Latest Institutional Purchases of Ishares Tr (DVY)
This list provides information on the latest institutional transactions involving Ishares Tr (DVY) stock that were buys. The list includes the name of the institution, the number of shares exchanged, the range of values for the transaction, and the number of shares held by the institution after the purchase has occurred.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Jan 12, 2026
Q4 2025
|
Gilman Hill Asset Management, LLC
|
BUY
|
- |
46.2K+ 2188.63% |
$6.38M - $6.61M
|
48.3K
$6.79M
|
|
|
Jan 14, 2026
Q4 2025
|
Exchange Traded Concepts, LLC
|
BUY
|
- |
41.5K+ 813.39% |
$5.73M - $5.94M
|
46.6K
$6.55M
|
|
|
Jan 14, 2026
Q4 2025
|
Wealth Quarterback LLC
Toms River, NJ |
BUY
|
- |
10.2K+ 27.6% |
$1.41M - $1.46M
|
47.2K
$6.64M
|
|
|
Jan 12, 2026
Q4 2025
|
Davenport & CO LLC
|
BUY
|
- |
8.9K+ 10.55% |
$1.23M - $1.27M
|
93.3K
$13.1M
|
|
|
Jan 05, 2026
Q4 2025
|
Goal Vest Advisory LLC
|
BUY
|
- |
5.66K+ 96.72% |
$782K - $811K
|
11.5K
$1.62M
|
|
|
Jan 08, 2026
Q4 2025
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
4.89K+ 2.36% |
$676K - $700K
|
212K
$29.8M
|
|
|
Jan 05, 2026
Q4 2025
|
Park Avenue Securities LLC
|
BUY
|
- |
4.51K+ 40.15% |
$622K - $645K
|
15.7K
$2.21M
|
|
|
Jan 14, 2026
Q4 2025
|
Chesley Taft & Associates LLC
|
BUY
|
- |
3.25KNew |
$449K - $466K
|
3.25K
$458K
|
|
|
Jan 07, 2026
Q4 2025
|
Massmutual Trust CO Fsb
|
BUY
|
- |
3.02K+ 57.1% |
$416K - $431K
|
8.3K
$1.17M
|
|
|
Jan 07, 2026
Q4 2025
|
Henrickson Nauta Wealth Advisors, Inc.
Belmont, MI |
BUY
|
- |
2.69K+ 97.96% |
$371K - $384K
|
5.43K
$763K
|
|
|
Jan 13, 2026
Q4 2025
|
Ifg Advisors, LLC
|
BUY
|
- |
2.51K+ 2.22% |
$346K - $359K
|
115K
$16.2M
|
|
|
Jan 14, 2026
Q4 2025
|
Eastern Bank
|
BUY
|
- |
2.29K+ 35.09% |
$316K - $327K
|
8.81K
$1.24M
|
|
|
Jan 09, 2026
Q4 2025
|
Clear Trail Advisors, LLC
Houston, TX |
BUY
|
- |
2KNew |
$276K - $286K
|
2K
$281K
|
|
|
Jan 07, 2026
Q4 2025
|
Charis Legacy Partners, LLC
Bryan, TX |
BUY
|
- |
1.87KNew |
$258K - $268K
|
1.87K
$263K
|
|
|
Jan 13, 2026
Q4 2025
|
Waller Financial Planning Group, Inc
|
BUY
|
- |
1.75KNew |
$242K - $250K
|
1.75K
$246K
|
|
|
Jan 12, 2026
Q4 2025
|
Kwb Wealth
Redlands, CA |
BUY
|
- |
1.67KNew |
$231K - $239K
|
1.67K
$235K
|
|
|
Jan 14, 2026
Q4 2025
|
Petros Family Wealth, LLC
Bloomington, MN |
BUY
|
- |
1.5KNew |
$207K - $215K
|
1.5K
$211K
|
|
|
Jan 09, 2026
Q4 2025
|
Cambridge Financial Group, LLC
Tucson, AZ |
BUY
|
- |
1.34K+ 56.85% |
$185K - $192K
|
3.7K
$520K
|
|
|
Jan 14, 2026
Q4 2025
|
Pallas Capital Advisors LLC
Braintree, MA |
BUY
|
- |
1.06K+ 5.16% |
$147K - $152K
|
21.6K
$3.04M
|
|
|
Jan 13, 2026
Q4 2025
|
Dakota Wealth Management
|
BUY
|
- |
832+ 10.1% |
$115K - $119K
|
9.07K
$1.28M
|
|
|
Jan 09, 2026
Q4 2025
|
Diversified Trust CO
|
BUY
|
- |
760+ 15.58% |
$105K - $109K
|
5.64K
$793K
|
|
|
Jan 07, 2026
Q4 2025
|
Procyon Advisors, LLC
|
BUY
|
- |
571+ 15.83% |
$78.9K - $81.7K
|
4.18K
$588K
|
|
|
Jan 12, 2026
Q4 2025
|
Cva Family Office, LLC
|
BUY
|
- |
551+ 7.68% |
$76.1K - $78.9K
|
7.73K
$1.09M
|
|
|
Jan 08, 2026
Q4 2025
|
North Crest Asset Manangement, LLC
|
BUY
|
- |
550+ 4.77% |
$76K - $78.7K
|
12.1K
$1.7M
|
|
|
Jan 08, 2026
Q4 2025
|
Wedmont Private Capital
|
BUY
|
- |
549+ 21.07% |
$75.8K - $78.6K
|
3.16K
$444K
|
|
|
Jan 12, 2026
Q4 2025
|
Kaydan Wealth Management, Inc.
Fenton, MI |
BUY
|
- |
481+ 3.11% |
$66.4K - $68.8K
|
16K
$2.25M
|
|
|
Jan 08, 2026
Q4 2025
|
Focus Wealth Advisors, LLC
|
BUY
|
- |
411+ 1.02% |
$56.8K - $58.8K
|
40.8K
$5.74M
|
|
|
Jan 12, 2026
Q4 2025
|
Focus Financial Network, Inc.
Minneapolis, MN |
BUY
|
- |
398+ 4.15% |
$55K - $57K
|
9.99K
$1.41M
|
|
|
Jan 14, 2026
Q4 2025
|
Cypress Wealth Services, LLC
|
BUY
|
- |
378+ 2.02% |
$52.2K - $54.1K
|
19.1K
$2.69M
|
|
|
Jan 07, 2026
Q4 2025
|
Sagespring Wealth Partners, LLC
Franklin, TN |
BUY
|
- |
365+ 22.63% |
$50.4K - $52.2K
|
1.98K
$278K
|
|
|
Jan 05, 2026
Q4 2025
|
Park National Corp
|
BUY
|
- |
300+ 1.78% |
$41.4K - $42.9K
|
17.1K
$2.41M
|
|
|
Jan 09, 2026
Q4 2025
|
Capital Asset Advisory Services LLC
Haslett, MI |
BUY
|
- |
298+ 4.49% |
$41.2K - $42.6K
|
6.93K
$975K
|
|
|
Jan 07, 2026
Q4 2025
|
Yeomans Consulting Group, Inc.
Marietta, GA |
BUY
|
- |
270+ 1.8% |
$37.3K - $38.6K
|
15.2K
$2.14M
|
|
|
Jan 12, 2026
Q4 2025
|
Edge Wealth Management LLC
|
BUY
|
- |
265+ 3.14% |
$36.6K - $37.9K
|
8.71K
$1.23M
|
|
|
Jan 12, 2026
Q4 2025
|
David J Yvars Group
|
BUY
|
- |
197+ 1.5% |
$27.2K - $28.2K
|
13.3K
$1.87M
|
|
|
Jan 06, 2026
Q4 2025
|
Ransom Advisory, LTD
Providence, RI |
BUY
|
- |
190New |
$26.2K - $27.2K
|
190
$26.7K
|
|
|
Jan 07, 2026
Q4 2025
|
Harbor Investment Advisory, LLC
|
BUY
|
- |
167+ 1.47% |
$23.1K - $23.9K
|
11.5K
$1.62M
|
|
|
Jan 07, 2026
Q4 2025
|
Precedent Wealth Partners, LLC
Houston, TX |
BUY
|
- |
140+ 1.25% |
$19.3K - $20K
|
11.3K
$1.59M
|
|
|
Jan 07, 2026
Q4 2025
|
Capital Advantage, Inc.
|
BUY
|
- |
109+ 1.78% |
$15.1K - $15.6K
|
6.23K
$876K
|
|
|
Jan 14, 2026
Q4 2025
|
Spire Wealth Management
|
BUY
|
- |
100+ 2.24% |
$13.8K - $14.3K
|
4.57K
$642K
|
|
|
Jan 14, 2026
Q4 2025
|
Embree Financial Group
Chicago, IL |
BUY
|
- |
84+ 0.99% |
$11.6K - $12K
|
8.61K
$1.21M
|
|
|
Jan 13, 2026
Q4 2025
|
Romano Brothers And Company
Evanston, IL |
BUY
|
- |
70+ 0.7% |
$9.67K - $10K
|
10K
$1.41M
|
|
|
Jan 14, 2026
Q4 2025
|
Nova Wealth Management, Inc.
Bonita Springs, FL |
BUY
|
- |
60New |
$8.29K - $8.59K
|
60
$8.44K
|
|
|
Jan 14, 2026
Q4 2025
|
Southland Equity Partners LLC
Wildwood, MO |
BUY
|
- |
38+ 1.42% |
$5.25K - $5.44K
|
2.72K
$382K
|
|
|
Jan 07, 2026
Q4 2025
|
Cahaba Wealth Management, Inc.
|
BUY
|
- |
28+ 0.71% |
$3.87K - $4.01K
|
3.99K
$561K
|
|
|
Jan 13, 2026
Q4 2025
|
Balanced Wealth Group LLC
Westlake, OH |
BUY
|
- |
25+ 0.86% |
$3.45K - $3.58K
|
2.92K
$410K
|
|
|
Jan 14, 2026
Q4 2025
|
Wealthcare Capital Partners, LLC
West Chester, PA |
BUY
|
- |
21+ 1.1% |
$2.9K - $3.01K
|
1.93K
$271K
|
|
|
Jan 13, 2026
Q4 2025
|
Fc Advisory LLC
|
BUY
|
- |
20+ 0.69% |
$2.76K - $2.86K
|
2.92K
$411K
|
|
|
Jan 14, 2026
Q4 2025
|
Wealthcare Advisory Partners LLC
West Chester, PA |
BUY
|
- |
18+ 0.07% |
$2.49K - $2.58K
|
27.3K
$3.84M
|
|
|
Jan 12, 2026
Q4 2025
|
Evanson Asset Management, LLC
|
BUY
|
- |
15+ 0.11% |
$2.07K - $2.15K
|
14.1K
$1.98M
|
|