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 |
|---|---|---|---|---|---|---|---|
|
May 15, 2024
Q1 2024
|
David A. Siegel
Two Sigma Advisers, LP | New York, Ny
|
BUY
|
- |
8KNew |
$906K - $985K
|
8K
$1.06M
|
|
|
May 08, 2024
Q1 2024
|
Sage View Advisory Group, LLC
Newport Beach, CA |
BUY
|
- |
6.86K+ 294.67% |
$777K - $845K
|
9.19K
$1.22M
|
|
|
Apr 10, 2024
Q1 2024
|
American National Bank
|
BUY
|
- |
5K+ 745.16% |
$567K - $616K
|
5.67K
$751K
|
|
|
May 03, 2024
Q1 2024
|
Litman Gregory Wealth Management LLC
|
BUY
|
- |
3.4KNew |
$385K - $419K
|
3.4K
$451K
|
|
|
May 15, 2024
Q1 2024
|
Insigneo Advisory Services, LLC
Miami, FL |
BUY
|
- |
3.06KNew |
$347K - $377K
|
3.06K
$406K
|
|
|
May 14, 2024
Q1 2024
|
Rodgers Brothers Inc.
Harmony, PA |
BUY
|
- |
2.42KNew |
$274K - $298K
|
2.42K
$321K
|
|
|
Apr 30, 2024
Q1 2024
|
Blue Chip Wealth Advisors LLC
Milton, GA |
BUY
|
- |
2.34KNew |
$265K - $288K
|
2.34K
$310K
|
|
|
May 16, 2024
Q1 2024
|
First Western Trust Bank
Denver, CO |
BUY
|
- |
2.12KNew |
$240K - $261K
|
2.12K
$280K
|
|
|
Apr 23, 2024
Q1 2024
|
Melfa Wealth Management, LLC
Westborough, MA |
BUY
|
- |
2.1KNew |
$238K - $259K
|
2.1K
$278K
|
|
|
Jun 13, 2024
Q1 2024
|
Breakwater Investment Management
Seattle, WA |
BUY
|
- |
2.07KNew |
$235K - $255K
|
2.07K
$275K
|
|
|
May 15, 2024
Q1 2024
|
Greytown Advisors Inc.
Miami, FL |
BUY
|
- |
2.04KNew |
$231K - $251K
|
2.04K
$270K
|
|
|
May 15, 2024
Q1 2024
|
Western Pacific Wealth Management, LP
|
BUY
|
- |
1.84K+ 140.98% |
$208K - $226K
|
3.14K
$416K
|
|
|
Apr 22, 2024
Q1 2024
|
Gray Private Wealth, LLC
Canton, MA |
BUY
|
- |
1.77KNew |
$200K - $218K
|
1.77K
$234K
|
|
|
May 13, 2024
Q1 2024
|
Umpqua Bank
Lake Oswego, OR |
BUY
|
- |
1.75KNew |
$198K - $216K
|
1.75K
$232K
|
|
|
May 01, 2024
Q1 2024
|
Mitchell Mcleod Pugh & Williams Inc
|
BUY
|
- |
1.72KNew |
$195K - $212K
|
1.72K
$228K
|
|
|
May 15, 2024
Q1 2024
|
Df Dent & CO Inc
Baltimore, MD |
BUY
|
- |
1.71KNew |
$193K - $210K
|
1.71K
$226K
|
|
|
May 14, 2024
Q1 2024
|
Mgo One Seven LLC
Beachwood, OH |
BUY
|
- |
1.69KNew |
$191K - $208K
|
1.69K
$223K
|
|
|
Apr 17, 2024
Q1 2024
|
Francis Financial, Inc.
New York, NY |
BUY
|
- |
1.68KNew |
$190K - $206K
|
1.68K
$222K
|
|
|
Apr 23, 2024
Q1 2024
|
United Asset Strategies, Inc.
Garden City, NY |
BUY
|
- |
1.67KNew |
$189K - $205K
|
1.67K
$221K
|
|
|
May 10, 2024
Q1 2024
|
Silver Oak Securities, Inc
Jackson, TN |
BUY
|
- |
1.46KNew |
$166K - $180K
|
1.46K
$194K
|
|
|
May 14, 2024
Q1 2024
|
Lri Investments, LLC
Palm Beach Gardens, FL |
BUY
|
- |
1.26KNew |
$142K - $155K
|
1.26K
$166K
|
|
|
May 15, 2024
Q1 2024
|
Weaver Capital Management LLC
Suwanee, GA |
BUY
|
- |
1.25KNew |
$141K - $154K
|
1.25K
$165K
|
|
|
Apr 12, 2024
Q1 2024
|
Riverview Trust CO
|
BUY
|
- |
1.2KNew |
$136K - $147K
|
1.2K
$158K
|
|
|
Apr 12, 2024
Q1 2024
|
Westend Capital Management, LLC
Sausalito, CA |
BUY
|
- |
1.18KNew |
$134K - $145K
|
1.18K
$156K
|
|
|
Apr 26, 2024
Q1 2024
|
Yhb Investment Advisors, Inc.
|
BUY
|
- |
1.09KNew |
$123K - $134K
|
1.09K
$144K
|
|
|
May 08, 2024
Q1 2024
|
Fpc Investment Advisory, Inc.
Petaluma, CA |
BUY
|
- |
1.01KNew |
$114K - $124K
|
1.01K
$134K
|
|
|
Apr 26, 2024
Q1 2024
|
Life Steps Financial, Inc.
|
BUY
|
- |
881New |
$99.8K - $109K
|
881
$117K
|
|
|
Apr 16, 2024
Q1 2024
|
Webster Bank, N. A.
|
BUY
|
- |
869+ 11.05% |
$98.5K - $107K
|
8.73K
$1.16M
|
|
|
May 13, 2024
Q1 2024
|
Fiduciary Group LLC
Savannah, GA |
BUY
|
- |
829+ 24.13% |
$93.9K - $102K
|
4.26K
$565K
|
|
|
May 15, 2024
Q1 2024
|
Gen Wealth Partners Inc
Zeeland, MI |
BUY
|
- |
823New |
$93.3K - $101K
|
823
$109K
|
|
|
Apr 22, 2024
Q1 2024
|
Accordant Advisory Group Inc
Annapolis, MD |
BUY
|
- |
633New |
$71.7K - $78K
|
633
$83.9K
|
|
|
May 08, 2024
Q1 2024
|
Tbh Global Asset Management, LLC
Brentwood, TN |
BUY
|
- |
574+ 24.45% |
$65K - $70.7K
|
2.92K
$387K
|
|
|
Apr 24, 2024
Q1 2024
|
Country Club Bank
|
BUY
|
- |
538+ 7.04% |
$61K - $66.3K
|
8.18K
$1.08M
|
|
|
Apr 15, 2024
Q1 2024
|
Procyon Advisors, LLC
|
BUY
|
- |
359+ 14.34% |
$40.7K - $44.2K
|
2.86K
$379K
|
|
|
May 07, 2024
Q1 2024
|
Headlands Technologies LLC
Chicago, IL |
BUY
|
- |
345+ 884.62% |
$39.1K - $42.5K
|
384
$50.9K
|
|
|
May 03, 2024
Q1 2024
|
Gables Capital Management Inc.
|
BUY
|
- |
289New |
$32.7K - $35.6K
|
289
$38.3K
|
|
|
Apr 05, 2024
Q1 2024
|
Summit Financial Group, Inc.
|
BUY
|
- |
265+ 0.65% |
$30K - $32.6K
|
41.1K
$5.45M
|
|
|
May 14, 2024
Q1 2024
|
Fogel Capital Management, Inc.
Stuart, FL |
BUY
|
- |
245+ 9.33% |
$27.8K - $30.2K
|
2.87K
$380K
|
|
|
May 15, 2024
Q1 2024
|
Rice Partnership, LLC
|
BUY
|
- |
200New |
$22.7K - $24.6K
|
200
$26.5K
|
|
|
May 08, 2024
Q1 2024
|
Cyrus J. Lawrence, LLC
|
BUY
|
- |
200New |
$22.7K - $24.6K
|
200
$26.5K
|
|
|
May 13, 2024
Q1 2024
|
Missouri Trust & Investment CO
Springfield, MO |
BUY
|
- |
151+ 15.5% |
$17.1K - $18.6K
|
1.13K
$149K
|
|
|
Apr 24, 2024
Q1 2024
|
Iag Wealth Partners, LLC
|
BUY
|
- |
119New |
$13.5K - $14.7K
|
119
$15.8K
|
|
|
May 10, 2024
Q1 2024
|
Lcnb Corp
Lebanon, OH |
BUY
|
- |
116+ 5.66% |
$13.1K - $14.3K
|
2.17K
$287K
|
|
|
Apr 11, 2024
Q1 2024
|
Central Bank & Trust CO
|
BUY
|
- |
106New |
$12K - $13.1K
|
106
$14K
|
|
|
May 15, 2024
Q1 2024
|
Ncm Capital Management, LLC
Ramsey, NJ |
BUY
|
- |
86+ 0.66% |
$9.74K - $10.6K
|
13.1K
$1.74M
|
|
|
May 14, 2024
Q1 2024
|
Hanseatic Management Services Inc
|
BUY
|
- |
67New |
$7.59K - $8.25K
|
67
$8.88K
|
|
|
May 09, 2024
Q1 2024
|
Windsor Advisory Group, LLC
Columbus, OH |
BUY
|
- |
54New |
$6.12K - $6.65K
|
54
$7.16K
|
|
|
Apr 30, 2024
Q1 2024
|
Hixon Zuercher, LLC
|
BUY
|
- |
53+ 2.65% |
$6.01K - $6.53K
|
2.06K
$272K
|
|
|
Apr 26, 2024
Q1 2024
|
Farmers & Merchants Trust CO Of Chambersburg Pa
|
BUY
|
- |
50+ 11.96% |
$5.67K - $6.16K
|
468
$62K
|
|
|
Apr 22, 2024
Q1 2024
|
America First Investment Advisors, LLC
|
BUY
|
- |
47New |
$5.33K - $5.79K
|
47
$6.23K
|