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, 2025
Q3 2025
|
Smith Chas P & Associates Pa Cpas
|
SELL
|
- |
-666- 18.15% |
$89.2K - $95K
|
3K
$422K
|
|
|
Nov 12, 2025
Q3 2025
|
Sonata Capital Group Inc
|
SELL
|
- |
-109- 0.45% |
$14.6K - $15.5K
|
23.9K
$3.36M
|
|
|
Nov 12, 2025
Q3 2025
|
Ifg Advisory, LLC
|
SELL
|
- |
-6- 0.01% |
$803 - $855
|
42.9K
$6.04M
|
|
|
Nov 12, 2025
Q3 2025
|
Diversified Portfolios, Inc.
Bloomfield Hills, MI |
BUY
|
- |
1.5KNew |
$201K - $214K
|
1.5K
$211K
|
|
|
Nov 12, 2025
Q3 2025
|
Level Four Advisory Services, LLC
Dallas, TX |
SELL
|
- |
-147- 0.82% |
$19.7K - $21K
|
17.8K
$2.51M
|
|
|
Nov 12, 2025
Q3 2025
|
Cedar Wealth Management, LLC
Walnut Creek, CA |
SELL
|
- |
-104- 5.35% |
$13.9K - $14.8K
|
1.84K
$259K
|
|
|
Nov 12, 2025
Q3 2025
|
Robertson Stephens Wealth Management, LLC
San Francisco, CA |
SELL
|
- |
-1.49K- 11.43% |
$199K - $212K
|
11.5K
$1.62M
|
|
|
Nov 12, 2025
Q3 2025
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
26K+ 1.53% |
$3.48M - $3.71M
|
1.72M
$242M
|
|
|
Nov 12, 2025
Q3 2025
|
Operose Advisors LLC
Milwaukee, WI |
BUY
|
- |
176+ 0.78% |
$23.6K - $25.1K
|
22.7K
$3.19M
|
|
|
Nov 12, 2025
Q3 2025
|
Buckingham Strategic Partners
Saint Louis, MO |
SELL
|
- |
-5.17K- 23.25% |
$693K - $738K
|
17.1K
$2.4M
|
|
|
Nov 12, 2025
Q3 2025
|
Edgewood Management LLC
Greenwich, CT |
SELL
|
- |
-2.96K- 5.38% |
$396K - $421K
|
51.9K
$7.3M
|
|
|
Nov 12, 2025
Q3 2025
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
14.7K+ 5.21% |
$1.97M - $2.09M
|
296K
$41.7M
|
|
|
Nov 12, 2025
Q3 2025
|
Cresset Asset Management, LLC
Chicago, IL |
SELL
|
- |
-79- 0.09% |
$10.6K - $11.3K
|
91K
$12.8M
|
|
|
Nov 12, 2025
Q3 2025
|
Riverview Capital Advisers, LLC
Boston, MA |
BUY
|
- |
1.46KNew |
$195K - $207K
|
1.46K
$205K
|
|
|
Nov 12, 2025
Q3 2025
|
Dodds Wealth, LLC
Greenwood Village, CO |
BUY
|
- |
54+ 0.71% |
$7.23K - $7.7K
|
7.62K
$1.07M
|
|
|
Nov 12, 2025
Q3 2025
|
Duncan Williams Asset Management, LLC
Memphis, TN |
BUY
|
- |
1.63KNew |
$218K - $232K
|
1.63K
$229K
|
|
|
Nov 12, 2025
Q3 2025
|
Arrowroot Family Office, LLC
Marina Del Rey, CA |
BUY
|
- |
68+ 2.36% |
$9.1K - $9.69K
|
2.94K
$414K
|
|
|
Nov 12, 2025
Q3 2025
|
Fox Hill Wealth Management
Dedham, MA |
SELL
|
- |
-531- 4.81% |
$71.1K - $75.7K
|
10.5K
$1.48M
|
|
|
Nov 12, 2025
Q3 2025
|
Intellus Advisors LLC
Naples, FL |
BUY
|
- |
1.5KNew |
$201K - $214K
|
1.5K
$211K
|
|
|
Nov 12, 2025
Q3 2025
|
Ameriflex Group, Inc.
Las Vegas, NV |
BUY
|
- |
6.98K+ 156.98% |
$935K - $995K
|
11.4K
$1.61M
|
|
|
Nov 12, 2025
Q3 2025
|
Cibc Bancorp Usa Inc.
Chicago, IL |
BUY
|
- |
61.4KNew |
$8.21M - $8.75M
|
61.4K
$8.63M
|
|
|
Nov 12, 2025
Q3 2025
|
Jmg Financial Group, Ltd.
|
SELL
|
- |
-96- 0.85% |
$12.9K - $13.7K
|
11.2K
$1.58M
|
|
|
Nov 12, 2025
Q3 2025
|
New Square Capital LLC
|
BUY
|
- |
2.65KNew |
$355K - $378K
|
2.65K
$373K
|
|
|
Nov 12, 2025
Q3 2025
|
Gw&K Investment Management, LLC
Boston, MA |
BUY
|
- |
220+ 10.32% |
$29.5K - $31.4K
|
2.35K
$331K
|
|
|
Nov 12, 2025
Q3 2025
|
Stonebridge Capital Advisors LLC
St Paul, MN |
SELL
|
- |
-680- 5.69% |
$91K - $96.9K
|
11.3K
$1.59M
|
|
|
Nov 12, 2025
Q3 2025
|
American Wealth Advisors, LLC
Johns Creek, GA |
BUY
|
- |
13.3KNew |
$1.77M - $1.89M
|
13.3K
$1.86M
|
|
|
Nov 12, 2025
Q3 2025
|
Foster Dykema Cabot & Partners, LLC
Waltham, MA |
BUY
|
- |
788New |
$105K - $112K
|
788
$111K
|
|
|
Nov 12, 2025
Q3 2025
|
M1 Capital Management LLC
Bloomfield Hills, MI |
SELL
|
- |
-37- 0.64% |
$4.95K - $5.28K
|
5.72K
$804K
|
|
|
Nov 12, 2025
Q3 2025
|
Mario Gabelli
Gamco Investors, Inc. Et Al | Rye, Ny
|
SELL
|
- |
-200- 1.21% |
$26.8K - $28.5K
|
16.3K
$2.29M
|
|
|
Nov 12, 2025
Q3 2025
|
Aptus Capital Advisors, LLC
|
SELL
|
- |
-194- 2.09% |
$26K - $27.7K
|
9.1K
$1.28M
|
|
|
Nov 12, 2025
Q3 2025
|
Trustmark National Bank Trust Department
Jackson, MS |
SELL
|
- |
-3K- 2.38% |
$401K - $427K
|
123K
$17.3M
|
|
|
Nov 12, 2025
Q3 2025
|
Marietta Investment Partners LLC
Milwaukee, WI |
SELL
|
- |
-65- 0.67% |
$8.7K - $9.27K
|
9.6K
$1.35M
|
|
|
Nov 12, 2025
Q3 2025
|
Kcm Investment Advisors LLC
Greenbrae, CA |
BUY
|
- |
14+ 0.03% |
$1.87K - $2K
|
52.8K
$7.43M
|
|
|
Nov 12, 2025
Q3 2025
|
Brinker Capital Investments, LLC
|
SELL
|
- |
-563- 2.56% |
$75.4K - $80.3K
|
21.4K
$3.02M
|
|
|
Nov 12, 2025
Q3 2025
|
Crossmark Global Holdings, Inc.
|
SELL
|
- |
-233- 1.63% |
$31.2K - $33.2K
|
14K
$1.97M
|
|
|
Nov 12, 2025
Q3 2025
|
Perennial Investment Advisors, LLC
Los Angeles, CA |
SELL
|
- |
-45- 2.25% |
$6.02K - $6.42K
|
1.96K
$275K
|
|
|
Nov 12, 2025
Q3 2025
|
Islay Capital Management, LLC
Lubbock, TX |
SELL
|
- |
-236- 3.01% |
$31.6K - $33.6K
|
7.61K
$1.07M
|
|
|
Nov 12, 2025
Q3 2025
|
Smith, Moore & Co.
Clayton, MO |
BUY
|
- |
2+ 0.02% |
$268 - $285
|
9.73K
$1.37M
|
|
|
Nov 12, 2025
Q3 2025
|
Pfg Advisors
|
BUY
|
- |
10.3KNew |
$1.38M - $1.47M
|
10.3K
$1.45M
|
|
|
Nov 12, 2025
Q3 2025
|
Private Advisor Group, LLC
|
SELL
|
- |
-2.2K- 1.14% |
$295K - $314K
|
191K
$26.9M
|
|
|
Nov 12, 2025
Q3 2025
|
Sns Financial Group, LLC
|
BUY
|
- |
9+ 0.44% |
$1.2K - $1.28K
|
2.04K
$287K
|
|
|
Nov 12, 2025
Q3 2025
|
Parallel Advisors, LLC
|
BUY
|
- |
1.18K+ 7.2% |
$157K - $168K
|
17.5K
$2.46M
|
|
|
Nov 12, 2025
Q3 2025
|
Pinnacle Associates LTD
|
BUY
|
- |
55+ 0.17% |
$7.36K - $7.84K
|
32.3K
$4.54M
|
|
|
Nov 12, 2025
Q3 2025
|
Powell Investment Advisors, LLC
|
BUY
|
- |
537+ 0.57% |
$71.9K - $76.6K
|
95.6K
$13.4M
|
|
|
Nov 12, 2025
Q3 2025
|
Gerber Kawasaki Wealth & Investment Management
|
BUY
|
- |
8+ 0.32% |
$1.07K - $1.14K
|
2.48K
$348K
|
|
|
Nov 12, 2025
Q3 2025
|
New England Private Wealth Advisors LLC
Wellesley, MA |
BUY
|
- |
27+ 0.54% |
$3.61K - $3.85K
|
5.02K
$706K
|
|
|
Nov 12, 2025
Q3 2025
|
Creative One Wealth, LLC
Overland Park, KS |
SELL
|
- |
-773- 6.78% |
$103K - $110K
|
10.6K
$1.49M
|
|
|
Nov 12, 2025
Q3 2025
|
Natixis Advisors, L.P.
Boston, MA |
BUY
|
- |
312+ 2.87% |
$41.8K - $44.5K
|
11.2K
$1.57M
|
|
|
Nov 12, 2025
Q3 2025
|
Vsm Wealth Advisory, LLC
Hunt Valley, MD |
BUY
|
- |
4+ 0.79% |
$536 - $570
|
510
$71.7K
|
|
|
Nov 10, 2025
Q3 2025
|
Jackson, Grant Investment Advisers, Inc.
|
SELL
|
- |
-74- 0.18% |
$9.91K - $10.6K
|
40.9K
$5.75M
|
|