.15K
|
8.97K
$1.26M
|
|
|
May 31, 2023
Q1 2023
|
Coastline Trust CO
|
SELL
|
- |
-30- 0.1% |
$3.32K - $3.79K
|
29.3K
$4.12M
|
|
|
May 15, 2023
Q1 2023
|
True North Advisors, LLC
|
BUY
|
- |
2.71KNew |
$300K - $343K
|
2.71K
$381K
|
|
|
May 15, 2023
Q1 2023
|
Hbk Investments L P
Dallas, TX |
BUY
|
- |
10KNew |
$1.11M - $1.27M
|
10K
$1.41M
|
|
|
May 15, 2023
Q1 2023
|
Ubs Asset Management Americas Inc
Chicago, IL |
BUY
|
- |
7.17KNew |
$794K - $907K
|
7.17K
$1.01M
|
|
|
May 15, 2023
Q1 2023
|
Schonfeld Strategic Advisors LLC
New York, NY |
BUY
|
- |
40KNew |
$4.43M - $5.05M
|
40K
$5.62M
|
|
|
May 15, 2023
Q1 2023
|
Arrow Investment Advisors, LLC
Laurel, MD |
SELL
|
- |
-3.19K- 6.17% |
$353K - $403K
|
48.5K
$6.82M
|
|
|
May 15, 2023
Q1 2023
|
Fortis Capital Advisors, LLC
Reno, NV |
SELL
|
- |
-200- 32.63% |
$22.1K - $25.3K
|
413
$58.1K
|
|
|
May 15, 2023
Q1 2023
|
M Holdings Securities, Inc.
Portland, OR |
BUY
|
- |
1+ 0.02% |
$111 - $126
|
4.29K
$603K
|
|
|
May 12, 2023
Q1 2023
|
Prudential PLC
London, England, X0 |
SELL
|
- |
-790- 1.19% |
$87.4K - $99.8K
|
65.4K
$9.2M
|
|
|
May 12, 2023
Q1 2023
|
Chicago Wealth Management, Inc.
Chicago, IL |
SELL
|
- |
-102- 4.09% |
$11.3K - $12.9K
|
2.39K
$336K
|
|
|
May 12, 2023
Q1 2023
|
Lowe Brockenbrough & CO Inc
|
BUY
|
- |
3.27K+ 125.44% |
$362K - $414K
|
5.88K
$828K
|
|
|
May 12, 2023
Q1 2023
|
Veritable, L.P.
Newtown Square, PA |
BUY
|
- |
815+ 1.07% |
$90.2K - $103K
|
77.1K
$10.8M
|
|
|
May 12, 2023
Q1 2023
|
Advisory Research Inc
Chicago, IL |
SELL
|
- |
-34.2K- 93.64% |
$3.79M - $4.33M
|
2.33K
$327K
|
|
|
May 12, 2023
Q1 2023
|
Pointe Capital Management LLC
|
BUY
|
- |
800New |
$88.5K - $101K
|
800
$113K
|
|
|
May 11, 2023
Q1 2023
|
Legacy Capital Group California, Inc.
Los Gatos, CA |
BUY
|
- |
2.78KNew |
$308K - $351K
|
2.78K
$391K
|
|
|
May 11, 2023
Q1 2023
|
Optiver Holding B.V.
Amsterdam, P7 |
BUY
|
- |
293New |
$32.4K - $37K
|
293
$41.2K
|
|
|
May 11, 2023
Q1 2023
|
Clear Perspectives Financial Planning, LLC
Cincinnati, OH |
SELL
|
- |
-31.9K- 36.48% |
$3.53M - $4.03M
|
55.5K
$7.81M
|
|
|
May 11, 2023
Q1 2023
|
Destiny Capital Corp/Co
Golden, CO |
BUY
|
- |
3.9KNew |
$432K - $493K
|
3.9K
$548K
|
|
|
May 11, 2023
Q1 2023
|
Providence Wealth Advisors, LLC
Frankfort, IL |
SELL
|
- |
-595- 2.28% |
$65.9K - $75.2K
|
25.6K
$3.59M
|
|
|
May 10, 2023
Q1 2023
|
Mach 1 Financial Group, LLC
Bentonville, AR |
BUY
|
- |
444New |
$49.1K - $56.1K
|
444
$62.4K
|
|
|
May 10, 2023
Q1 2023
|
Clearwater Capital Advisors, LLC
|
SELL
|
- |
-663- 27.71% |
$73.4K - $83.8K
|
1.73K
$243K
|
|
|
May 10, 2023
Q1 2023
|
Cascade Investment Advisors, Inc.
Oregon City, OR |
BUY
|
- |
325New |
$36K - $41.1K
|
325
$45.7K
|
|
|
May 10, 2023
Q1 2023
|
Lockerman Financial Group, Inc.
|
BUY
|
- |
11+ 0.26% |
$1.22K - $1.39K
|
4.19K
$589K
|
|
|
May 10, 2023
Q1 2023
|
Peak Asset Management, LLC
Louisville, CO |
BUY
|
- |
698+ 4.87% |
$77.3K - $88.2K
|
15K
$2.11M
|
|
|
May 10, 2023
Q1 2023
|
Alpha Financial Partners, LLC
Lexington, KY |
BUY
|
- |
808+ 37.03% |
$89.4K - $102K
|
2.99K
$421K
|
|
|
May 09, 2023
Q1 2023
|
Bank Of New York Mellon Corp
New York, NY |
BUY
|
- |
4.22MNew |
$467M - $533M
|
4.22M
$593M
|
|
|
May 09, 2023
Q1 2023
|
Hanlon Investment Management, Inc.
|
BUY
|
- |
1.93K+ 67.24% |
$213K - $244K
|
4.79K
$674K
|
|
|
May 08, 2023
Q1 2023
|
Mc Ilrath & Eck, LLC
|
SELL
|
- |
-78- 30.71% |
$8.63K - $9.86K
|
176
$24.8K
|
|
|
May 08, 2023
Q1 2023
|
Institutional & Family Asset Management, LLC
|
BUY
|
- |
100New |
$11.1K - $12.6K
|
100
$14.1K
|
|
|
May 03, 2023
Q1 2023
|
Dt Investment Partners, LLC
|
SELL
|
- |
-175- 2.83% |
$19.4K - $22.1K
|
6K
$844K
|
|
|
May 03, 2023
Q1 2023
|
Kistler Tiffany Companies, LLC
Berwyn, PA |
BUY
|
- |
258+ 70.11% |
$28.6K - $32.6K
|
626
$88K
|
|
|
May 02, 2023
Q1 2023
|
True Capital Management
San Francisco, CA |
SELL
|
- |
-327- 9.27% |
$36.2K - $41.3K
|
3.2K
$450K
|
|
|
May 02, 2023
Q1 2023
|
Strategy Asset Managers LLC
|
BUY
|
- |
2.08KNew |
$230K - $263K
|
2.08K
$292K
|
|