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 |
|---|---|---|---|---|---|---|---|
|
Apr 07, 2025
Q1 2025
|
Lowe Wealth Advisors, LLC
|
BUY
|
- |
350+ 52.47% |
$45K - $48.3K
|
1.02K
$128K
|
|
|
Apr 18, 2025
Q1 2025
|
Cornerstone Wealth Management, LLC
|
BUY
|
- |
289+ 5.24% |
$37.2K - $39.9K
|
5.81K
$731K
|
|
|
Apr 16, 2025
Q1 2025
|
Cra Financial Services, LLC
|
BUY
|
- |
254+ 2.74% |
$32.7K - $35.1K
|
9.53K
$1.2M
|
|
|
Apr 15, 2025
Q1 2025
|
Ferguson Wellman Capital Management, Inc
|
BUY
|
- |
221+ 0.6% |
$28.4K - $30.5K
|
36.8K
$4.64M
|
|
|
Apr 17, 2025
Q1 2025
|
North Star Investment Management Corp.
Chicago, IL |
BUY
|
- |
220+ 0.28% |
$28.3K - $30.4K
|
79.9K
$10.1M
|
|
|
Apr 10, 2025
Q1 2025
|
Thurston, Springer, Miller, Herd & Titak, Inc.
Indianapolis, IN |
BUY
|
- |
220+ 113.4% |
$28.3K - $30.4K
|
414
$52.1K
|
|
|
Apr 16, 2025
Q1 2025
|
Dynamic Advisor Solutions LLC
|
BUY
|
- |
200+ 9.0% |
$25.7K - $27.6K
|
2.42K
$305K
|
|
|
Apr 09, 2025
Q1 2025
|
Capital Asset Advisory Services LLC
Haslett, MI |
BUY
|
- |
164+ 2.37% |
$21.1K - $22.6K
|
7.08K
$892K
|
|
|
Apr 16, 2025
Q1 2025
|
Missouri Trust & Investment CO
Springfield, MO |
BUY
|
- |
155+ 13.78% |
$19.9K - $21.4K
|
1.28K
$161K
|
|
|
Apr 21, 2025
Q1 2025
|
Aspiriant, LLC
|
BUY
|
- |
147+ 2.41% |
$18.9K - $20.3K
|
6.25K
$787K
|
|
|
Apr 18, 2025
Q1 2025
|
Roman Butler Fullerton & CO
|
BUY
|
- |
140+ 2.05% |
$18K - $19.3K
|
6.98K
$878K
|
|
|
Apr 07, 2025
Q1 2025
|
Tompkins Financial Corp
|
BUY
|
- |
125+ 1.27% |
$16.1K - $17.3K
|
9.98K
$1.26M
|
|
|
Apr 09, 2025
Q1 2025
|
Harbor Investment Advisory, LLC
|
BUY
|
- |
123+ 0.98% |
$15.8K - $17K
|
12.6K
$1.59M
|
|
|
Apr 09, 2025
Q1 2025
|
Roxbury Financial LLC
Mount Arlington, NJ |
BUY
|
- |
104+ 39.54% |
$13.4K - $14.4K
|
367
$46.2K
|
|
|
Apr 15, 2025
Q1 2025
|
Murphy, Middleton, Hinkle & Parker, Inc.
|
BUY
|
- |
84+ 0.26% |
$10.8K - $11.6K
|
32.2K
$4.05M
|
|
|
Apr 09, 2025
Q1 2025
|
St Germain D J CO Inc
Springfield, MA |
BUY
|
- |
74+ 3.96% |
$9.51K - $10.2K
|
1.95K
$245K
|
|
|
Apr 11, 2025
Q1 2025
|
Next Level Private LLC
Harrison, NY |
BUY
|
- |
56+ 0.78% |
$7.2K - $7.73K
|
7.2K
$906K
|
|
|
Apr 17, 2025
Q1 2025
|
Kaydan Wealth Management, Inc.
Fenton, MI |
BUY
|
- |
51+ 0.33% |
$6.56K - $7.04K
|
15.6K
$1.97M
|
|
|
Apr 16, 2025
Q1 2025
|
Dodds Wealth, LLC
Greenwood Village, CO |
BUY
|
- |
48+ 0.62% |
$6.17K - $6.63K
|
7.85K
$988K
|
|
|
Apr 18, 2025
Q1 2025
|
Dhjj Financial Advisors, Ltd.
|
BUY
|
- |
41+ 13.06% |
$5.27K - $5.66K
|
355
$44.7K
|
|
|
Apr 10, 2025
Q1 2025
|
Fsa Investment Group, LLC
Pensacola, FL |
BUY
|
- |
28+ 0.79% |
$3.6K - $3.87K
|
3.56K
$448K
|
|
|
Apr 18, 2025
Q1 2025
|
Mezzasalma Advisors, LLC
|
BUY
|
- |
25+ 0.61% |
$3.21K - $3.45K
|
4.14K
$521K
|
|
|
Apr 11, 2025
Q1 2025
|
Davis Capital Management
Jacksonville, FL |
BUY
|
- |
23+ 3.0% |
$2.96K - $3.18K
|
790
$99.4K
|
|
|
Apr 15, 2025
Q1 2025
|
Balanced Wealth Group LLC
Westlake, OH |
BUY
|
- |
22+ 0.77% |
$2.83K - $3.04K
|
2.86K
$360K
|
|
|
Apr 04, 2025
Q1 2025
|
Sage Capital Advisors,Llc
|
BUY
|
- |
22+ 0.77% |
$2.83K - $3.04K
|
2.86K
$360K
|
|
|
Apr 14, 2025
Q1 2025
|
Selective Wealth Management, Inc.
|
BUY
|
- |
20+ 0.46% |
$2.57K - $2.76K
|
4.4K
$553K
|
|
|
Apr 14, 2025
Q1 2025
|
Regatta Capital Group, LLC
El Segundo, CA |
BUY
|
- |
20+ 0.5% |
$2.57K - $2.76K
|
3.99K
$502K
|
|
|
Apr 17, 2025
Q1 2025
|
Sowell Financial Services LLC
North Little Rock, AR |
BUY
|
- |
17+ 0.08% |
$2.19K - $2.35K
|
20.2K
$2.54M
|
|
|
Apr 03, 2025
Q1 2025
|
Insight Wealth Strategies, LLC
San Ramon, CA |
BUY
|
- |
17+ 0.51% |
$2.19K - $2.35K
|
3.37K
$424K
|
|
|
Apr 21, 2025
Q1 2025
|
Barrett & Company, Inc.
Providence, RI |
BUY
|
- |
16+ 0.47% |
$2.06K - $2.21K
|
3.41K
$429K
|
|
|
Apr 14, 2025
Q1 2025
|
Wealthcare Capital Partners, LLC
West Chester, PA |
BUY
|
- |
15+ 0.81% |
$1.93K - $2.07K
|
1.87K
$235K
|
|
|
Apr 09, 2025
Q1 2025
|
Rfg Advisory, LLC
Birmingham, AL |
BUY
|
- |
15+ 0.61% |
$1.93K - $2.07K
|
2.47K
$311K
|
|
|
Apr 09, 2025
Q1 2025
|
Smith Anglin Financial, LLC
|
BUY
|
- |
13+ 0.09% |
$1.67K - $1.8K
|
14.1K
$1.77M
|
|
|
Apr 21, 2025
Q1 2025
|
Friedenthal Financial
|
BUY
|
- |
11+ 1.96% |
$1.41K - $1.52K
|
572
$72K
|
|
|
Apr 21, 2025
Q1 2025
|
Warner Financial, Inc
Bethesda, MD |
BUY
|
- |
10+ 0.16% |
$1.29K - $1.38K
|
6.12K
$770K
|
|
|
Apr 10, 2025
Q1 2025
|
Tru Wealth Advisors, LLC
|
BUY
|
- |
10+ 0.17% |
$1.29K - $1.38K
|
5.99K
$754K
|
|
|
Apr 15, 2025
Q1 2025
|
Gps Wealth Strategies Group, LLC
|
BUY
|
- |
9+ 2.53% |
$1.16K - $1.24K
|
365
$45.9K
|
|
|
Apr 11, 2025
Q1 2025
|
Insight Advisors, LLC
Newtown, PA |
BUY
|
- |
9+ 0.43% |
$1.16K - $1.24K
|
2.09K
$263K
|
|
|
Apr 10, 2025
Q1 2025
|
Thrive Wealth Management, LLC
|
BUY
|
- |
9+ 0.3% |
$1.16K - $1.24K
|
3.04K
$382K
|
|
|
Apr 17, 2025
Q1 2025
|
Vicus Capital
State College, PA |
BUY
|
- |
8+ 0.43% |
$1.03K - $1.1K
|
1.89K
$238K
|
|
|
Apr 15, 2025
Q1 2025
|
Zhang Financial LLC
|
BUY
|
- |
8+ 0.04% |
$1.03K - $1.1K
|
19.2K
$2.41M
|
|
|
Apr 11, 2025
Q1 2025
|
Northwest Financial Advisors
Herndon, VA |
BUY
|
- |
7+ 0.26% |
$900 - $967
|
2.69K
$339K
|
|
|
Apr 10, 2025
Q1 2025
|
Grassi Investment Management
|
BUY
|
- |
7+ 0.21% |
$900 - $967
|
3.33K
$419K
|
|
|
Apr 21, 2025
Q1 2025
|
Duncan Williams Asset Management, LLC
Memphis, TN |
BUY
|
- |
6+ 0.38% |
$771 - $829
|
1.6K
$201K
|
|
|
Apr 16, 2025
Q1 2025
|
Southland Equity Partners LLC
Wildwood, MO |
BUY
|
- |
5+ 0.27% |
$643 - $691
|
1.88K
$236K
|
|
|
Apr 14, 2025
Q1 2025
|
Lex Aurum Advisors, LLC
|
BUY
|
- |
5+ 0.13% |
$643 - $691
|
3.99K
$503K
|
|
|
Apr 11, 2025
Q1 2025
|
Sar Wealth Management Group, LLC
Atlanta, GA |
BUY
|
- |
5+ 0.3% |
$643 - $691
|
1.67K
$210K
|
|
|
Apr 18, 2025
Q1 2025
|
Rakuten Securities, Inc.
Tokyo, M0 |
BUY
|
- |
3+ 150.0% |
$386 - $414
|
5
$629
|
|
|
Apr 11, 2025
Q1 2025
|
Mkt Advisors LLC
Escondido, CA |
BUY
|
- |
3+ 0.04% |
$386 - $414
|
7.69K
$968K
|
|
|
Apr 09, 2025
Q1 2025
|
Zrc Wealth Management, LLC
Santa Rosa, CA |
BUY
|
- |
3+ 0.65% |
$386 - $414
|
467
$58.8K
|