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 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 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 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 09, 2026
Q4 2025
|
Cambridge Financial Group, LLC
Tucson, AZ |
BUY
|
- |
1.34K+ 56.85% |
$185K - $192K
|
3.7K
$520K
|
|
|
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 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 08, 2026
Q4 2025
|
Focus Wealth Advisors, LLC
|
BUY
|
- |
411+ 1.02% |
$56.8K - $58.8K
|
40.8K
$5.74M
|
|
|
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 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 07, 2026
Q4 2025
|
Cahaba Wealth Management, Inc.
|
BUY
|
- |
28+ 0.71% |
$3.87K - $4.01K
|
3.99K
$561K
|
|
|
Jan 07, 2026
Q4 2025
|
Tru Wealth Advisors, LLC
|
BUY
|
- |
11+ 0.17% |
$1.52K - $1.57K
|
6.37K
$896K
|
|
|
Jan 09, 2026
Q4 2025
|
Silverlake Wealth Management LLC
Williston, VT |
BUY
|
- |
10+ 0.47% |
$1.38K - $1.43K
|
2.14K
$301K
|
|
|
Jan 07, 2026
Q4 2025
|
Tcp Asset Management, LLC
Columbus, OH |
BUY
|
- |
9+ 0.17% |
$1.24K - $1.29K
|
5.26K
$739K
|
|
|
Jan 05, 2026
Q4 2025
|
Roxbury Financial LLC
Mount Arlington, NJ |
BUY
|
- |
9+ 2.41% |
$1.24K - $1.29K
|
382
$53.7K
|
|
|
Jan 08, 2026
Q4 2025
|
Sar Wealth Management Group, LLC
Atlanta, GA |
BUY
|
- |
6+ 0.36% |
$829 - $859
|
1.69K
$237K
|
|
|
Jan 08, 2026
Q4 2025
|
Sound View Wealth Advisors Group, LLC
|
BUY
|
- |
4+ 0.04% |
$552 - $572
|
10.1K
$1.42M
|
|
|
Jan 08, 2026
Q4 2025
|
M. Kulyk & Associates, LLC
|
BUY
|
- |
3+ 0.09% |
$414 - $429
|
3.36K
$472K
|
|
|
Jan 08, 2026
Q4 2025
|
Zrc Wealth Management, LLC
Santa Rosa, CA |
BUY
|
- |
3+ 0.64% |
$414 - $429
|
475
$66.8K
|
|
| Q3 2025 | |||||||
|
Nov 14, 2025
Q3 2025
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
256K+ 3.27% |
$34.3M - $36.6M
|
8.1M
$1.14B
|
|
|
Nov 14, 2025
Q3 2025
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
116K+ 29.96% |
$15.6M - $16.6M
|
505K
$71M
|
|
|
Nov 13, 2025
Q3 2025
|
Ubs Group Ag
|
BUY
|
- |
105K+ 9.99% |
$14M - $15M
|
1.16M
$162M
|
|
|
Nov 14, 2025
Q3 2025
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
85.5K+ 24.28% |
$11.4M - $12.2M
|
438K
$61.5M
|
|
|
Nov 07, 2025
Q3 2025
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
75.8K+ 5.14% |
$10.1M - $10.8M
|
1.55M
$218M
|
|
|
Nov 12, 2025
Q3 2025
|
Cibc Bancorp Usa Inc.
Chicago, IL |
BUY
|
- |
61.4KNew |
$8.21M - $8.75M
|
61.4K
$8.63M
|
|
|
Oct 28, 2025
Q3 2025
|
Sequoia Financial Advisors, LLC
|
BUY
|
- |
53.4KNew |
$7.15M - $7.61M
|
53.4K
$7.51M
|
|
|
Oct 29, 2025
Q3 2025
|
Rede Wealth, LLC
|
BUY
|
- |
38.7KNew |
$5.18M - $5.52M
|
38.7K
$5.44M
|
|
|
Nov 10, 2025
Q3 2025
|
Kovitz Investment Group Partners, LLC
|
BUY
|
- |
37.7K+ 102.47% |
$5.04M - $5.37M
|
74.4K
$10.5M
|
|
|
Nov 14, 2025
Q3 2025
|
Goldman Sachs Group Inc
New York, NY |
BUY
|
- |
30.6K+ 4.63% |
$4.09M - $4.36M
|
690K
$97.1M
|
|
|
Nov 12, 2025
Q3 2025
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
26K+ 1.53% |
$3.48M - $3.71M
|
1.72M
$242M
|
|
|
Nov 06, 2025
Q3 2025
|
Gallagher Capital Advisors, LLC
Argyle, TX |
BUY
|
- |
19.8K+ 149.62% |
$2.65M - $2.82M
|
33K
$4.64M
|
|
|
Nov 14, 2025
Q3 2025
|
Rockefeller Capital Management L.P.
New York, NY |
BUY
|
- |
17.9K+ 3.9% |
$2.4M - $2.56M
|
478K
$67.2M
|
|
|
Nov 06, 2025
Q3 2025
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
16.3K+ 5.2% |
$2.18M - $2.32M
|
330K
$46.4M
|
|
|
Nov 14, 2025
Q3 2025
|
Quantinno Capital Management LP
New York, NY |
BUY
|
- |
16.1K+ 65.64% |
$2.16M - $2.3M
|
40.7K
$5.72M
|
|
|
Nov 13, 2025
Q3 2025
|
Jane Street Group, LLC
New York, NY |
BUY
|
CALL |
15.9K+ 1.9% |
$2.13M - $2.27M
|
851K
$120M
|
|
|
Nov 12, 2025
Q3 2025
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
14.7K+ 5.21% |
$1.97M - $2.09M
|
296K
$41.7M
|
|
|
Nov 19, 2025
Q3 2025
|
First Commonwealth Financial Corp
Indiana, PA |
BUY
|
- |
14.4KNew |
$1.93M - $2.05M
|
14.4K
$2.02M
|
|
|
Nov 18, 2025
Q3 2025
|
Advisory Services Network, LLC
|
BUY
|
- |
13.5K+ 11.75% |
$1.81M - $1.93M
|
129K
$18.1M
|
|
|
Nov 19, 2025
Q3 2025
|
Regions Financial Corp
|
BUY
|
- |
13.5KNew |
$1.81M - $1.92M
|
13.5K
$1.9M
|
|