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 |
|---|---|---|---|---|---|---|---|
|
Aug 12, 2024
Q2 2024
|
Middleton & CO Inc
|
BUY
|
- |
1.68KNew |
$194K - $211K
|
1.68K
$222K
|
|
|
Aug 12, 2024
Q2 2024
|
Tritonpoint Wealth, LLC
Chevy Chase, MD |
BUY
|
- |
1.67KNew |
$193K - $210K
|
1.67K
$221K
|
|
|
Jul 23, 2024
Q2 2024
|
Godsey & Gibb Associates
|
BUY
|
- |
1.67KNew |
$193K - $209K
|
1.67K
$221K
|
|
|
Jul 16, 2024
Q2 2024
|
Legacy Trust
Grand Rapids, MI |
BUY
|
- |
1.45K+ 23.28% |
$168K - $182K
|
7.68K
$1.02M
|
|
|
Aug 14, 2024
Q2 2024
|
Widmann Financial Services, Inc.
|
BUY
|
- |
1.38KNew |
$159K - $173K
|
1.38K
$183K
|
|
|
Jul 18, 2024
Q2 2024
|
Woodmont Investment Counsel LLC
Nashville, TN |
BUY
|
- |
1.33K+ 49.39% |
$154K - $167K
|
4.01K
$532K
|
|
|
Jul 30, 2024
Q2 2024
|
Cassaday & CO Wealth Management LLC
Mclean, VA |
BUY
|
- |
1.02K+ 23.09% |
$118K - $129K
|
5.45K
$722K
|
|
|
Jul 30, 2024
Q2 2024
|
Private Ocean, LLC
|
BUY
|
- |
1K+ 21.89% |
$116K - $126K
|
5.57K
$738K
|
|
|
Jul 22, 2024
Q2 2024
|
Strengthening Families & Communities, LLC
|
BUY
|
- |
860New |
$99.5K - $108K
|
860
$114K
|
|
|
Jul 31, 2024
Q2 2024
|
Henrickson Nauta Wealth Advisors, Inc.
Belmont, MI |
BUY
|
- |
841+ 40.57% |
$97.3K - $106K
|
2.91K
$386K
|
|
|
Aug 14, 2024
Q2 2024
|
Icon Wealth Advisors, LLC
Houston, TX |
BUY
|
- |
839New |
$97.1K - $106K
|
839
$111K
|
|
|
Jul 09, 2024
Q2 2024
|
Olistico Wealth, LLC
Tulsa, OK |
BUY
|
- |
713New |
$82.5K - $89.7K
|
713
$94.5K
|
|
|
Jul 30, 2024
Q2 2024
|
Jmg Financial Group, Ltd.
|
BUY
|
- |
679+ 6.33% |
$78.6K - $85.4K
|
11.4K
$1.51M
|
|
|
Aug 07, 2024
Q2 2024
|
Biltmore Family Office, LLC
|
BUY
|
- |
643+ 31.77% |
$74.4K - $80.9K
|
2.67K
$353K
|
|
|
Aug 13, 2024
Q2 2024
|
1832 Asset Management L.P.
Toronto, A6 |
BUY
|
- |
604New |
$69.9K - $76K
|
604
$80K
|
|
|
Jul 25, 2024
Q2 2024
|
Gratus Capital LLC
|
BUY
|
- |
506+ 15.09% |
$58.6K - $63.6K
|
3.86K
$511K
|
|
|
Jul 26, 2024
Q2 2024
|
Financial Connections Group, Inc.
|
BUY
|
- |
497New |
$57.5K - $62.5K
|
497
$65.9K
|
|
|
Jul 29, 2024
Q2 2024
|
Modera Wealth Management, LLC
|
BUY
|
- |
341+ 5.2% |
$39.5K - $42.9K
|
6.9K
$915K
|
|
|
Jul 18, 2024
Q2 2024
|
Triad Wealth Partners, LLC
Lawrence, KS |
BUY
|
- |
333New |
$38.5K - $41.9K
|
333
$44.1K
|
|
|
Aug 14, 2024
Q2 2024
|
Flputnam Investment Management CO
Portland, ME |
BUY
|
- |
314New |
$36.3K - $39.5K
|
314
$41.6K
|
|
|
Jul 24, 2024
Q2 2024
|
Family Firm, Inc.
|
BUY
|
- |
295New |
$34.1K - $37.1K
|
295
$39.1K
|
|
|
Jul 23, 2024
Q2 2024
|
1620 Investment Advisors, Inc.
Plymouth, MA |
BUY
|
- |
246New |
$28.5K - $30.9K
|
246
$32.6K
|
|
|
Jul 23, 2024
Q2 2024
|
Rockland Trust CO
|
BUY
|
- |
239+ 11.6% |
$27.7K - $30.1K
|
2.3K
$305K
|
|
|
Aug 06, 2024
Q2 2024
|
Hcr Wealth Advisors
Los Angeles, CA |
BUY
|
- |
237+ 7.21% |
$27.4K - $29.8K
|
3.52K
$467K
|
|
|
Jul 12, 2024
Q2 2024
|
Gainplan LLC
Bloomfield Hills, MI |
BUY
|
- |
234+ 8.88% |
$27.1K - $29.4K
|
2.87K
$380K
|
|
|
Jul 25, 2024
Q2 2024
|
Institute For Wealth Management, Llc.
|
BUY
|
- |
226+ 12.7% |
$26.2K - $28.4K
|
2.01K
$266K
|
|
|
Aug 01, 2024
Q2 2024
|
Tortoise Investment Management, LLC
|
BUY
|
- |
187+ 17.03% |
$21.6K - $23.5K
|
1.29K
$170K
|
|
|
Jul 30, 2024
Q2 2024
|
Ifp Advisors, Inc
|
BUY
|
- |
180+ 1.27% |
$20.8K - $22.6K
|
14.3K
$1.9M
|
|
|
Aug 14, 2024
Q2 2024
|
United Bank
Vienna, VA |
BUY
|
- |
100+ 4.17% |
$11.6K - $12.6K
|
2.5K
$331K
|
|
|
Aug 06, 2024
Q2 2024
|
Chris Bulman Inc
Roseville, CA |
BUY
|
- |
100New |
$11.6K - $12.6K
|
100
$13.3K
|
|
|
Aug 06, 2024
Q2 2024
|
Caprock Group, Inc.
|
BUY
|
- |
100+ 3.01% |
$11.6K - $12.6K
|
3.43K
$454K
|
|
|
Aug 08, 2024
Q2 2024
|
Element Wealth, LLC
|
BUY
|
- |
32+ 2.29% |
$3.7K - $4.02K
|
1.43K
$190K
|
|
|
Aug 14, 2024
Q2 2024
|
Cardiff Park Advisors, LLC
San Marcos, CA |
BUY
|
- |
20+ 0.75% |
$2.31K - $2.52K
|
2.67K
$354K
|
|
|
Jul 22, 2024
Q2 2024
|
Caldwell Sutter Capital, Inc.
Sausalito, CA |
BUY
|
- |
20+ 2.72% |
$2.31K - $2.52K
|
756
$100K
|
|
|
Jul 26, 2024
Q2 2024
|
Wealth Shield Partners, LLC
Cary, NC |
BUY
|
- |
15+ 1.86% |
$1.74K - $1.89K
|
822
$109K
|
|
|
Aug 12, 2024
Q2 2024
|
Buckingham Strategic Wealth, LLC
Clayton, MO |
BUY
|
- |
10+ 0.37% |
$1.16K - $1.26K
|
2.69K
$356K
|
|
|
Jul 19, 2024
Q2 2024
|
Madrona Financial Services, LLC
|
BUY
|
- |
8+ 0.2% |
$926 - $1.01K
|
4K
$530K
|
|
|
Jul 09, 2024
Q2 2024
|
Fulton Bank, N.A.
|
BUY
|
- |
8+ 0.04% |
$926 - $1.01K
|
22.4K
$2.96M
|
|
|
Aug 08, 2024
Q2 2024
|
Northwest Bancshares, Inc.
Warren, PA |
BUY
|
- |
5+ 0.21% |
$579 - $629
|
2.42K
$320K
|
|
|
Sep 11, 2024
Q2 2024
|
Newbridge Financial Services Group, Inc.
|
BUY
|
- |
3+ 0.62% |
$347 - $377
|
486
$64.4K
|
|
|
Aug 15, 2024
Q2 2024
|
Clarity Asset Management, Inc.
Ames, IA |
BUY
|
- |
1+ 0.95% |
$116 - $126
|
106
$14K
|
|
|
Jul 30, 2024
Q2 2024
|
Platform Technology Partners
|
BUY
|
- |
1+ 0.01% |
$116 - $126
|
8.7K
$1.15M
|
|
|
Jul 18, 2024
Q2 2024
|
Gradient Investments LLC
|
BUY
|
- |
1+ 0.2% |
$116 - $126
|
493
$65.3K
|
|
| Q1 2024 | |||||||
|
May 14, 2024
Q1 2024
|
Omers Administration Corp
Toronto, A6 |
BUY
|
- |
359KNew |
$40.6M - $44.2M
|
359K
$47.5M
|
|
|
May 08, 2024
Q1 2024
|
Eagle Bay Advisors LLC
New York, NY |
BUY
|
- |
38.7KNew |
$4.39M - $4.77M
|
38.7K
$5.13M
|
|
|
May 15, 2024
Q1 2024
|
Barclays PLC
London, X0 |
BUY
|
- |
25KNew |
$2.83M - $3.07M
|
25K
$3.31M
|
|
|
Apr 30, 2024
Q1 2024
|
Hartline Investment Corp
Winnetka, IL |
BUY
|
- |
18.1KNew |
$2.05M - $2.23M
|
18.1K
$2.4M
|
|
|
May 14, 2024
Q1 2024
|
Cetera Advisors LLC
Denver, CO |
BUY
|
- |
14.9K+ 22.96% |
$1.68M - $1.83M
|
79.5K
$10.5M
|
|
|
May 15, 2024
Q1 2024
|
Logan Stone Capital, LLC
Chicago, IL |
BUY
|
- |
9.39KNew |
$1.06M - $1.16M
|
9.39K
$1.24M
|
|
|
May 10, 2024
Q1 2024
|
Imprint Wealth LLC
Mount Pleasant, SC |
BUY
|
- |
9.11KNew |
$1.03M - $1.12M
|
9.11K
$1.21M
|
|