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 |
|---|---|---|---|---|---|---|---|
|
Feb 17, 2022
Q4 2021
|
Titleist Asset Management, Ltd.
San Antonio, TX |
BUY
|
- |
7.89KNew |
$903K - $968K
|
7.89K
$1.05M
|
|
|
Feb 08, 2022
Q4 2021
|
Parcion Private Wealth LLC
Bellevue, WA |
BUY
|
- |
5.29KNew |
$605K - $649K
|
5.29K
$701K
|
|
|
Feb 02, 2022
Q4 2021
|
True Wealth Advisors, LLC
|
BUY
|
- |
3KNew |
$343K - $368K
|
3K
$398K
|
|
|
Jan 13, 2022
Q4 2021
|
Blue Sky Wealth Advisors, LLC
|
BUY
|
- |
2.45KNew |
$280K - $300K
|
2.45K
$325K
|
|
|
Feb 09, 2022
Q4 2021
|
Umb Bank, N.A.
|
BUY
|
- |
2.15KNew |
$246K - $264K
|
2.15K
$285K
|
|
|
Jan 20, 2022
Q4 2021
|
Seven Bridge Financial Group, LLC
|
BUY
|
- |
2.14KNew |
$245K - $262K
|
2.14K
$283K
|
|
|
Feb 28, 2022
Q4 2021
|
Quent Capital, LLC
|
BUY
|
- |
2.12KNew |
$243K - $260K
|
2.12K
$281K
|
|
|
Feb 24, 2022
Q4 2021
|
Options Solutions, LLC
Chevy Chase, MD |
BUY
|
- |
2KNew |
$229K - $245K
|
2K
$265K
|
|
|
Aug 25, 2022
Q4 2021
|
Grand Wealth Management, LLC
Grand Rapids, MI |
BUY
|
- |
899New |
$103K - $110K
|
899
$119K
|
|
|
May 03, 2022
Q4 2021
|
Investmark Advisory Group LLC
|
BUY
|
- |
704New |
$80.5K - $86.3K
|
704
$93.3K
|
|
|
May 15, 2024
Q4 2021
|
Global Financial Private Client, LLC
Sarasota, FL |
BUY
|
- |
418+ 92.89% |
$47.8K - $51.2K
|
868
$115K
|
|
|
Feb 14, 2022
Q4 2021
|
Re Dickinson Investment Advisors, LLC
Council Bluffs, IA |
BUY
|
- |
314New |
$35.9K - $38.5K
|
314
$41.6K
|
|
|
Feb 01, 2022
Q4 2021
|
Maryland Capital Advisors Inc.
|
BUY
|
- |
300New |
$34.3K - $36.8K
|
300
$39.8K
|
|
|
Jan 19, 2022
Q4 2021
|
West Financial Advisors, LLC
|
BUY
|
- |
273New |
$31.2K - $33.5K
|
273
$36.2K
|
|
|
Feb 22, 2022
Q4 2021
|
Tyler Stone Wealth Management
Beachwood, OH |
BUY
|
- |
250New |
$28.6K - $30.6K
|
250
$33.1K
|
|
|
Feb 16, 2022
Q4 2021
|
Zullo Investment Group, Inc.
Scranton, PA |
BUY
|
- |
250New |
$28.6K - $30.6K
|
250
$33.1K
|
|
|
Feb 11, 2022
Q4 2021
|
Surevest, LLC
Los Angeles, CA |
BUY
|
- |
150New |
$17.2K - $18.4K
|
150
$19.9K
|
|
|
Jan 20, 2022
Q4 2021
|
Level Financial Advisors, Inc.
|
BUY
|
- |
140New |
$16K - $17.2K
|
140
$18.6K
|
|
|
Sep 11, 2023
Q4 2021
|
Artemis Wealth Advisors, LLC
|
BUY
|
- |
7+ 1.54% |
$801 - $858
|
462
$61.2K
|
|
|
Jan 28, 2022
Q4 2021
|
Costello Asset Management, Inc
|
BUY
|
- |
4New |
$457 - $490
|
4
$530
|
|
| Q3 2021 | |||||||
|
Oct 22, 2021
Q3 2021
|
Parallel Advisors, LLC
|
BUY
|
CALL |
17.1KNew |
$1.92M - $2.05M
|
17.1K
$2.27M
|
|
|
Nov 15, 2021
Q3 2021
|
Zeke Capital Advisors, LLC
Berwyn, PA |
BUY
|
- |
2.33KNew |
$262K - $279K
|
2.33K
$309K
|
|
|
Nov 12, 2021
Q3 2021
|
Meridian Wealth Partners, LLC
Blue Bell, PA |
BUY
|
- |
143New |
$16.1K - $17.1K
|
143
$18.9K
|
|
|
Nov 12, 2021
Q3 2021
|
C M Bidwell & Associates LTD
Honolulu, HI |
BUY
|
- |
140New |
$15.8K - $16.8K
|
140
$18.6K
|
|
| Q2 2021 | |||||||
|
Jul 21, 2021
Q2 2021
|
Davenport & CO LLC
|
BUY
|
PUT |
40.2KNew |
$4.59M - $4.95M
|
40.2K
$5.33M
|
|
|
Jul 01, 2021
Q2 2021
|
Corsicana & Co.
|
BUY
|
- |
490New |
$55.9K - $60.3K
|
490
$64.9K
|
|
|
Aug 17, 2021
Q2 2021
|
Logan Capital Management Inc
Newtown Square, PA |
BUY
|
- |
25New |
$2.85K - $3.08K
|
25
$3.31K
|
|
|
Jul 14, 2021
Q2 2021
|
Affiance Financial, LLC
|
BUY
|
- |
11+ 5.5% |
$1.26K - $1.35K
|
211
$28K
|
|
| Q1 2021 | |||||||
|
Apr 20, 2021
Q1 2021
|
Piscataqua Savings Bank
|
BUY
|
- |
2.06KNew |
$195K - $238K
|
2.06K
$273K
|
|
|
Apr 08, 2021
Q1 2021
|
First American Bank
Dundee, IL |
BUY
|
- |
2.05KNew |
$194K - $237K
|
2.05K
$272K
|
|
|
Apr 15, 2021
Q1 2021
|
Mcdonald Partners LLC
|
BUY
|
- |
2.01KNew |
$191K - $232K
|
2.01K
$266K
|
|
|
Apr 12, 2021
Q1 2021
|
First National Bank Sioux Falls
|
BUY
|
- |
1.95KNew |
$185K - $225K
|
1.95K
$258K
|
|
|
May 10, 2021
Q1 2021
|
Segment Wealth Management, LLC
|
BUY
|
- |
1.88KNew |
$178K - $217K
|
1.88K
$249K
|
|
|
May 13, 2021
Q1 2021
|
Axiom Investment Management LLC
New York, NY |
BUY
|
- |
1.8KNew |
$171K - $208K
|
1.8K
$239K
|
|
| Q4 2020 | |||||||
|
Feb 17, 2021
Q4 2020
|
Nine Point Two Capital LLC
Los Angeles, CA |
BUY
|
- |
48.9KNew |
$3.98M - $4.77M
|
48.9K
$6.48M
|
|
|
Feb 12, 2021
Q4 2020
|
Hsbc Holdings PLC
London, X0 |
BUY
|
PUT |
3.99KNew |
$325K - $389K
|
3.99K
$529K
|
|
|
Aug 28, 2024
Q4 2020
|
Farmers National Bank
Danville, KY |
BUY
|
- |
2.86K+ 24.56% |
$232K - $278K
|
14.5K
$1.92M
|
|
|
Feb 05, 2021
Q4 2020
|
D. Scott Neal, Inc.
|
BUY
|
- |
2.67KNew |
$217K - $260K
|
2.67K
$353K
|
|
|
Jan 27, 2021
Q4 2020
|
Mtm Investment Management, LLC
Spartanburg, SC |
BUY
|
- |
450New |
$36.6K - $43.9K
|
450
$59.6K
|
|
|
Nov 12, 2021
Q4 2020
|
Four Thought Financial, LLC
Venice, FL |
BUY
|
- |
416New |
$33.8K - $40.6K
|
416
$55.1K
|
|
|
Mar 31, 2023
Q4 2020
|
Ratio Wealth Group
Denver, CO |
BUY
|
- |
101+ 2.68% |
$8.21K - $9.85K
|
3.88K
$513K
|
|
|
Feb 17, 2021
Q4 2020
|
West Hill Financial Advisors, Inc.
|
BUY
|
- |
62New |
$5.04K - $6.05K
|
62
$8.22K
|
|
| Q3 2020 | |||||||
|
Oct 23, 2020
Q3 2020
|
Cypress Wealth Services, LLC
|
BUY
|
PUT |
16.5KNew |
$1.28M - $1.43M
|
16.5K
$2.19M
|
|
|
Oct 21, 2020
Q3 2020
|
Regis Management CO LLC
|
BUY
|
- |
3.16KNew |
$244K - $274K
|
3.16K
$418K
|
|
|
Nov 06, 2020
Q3 2020
|
Sei Investments CO
Oaks, PA |
BUY
|
- |
1.87K+ 33.65% |
$145K - $163K
|
7.44K
$986K
|
|
| Q2 2020 | |||||||
|
Mar 24, 2023
Q2 2020
|
American Portfolios Advisors
Holbrook, NY |
BUY
|
- |
1.08K+ 5.51% |
$74.8K - $98.8K
|
20.6K
$2.74M
|
|
|
Aug 11, 2020
Q2 2020
|
Demars Financial Group, LLC
|
BUY
|
- |
122New |
$8.46K - $11.2K
|
122
$16.2K
|
|
|
Jul 10, 2020
Q2 2020
|
Hoey Investments, Inc
Coatesville, PA |
BUY
|
- |
4New |
$277 - $367
|
4
$530
|
|
| Q1 2020 | |||||||
|
Apr 29, 2020
Q1 2020
|
Le Jeune Puetz Investment Counsel LLC
|
BUY
|
- |
700+ 15.22% |
$43.9K - $75.1K
|
5.3K
$702K
|
|
|
Jan 19, 2021
Q1 2020
|
Intercontinental Wealth Advisors, LLC
|
BUY
|
- |
528+ 240.0% |
$33.1K - $56.7K
|
748
$99.1K
|
|