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 |
|---|---|---|---|---|---|---|---|
|
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
$27.6M
|
|
|
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
$116K
|
|
|
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 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
|
|
|
Aug 12, 2019
Q2 2019
|
Bruderman Asset Management, LLC
Locust Valley, NY |
SELL
|
- |
-637Closed |
N/A
|
0
$0
|
|
|
Aug 08, 2019
Q2 2019
|
Intellectus Partners, LLC
San Francisco, CA |
SELL
|
- |
-1.88KClosed |
N/A
|
0
$0
|
|
|
Jul 31, 2019
Q2 2019
|
Buffington Mohr Mc Neal
|
SELL
|
- |
-250Closed |
N/A
|
0
$0
|
|
|
Jul 30, 2019
Q2 2019
|
First National Corp
|
SELL
|
- |
-569Closed |
N/A
|
0
$0
|
|
|
Jul 29, 2019
Q2 2019
|
Fulcrum Capital LLC
|
SELL
|
- |
-5.49KClosed |
N/A
|
0
$0
|
|
|
Jul 26, 2019
Q2 2019
|
Kmg Fiduciary Partners, LLC
|
SELL
|
- |
-2.26KClosed |
N/A
|
0
$0
|
|
|
Jul 26, 2019
Q2 2019
|
Aevitas Wealth Management, Inc.
|
SELL
|
- |
-382Closed |
N/A
|
0
$0
|
|
|
Jul 24, 2019
Q2 2019
|
Claret Asset Management Corp
|
SELL
|
- |
-2.66KClosed |
N/A
|
0
$0
|
|
|
Jul 23, 2019
Q2 2019
|
Northwest Wealth Management, LLC
|
SELL
|
- |
-1.08KClosed |
N/A
|
0
$0
|
|
|
Jul 18, 2019
Q2 2019
|
Gemmer Asset Management LLC
|
SELL
|
- |
-470Closed |
N/A
|
0
$0
|
|
|
Jul 15, 2019
Q2 2019
|
Consolidated Capital Management, LLC
|
SELL
|
- |
-2.16KClosed |
N/A
|
0
$0
|
|
| Q1 2019 | |||||||
|
May 15, 2019
Q1 2019
|
Castle Rock Wealth Management, LLC
|
BUY
|
- |
644+ 19.33% |
N/A
|
3.98K
$549K
|
|
|
May 15, 2019
Q1 2019
|
Claybrook Capital, LLC
|
SELL
|
- |
-20Closed |
N/A
|
0
$0
|
|
|
May 14, 2019
Q1 2019
|
Alera Investment Advisors, LLC
|
SELL
|
- |
-61Closed |
N/A
|
0
$0
|
|
|
May 03, 2019
Q1 2019
|
Canal Capital Management, LLC
|
SELL
|
- |
-3.34KClosed |
N/A
|
0
$0
|
|
|
Apr 30, 2019
Q1 2019
|
Strategic Investment Advisors
Farmington Hills, MI |
SELL
|
- |
-2.78KClosed |
N/A
|
0
$0
|
|
|
Apr 30, 2019
Q1 2019
|
Tocqueville Asset Management L.P.
New York, NY |
SELL
|
- |
-46.5KClosed |
N/A
|
0
$0
|
|
|
Apr 23, 2019
Q1 2019
|
New Potomac Partners, LLC
|
SELL
|
- |
-75Closed |
N/A
|
0
$0
|
|
|
Apr 22, 2019
Q1 2019
|
Gyroscope Capital Management Group, LLC
|
SELL
|
- |
-8.59KClosed |
N/A
|
0
$0
|
|
|
Apr 12, 2019
Q1 2019
|
Ipswich Investment Management Co., Inc.
|
SELL
|
- |
-120Closed |
N/A
|
0
$0
|
|
|
Apr 09, 2019
Q1 2019
|
Fluent Financial, LLC
|
SELL
|
- |
-3.15KClosed |
N/A
|
0
$0
|
|
|
Apr 08, 2019
Q1 2019
|
Contravisory Investment Management, Inc.
|
SELL
|
- |
-16Closed |
N/A
|
0
$0
|
|
| Q4 2018 | |||||||
|
Mar 11, 2024
Q4 2018
|
Hobart Private Capital, LLC
Charlotte, NC |
SELL
|
- |
-2.19KClosed |
N/A
|
0
$0
|
|
|
Mar 04, 2019
Q4 2018
|
Whalerock Point Partners, LLC
Providence, RI |
SELL
|
- |
-4.53KClosed |
N/A
|
0
$0
|
|
|
Feb 14, 2019
Q4 2018
|
Manufacturers Life Insurance Company, The
Toronto, A6 |
SELL
|
- |
-23.4KClosed |
N/A
|
0
$0
|
|
|
Feb 13, 2019
Q4 2018
|
Sym Financial Corp
|
SELL
|
- |
-552Closed |
N/A
|
0
$0
|
|
|
Feb 13, 2019
Q4 2018
|
Murphy Pohlad Asset Management LLC
|
BUY
|
- |
245New |
N/A
|
245
$33.8K
|
|
|
Feb 12, 2019
Q4 2018
|
Patton Albertson Miller Group, LLC
|
SELL
|
- |
-49Closed |
N/A
|
0
$0
|
|
|
Feb 12, 2019
Q4 2018
|
Ameritas Investment Partners, Inc.
Lincoln, NE |
SELL
|
- |
-101Closed |
N/A
|
0
$0
|
|
|
Feb 11, 2019
Q4 2018
|
Signature Wealth Management Group
|
SELL
|
- |
-638Closed |
N/A
|
0
$0
|
|
|
Feb 07, 2019
Q4 2018
|
B. Riley Financial, Inc.
Los Angeles, CA |
SELL
|
- |
-9.2KClosed |
N/A
|
0
$0
|
|
|
Feb 07, 2019
Q4 2018
|
Macroview Investment Management LLC
|
SELL
|
- |
-20Closed |
N/A
|
0
$0
|
|
|
Feb 07, 2019
Q4 2018
|
W.G. Shaheen & Associates Dba Whitney & CO
|
SELL
|
- |
-50Closed |
N/A
|
0
$0
|
|
|
Feb 05, 2019
Q4 2018
|
Smith, Salley & Associates
|
SELL
|
- |
-2.02KClosed |
N/A
|
0
$0
|
|