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 |
|---|---|---|---|---|---|---|---|
|
Nov 08, 2023
Q3 2023
|
Northeast Investment Management
|
BUY
|
- |
44+ 2.2% |
$4.73K - $5.2K
|
2.05K
$271K
|
|
|
Oct 20, 2023
Q3 2023
|
Sunesis Advisors, LLC
|
BUY
|
- |
35+ 1.56% |
$3.76K - $4.14K
|
2.28K
$302K
|
|
|
Oct 12, 2023
Q3 2023
|
Hibernia Wealth Partners, LLC
Baton Rouge, LA |
BUY
|
- |
29New |
$3.12K - $3.43K
|
29
$3.84K
|
|
|
Feb 14, 2024
Q3 2023
|
Toronto Dominion Bank
Toronto, Ontario, A6 |
BUY
|
- |
4+ 0.06% |
$430 - $473
|
6.53K
$865K
|
|
|
Nov 14, 2023
Q3 2023
|
Bank Of Nova Scotia
|
BUY
|
- |
2+ 0.04% |
$215 - $236
|
5.5K
$729K
|
|
| Q2 2023 | |||||||
|
Aug 15, 2023
Q2 2023
|
Employees' Retirement Fund Of The City Of Fort Worth
Fort Worth, TX |
BUY
|
- |
193KNew |
$21M - $23M
|
193K
$25.6M
|
|
|
Apr 22, 2024
Q2 2023
|
Deane Retirement Strategies, Inc.
|
BUY
|
- |
46.9KNew |
$5.09M - $5.6M
|
46.9K
$6.22M
|
|
|
Aug 11, 2023
Q2 2023
|
Pfs Investments Inc.
Duluth, GA |
BUY
|
- |
46.8KNew |
$5.08M - $5.58M
|
46.8K
$6.2M
|
|
|
Jul 27, 2023
Q2 2023
|
Colton Groome Financial Advisors, LLC
|
BUY
|
- |
5.34KNew |
$579K - $636K
|
5.34K
$707K
|
|
|
Aug 14, 2023
Q2 2023
|
Sandy Cove Advisors, LLC
Hingham, MA |
BUY
|
- |
3.33KNew |
$361K - $397K
|
3.33K
$441K
|
|
|
Aug 11, 2023
Q2 2023
|
Ubs Group Ag
|
BUY
|
PUT |
2.9KNew |
$315K - $346K
|
2.9K
$384K
|
|
|
Aug 02, 2023
Q2 2023
|
Vaughan David Investments LLC
Peoria, IL |
BUY
|
- |
2.05KNew |
$222K - $245K
|
2.05K
$272K
|
|
|
Aug 01, 2023
Q2 2023
|
Confluence Wealth Services, Inc.
Mcmurray, PA |
BUY
|
- |
1.88KNew |
$204K - $225K
|
1.88K
$250K
|
|
|
Jul 18, 2023
Q2 2023
|
Stratos Wealth Advisors, LLC
|
BUY
|
- |
1.82KNew |
$197K - $217K
|
1.82K
$241K
|
|
|
Jul 13, 2023
Q2 2023
|
Parisi Gray Wealth Management
|
BUY
|
- |
1.78KNew |
$193K - $212K
|
1.78K
$236K
|
|
|
Aug 10, 2023
Q2 2023
|
Meitav Dash Investments LTD
|
BUY
|
- |
1.07KNew |
$116K - $128K
|
1.07K
$142K
|
|
|
Aug 16, 2023
Q2 2023
|
Pca Investment Advisory Services Inc.
Cincinnati, OH |
BUY
|
- |
861New |
$93.4K - $103K
|
861
$114K
|
|
|
Aug 09, 2023
Q2 2023
|
Lokken Investment Group LLC
|
BUY
|
- |
574+ 4.35% |
$62.3K - $68.5K
|
13.8K
$1.82M
|
|
|
Jul 17, 2023
Q2 2023
|
Silverhawk Asset Management, LLC
|
BUY
|
- |
392+ 20.12% |
$42.5K - $46.8K
|
2.34K
$310K
|
|
|
Aug 10, 2023
Q2 2023
|
Sonora Investment Management Group, LLC
Tucson, AZ |
BUY
|
- |
280+ 11.07% |
$30.4K - $33.4K
|
2.81K
$372K
|
|
|
Sep 12, 2023
Q2 2023
|
Cgc Financial Services, LLC
Lake Oswego, OR |
BUY
|
- |
238New |
$25.8K - $28.4K
|
238
$31.5K
|
|
|
Aug 11, 2023
Q2 2023
|
Sfmg, LLC
|
BUY
|
- |
238+ 13.88% |
$25.8K - $28.4K
|
1.95K
$259K
|
|
|
Aug 09, 2023
Q2 2023
|
Edmond De Rothschild Holding S.A.
Chambesy, V8 |
BUY
|
- |
210New |
$22.8K - $25K
|
210
$27.8K
|
|
|
Aug 02, 2023
Q2 2023
|
Nemes Rush Group LLC
Novi, MI |
BUY
|
- |
144New |
$15.6K - $17.2K
|
144
$19.1K
|
|
|
Jul 12, 2023
Q2 2023
|
Collective Family Office LLC
|
BUY
|
- |
135+ 4.12% |
$14.6K - $16.1K
|
3.41K
$452K
|
|
|
Jul 25, 2023
Q2 2023
|
Leo Brokerage, LLC
|
BUY
|
- |
123+ 0.36% |
$13.3K - $14.7K
|
34.6K
$4.58M
|
|
|
Aug 01, 2023
Q2 2023
|
Bdo Wealth Advisors, LLC
Jacksonville, FL |
BUY
|
- |
118+ 1.77% |
$12.8K - $14.1K
|
6.78K
$899K
|
|
|
Aug 07, 2023
Q2 2023
|
Safeguard Financial, LLC
|
BUY
|
- |
108New |
$11.7K - $12.9K
|
108
$14.3K
|
|
|
Jul 20, 2023
Q2 2023
|
Bailard, Inc.
|
BUY
|
- |
100+ 2.58% |
$10.9K - $11.9K
|
3.98K
$527K
|
|
|
Aug 09, 2023
Q2 2023
|
Alpha Core Capital LLC
La Jolla, CA |
BUY
|
- |
86New |
$9.33K - $10.3K
|
86
$11.4K
|
|
|
Aug 07, 2023
Q2 2023
|
Vestmark Advisory Solutions, Inc.
|
BUY
|
- |
36+ 0.62% |
$3.91K - $4.29K
|
5.84K
$774K
|
|
|
Jul 13, 2023
Q2 2023
|
Tilia Fiduciary Partners, Inc.
|
BUY
|
- |
13+ 1.41% |
$1.41K - $1.55K
|
934
$124K
|
|
|
Aug 08, 2023
Q2 2023
|
Gsb Wealth Management, LLC
|
BUY
|
- |
5+ 0.12% |
$543 - $596
|
4.21K
$558K
|
|
|
Jul 27, 2023
Q2 2023
|
Horan Securities, Inc.
|
BUY
|
- |
5+ 0.77% |
$543 - $596
|
652
$86.4K
|
|
|
Aug 11, 2023
Q2 2023
|
V Wealth Advisors LLC
|
BUY
|
- |
3+ 0.15% |
$326 - $358
|
2.07K
$274K
|
|
|
Jul 10, 2023
Q2 2023
|
Disciplined Investments, LLC
Tulsa, OK |
BUY
|
- |
3+ 0.44% |
$326 - $358
|
684
$90.6K
|
|
|
Aug 11, 2023
Q2 2023
|
Lansing Street Advisors
|
BUY
|
- |
2+ 0.85% |
$217 - $239
|
238
$31.5K
|
|
|
Aug 03, 2023
Q2 2023
|
Fiduciary Planning LLC
Coral Springs, FL |
BUY
|
- |
1+ 0.05% |
$109 - $119
|
2.22K
$294K
|
|
| Q1 2023 | |||||||
|
May 09, 2023
Q1 2023
|
Bank Of New York Mellon Corp
New York, NY |
BUY
|
- |
4.22MNew |
$467M - $533M
|
4.22M
$559M
|
|
|
May 15, 2023
Q1 2023
|
Schonfeld Strategic Advisors LLC
New York, NY |
BUY
|
- |
40KNew |
$4.43M - $5.05M
|
40K
$5.3M
|
|
|
May 01, 2023
Q1 2023
|
Performa LTD (Us), LLC
|
BUY
|
- |
16.9KNew |
$1.87M - $2.14M
|
16.9K
$2.24M
|
|
|
May 15, 2023
Q1 2023
|
Hbk Investments L P
Dallas, TX |
BUY
|
- |
10KNew |
$1.11M - $1.27M
|
10K
$1.33M
|
|
|
May 15, 2023
Q1 2023
|
Ubs Asset Management Americas Inc
Chicago, IL |
BUY
|
- |
7.17KNew |
$794K - $907K
|
7.17K
$950K
|
|
|
Apr 13, 2023
Q1 2023
|
Apeiron Ria LLC
|
BUY
|
- |
4.33KNew |
$480K - $548K
|
4.33K
$574K
|
|
|
May 11, 2023
Q1 2023
|
Destiny Capital Corp/Co
Golden, CO |
BUY
|
- |
3.9KNew |
$432K - $493K
|
3.9K
$517K
|
|
|
May 12, 2023
Q1 2023
|
Lowe Brockenbrough & CO Inc
|
BUY
|
- |
3.27K+ 125.44% |
$362K - $414K
|
5.88K
$780K
|
|
|
May 11, 2023
Q1 2023
|
Legacy Capital Group California, Inc.
Los Gatos, CA |
BUY
|
- |
2.78KNew |
$308K - $351K
|
2.78K
$368K
|
|
|
May 15, 2023
Q1 2023
|
True North Advisors, LLC
|
BUY
|
- |
2.71KNew |
$300K - $343K
|
2.71K
$359K
|
|
|
May 02, 2023
Q1 2023
|
Strategy Asset Managers LLC
|
BUY
|
- |
2.08KNew |
$230K - $263K
|
2.08K
$275K
|
|
|
May 09, 2023
Q1 2023
|
Hanlon Investment Management, Inc.
|
BUY
|
- |
1.93K+ 67.24% |
$213K - $244K
|
4.79K
$635K
|
|