Latest Institutional Purchases of Ishares Tr (DVY)

DVY Quotes by TradingView

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
 -
1.68K
New
$194K - $211K
1.68K $236K
Aug 12, 2024 Q2 2024
Tritonpoint Wealth, LLC

Chevy Chase, MD
BUY
 -
1.67K
New
$193K - $210K
1.67K $235K
Jul 23, 2024 Q2 2024
Godsey & Gibb Associates

BUY
 -
1.67K
New
$193K - $209K
1.67K $234K
Aug 14, 2024 Q2 2024
Widmann Financial Services, Inc.

BUY
 -
1.38K
New
$159K - $173K
1.38K $194K
Dec 02, 2025 Q2 2024
Flagship Harbor Advisors, LLC

BUY
 -
1.36K
+ 9.88%
$157K - $171K
15.1K $2.12M
Jul 30, 2024 Q2 2024
Cassaday & CO Wealth Management LLC

Mclean, VA
BUY
 -
1.02K
+ 23.09%
$118K - $129K
5.45K $766K
Jul 30, 2024 Q2 2024
Private Ocean, LLC

BUY
 -
1K
+ 21.89%
$116K - $126K
5.57K $783K
Jul 22, 2024 Q2 2024
Strengthening Families & Communities, LLC

BUY
 -
860
New
$99.5K - $108K
860 $121K
Aug 14, 2024 Q2 2024
Icon Wealth Advisors, LLC

Houston, TX
BUY
 -
839
New
$97.1K - $106K
839 $118K
Aug 13, 2024 Q2 2024
1832 Asset Management L.P.

Toronto, A6
BUY
 -
604
New
$69.9K - $76K
604 $84.9K
Jul 26, 2024 Q2 2024
Financial Connections Group, Inc.

BUY
 -
497
New
$57.5K - $62.5K
497 $69.9K
Jul 24, 2024 Q2 2024
Family Firm, Inc.

BUY
 -
295
New
$34.1K - $37.1K
295 $41.5K
Aug 06, 2024 Q2 2024
Chris Bulman Inc

Roseville, CA
BUY
 -
100
New
$11.6K - $12.6K
100 $14.1K
Aug 08, 2024 Q2 2024
Element Wealth, LLC

BUY
 -
32
+ 2.29%
$3.7K - $4.02K
1.43K $201K
Aug 14, 2024 Q2 2024
Cardiff Park Advisors, LLC

San Marcos, CA
BUY
 -
20
+ 0.75%
$2.31K - $2.52K
2.67K $376K
Jul 22, 2024 Q2 2024
Caldwell Sutter Capital, Inc.

Sausalito, CA
BUY
 -
20
+ 2.72%
$2.31K - $2.52K
756 $106K
Aug 12, 2024 Q2 2024
Buckingham Strategic Wealth, LLC

Clayton, MO
BUY
 -
10
+ 0.37%
$1.16K - $1.26K
2.69K $378K
Aug 15, 2024 Q2 2024
Clarity Asset Management, Inc.

Ames, IA
BUY
 -
1
+ 0.95%
$116 - $126
106 $14.9K
Jul 18, 2024 Q2 2024
Gradient Investments LLC

BUY
 -
1
+ 0.2%
$116 - $126
493 $69.3K
Q1 2024
May 08, 2024 Q1 2024
Eagle Bay Advisors LLC

New York, NY
BUY
 -
38.7K
New
$4.39M - $4.77M
38.7K $5.44M
May 15, 2024 Q1 2024
Barclays PLC

London, X0
BUY
 -
25K
New
$2.83M - $3.07M
25K $3.51M
Apr 30, 2024 Q1 2024
Hartline Investment Corp

Winnetka, IL
BUY
 -
18.1K
New
$2.05M - $2.23M
18.1K $2.54M
May 14, 2024 Q1 2024
Cetera Advisors LLC

Denver, CO
BUY
 -
14.9K
+ 22.96%
$1.68M - $1.83M
79.5K $11.2M
May 10, 2024 Q1 2024
Imprint Wealth LLC

Mount Pleasant, SC
BUY
 -
9.11K
New
$1.03M - $1.12M
9.11K $1.28M
May 15, 2024 Q1 2024
David A. Siegel Two Sigma Advisers, LP | New York, Ny
BUY
 -
8K
New
$906K - $985K
8K $1.13M
May 08, 2024 Q1 2024
Sage View Advisory Group, LLC

Newport Beach, CA
BUY
 -
6.86K
+ 294.67%
$777K - $845K
9.19K $1.29M
May 15, 2024 Q1 2024
Insigneo Advisory Services, LLC

Miami, FL
BUY
 -
3.06K
New
$347K - $377K
3.06K $430K
May 14, 2024 Q1 2024
Rodgers Brothers Inc.

Harmony, PA
BUY
 -
2.42K
New
$274K - $298K
2.42K $341K
May 15, 2024 Q1 2024
Greytown Advisors Inc.

Miami, FL
BUY
 -
2.04K
New
$231K - $251K
2.04K $287K
May 15, 2024 Q1 2024
Western Pacific Wealth Management, LP

BUY
 -
1.84K
+ 140.98%
$208K - $226K
3.14K $442K
May 01, 2024 Q1 2024
Mitchell Mcleod Pugh & Williams Inc

BUY
 -
1.72K
New
$195K - $212K
1.72K $242K
May 15, 2024 Q1 2024
Df Dent & CO Inc

Baltimore, MD
BUY
 -
1.71K
New
$193K - $210K
1.71K $240K
Apr 17, 2024 Q1 2024
Francis Financial, Inc.

New York, NY
BUY
 -
1.68K
New
$190K - $206K
1.68K $236K
May 14, 2024 Q1 2024
Lri Investments, LLC

Palm Beach Gardens, FL
BUY
 -
1.26K
New
$142K - $155K
1.26K $177K
Apr 12, 2024 Q1 2024
Riverview Trust CO

BUY
 -
1.2K
New
$136K - $147K
1.2K $168K
Apr 12, 2024 Q1 2024
Westend Capital Management, LLC

Sausalito, CA
BUY
 -
1.18K
New
$134K - $145K
1.18K $166K
Apr 26, 2024 Q1 2024
Yhb Investment Advisors, Inc.

BUY
 -
1.09K
New
$123K - $134K
1.09K $153K
May 08, 2024 Q1 2024
Fpc Investment Advisory, Inc.

Petaluma, CA
BUY
 -
1.01K
New
$114K - $124K
1.01K $142K
Apr 26, 2024 Q1 2024
Life Steps Financial, Inc.

BUY
 -
881
New
$99.8K - $109K
881 $124K
May 13, 2024 Q1 2024
Fiduciary Group LLC

Savannah, GA
BUY
 -
829
+ 24.13%
$93.9K - $102K
4.26K $600K
May 15, 2024 Q1 2024
Gen Wealth Partners Inc

Zeeland, MI
BUY
 -
823
New
$93.3K - $101K
823 $116K
Apr 22, 2024 Q1 2024
Accordant Advisory Group Inc

Annapolis, MD
BUY
 -
633
New
$71.7K - $78K
633 $89K
Aug 15, 2025 Q1 2024
Provenance Wealth Advisors, LLC

Fort Lauderdale, FL
BUY
 -
591
+ 41.71%
$67K - $72.8K
2.01K $282K
May 03, 2024 Q1 2024
Gables Capital Management Inc.

BUY
 -
289
New
$32.7K - $35.6K
289 $40.6K
Apr 05, 2024 Q1 2024
Summit Financial Group, Inc.

BUY
 -
265
+ 0.65%
$30K - $32.6K
41.1K $5.78M
Apr 11, 2024 Q1 2024
Central Bank & Trust CO

BUY
 -
106
New
$12K - $13.1K
106 $14.9K
May 14, 2024 Q1 2024
Hanseatic Management Services Inc

BUY
 -
67
New
$7.59K - $8.25K
67 $9.42K
Apr 26, 2024 Q1 2024
Farmers & Merchants Trust CO Of Chambersburg Pa

BUY
 -
50
+ 11.96%
$5.67K - $6.16K
468 $65.8K
Apr 22, 2024 Q1 2024
America First Investment Advisors, LLC

BUY
 -
47
New
$5.33K - $5.79K
47 $6.61K

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