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 |
|---|---|---|---|---|---|---|---|
|
Jan 31, 2023
Q4 2022
|
Sage Rhino Capital LLC
|
BUY
|
- |
1.86KNew |
$199K - $233K
|
1.86K
$246K
|
|
|
Jan 26, 2023
Q4 2022
|
York Bridge Wealth Partners, LLC
|
BUY
|
- |
1.85KNew |
$199K - $232K
|
1.85K
$245K
|
|
|
Feb 13, 2023
Q4 2022
|
Hamilton Capital, LLC
Columbus, OH |
BUY
|
- |
1.71KNew |
$183K - $214K
|
1.71K
$226K
|
|
|
Feb 03, 2023
Q4 2022
|
Dubuque Bank & Trust CO
|
BUY
|
- |
1.69KNew |
$182K - $212K
|
1.69K
$224K
|
|
|
Feb 01, 2023
Q4 2022
|
Windsor Group LTD
|
BUY
|
- |
1.63KNew |
$175K - $204K
|
1.63K
$216K
|
|
|
Feb 14, 2023
Q4 2022
|
May Tech Global Investments, LLC
New York, NY |
BUY
|
- |
800New |
$85.9K - $100K
|
800
$106K
|
|
|
Feb 14, 2023
Q4 2022
|
F3 Logic, LLC
|
BUY
|
- |
684+ 18.04% |
$73.5K - $85.8K
|
4.48K
$593K
|
|
|
Feb 14, 2023
Q4 2022
|
Meeder Asset Management Inc
|
BUY
|
- |
576+ 42.17% |
$61.9K - $72.3K
|
1.94K
$257K
|
|
|
Feb 06, 2023
Q4 2022
|
Treasure Coast Financial Planning
|
BUY
|
- |
511+ 1.34% |
$54.9K - $64.1K
|
38.7K
$5.13M
|
|
|
Feb 27, 2023
Q4 2022
|
Rebalance, LLC
Palo Alto, CA |
BUY
|
- |
376New |
$40.4K - $47.2K
|
376
$49.8K
|
|
|
Jan 13, 2023
Q4 2022
|
Gofen & Glossberg LLC
|
BUY
|
- |
352+ 1.43% |
$37.8K - $44.2K
|
25K
$3.31M
|
|
|
Feb 13, 2023
Q4 2022
|
Clear Street Markets LLC
|
BUY
|
PUT |
300New |
$32.2K - $37.7K
|
300
$39.8K
|
|
|
Jan 10, 2023
Q4 2022
|
Madden Securities Corp
|
BUY
|
- |
300New |
$32.2K - $37.7K
|
300
$39.8K
|
|
|
Feb 13, 2023
Q4 2022
|
Heritage Wealth Management, LLC
Phoenix, AZ |
BUY
|
- |
284+ 189.33% |
$30.5K - $35.6K
|
434
$57.5K
|
|
|
Jan 12, 2023
Q4 2022
|
Clarus Wealth Advisors
|
BUY
|
- |
281+ 2.37% |
$30.2K - $35.3K
|
12.1K
$1.61M
|
|
|
Feb 07, 2023
Q4 2022
|
Gibson Wealth Advisors LLC
Tyler, TX |
BUY
|
- |
186+ 6200.0% |
$20K - $23.3K
|
189
$25K
|
|
|
Jan 20, 2023
Q4 2022
|
Bourgeon Capital Management LLC
|
BUY
|
- |
97New |
$10.4K - $12.2K
|
97
$12.9K
|
|
|
Feb 13, 2023
Q4 2022
|
Resolute Financial, LLC
|
BUY
|
- |
91+ 3.86% |
$9.77K - $11.4K
|
2.45K
$325K
|
|
|
Feb 14, 2023
Q4 2022
|
Silicon Valley Capital Partners
|
BUY
|
- |
88New |
$9.45K - $11K
|
88
$11.7K
|
|
|
Feb 14, 2023
Q4 2022
|
Laurel Wealth Advisors, Inc.
Solana Beach, CA |
BUY
|
- |
85+ 0.74% |
$9.13K - $10.7K
|
11.6K
$1.54M
|
|
|
Mar 01, 2023
Q4 2022
|
Lakewood Asset Management LLC
Naperville, IL |
BUY
|
- |
50New |
$5.37K - $6.28K
|
50
$6.63K
|
|
|
Jan 30, 2023
Q4 2022
|
Psagot Value Holdings Ltd.
Tel Aviv, L3 |
BUY
|
- |
31+ 0.88% |
$3.33K - $3.89K
|
3.55K
$470K
|
|
|
Feb 09, 2023
Q4 2022
|
Corrado Advisors, LLC
Ramsey, NJ |
BUY
|
- |
28New |
$3.01K - $3.51K
|
28
$3.71K
|
|
|
Jan 10, 2023
Q4 2022
|
Ewg Elevate Inc.
|
BUY
|
- |
19+ 0.76% |
$2.04K - $2.38K
|
2.53K
$336K
|
|
|
Jan 23, 2023
Q4 2022
|
Sargent Bickham Lagudis LLC
|
BUY
|
- |
14+ 0.16% |
$1.5K - $1.76K
|
8.57K
$1.14M
|
|
|
Feb 14, 2023
Q4 2022
|
Personal Capital Advisors Corp
|
BUY
|
- |
9+ 0.43% |
$967 - $1.13K
|
2.08K
$275K
|
|
|
Feb 13, 2023
Q4 2022
|
Independent Advisor Alliance
|
BUY
|
- |
3+ 0.06% |
$322 - $377
|
4.79K
$635K
|
|
|
Feb 14, 2023
Q4 2022
|
Fortis Advisors, LLC
King Of Prussia, PA |
BUY
|
- |
1+ 100.0% |
$107 - $126
|
2
$265
|
|
| Q3 2022 | |||||||
|
Nov 14, 2022
Q3 2022
|
55 I, LLC
Boston, MA |
BUY
|
- |
17.2K+ 48.25% |
$1.84M - $2.19M
|
52.8K
$6.99M
|
|
|
Oct 07, 2022
Q3 2022
|
High Tower Trust Services, Lta
|
BUY
|
- |
8.85KNew |
$949K - $1.13M
|
8.85K
$1.17M
|
|
|
Nov 02, 2022
Q3 2022
|
Jtc Employer Solutions Trustee LTD
|
BUY
|
- |
7.12KNew |
$764K - $910K
|
7.12K
$944K
|
|
|
Nov 14, 2022
Q3 2022
|
Cpwm, LLC
Seattle, WA |
BUY
|
- |
7.03K+ 42.56% |
$754K - $898K
|
23.6K
$3.12M
|
|
|
Nov 03, 2022
Q3 2022
|
Shilanski & Associates, Inc.
|
BUY
|
- |
5.12KNew |
$549K - $654K
|
5.12K
$678K
|
|
|
Nov 14, 2022
Q3 2022
|
Eaton Vance Management
Boston, MA |
BUY
|
- |
3.4K+ 9.88% |
$365K - $434K
|
37.8K
$5.01M
|
|
|
Nov 02, 2022
Q3 2022
|
Cim, LLC
|
BUY
|
- |
3.07KNew |
$329K - $392K
|
3.07K
$407K
|
|
|
Dec 02, 2022
Q3 2022
|
American Trust
Lexington, KY |
BUY
|
- |
2.59KNew |
$278K - $331K
|
2.59K
$343K
|
|
|
Nov 07, 2022
Q3 2022
|
Parsec Financial Management, Inc.
|
BUY
|
- |
2.42KNew |
$260K - $309K
|
2.42K
$321K
|
|
|
Nov 09, 2022
Q3 2022
|
Guardian Wealth Advisors, LLC
Bloomington, MN |
BUY
|
- |
2.41KNew |
$259K - $308K
|
2.41K
$320K
|
|
|
Oct 25, 2022
Q3 2022
|
Ferguson Shapiro LLC
|
BUY
|
- |
2.36KNew |
$253K - $301K
|
2.36K
$312K
|
|
|
Nov 14, 2022
Q3 2022
|
Staley Capital Advisers Inc
|
BUY
|
- |
2.04KNew |
$219K - $261K
|
2.04K
$270K
|
|
|
Nov 02, 2022
Q3 2022
|
Sharkey, Howes & Javer
|
BUY
|
- |
1.95K+ 98.69% |
$209K - $249K
|
3.93K
$521K
|
|
|
Nov 14, 2022
Q3 2022
|
Beaumont Financial Partners, LLC
|
BUY
|
- |
1.83K+ 2.94% |
$196K - $234K
|
64K
$8.48M
|
|
|
Nov 04, 2022
Q3 2022
|
Cowa, LLC
Tulsa, OK |
BUY
|
- |
1.4KNew |
$150K - $178K
|
1.4K
$185K
|
|
|
Nov 10, 2022
Q3 2022
|
Strategic Wealth Advisors Group, LLC
Sacramento, CA |
BUY
|
- |
1.02K+ 2.31% |
$110K - $131K
|
45.2K
$5.99M
|
|
|
Oct 26, 2022
Q3 2022
|
Wipfli Financial Advisors Llc,
|
BUY
|
- |
999New |
$107K - $128K
|
999
$132K
|
|
|
Nov 10, 2022
Q3 2022
|
Clearstead Trust, LLC
Portland, ME |
BUY
|
- |
560New |
$60K - $71.5K
|
560
$74.2K
|
|
|
Nov 14, 2022
Q3 2022
|
Covington Capital Management
|
BUY
|
- |
540+ 6.49% |
$57.9K - $69K
|
8.86K
$1.17M
|
|
|
Nov 02, 2022
Q3 2022
|
Dowling & Yahnke LLC
San Diego, CA |
BUY
|
- |
500+ 9.32% |
$53.6K - $63.9K
|
5.87K
$777K
|
|
|
Nov 14, 2022
Q3 2022
|
Almanack Investment Partners, Llc.
Wayne, PA |
BUY
|
- |
324New |
$34.7K - $41.4K
|
324
$42.9K
|
|
|
Nov 09, 2022
Q3 2022
|
Ten Capital Wealth Advisors, LLC
Spokane, WA |
BUY
|
- |
323New |
$34.6K - $41.3K
|
323
$42.8K
|
|