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 12, 2024
Q3 2024
|
Camden National Bank
Camden, ME |
SELL
|
- |
-750- 12.65% |
$90K - $102K
|
5.18K
$686K
|
|
|
Nov 12, 2024
Q3 2024
|
Glenview Trust CO
Louisville, KY |
BUY
|
- |
2.23K+ 5.04% |
$268K - $303K
|
46.5K
$6.16M
|
|
|
Nov 12, 2024
Q3 2024
|
Summit Financial, LLC
Parsippany, NJ |
SELL
|
- |
-202- 6.23% |
$24.2K - $27.4K
|
3.04K
$403K
|
|
|
Nov 12, 2024
Q3 2024
|
Sand Hill Global Advisors, LLC
Palo Alto, CA |
BUY
|
- |
1.65KNew |
$198K - $224K
|
1.65K
$218K
|
|
|
Nov 12, 2024
Q3 2024
|
Hbk Sorce Advisory LLC
Erie, PA |
SELL
|
- |
-6.1K- 21.29% |
$732K - $828K
|
22.5K
$2.99M
|
|
|
Nov 12, 2024
Q3 2024
|
Adapt Wealth Advisors, LLC
Atlanta, GA |
BUY
|
- |
1.59KNew |
$191K - $216K
|
1.59K
$211K
|
|
|
Nov 12, 2024
Q3 2024
|
Mjp Associates Inc
|
BUY
|
- |
2.33KNew |
$279K - $316K
|
2.33K
$308K
|
|
|
Nov 12, 2024
Q3 2024
|
Providence First Trust CO
|
BUY
|
- |
10+ 0.07% |
$1.2K - $1.36K
|
13.3K
$1.77M
|
|
|
Nov 12, 2024
Q3 2024
|
Cypress Capital, LLC
|
BUY
|
- |
1.54KNew |
$184K - $209K
|
1.54K
$204K
|
|
|
Nov 12, 2024
Q3 2024
|
Landaas & CO
Milwaukee, WI |
BUY
|
- |
971+ 2.73% |
$117K - $132K
|
36.6K
$4.85M
|
|
|
Nov 12, 2024
Q3 2024
|
Congress Wealth Management LLC
Boston, MA |
BUY
|
- |
135KNew |
$16.2M - $18.4M
|
135K
$17.9M
|
|
|
Nov 12, 2024
Q3 2024
|
One Capital Management, LLC
Westlake Village, CA |
SELL
|
- |
-1.02K- 26.01% |
$122K - $138K
|
2.89K
$383K
|
|
|
Nov 12, 2024
Q3 2024
|
Journey Strategic Wealth LLC
Summit, NJ |
BUY
|
- |
167+ 6.9% |
$20K - $22.7K
|
2.59K
$343K
|
|
|
Nov 12, 2024
Q3 2024
|
Kc Investment Advisors, LLC
Wichita, KS |
BUY
|
- |
380+ 3.22% |
$45.6K - $51.6K
|
12.2K
$1.61M
|
|
|
Nov 12, 2024
Q3 2024
|
Wintrust Investments LLC
Chicago, IL |
SELL
|
- |
-6.93K- 92.54% |
$831K - $940K
|
558
$73.9K
|
|
|
Nov 12, 2024
Q3 2024
|
Berger Financial Group, Inc
Plymouth, MN |
BUY
|
- |
1.49KNew |
$179K - $203K
|
1.49K
$198K
|
|
|
Nov 12, 2024
Q3 2024
|
Cerity Partners LLC
New York, NY |
BUY
|
- |
10.8K+ 7.93% |
$1.3M - $1.47M
|
147K
$19.5M
|
|
|
Nov 12, 2024
Q3 2024
|
Geo Wealth Management, LLC
Chicago, IL |
BUY
|
- |
648+ 13.17% |
$77.8K - $88K
|
5.57K
$738K
|
|
|
Nov 12, 2024
Q3 2024
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
BUY
|
- |
5+ 0.06% |
$600 - $679
|
8.85K
$1.17M
|
|
|
Nov 12, 2024
Q3 2024
|
Bedel Financial Consulting, Inc.
|
BUY
|
- |
597+ 14.03% |
$71.6K - $81K
|
4.85K
$643K
|
|
|
Nov 12, 2024
Q3 2024
|
Bessemer Group Inc
Woodbridge, NJ |
SELL
|
- |
-384- 14.83% |
$46.1K - $52.1K
|
2.21K
$292K
|
|
|
Nov 12, 2024
Q3 2024
|
Colonial Trust Advisors
Spartanburg, SC |
BUY
|
- |
126+ 7.05% |
$15.1K - $17.1K
|
1.91K
$253K
|
|
|
Nov 12, 2024
Q3 2024
|
Elyxium Wealth, LLC
San Mateo, CA |
BUY
|
- |
2.35KNew |
$282K - $319K
|
2.35K
$311K
|
|
|
Nov 12, 2024
Q3 2024
|
Wealthfront Advisers LLC
|
SELL
|
- |
-538- 4.1% |
$64.6K - $73K
|
12.6K
$1.67M
|
|
|
Nov 12, 2024
Q3 2024
|
9258 Wealth Management, LLC
|
SELL
|
- |
-700- 26.27% |
$84K - $95K
|
1.97K
$260K
|
|
|
Nov 12, 2024
Q3 2024
|
Edge Capital Group, LLC
|
SELL
|
- |
-824- 5.83% |
$98.9K - $112K
|
13.3K
$1.76M
|
|
|
Nov 12, 2024
Q3 2024
|
Regal Investment Advisors LLC
Kentwood, MI |
SELL
|
- |
-658- 5.55% |
$79K - $89.3K
|
11.2K
$1.48M
|
|
|
Nov 12, 2024
Q3 2024
|
Hhm Wealth Advisors, LLC
Chattanooga, TN |
SELL
|
- |
-38- 23.03% |
$4.56K - $5.16K
|
127
$16.8K
|
|
|
Nov 12, 2024
Q3 2024
|
Cibc World Market Inc.
Toronto, A6 |
BUY
|
- |
1.84K+ 0.74% |
$221K - $250K
|
250K
$33.1M
|
|
|
Nov 12, 2024
Q3 2024
|
Kerntke Otto Mc Glone Wealth Management Group
Appleton, WI |
BUY
|
- |
1.53KNew |
$183K - $207K
|
1.53K
$202K
|
|
|
Nov 12, 2024
Q3 2024
|
Moneta Group Investment Advisors LLC
St Louis, MO |
SELL
|
- |
-244- 0.28% |
$29.3K - $33.1K
|
88K
$11.7M
|
|
|
Nov 12, 2024
Q3 2024
|
Chilton Capital Management LLC
Houston, TX |
SELL
|
- |
-125- 51.02% |
$15K - $17K
|
120
$15.9K
|
|
|
Nov 12, 2024
Q3 2024
|
Td Waterhouse Canada Inc.
Toronto, A6 |
BUY
|
- |
2+ 0.01% |
$240 - $271
|
15.3K
$2.03M
|
|
|
Nov 12, 2024
Q3 2024
|
Taylor Financial Group, Inc.
Roanoke, VA |
BUY
|
- |
1.4K+ 7.41% |
$168K - $190K
|
20.3K
$2.68M
|
|
|
Nov 12, 2024
Q3 2024
|
Aveo Capital Partners, LLC
|
BUY
|
- |
302+ 13.93% |
$36.2K - $41K
|
2.47K
$327K
|
|
|
Nov 12, 2024
Q3 2024
|
Palisade Asset Management, LLC
|
SELL
|
- |
-64- 1.99% |
$7.68K - $8.69K
|
3.16K
$418K
|
|
|
Nov 12, 2024
Q3 2024
|
Jones Financial Companies Lllp
|
BUY
|
- |
2.59K+ 41.93% |
$311K - $351K
|
8.76K
$1.16M
|
|
|
Nov 12, 2024
Q3 2024
|
Bank Of Hawaii
Honolulu, HI |
SELL
|
- |
-21.2K- 22.48% |
$2.54M - $2.88M
|
73.1K
$9.69M
|
|
|
Nov 12, 2024
Q3 2024
|
Lane & Associates LLC
Moorestown, NJ |
SELL
|
- |
-18- 0.72% |
$2.16K - $2.44K
|
2.47K
$327K
|
|
|
Nov 12, 2024
Q3 2024
|
Gentry Private Wealth, LLC
Wichita, KS |
BUY
|
- |
551+ 6.94% |
$66.1K - $74.8K
|
8.49K
$1.13M
|
|
|
Nov 12, 2024
Q3 2024
|
Pinnacle Financial Group, LLC
|
BUY
|
- |
1.84K+ 3.17% |
$221K - $250K
|
60K
$7.95M
|
|
|
Nov 12, 2024
Q3 2024
|
Cmg Global Holdings, LLC
|
BUY
|
- |
80+ 0.47% |
$9.6K - $10.9K
|
17.3K
$2.29M
|
|
|
Nov 12, 2024
Q3 2024
|
Azimuth Capital Investment Management LLC
Bloomfield Hills, MI |
BUY
|
- |
196+ 11.76% |
$23.5K - $26.6K
|
1.86K
$247K
|
|
|
Nov 12, 2024
Q3 2024
|
Smith, Moore & Co.
Clayton, MO |
SELL
|
- |
-954- 9.37% |
$114K - $129K
|
9.23K
$1.22M
|
|
|
Nov 12, 2024
Q3 2024
|
Resolute Wealth Strategies, LLC
Jackson, MS |
BUY
|
- |
61+ 1.0% |
$7.32K - $8.28K
|
6.14K
$813K
|
|
|
Nov 12, 2024
Q3 2024
|
First American Trust, Fsb
|
SELL
|
- |
-2.39K- 3.14% |
$287K - $325K
|
73.8K
$9.78M
|
|
|
Nov 12, 2024
Q3 2024
|
Crewe Advisors LLC
|
SELL
|
- |
-71- 5.93% |
$8.52K - $9.64K
|
1.13K
$149K
|
|
|
Nov 12, 2024
Q3 2024
|
Camden Capital, LLC
|
SELL
|
- |
-152- 3.05% |
$18.2K - $20.6K
|
4.82K
$639K
|
|
|
Nov 12, 2024
Q3 2024
|
Larson Financial Group LLC
|
BUY
|
- |
14+ 1.09% |
$1.68K - $1.9K
|
1.3K
$172K
|
|
|
Nov 12, 2024
Q3 2024
|
Robertson Stephens Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
4.04K+ 56.57% |
$485K - $549K
|
11.2K
$1.48M
|