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 07, 2025
Q3 2025
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
75.8K+ 5.14% |
$10.1M - $10.8M
|
1.55M
$218M
|
|
|
Nov 07, 2025
Q3 2025
|
Calton & Associates, Inc.
|
SELL
|
- |
-223- 8.55% |
$29.9K - $31.8K
|
2.39K
$336K
|
|
|
Nov 07, 2025
Q3 2025
|
Fifth Third Bancorp
|
SELL
|
- |
-13.7K- 5.1% |
$1.83M - $1.95M
|
254K
$35.7M
|
|
|
Nov 07, 2025
Q3 2025
|
Smithfield Trust CO
Pittsburgh, PA |
SELL
|
- |
-189- 0.36% |
$25.3K - $26.9K
|
51.7K
$7.26M
|
|
|
Nov 07, 2025
Q3 2025
|
Wealth Bridge Capital Management, LLC
Westerville, OH |
BUY
|
- |
56+ 0.37% |
$7.5K - $7.98K
|
15.4K
$2.16M
|
|
|
Nov 07, 2025
Q3 2025
|
Schwarz Dygos Wheeler Investment Advisors LLC
Minneapolis, MN |
BUY
|
- |
5.91K+ 5.31% |
$791K - $843K
|
117K
$16.5M
|
|
|
Nov 07, 2025
Q3 2025
|
Vanguard Group Inc
Valley Forge, PA |
BUY
|
- |
1+ 0.0% |
$134 - $143
|
31.9K
$4.48M
|
|
|
Nov 07, 2025
Q3 2025
|
Founders Financial Alliance, LLC
Raleigh, NC |
BUY
|
- |
715+ 49.41% |
$95.7K - $102K
|
2.16K
$304K
|
|
|
Nov 07, 2025
Q3 2025
|
Aft, Forsyth & Company, Inc.
|
BUY
|
- |
1.44KNew |
$193K - $205K
|
1.44K
$203K
|
|
|
Nov 07, 2025
Q3 2025
|
Glenview Trust CO
Louisville, KY |
SELL
|
- |
-1.63K- 3.33% |
$218K - $232K
|
47.2K
$6.64M
|
|
|
Nov 07, 2025
Q3 2025
|
Balentine LLC
Atlanta, GA |
BUY
|
- |
3+ 0.01% |
$402 - $428
|
34.7K
$4.88M
|
|
|
Nov 07, 2025
Q3 2025
|
Wealthcare Advisory Partners LLC
West Chester, PA |
BUY
|
- |
869+ 3.29% |
$116K - $124K
|
27.3K
$3.84M
|
|
|
Nov 07, 2025
Q3 2025
|
Wealthcare Capital Partners, LLC
West Chester, PA |
BUY
|
- |
17+ 0.9% |
$2.28K - $2.42K
|
1.91K
$268K
|
|
|
Nov 07, 2025
Q3 2025
|
Fortis Group Advisors, LLC
Westwood, NJ |
SELL
|
- |
-3.38K- 35.37% |
$452K - $482K
|
6.17K
$868K
|
|
|
Nov 07, 2025
Q3 2025
|
Cornerstone Advisory, LLC
|
BUY
|
- |
13+ 0.53% |
$1.74K - $1.85K
|
2.45K
$345K
|
|
|
Nov 07, 2025
Q3 2025
|
Burke & Herbert Bank & Trust CO
|
SELL
|
- |
-580- 1.39% |
$77.7K - $82.7K
|
41.2K
$5.8M
|
|
|
Nov 07, 2025
Q3 2025
|
Northeast Investment Management
|
BUY
|
- |
167+ 7.68% |
$22.4K - $23.8K
|
2.34K
$329K
|
|
|
Nov 07, 2025
Q3 2025
|
Axxcess Wealth Management, LLC
Carlsbad, CA |
BUY
|
- |
1.01K+ 14.3% |
$135K - $144K
|
8.06K
$1.13M
|
|
|
Nov 07, 2025
Q3 2025
|
Bbr Partners, LLC
New York, NY |
SELL
|
- |
-130- 3.21% |
$17.4K - $18.5K
|
3.93K
$552K
|
|
|
Nov 07, 2025
Q3 2025
|
Advisors Capital Management, LLC
Ridgewood, NJ |
BUY
|
- |
1.19K+ 66.24% |
$159K - $169K
|
2.97K
$418K
|
|
|
Nov 07, 2025
Q3 2025
|
Bok Financial Private Wealth, Inc.
Denver, CO |
SELL
|
- |
-67- 0.62% |
$8.97K - $9.55K
|
10.8K
$1.51M
|
|
|
Nov 07, 2025
Q3 2025
|
Essex Financial Services, Inc.
|
SELL
|
- |
-345- 1.56% |
$46.2K - $49.2K
|
21.8K
$3.06M
|
|
|
Nov 07, 2025
Q3 2025
|
New Edge Wealth, LLC
Pittsburgh, PA |
SELL
|
- |
-1.84K- 10.23% |
$246K - $262K
|
16.1K
$2.27M
|
|
|
Nov 07, 2025
Q3 2025
|
Synovus Financial Corp
Columbus, GA |
BUY
|
- |
2.39K+ 1.16% |
$319K - $340K
|
207K
$29.1M
|
|
|
Nov 07, 2025
Q3 2025
|
Empirical Financial Services, LLC D.B.A. Empirical Wealth Management
|
SELL
|
- |
-235- 9.85% |
$31.5K - $33.5K
|
2.15K
$303K
|
|
|
Nov 07, 2025
Q3 2025
|
Amg National Trust Bank
|
BUY
|
- |
7K+ 2.34% |
$937K - $998K
|
306K
$43.1M
|
|
|
Nov 06, 2025
Q3 2025
|
Prospera Financial Services Inc
|
BUY
|
- |
10.5K+ 33.48% |
$1.41M - $1.5M
|
42K
$5.91M
|
|
|
Nov 06, 2025
Q3 2025
|
Wealthfront Advisers LLC
|
BUY
|
- |
1.84K+ 8.48% |
$246K - $262K
|
23.5K
$3.31M
|
|
|
Nov 06, 2025
Q3 2025
|
Johnson Investment Counsel Inc
Cincinnati, OH |
BUY
|
- |
631+ 2.33% |
$84.5K - $90K
|
27.7K
$3.9M
|
|
|
Nov 06, 2025
Q3 2025
|
Gallagher Capital Advisors, LLC
Argyle, TX |
BUY
|
- |
19.8K+ 149.62% |
$2.65M - $2.82M
|
33K
$4.64M
|
|
|
Nov 06, 2025
Q3 2025
|
Harpswell Capital Advisors, LLC
Yarmouth, ME |
BUY
|
- |
4KNew |
$536K - $570K
|
4K
$563K
|
|
|
Nov 06, 2025
Q3 2025
|
First National Trust CO
|
SELL
|
- |
-54- 0.66% |
$7.23K - $7.7K
|
8.16K
$1.15M
|
|
|
Nov 06, 2025
Q3 2025
|
Summit Asset Management, LLC
Memphis, TN |
BUY
|
- |
1.5KNew |
$201K - $214K
|
1.5K
$211K
|
|
|
Nov 06, 2025
Q3 2025
|
Wesbanco Bank Inc
|
BUY
|
- |
468+ 2.6% |
$62.7K - $66.7K
|
18.5K
$2.6M
|
|
|
Nov 06, 2025
Q3 2025
|
Svb Wealth LLC
Boston, MA |
SELL
|
- |
-97- 2.02% |
$13K - $13.8K
|
4.71K
$662K
|
|
|
Nov 06, 2025
Q3 2025
|
Northwest Financial Advisors
Herndon, VA |
BUY
|
- |
8+ 0.3% |
$1.07K - $1.14K
|
2.71K
$381K
|
|
|
Nov 06, 2025
Q3 2025
|
Bridge Port Financial Solutions, LLC
Fairfield, IA |
BUY
|
- |
45+ 1.91% |
$6.02K - $6.42K
|
2.41K
$338K
|
|
|
Nov 06, 2025
Q3 2025
|
Midwest Trust CO
Overland Park, KS |
SELL
|
- |
-1.67K- 9.1% |
$223K - $238K
|
16.7K
$2.35M
|
|
|
Nov 06, 2025
Q3 2025
|
Costello Asset Management, Inc
|
BUY
|
- |
10+ 0.72% |
$1.34K - $1.43K
|
1.4K
$197K
|
|
|
Nov 06, 2025
Q3 2025
|
Providence Capital Advisors, LLC
Charlotte, NC |
SELL
|
- |
-10- 0.33% |
$1.34K - $1.43K
|
3K
$422K
|
|
|
Nov 06, 2025
Q3 2025
|
Caprock Group, Inc.
|
SELL
|
- |
-186- 5.43% |
$24.9K - $26.5K
|
3.24K
$456K
|
|
|
Nov 06, 2025
Q3 2025
|
Cibc World Market Inc.
Toronto, A6 |
SELL
|
- |
-510- 0.18% |
$68.3K - $72.7K
|
289K
$40.6M
|
|
|
Nov 06, 2025
Q3 2025
|
Blue Chip Wealth Advisors LLC
Milton, GA |
SELL
|
- |
-250- 10.67% |
$33.5K - $35.6K
|
2.09K
$294K
|
|
|
Nov 06, 2025
Q3 2025
|
Stratos Wealth Partners, Ltd.
|
BUY
|
- |
427+ 3.08% |
$57.2K - $60.9K
|
14.3K
$2.01M
|
|
|
Nov 06, 2025
Q3 2025
|
Center For Financial Planning, Inc.
Southfied, MI |
BUY
|
- |
50+ 81.97% |
$6.69K - $7.13K
|
111
$15.6K
|
|
|
Nov 06, 2025
Q3 2025
|
Krilogy Financial LLC
|
BUY
|
- |
5.93KNew |
$794K - $846K
|
5.93K
$835K
|
|
|
Nov 06, 2025
Q3 2025
|
Onyx Bridge Wealth Group LLC
|
BUY
|
- |
1.84KNew |
$247K - $263K
|
1.84K
$259K
|
|
|
Nov 06, 2025
Q3 2025
|
Allegheny Financial Group LTD
Pittsburgh, PA |
BUY
|
- |
5+ 0.29% |
$669 - $713
|
1.73K
$243K
|
|
|
Nov 06, 2025
Q3 2025
|
Savvy Advisors, Inc.
New York, NY |
BUY
|
- |
91+ 1.73% |
$12.2K - $13K
|
5.36K
$753K
|
|
|
Nov 06, 2025
Q3 2025
|
Cbiz Investment Advisory Services, LLC
|
BUY
|
- |
25+ 0.38% |
$3.35K - $3.56K
|
6.65K
$935K
|
|