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 |
|---|---|---|---|---|---|---|---|
|
Nov 13, 2024
Q3 2024
|
Mosaic Family Wealth Partners, LLC
St. Louis, MO |
BUY
|
- |
480+ 2.8% |
$57.6K - $65.2K
|
17.6K
$2.33M
|
|
|
Nov 13, 2024
Q3 2024
|
Titleist Asset Management, LLC
San Antonio, TX |
BUY
|
- |
14+ 0.2% |
$1.68K - $1.9K
|
7.06K
$935K
|
|
|
Nov 13, 2024
Q3 2024
|
Tiaa Trust, National Association
Charlotte, NC |
BUY
|
- |
1.44K+ 14.98% |
$173K - $195K
|
11K
$1.46M
|
|
|
Nov 13, 2024
Q3 2024
|
Scotia Capital Inc.
|
BUY
|
- |
3.06K+ 14.21% |
$368K - $416K
|
24.6K
$3.26M
|
|
|
Nov 13, 2024
Q3 2024
|
Capital Fund Management S.A.
Paris, I0 |
SELL
|
- |
-13.1K- 46.53% |
$1.57M - $1.78M
|
15.1K
$1.99M
|
|
|
Nov 13, 2024
Q3 2024
|
Evoke Wealth, LLC
|
BUY
|
- |
13.8KNew |
$1.66M - $1.87M
|
13.8K
$1.83M
|
|
|
Nov 13, 2024
Q3 2024
|
Capital Group Private Client Services, Inc.
Los Angeles, CA |
SELL
|
- |
-502- 7.07% |
$60.2K - $68.1K
|
6.6K
$875K
|
|
|
Nov 13, 2024
Q3 2024
|
Wealthspire Advisors, LLC
New York, NY |
BUY
|
- |
4.24K+ 6.35% |
$509K - $575K
|
70.9K
$9.4M
|
|
|
Nov 13, 2024
Q3 2024
|
Parallel Advisors, LLC
|
BUY
|
- |
178+ 1.16% |
$21.4K - $24.2K
|
15.5K
$2.06M
|
|
|
Nov 13, 2024
Q3 2024
|
Argent Advisors, Inc.
Monroe, LA |
SELL
|
- |
-136- 0.44% |
$16.3K - $18.5K
|
30.5K
$4.05M
|
|
|
Nov 13, 2024
Q3 2024
|
Monetary Management Group Inc
St Louis, MO |
SELL
|
- |
-1K- 5.0% |
$120K - $136K
|
19K
$2.52M
|
|
|
Nov 13, 2024
Q3 2024
|
Clearstead Advisors, LLC
Cleveland, OH |
SELL
|
- |
-89- 0.27% |
$10.7K - $12.1K
|
33.4K
$4.42M
|
|
|
Nov 13, 2024
Q3 2024
|
Kestra Advisory Services, LLC
|
SELL
|
- |
-20.3K- 14.66% |
$2.43M - $2.75M
|
118K
$15.6M
|
|
|
Nov 13, 2024
Q3 2024
|
Csenge Advisory Group
|
BUY
|
- |
120+ 0.64% |
$14.4K - $16.3K
|
19K
$2.52M
|
|
|
Nov 13, 2024
Q3 2024
|
Treynor Bancshares, Inc.
|
SELL
|
- |
-30- 1.73% |
$3.6K - $4.07K
|
1.7K
$225K
|
|
|
Nov 13, 2024
Q3 2024
|
Cibc Private Wealth Group, LLC
|
SELL
|
- |
-323- 0.52% |
$38.8K - $43.8K
|
62K
$8.22M
|
|
|
Nov 13, 2024
Q3 2024
|
Thrive Capital Management, LLC
Fort Washington, PA |
SELL
|
- |
-584- 8.27% |
$70.1K - $79.3K
|
6.47K
$858K
|
|
|
Nov 13, 2024
Q3 2024
|
Operose Advisors LLC
Milwaukee, WI |
BUY
|
- |
1.22K+ 5.84% |
$146K - $165K
|
22.1K
$2.92M
|
|
|
Nov 13, 2024
Q3 2024
|
Johnson Financial Group, Inc.
Racine, WI |
BUY
|
- |
100+ 2.04% |
$12K - $13.6K
|
5K
$663K
|
|
|
Nov 13, 2024
Q3 2024
|
Main Street Group, LTD
Glen Allen, VA |
BUY
|
- |
153+ 81.82% |
$18.4K - $20.8K
|
340
$45.1K
|
|
|
Nov 13, 2024
Q3 2024
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
14K+ 0.38% |
$1.68M - $1.9M
|
3.69M
$489M
|
|
|
Nov 13, 2024
Q3 2024
|
Kestra Private Wealth Services, LLC
|
SELL
|
- |
-23- 0.31% |
$2.76K - $3.12K
|
7.47K
$990K
|
|
|
Nov 13, 2024
Q3 2024
|
Allred Capital Management, LLC
Dallas, TX |
BUY
|
- |
6+ 0.27% |
$720 - $814
|
2.27K
$301K
|
|
|
Nov 13, 2024
Q3 2024
|
Fine Mark National Bank & Trust
Fort Myers, FL |
SELL
|
- |
-1.09K- 5.31% |
$131K - $148K
|
19.5K
$2.58M
|
|
|
Nov 13, 2024
Q3 2024
|
Deutsche Bank Ag\
Frankfurt Am Main, 2M |
SELL
|
- |
-226- 1.42% |
$27.1K - $30.7K
|
15.7K
$2.08M
|
|
|
Nov 13, 2024
Q3 2024
|
Argent Trust CO
Nashville, TN |
BUY
|
- |
359+ 1.44% |
$43.1K - $48.7K
|
25.3K
$3.35M
|
|
|
Nov 13, 2024
Q3 2024
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-42.2K- 12.47% |
$5.06M - $5.73M
|
296K
$39.3M
|
|
|
Nov 13, 2024
Q3 2024
|
Kayne Anderson Rudnick Investment Management LLC
Los Angeles, CA |
SELL
|
- |
-10.6K- 33.4% |
$1.27M - $1.44M
|
21.1K
$2.8M
|
|
|
Nov 13, 2024
Q3 2024
|
Northern Trust Corp
Chicago, IL |
SELL
|
- |
-65.7K- 2.17% |
$7.88M - $8.92M
|
2.96M
$392M
|
|
|
Nov 13, 2024
Q3 2024
|
Choate Investment Advisors
Boston, MA |
SELL
|
- |
-1.47K- 20.13% |
$176K - $199K
|
5.82K
$771K
|
|
|
Nov 13, 2024
Q3 2024
|
Horizon Investments, LLC
Charlotte, NC |
BUY
|
- |
2+ 100.0% |
$240 - $271
|
4
$530
|
|
|
Nov 13, 2024
Q3 2024
|
Mariner, LLC
Overland Park, KS |
BUY
|
- |
6.07K+ 1.55% |
$728K - $824K
|
398K
$52.8M
|
|
|
Nov 13, 2024
Q3 2024
|
Iconiq Capital, LLC
San Francisco, CA |
BUY
|
- |
48+ 0.78% |
$5.76K - $6.52K
|
6.18K
$818K
|
|
|
Nov 13, 2024
Q3 2024
|
Federation Des Caisses Desjardins Du Quebec
Levis, A8 |
SELL
|
- |
-365- 2.19% |
$43.8K - $49.5K
|
16.3K
$2.16M
|
|
|
Nov 13, 2024
Q3 2024
|
Wfa Of San Diego, LLC
|
SELL
|
- |
-46- 2.27% |
$5.52K - $6.24K
|
1.98K
$262K
|
|
|
Nov 13, 2024
Q3 2024
|
Avantax Advisory Services, Inc.
|
SELL
|
- |
-4.73K- 4.5% |
$567K - $641K
|
100K
$13.3M
|
|
|
Nov 13, 2024
Q3 2024
|
Brown Advisory Inc
|
BUY
|
- |
209+ 0.52% |
$25.1K - $28.4K
|
40.3K
$5.34M
|
|
|
Nov 13, 2024
Q3 2024
|
Alley Investment Management Company, LLC
|
BUY
|
- |
22+ 0.4% |
$2.64K - $2.99K
|
5.56K
$737K
|
|
|
Nov 13, 2024
Q3 2024
|
Townsquare Capital LLC
|
BUY
|
- |
432+ 9.14% |
$51.8K - $58.6K
|
5.16K
$684K
|
|
|
Nov 13, 2024
Q3 2024
|
Providence Capital Advisors, LLC
Charlotte, NC |
SELL
|
- |
-727- 20.87% |
$87.2K - $98.7K
|
2.76K
$365K
|
|
|
Nov 13, 2024
Q3 2024
|
Cadence Bank
Tupelo, MS |
BUY
|
- |
7.85KNew |
$941K - $1.06M
|
7.85K
$1.04M
|
|
|
Nov 13, 2024
Q3 2024
|
First Commonwealth Financial Corp
Indiana, PA |
SELL
|
- |
-772- 2.83% |
$92.6K - $105K
|
26.5K
$3.51M
|
|
|
Nov 13, 2024
Q3 2024
|
River Glades Family Offices LLC
Naples, FL |
BUY
|
- |
1.65KNew |
$198K - $224K
|
1.65K
$219K
|
|
|
Nov 13, 2024
Q3 2024
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
15.5K+ 4.2% |
$1.86M - $2.11M
|
386K
$51.1M
|
|
|
Nov 13, 2024
Q3 2024
|
Capital Analysts, LLC
Fort Washington, PA |
SELL
|
- |
-702- 3.34% |
$84.2K - $95.3K
|
20.3K
$2.69M
|
|
|
Nov 13, 2024
Q3 2024
|
Creative One Wealth, LLC
Overland Park, KS |
SELL
|
- |
-126- 1.5% |
$15.1K - $17.1K
|
8.29K
$1.1M
|
|
|
Nov 13, 2024
Q3 2024
|
Keeley Teton Advisors, LLC
Chicago, IL |
BUY
|
- |
350+ 3.16% |
$42K - $47.5K
|
11.4K
$1.51M
|
|
|
Nov 13, 2024
Q3 2024
|
Glenmede Trust CO Na
Philadelphia, PA |
BUY
|
- |
8.98K+ 3.75% |
$1.08M - $1.22M
|
248K
$32.9M
|
|
|
Nov 13, 2024
Q3 2024
|
Gts Securities LLC
New York, NY |
SELL
|
- |
-18.6K- 50.79% |
$2.24M - $2.53M
|
18.1K
$2.39M
|
|
|
Nov 13, 2024
Q3 2024
|
Gts Securities LLC
New York, NY |
SELL
|
PUT |
-25.6K- 81.01% |
$3.07M - $3.47M
|
6K
$795K
|