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 06, 2024
Q4 2023
|
Bogart Wealth, LLC
|
BUY
|
- |
63New |
$6.49K - $7.5K
|
63
$8.86K
|
|
|
Jan 29, 2024
Q4 2023
|
Tennessee Valley Asset Management Partners
|
BUY
|
- |
55+ 2.21% |
$5.66K - $6.55K
|
2.54K
$358K
|
|
|
Oct 30, 2025
Q4 2023
|
Broadwater Capital Management LLC
Boston, MA |
BUY
|
- |
42New |
$4.32K - $5K
|
42
$5.91K
|
|
|
Jan 18, 2024
Q4 2023
|
Mc Glone Suttner Wealth Management, Inc.
Appleton, WI |
BUY
|
- |
41New |
$4.22K - $4.88K
|
41
$5.77K
|
|
|
Jan 18, 2024
Q4 2023
|
Cutler Group LP
|
BUY
|
- |
28New |
$2.88K - $3.33K
|
28
$3.94K
|
|
|
Jan 10, 2024
Q4 2023
|
Focused Wealth Management, Inc
|
BUY
|
- |
10+ 1.04% |
$1.03K - $1.19K
|
970
$136K
|
|
|
Jan 29, 2024
Q4 2023
|
Baystate Wealth Management LLC
|
BUY
|
- |
7+ 2.46% |
$721 - $833
|
292
$41.1K
|
|
|
Feb 13, 2024
Q4 2023
|
Clear Street Markets LLC
|
BUY
|
- |
1New |
$103 - $119
|
1
$141
|
|
| Q3 2023 | |||||||
|
Nov 08, 2023
Q3 2023
|
Pathstone Family Office, LLC
Englewood, NJ |
BUY
|
- |
76.5KNew |
$8.22M - $9.04M
|
76.5K
$10.8M
|
|
|
Nov 09, 2023
Q3 2023
|
Anchor Capital Advisors LLC
|
BUY
|
- |
41.5KNew |
$4.46M - $4.9M
|
41.5K
$5.83M
|
|
|
Nov 14, 2023
Q3 2023
|
Circle Wealth Management, LLC
Summit, NJ |
BUY
|
- |
13.5KNew |
$1.45M - $1.59M
|
13.5K
$1.89M
|
|
|
Oct 12, 2023
Q3 2023
|
Granite Bay Wealth Management, LLC
|
BUY
|
- |
12.9KNew |
$1.38M - $1.52M
|
12.9K
$1.81M
|
|
|
Oct 11, 2023
Q3 2023
|
Sageworth Trust CO Of South Dakota
|
BUY
|
- |
9.13KNew |
$981K - $1.08M
|
9.13K
$1.28M
|
|
|
Nov 09, 2023
Q3 2023
|
Wealth Plan Investment Management, LLC
Omaha, NE |
BUY
|
- |
6.33KNew |
$680K - $748K
|
6.33K
$890K
|
|
|
Oct 03, 2023
Q3 2023
|
Appleton Partners Inc
|
BUY
|
- |
6.18KNew |
$664K - $731K
|
6.18K
$870K
|
|
|
Oct 10, 2023
Q3 2023
|
Fny Investment Advisers, LLC
|
BUY
|
- |
5.2KNew |
$559K - $614K
|
5.2K
$731K
|
|
|
Feb 21, 2024
Q3 2023
|
Vident Advisory, LLC
Alpharetta, GA |
BUY
|
- |
4.22KNew |
$453K - $498K
|
4.22K
$593K
|
|
|
Nov 13, 2023
Q3 2023
|
Destiny Capital Securities Corporation
Golden, CO |
BUY
|
- |
4.21KNew |
$452K - $497K
|
4.21K
$592K
|
|
|
Nov 02, 2023
Q3 2023
|
Kcs Wealth Advisory
|
BUY
|
- |
1.9KNew |
$204K - $224K
|
1.9K
$267K
|
|
|
Nov 14, 2023
Q3 2023
|
Foster Dykema Cabot & CO Inc
|
BUY
|
- |
1.77KNew |
$190K - $209K
|
1.77K
$248K
|
|
|
Oct 30, 2023
Q3 2023
|
Annapolis Financial Services, LLC
|
BUY
|
- |
1.2KNew |
$129K - $142K
|
1.2K
$169K
|
|
|
Nov 02, 2023
Q3 2023
|
Lwm Advisory Services, LLC
Plantation, FL |
BUY
|
- |
845New |
$90.8K - $99.8K
|
845
$119K
|
|
|
Oct 12, 2023
Q3 2023
|
Rvw Wealth, LLC
|
BUY
|
- |
551New |
$59.2K - $65.1K
|
551
$77.5K
|
|
|
Aug 08, 2024
Q3 2023
|
Syntrinsic LLC
Denver, CO |
BUY
|
- |
250New |
$26.9K - $29.5K
|
250
$35.2K
|
|
|
Nov 03, 2023
Q3 2023
|
Column Capital Advisors, LLC
|
BUY
|
- |
216New |
$23.2K - $25.5K
|
216
$30.4K
|
|
|
Oct 10, 2023
Q3 2023
|
Baker Tilly Wealth Management, LLC
|
BUY
|
- |
135+ 5.8% |
$14.5K - $16K
|
2.46K
$346K
|
|
|
Oct 25, 2023
Q3 2023
|
Chatham Capital Group, Inc.
|
BUY
|
- |
130+ 1.59% |
$14K - $15.4K
|
8.3K
$1.17M
|
|
|
Oct 20, 2023
Q3 2023
|
Sunesis Advisors, LLC
|
BUY
|
- |
35+ 1.56% |
$3.76K - $4.14K
|
2.28K
$321K
|
|
|
Oct 12, 2023
Q3 2023
|
Hibernia Wealth Partners, LLC
Baton Rouge, LA |
BUY
|
- |
29New |
$3.12K - $3.43K
|
29
$4.08K
|
|
|
Nov 14, 2023
Q3 2023
|
Bank Of Nova Scotia
|
BUY
|
- |
2+ 0.04% |
$215 - $236
|
5.5K
$774K
|
|
| Q2 2023 | |||||||
|
Aug 15, 2023
Q2 2023
|
Employees' Retirement Fund Of The City Of Fort Worth
Fort Worth, TX |
BUY
|
- |
193KNew |
$21M - $23M
|
193K
$27.2M
|
|
|
Apr 22, 2024
Q2 2023
|
Deane Retirement Strategies, Inc.
|
BUY
|
- |
46.9KNew |
$5.09M - $5.6M
|
46.9K
$6.6M
|
|
|
Aug 11, 2023
Q2 2023
|
Pfs Investments Inc.
Duluth, GA |
BUY
|
- |
46.8KNew |
$5.08M - $5.58M
|
46.8K
$6.58M
|
|
|
Jul 27, 2023
Q2 2023
|
Colton Groome Financial Advisors, LLC
|
BUY
|
- |
5.34KNew |
$579K - $636K
|
5.34K
$750K
|
|
|
Aug 14, 2023
Q2 2023
|
Sandy Cove Advisors, LLC
Hingham, MA |
BUY
|
- |
3.33KNew |
$361K - $397K
|
3.33K
$468K
|
|
|
Aug 11, 2023
Q2 2023
|
Ubs Group Ag
|
BUY
|
PUT |
2.9KNew |
$315K - $346K
|
2.9K
$408K
|
|
|
Aug 02, 2023
Q2 2023
|
Vaughan David Investments LLC
Peoria, IL |
BUY
|
- |
2.05KNew |
$222K - $245K
|
2.05K
$288K
|
|
|
Jul 18, 2023
Q2 2023
|
Stratos Wealth Advisors, LLC
|
BUY
|
- |
1.82KNew |
$197K - $217K
|
1.82K
$256K
|
|
|
Jul 13, 2023
Q2 2023
|
Parisi Gray Wealth Management
|
BUY
|
- |
1.78KNew |
$193K - $212K
|
1.78K
$250K
|
|
|
Aug 10, 2023
Q2 2023
|
Meitav Dash Investments LTD
|
BUY
|
- |
1.07KNew |
$116K - $128K
|
1.07K
$151K
|
|
|
Aug 16, 2023
Q2 2023
|
Pca Investment Advisory Services Inc.
Cincinnati, OH |
BUY
|
- |
861New |
$93.4K - $103K
|
861
$121K
|
|
|
Aug 09, 2023
Q2 2023
|
Lokken Investment Group LLC
|
BUY
|
- |
574+ 4.35% |
$62.3K - $68.5K
|
13.8K
$1.94M
|
|
|
Jul 17, 2023
Q2 2023
|
Silverhawk Asset Management, LLC
|
BUY
|
- |
392+ 20.12% |
$42.5K - $46.8K
|
2.34K
$329K
|
|
|
Sep 12, 2023
Q2 2023
|
Cgc Financial Services, LLC
Lake Oswego, OR |
BUY
|
- |
238New |
$25.8K - $28.4K
|
238
$33.5K
|
|
|
Aug 11, 2023
Q2 2023
|
Sfmg, LLC
|
BUY
|
- |
238+ 13.88% |
$25.8K - $28.4K
|
1.95K
$275K
|
|
|
Aug 09, 2023
Q2 2023
|
Edmond De Rothschild Holding S.A.
Chambesy, V8 |
BUY
|
- |
210New |
$22.8K - $25K
|
210
$29.5K
|
|
|
Aug 02, 2023
Q2 2023
|
Nemes Rush Group LLC
Novi, MI |
BUY
|
- |
144New |
$15.6K - $17.2K
|
144
$20.3K
|
|
|
Jul 25, 2023
Q2 2023
|
Leo Brokerage, LLC
|
BUY
|
- |
123+ 0.36% |
$13.3K - $14.7K
|
34.6K
$4.86M
|
|
|
Aug 01, 2023
Q2 2023
|
Bdo Wealth Advisors, LLC
Jacksonville, FL |
BUY
|
- |
118+ 1.77% |
$12.8K - $14.1K
|
6.78K
$954K
|
|
|
Aug 07, 2023
Q2 2023
|
Safeguard Financial, LLC
|
BUY
|
- |
108New |
$11.7K - $12.9K
|
108
$15.2K
|
|