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 28, 2020
Q1 2020
|
Texas Capital Bank Wealth Management Services Inc
|
SELL
|
- |
-3.51KClosed |
$220K - $377K
|
0
$0
|
|
|
Apr 27, 2020
Q1 2020
|
Geneva Partners, LLC
|
SELL
|
- |
-17.3KClosed |
$1.08M - $1.86M
|
0
$0
|
|
|
Apr 24, 2020
Q1 2020
|
Bergan Kdv Wealth Management, LLC
|
SELL
|
- |
-570- 69.51% |
$35.7K - $61.2K
|
250
$33.2K
|
|
|
Apr 24, 2020
Q1 2020
|
Tfg Advisers LLC
|
SELL
|
- |
-1Closed |
$62.7 - $107
|
0
$0
|
|
|
Apr 24, 2020
Q1 2020
|
Cypress Capital Management LLC
Greenville, DE |
SELL
|
- |
-2.48KClosed |
$155K - $266K
|
0
$0
|
|
|
Apr 24, 2020
Q1 2020
|
Whitener Capital Management, Inc.
Rocky Mount, NC |
SELL
|
- |
-2.45KClosed |
$154K - $263K
|
0
$0
|
|
|
Apr 22, 2020
Q1 2020
|
Gradient Capital Advisors, LLC
|
SELL
|
- |
-1.95KClosed |
$122K - $210K
|
0
$0
|
|
|
Apr 21, 2020
Q1 2020
|
Cribstone Capital Management, LLC
Augusta, ME |
SELL
|
- |
-375Closed |
$23.5K - $40.2K
|
0
$0
|
|
|
Apr 21, 2020
Q1 2020
|
Cordatus Wealth Management LLC
Newtown, PA |
SELL
|
- |
-11.8KClosed |
$740K - $1.27M
|
0
$0
|
|
|
Apr 20, 2020
Q1 2020
|
Advisors Preferred, LLC
Rockville, MD |
SELL
|
- |
-21KClosed |
$1.31M - $2.25M
|
0
$0
|
|
|
Apr 17, 2020
Q1 2020
|
Vigilant Capital Management, LLC
|
SELL
|
- |
-318Closed |
$19.9K - $34.1K
|
0
$0
|
|
|
Apr 16, 2020
Q1 2020
|
Outlook Wealth Advisors, LLC
|
SELL
|
- |
-8.64KClosed |
$542K - $927K
|
0
$0
|
|
|
Apr 16, 2020
Q1 2020
|
Norris Perne & French LLP
Grand Rapids, MI |
SELL
|
- |
-2.06KClosed |
$129K - $221K
|
0
$0
|
|
|
Apr 14, 2020
Q1 2020
|
Arvest Bank Trust Division
Dewey, OK |
SELL
|
- |
-3.64KClosed |
$228K - $390K
|
0
$0
|
|
|
Apr 07, 2020
Q1 2020
|
Silverleafe Capital Partners, LLC
Memphis, TN |
SELL
|
- |
-3.78KClosed |
$237K - $406K
|
0
$0
|
|
| Q4 2019 | |||||||
|
Nov 13, 2020
Q4 2019
|
Asset Allocation & Management Company, LLC
|
BUY
|
- |
10.3KNew |
$1.01M - $1.09M
|
10.3K
$1.36M
|
|
|
Feb 14, 2020
Q4 2019
|
Investment Research & Advisory Group, Inc.
|
BUY
|
- |
1KNew |
$98.3K - $106K
|
1K
$133K
|
|
|
Feb 14, 2020
Q4 2019
|
Vectors Research Management, LLC
New York, NY |
BUY
|
- |
267New |
$26.2K - $28.2K
|
267
$35.4K
|
|
|
Feb 14, 2020
Q4 2019
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
BUY
|
PUT |
50New |
$4.91K - $5.29K
|
50
$6.63K
|
|
|
Feb 13, 2020
Q4 2019
|
Riversedge Advisors, LLC
|
SELL
|
- |
-2.78KClosed |
$273K - $293K
|
0
$0
|
|
|
Feb 12, 2020
Q4 2019
|
Princeton Capital Management LLC
Red Bank, NJ |
SELL
|
- |
-586Closed |
$57.6K - $62K
|
0
$0
|
|
|
Feb 11, 2020
Q4 2019
|
Wellington Shields Capital Management, LLC
New York, NY |
SELL
|
- |
-5.49KClosed |
$539K - $581K
|
0
$0
|
|
|
Feb 07, 2020
Q4 2019
|
Td Ameritrade Investment Management, LLC
Omaha, NE |
SELL
|
- |
-231Closed |
$22.7K - $24.4K
|
0
$0
|
|
|
Feb 04, 2020
Q4 2019
|
Penobscot Investment Management Company, Inc.
Boston, MA |
SELL
|
- |
-2.88KClosed |
$282K - $304K
|
0
$0
|
|
|
Feb 03, 2020
Q4 2019
|
Evolution Wealth Advisors, LLC
|
SELL
|
- |
0Closed |
$0 - $0
|
0
$0
|
|
|
Jan 29, 2020
Q4 2019
|
Burt Wealth Advisors
|
SELL
|
- |
-142Closed |
$14K - $15K
|
0
$0
|
|
|
Jan 21, 2020
Q4 2019
|
Moneco Advisors, LLC
Fairfield, CT |
SELL
|
- |
-3.44KClosed |
$338K - $364K
|
0
$0
|
|
|
Jan 15, 2020
Q4 2019
|
Tlwm
San Antonio, TX |
SELL
|
- |
-100Closed |
$9.83K - $10.6K
|
0
$0
|
|
|
Jan 15, 2020
Q4 2019
|
Towerpoint Wealth, LLC
Sacramento, CA |
SELL
|
- |
-566Closed |
$55.6K - $59.9K
|
0
$0
|
|
|
Jan 14, 2020
Q4 2019
|
Center Star Asset Management, LLC
|
SELL
|
- |
-467Closed |
$45.9K - $49.4K
|
0
$0
|
|
|
Jan 14, 2020
Q4 2019
|
Center Star Asset Management, LLC
|
SELL
|
PUT |
-1.1KClosed |
$108K - $116K
|
0
$0
|
|
|
Jan 14, 2020
Q4 2019
|
Corbenic Partners LLC
|
SELL
|
- |
-52Closed |
$5.11K - $5.5K
|
0
$0
|
|
|
Jan 10, 2020
Q4 2019
|
Douglass Winthrop Advisors, LLC
New York, NY |
SELL
|
- |
-2.8KClosed |
$275K - $296K
|
0
$0
|
|
|
Jan 09, 2020
Q4 2019
|
Perkins Coie Trust CO
|
SELL
|
- |
-1.5KClosed |
$147K - $159K
|
0
$0
|
|
| Q3 2019 | |||||||
|
Nov 15, 2019
Q3 2019
|
One Ascent Financial Services LLC
Birmingham, AL |
SELL
|
- |
-4.14KClosed |
$417K - $427K
|
0
$0
|
|
|
Nov 14, 2019
Q3 2019
|
Avestar Capital, LLC
|
SELL
|
- |
-130Closed |
$13.1K - $13.4K
|
0
$0
|
|
|
Nov 14, 2019
Q3 2019
|
Wolverine Asset Management LLC
|
BUY
|
CALL |
200KNew |
$20.2M - $20.6M
|
200K
$26.5M
|
|
|
Nov 14, 2019
Q3 2019
|
Camarda Financial Advisors, LLC
Fleming Island, FL |
SELL
|
- |
-460Closed |
$46.4K - $47.5K
|
0
$0
|
|
|
Nov 13, 2019
Q3 2019
|
Destination Wealth Management
|
SELL
|
- |
-1.39KClosed |
$140K - $143K
|
0
$0
|
|
|
Nov 08, 2019
Q3 2019
|
Meridian Wealth Advisors, LLC
|
SELL
|
- |
-2.67KClosed |
$269K - $275K
|
0
$0
|
|
|
Nov 05, 2019
Q3 2019
|
Doyle Wealth Management
St. Petersburg, FL |
SELL
|
- |
-1KClosed |
$101K - $103K
|
0
$0
|
|
|
Oct 30, 2019
Q3 2019
|
Executive Wealth Management, LLC
|
SELL
|
- |
-283- 25.25% |
$28.5K - $29.2K
|
838
$111K
|
|
|
Oct 21, 2019
Q3 2019
|
Atwood & Palmer Inc
|
SELL
|
- |
-200Closed |
$20.2K - $20.6K
|
0
$0
|
|
|
Oct 09, 2019
Q3 2019
|
First National Bank Of Mount Dora, Trust Investment Services
|
SELL
|
- |
-2.07KClosed |
$209K - $214K
|
0
$0
|
|
| Q2 2019 | |||||||
|
Aug 14, 2019
Q2 2019
|
Israel Discount Bank Of New York
New York, NY |
SELL
|
- |
-400Closed |
N/A
|
0
$0
|
|
|
Aug 14, 2019
Q2 2019
|
Avalon Investment & Advisory
Houston, TX |
SELL
|
- |
-5.49KClosed |
N/A
|
0
$0
|
|
|
Aug 14, 2019
Q2 2019
|
Little House Capital LLC
Braintree, MA |
SELL
|
- |
-1.18KClosed |
N/A
|
0
$0
|
|
|
Aug 13, 2019
Q2 2019
|
Icon Wealth Partners, LLC
|
SELL
|
- |
-645Closed |
N/A
|
0
$0
|
|
|
Aug 13, 2019
Q2 2019
|
Aspire Private Capital, LLC
|
SELL
|
- |
-31Closed |
N/A
|
0
$0
|
|
|
Aug 13, 2019
Q2 2019
|
Centiva Capital, LP
New York, NY |
SELL
|
- |
-25KClosed |
N/A
|
0
$0
|
|