Latest Institutional Transactions on Ishares Tr (DVY)

DVY Quotes by TradingView

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 15, 2021 Q3 2021
Enterprise Financial Services Corp

Clayton, MO
SELL
 -
-267
Closed
$30K - $32K
0 $0
Nov 15, 2021 Q3 2021
Zeke Capital Advisors, LLC

Berwyn, PA
BUY
 -
2.33K
New
$262K - $279K
2.33K $309K
Nov 15, 2021 Q3 2021
Port Capital LLC

Chicago, IL
SELL
 -
-1.76K
Closed
$198K - $211K
0 $0
Nov 15, 2021 Q3 2021
Williams Jones Wealth Management, Llc.

New York, NY
SELL
 -
-4.43K
Closed
$499K - $531K
0 $0
Nov 12, 2021 Q3 2021
Bridges Investment Management Inc

SELL
 -
-1.75K
Closed
$196K - $209K
0 $0
Nov 12, 2021 Q3 2021
C M Bidwell & Associates LTD

Honolulu, HI
BUY
 -
140
New
$15.8K - $16.8K
140 $18.6K
Nov 12, 2021 Q3 2021
Meridian Wealth Partners, LLC

Blue Bell, PA
BUY
 -
143
New
$16.1K - $17.1K
143 $19K
Nov 09, 2021 Q3 2021
Inscription Capital, LLC

Houston, TX
SELL
 -
-30.5K
Closed
$3.43M - $3.65M
0 $0
Nov 04, 2021 Q3 2021
First Personal Financial Services

SELL
 -
-250
- 41.67%
$28.1K - $30K
350 $46.4K
Nov 03, 2021 Q3 2021
Estate Counselors, LLC

SELL
 -
-830
Closed
$93.4K - $99.5K
0 $0
Oct 26, 2021 Q3 2021
Rocky Mountain Advisers, LLC

SELL
 -
-334
- 21.33%
$37.6K - $40K
1.23K $163K
Oct 22, 2021 Q3 2021
Carolina Wealth Advisors, LLC

SELL
 -
-105
Closed
$11.8K - $12.6K
0 $0
Oct 22, 2021 Q3 2021
Parallel Advisors, LLC

BUY
 CALL
17.1K
New
$1.92M - $2.05M
17.1K $2.27M
Oct 15, 2021 Q3 2021
Paradigm, Strategies In Wealth Management, LLC

SELL
 -
-1.2K
Closed
$135K - $144K
0 $0
Oct 14, 2021 Q3 2021
Red Door Wealth Management, LLC

SELL
 -
-535
Closed
$60.2K - $64.1K
0 $0
Oct 14, 2021 Q3 2021
Marino, Stram & Associates LLC

SELL
 -
-1.98K
Closed
$223K - $238K
0 $0
Oct 14, 2021 Q3 2021
Canton Hathaway, LLC

SELL
 -
-115
Closed
$12.9K - $13.8K
0 $0
Oct 12, 2021 Q3 2021
First Premier Bank

SELL
 -
-9
- 1.97%
$1.01K - $1.08K
447 $59.3K
Q2 2021
Jan 09, 2024 Q2 2021
Financial Perspectives, Inc

Minneapolis, MN
SELL
 -
-13K
- 99.12%
$1.48M - $1.6M
115 $15.3K
Nov 09, 2023 Q2 2021
Brewin Dolphin Wealth Management LTD

Conskleagh, Dublin, L2
SELL
 -
-260
- 1.36%
$29.7K - $32K
18.9K $2.5M
Aug 17, 2021 Q2 2021
Logan Capital Management Inc

Newtown Square, PA
BUY
 -
25
New
$2.85K - $3.08K
25 $3.32K
Aug 16, 2021 Q2 2021
Capital Advantage, Inc.

SELL
 -
-2.19K
Closed
$250K - $270K
0 $0
Aug 16, 2021 Q2 2021
Wealthcare Capital Management LLC

Richmond, VA
SELL
 -
-178
Closed
$20.3K - $21.9K
0 $0
Aug 16, 2021 Q2 2021
Acorn Wealth Advisors, LLC

Grand Blanc, MI
SELL
 -
-9.17K
Closed
$1.05M - $1.13M
0 $0
Aug 16, 2021 Q2 2021
Balyasny Asset Management LLC

Chicago, IL
SELL
 -
-16K
Closed
$1.83M - $1.97M
0 $0
Aug 13, 2021 Q2 2021
Family Management Corp

New York, NY
SELL
 -
-100
- 43.29%
$11.4K - $12.3K
131 $17.4K
Aug 13, 2021 Q2 2021
Loomis Sayles & CO L P

SELL
 -
-925
Closed
$106K - $114K
0 $0
Aug 12, 2021 Q2 2021
Cranbrook Wealth Management, LLC

SELL
 -
-435
- 25.35%
$49.7K - $53.5K
1.28K $170K
Aug 09, 2021 Q2 2021
Brand Asset Management Group, Inc.

SELL
 -
-684
Closed
$78.1K - $84.2K
0 $0
Aug 06, 2021 Q2 2021
Stuart Chaussee & Associates, Inc.

SELL
 -
-1.08K
Closed
$123K - $132K
0 $0
Aug 06, 2021 Q2 2021
Mainstay Capital Management LLC

SELL
 -
-10.7K
Closed
$1.23M - $1.32M
0 $0
Aug 02, 2021 Q2 2021
Regal Wealth Group, Inc.

SELL
 -
-589
Closed
$67.2K - $72.5K
0 $0
Jul 27, 2021 Q2 2021
Monument Capital Management

SELL
 -
-22.3K
Closed
$2.54M - $2.74M
0 $0
Jul 21, 2021 Q2 2021
Davenport & CO LLC

BUY
 PUT
40.2K
New
$4.59M - $4.95M
40.2K $5.33M
Jul 21, 2021 Q2 2021
Manchester Financial Inc

SELL
 -
-50
Closed
$5.71K - $6.15K
0 $0
Jul 20, 2021 Q2 2021
Univest Financial Corp

SELL
 -
-1.95K
Closed
$222K - $240K
0 $0
Jul 14, 2021 Q2 2021
Affiance Financial, LLC

BUY
 -
11
+ 5.5%
$1.26K - $1.35K
211 $28K
Jul 13, 2021 Q2 2021
Rda Financial Network

SELL
 -
-1.83K
Closed
$209K - $225K
0 $0
Jul 01, 2021 Q2 2021
Corsicana & Co.

BUY
 -
490
New
$55.9K - $60.3K
490 $65K
Q1 2021
May 25, 2021 Q1 2021
Encompass Wealth Advisors, LLC

SELL
 -
-50
Closed
$4.74K - $5.77K
0 $0
May 19, 2021 Q1 2021
Tru Independence Asset Management 2, LLC

SELL
 -
-50
Closed
$4.74K - $5.77K
0 $0
May 17, 2021 Q1 2021
Financial Gravity Asset Management, Inc.

SELL
 -
-194
Closed
$18.4K - $22.4K
0 $0
May 17, 2021 Q1 2021
Capstone Triton Financial Group, LLC

Oklahoma City, OK
SELL
 -
-719
Closed
$68.1K - $83K
0 $0
May 14, 2021 Q1 2021
Asset Management One Co., Ltd.

SELL
 -
-2.9K
Closed
$275K - $335K
0 $0
May 13, 2021 Q1 2021
Axiom Investment Management LLC

New York, NY
BUY
 -
1.8K
New
$171K - $208K
1.8K $239K
May 13, 2021 Q1 2021
Payden & Rygel

Los Angeles, CA
SELL
 -
-1.5K
Closed
$142K - $173K
0 $0
May 12, 2021 Q1 2021
Ropes Wealth Advisors LLC

Boston, MA
SELL
 -
-964
Closed
$91.3K - $111K
0 $0
May 12, 2021 Q1 2021
Alpha Dna Investment Management LLC

Columbia, MD
SELL
 -
-500
Closed
$47.4K - $57.7K
0 $0
May 12, 2021 Q1 2021
Fca Corp

Houston, TX
SELL
 -
-33.7K
Closed
$3.2M - $3.89M
0 $0

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