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 13, 2025
Q2 2025
|
Allie Family Office LLC
|
BUY
|
- |
370+ 12.33% |
$43.8K - $49.9K
|
3.37K
$474K
|
|
|
Aug 14, 2025
Q2 2025
|
Silvercrest Asset Management Group LLC
New York, NY |
BUY
|
- |
326+ 13.37% |
$38.6K - $44K
|
2.76K
$389K
|
|
|
Aug 05, 2025
Q2 2025
|
First Horizon Advisors, Inc.
|
BUY
|
- |
321+ 2.0% |
$38K - $43.3K
|
16.4K
$2.3M
|
|
|
Aug 12, 2025
Q2 2025
|
Country Trust Bank
|
BUY
|
- |
291+ 36.28% |
$34.4K - $39.2K
|
1.09K
$154K
|
|
|
Aug 14, 2025
Q2 2025
|
Headlands Technologies LLC
Chicago, IL |
BUY
|
- |
288New |
$34.1K - $38.8K
|
288
$40.5K
|
|
|
Aug 08, 2025
Q2 2025
|
Wealth Shield Partners, LLC
Cary, NC |
BUY
|
- |
285+ 31.88% |
$33.7K - $38.4K
|
1.18K
$166K
|
|
|
Jul 23, 2025
Q2 2025
|
Integris Wealth Management, LLC
Monterey, CA |
BUY
|
- |
281+ 7.48% |
$33.3K - $37.9K
|
4.04K
$568K
|
|
|
Aug 07, 2025
Q2 2025
|
Ironwood Investment Counsel, LLC
|
BUY
|
- |
263+ 10.76% |
$31.1K - $35.5K
|
2.71K
$381K
|
|
|
Aug 13, 2025
Q2 2025
|
Kilter Group LLC
Rhinebeck, NY |
BUY
|
- |
234New |
$27.7K - $31.6K
|
234
$32.9K
|
|
|
Jul 17, 2025
Q2 2025
|
Independence Bank Of Kentucky
|
BUY
|
- |
225+ 1.48% |
$26.6K - $30.3K
|
15.4K
$2.17M
|
|
|
Aug 29, 2025
Q2 2025
|
Total Investment Management Inc
Scottsdale, AZ |
BUY
|
- |
222New |
$26.3K - $29.9K
|
222
$31.2K
|
|
|
Aug 14, 2025
Q2 2025
|
Parvin Asset Management, LLC
Sioux Falls, SD |
BUY
|
- |
206New |
$24.4K - $27.8K
|
206
$29K
|
|
|
Jul 18, 2025
Q2 2025
|
Victrix Investment Advisors
Stuart, FL |
BUY
|
- |
190+ 9.41% |
$22.5K - $25.6K
|
2.21K
$311K
|
|
|
Aug 07, 2025
Q2 2025
|
Davis R M Inc
Portland, ME |
BUY
|
- |
188+ 6.99% |
$22.3K - $25.4K
|
2.88K
$405K
|
|
|
Aug 05, 2025
Q2 2025
|
Optivise Advisory Services LLC
Franklin, TN |
BUY
|
- |
183+ 2.93% |
$21.7K - $24.7K
|
6.43K
$904K
|
|
|
Aug 13, 2025
Q2 2025
|
Ken Fisher
Fisher Asset Management, LLC | Camas, Wa
|
BUY
|
- |
164+ 10.33% |
$19.4K - $22.1K
|
1.75K
$246K
|
|
|
Jul 29, 2025
Q2 2025
|
Sigma Investment Counselors Inc
|
BUY
|
- |
155+ 8.2% |
$18.3K - $20.9K
|
2.05K
$288K
|
|
|
Aug 13, 2025
Q2 2025
|
Nicolet Advisory Services, LLC
Green Bay, WI |
BUY
|
- |
121+ 7.33% |
$14.3K - $16.3K
|
1.77K
$249K
|
|
|
Jul 30, 2025
Q2 2025
|
Advantage Trust CO
Salina, KS |
BUY
|
- |
120New |
$14.2K - $16.2K
|
120
$16.9K
|
|
|
Aug 13, 2025
Q2 2025
|
Strategic Family Wealth Counselors, L.L.C.
Fairfield, NJ |
BUY
|
- |
104+ 4.21% |
$12.3K - $14K
|
2.57K
$362K
|
|
|
Jul 30, 2025
Q2 2025
|
Castle Wealth Management LLC
|
BUY
|
- |
100+ 4.67% |
$11.8K - $13.5K
|
2.24K
$315K
|
|
|
Jul 16, 2025
Q2 2025
|
Moisand Fitzgerald Tamayo, LLC
|
BUY
|
- |
100+ 7.14% |
$11.8K - $13.5K
|
1.5K
$211K
|
|
|
Aug 14, 2025
Q2 2025
|
Skopos Labs, Inc.
Riverhead, NY |
BUY
|
- |
84New |
$9.94K - $11.3K
|
84
$11.8K
|
|
|
Jul 22, 2025
Q2 2025
|
Keudell
|
BUY
|
- |
79+ 0.97% |
$9.35K - $10.7K
|
8.22K
$1.16M
|
|
|
Aug 11, 2025
Q2 2025
|
North Forty Two & Co.
Lake Oswego, OR |
BUY
|
- |
75+ 1.55% |
$8.88K - $10.1K
|
4.9K
$689K
|
|
|
Jul 17, 2025
Q2 2025
|
Peoples Financial Services Corp.
|
BUY
|
- |
74+ 8.44% |
$8.76K - $9.98K
|
951
$134K
|
|
|
Jul 22, 2025
Q2 2025
|
Vaughan & CO Securities, Inc.
|
BUY
|
- |
72+ 0.81% |
$8.52K - $9.71K
|
9.01K
$1.27M
|
|
|
Aug 04, 2025
Q2 2025
|
Roble, Belko & Company, Inc
Sewickley, PA |
BUY
|
- |
68New |
$8.05K - $9.17K
|
68
$9.56K
|
|
|
Jul 17, 2025
Q2 2025
|
Smith Anglin Financial, LLC
|
BUY
|
- |
52+ 0.37% |
$6.16K - $7.01K
|
14.1K
$1.99M
|
|
|
Jul 17, 2025
Q2 2025
|
Sonora Investment Management Group, LLC
Tucson, AZ |
BUY
|
- |
50+ 1.78% |
$5.92K - $6.74K
|
2.86K
$402K
|
|
|
Jul 16, 2025
Q2 2025
|
Strategic Investment Solutions, Inc. /Il
Orland Park, IL |
BUY
|
- |
50New |
$5.92K - $6.74K
|
50
$7.03K
|
|
|
Jul 16, 2025
Q2 2025
|
Stillwater Capital Advisors, LLC
|
BUY
|
- |
50+ 2.54% |
$5.92K - $6.74K
|
2.02K
$284K
|
|
|
Jul 29, 2025
Q2 2025
|
Princeton Global Asset Management LLC
|
BUY
|
- |
45+ 180.0% |
$5.33K - $6.07K
|
70
$9.84K
|
|
|
Jul 14, 2025
Q2 2025
|
Wealth Advisory Solutions, LLC
|
BUY
|
- |
44+ 2.74% |
$5.21K - $5.93K
|
1.65K
$232K
|
|
|
Aug 06, 2025
Q2 2025
|
Summit Investment Advisors, Inc.
Hunt Valley, MD |
BUY
|
- |
18+ 0.93% |
$2.13K - $2.43K
|
1.96K
$275K
|
|
|
Aug 14, 2025
Q2 2025
|
Fort Point Capital Partners LLC
San Francisco, CA |
BUY
|
- |
14+ 0.22% |
$1.66K - $1.89K
|
6.48K
$911K
|
|
|
Aug 13, 2025
Q2 2025
|
Transce3nd, LLC
Kyle, TX |
BUY
|
- |
12+ 600.0% |
$1.42K - $1.62K
|
14
$1.97K
|
|
|
Aug 05, 2025
Q2 2025
|
Gps Wealth Strategies Group, LLC
|
BUY
|
- |
11+ 3.01% |
$1.3K - $1.48K
|
376
$52.9K
|
|
|
Jul 08, 2025
Q2 2025
|
Rise Advisors, LLC
|
BUY
|
- |
6+ 0.39% |
$710 - $809
|
1.54K
$217K
|
|
|
Jul 17, 2025
Q2 2025
|
Beacon Capital Management, LLC
|
BUY
|
- |
2+ 0.84% |
$237 - $270
|
240
$33.8K
|
|
|
Jul 07, 2025
Q2 2025
|
Thurston, Springer, Miller, Herd & Titak, Inc.
Indianapolis, IN |
BUY
|
- |
2+ 0.48% |
$237 - $270
|
416
$58.5K
|
|
|
Aug 13, 2025
Q2 2025
|
Tudor Financial Inc.
Dayton, OH |
BUY
|
- |
1+ 0.04% |
$118 - $135
|
2.62K
$368K
|
|
|
Aug 12, 2025
Q2 2025
|
Marshall & Sterling Wealth Advisors Inc.
Poughkeepsie, NY |
BUY
|
- |
1+ 0.15% |
$118 - $135
|
661
$93K
|
|
|
Aug 12, 2025
Q2 2025
|
Park Square Financial Group, LLC
Roswell, GA |
BUY
|
- |
1+ 0.63% |
$118 - $135
|
161
$22.6K
|
|
|
Aug 08, 2025
Q2 2025
|
Td Capital Management LLC
Memphis, TN |
BUY
|
- |
1+ 1.37% |
$118 - $135
|
74
$10.4K
|
|
|
Aug 06, 2025
Q2 2025
|
Chancellor Financial Group Wb LP
Wilkes Barre, PA |
BUY
|
- |
1+ 0.03% |
$118 - $135
|
3.38K
$476K
|
|
|
Jul 29, 2025
Q2 2025
|
Altus Wealth Group LLC
Colorado Springs, CO |
BUY
|
- |
1+ 0.05% |
$118 - $135
|
1.94K
$272K
|
|
|
Jul 21, 2025
Q2 2025
|
Compass Planning Associates Inc
Greenfield, MA |
BUY
|
- |
1+ 4.0% |
$118 - $135
|
26
$3.66K
|
|
|
Jul 11, 2025
Q2 2025
|
Uma Financial Services, Inc.
|
BUY
|
- |
1+ 0.08% |
$118 - $135
|
1.2K
$168K
|
|
|
Aug 12, 2025
Q2 2025
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|