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 14, 2026
Q4 2025
|
Southland Equity Partners LLC
Wildwood, MO |
BUY
|
- |
38+ 1.42% |
$5.25K - $5.44K
|
2.72K
$382K
|
|
|
Jan 07, 2026
Q4 2025
|
Cahaba Wealth Management, Inc.
|
BUY
|
- |
28+ 0.71% |
$3.87K - $4.01K
|
3.99K
$561K
|
|
|
Jan 13, 2026
Q4 2025
|
Balanced Wealth Group LLC
Westlake, OH |
BUY
|
- |
25+ 0.86% |
$3.45K - $3.58K
|
2.92K
$410K
|
|
|
Jan 14, 2026
Q4 2025
|
Wealthcare Capital Partners, LLC
West Chester, PA |
BUY
|
- |
21+ 1.1% |
$2.9K - $3.01K
|
1.93K
$271K
|
|
|
Jan 13, 2026
Q4 2025
|
Fc Advisory LLC
|
BUY
|
- |
20+ 0.69% |
$2.76K - $2.86K
|
2.92K
$411K
|
|
|
Jan 14, 2026
Q4 2025
|
Wealthcare Advisory Partners LLC
West Chester, PA |
BUY
|
- |
18+ 0.07% |
$2.49K - $2.58K
|
27.3K
$3.84M
|
|
|
Jan 12, 2026
Q4 2025
|
Evanson Asset Management, LLC
|
BUY
|
- |
15+ 0.11% |
$2.07K - $2.15K
|
14.1K
$1.98M
|
|
|
Jan 12, 2026
Q4 2025
|
Olistico Wealth, LLC
Tulsa, OK |
BUY
|
- |
15+ 0.81% |
$2.07K - $2.15K
|
1.88K
$264K
|
|
|
Jan 14, 2026
Q4 2025
|
Crumly & Associates Inc.
|
BUY
|
- |
12+ 0.75% |
$1.66K - $1.72K
|
1.62K
$228K
|
|
|
Jan 07, 2026
Q4 2025
|
Tru Wealth Advisors, LLC
|
BUY
|
- |
11+ 0.17% |
$1.52K - $1.57K
|
6.37K
$896K
|
|
|
Jan 09, 2026
Q4 2025
|
Silverlake Wealth Management LLC
Williston, VT |
BUY
|
- |
10+ 0.47% |
$1.38K - $1.43K
|
2.14K
$301K
|
|
|
Jan 13, 2026
Q4 2025
|
Mayflower Financial Advisors, LLC
|
BUY
|
- |
9+ 0.06% |
$1.24K - $1.29K
|
14.4K
$2.03M
|
|
|
Jan 07, 2026
Q4 2025
|
Tcp Asset Management, LLC
Columbus, OH |
BUY
|
- |
9+ 0.17% |
$1.24K - $1.29K
|
5.26K
$739K
|
|
|
Jan 05, 2026
Q4 2025
|
Roxbury Financial LLC
Mount Arlington, NJ |
BUY
|
- |
9+ 2.41% |
$1.24K - $1.29K
|
382
$53.7K
|
|
|
Jan 15, 2026
Q4 2025
|
Jamison Private Wealth Management, Inc.
Milton, GA |
BUY
|
- |
6+ 0.19% |
$829 - $859
|
3.1K
$435K
|
|
|
Jan 12, 2026
Q4 2025
|
Accelerate Investment Advisors LLC
Aliso Viejo, CA |
BUY
|
- |
6+ 0.29% |
$829 - $859
|
2.07K
$291K
|
|
|
Jan 12, 2026
Q4 2025
|
Thrive Wealth Management, LLC
|
BUY
|
- |
6+ 0.2% |
$829 - $859
|
3.06K
$430K
|
|
|
Jan 08, 2026
Q4 2025
|
Sar Wealth Management Group, LLC
Atlanta, GA |
BUY
|
- |
6+ 0.36% |
$829 - $859
|
1.69K
$237K
|
|
|
Jan 15, 2026
Q4 2025
|
Northstar Advisory Group, LLC
|
BUY
|
- |
4+ 0.26% |
$552 - $572
|
1.54K
$217K
|
|
|
Jan 08, 2026
Q4 2025
|
Sound View Wealth Advisors Group, LLC
|
BUY
|
- |
4+ 0.04% |
$552 - $572
|
10.1K
$1.42M
|
|
|
Jan 08, 2026
Q4 2025
|
M. Kulyk & Associates, LLC
|
BUY
|
- |
3+ 0.09% |
$414 - $429
|
3.36K
$472K
|
|
|
Jan 08, 2026
Q4 2025
|
Zrc Wealth Management, LLC
Santa Rosa, CA |
BUY
|
- |
3+ 0.64% |
$414 - $429
|
475
$66.8K
|
|
|
Jan 13, 2026
Q4 2025
|
Team Financial Group, LLC
Temecula, CA |
BUY
|
- |
2+ 1.16% |
$276 - $286
|
174
$24.5K
|
|
|
Jan 12, 2026
Q4 2025
|
Sea Crest Wealth Management, LLC
Purchase, NY |
BUY
|
- |
1+ 0.03% |
$138 - $143
|
3.82K
$538K
|
|
| Q3 2025 | |||||||
|
Nov 14, 2025
Q3 2025
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
256K+ 3.27% |
$34.3M - $36.6M
|
8.1M
$1.14B
|
|
|
Nov 14, 2025
Q3 2025
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
116K+ 29.96% |
$15.6M - $16.6M
|
505K
$71M
|
|
|
Nov 13, 2025
Q3 2025
|
Ubs Group Ag
|
BUY
|
- |
105K+ 9.99% |
$14M - $15M
|
1.16M
$162M
|
|
|
Nov 14, 2025
Q3 2025
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
85.5K+ 24.28% |
$11.4M - $12.2M
|
438K
$61.5M
|
|
|
Nov 07, 2025
Q3 2025
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
75.8K+ 5.14% |
$10.1M - $10.8M
|
1.55M
$218M
|
|
|
Nov 12, 2025
Q3 2025
|
Cibc Bancorp Usa Inc.
Chicago, IL |
BUY
|
- |
61.4KNew |
$8.21M - $8.75M
|
61.4K
$8.63M
|
|
|
Oct 28, 2025
Q3 2025
|
Sequoia Financial Advisors, LLC
|
BUY
|
- |
53.4KNew |
$7.15M - $7.61M
|
53.4K
$7.51M
|
|
|
Oct 29, 2025
Q3 2025
|
Rede Wealth, LLC
|
BUY
|
- |
38.7KNew |
$5.18M - $5.52M
|
38.7K
$5.44M
|
|
|
Nov 10, 2025
Q3 2025
|
Kovitz Investment Group Partners, LLC
|
BUY
|
- |
37.7K+ 102.47% |
$5.04M - $5.37M
|
74.4K
$10.5M
|
|
|
Nov 14, 2025
Q3 2025
|
Goldman Sachs Group Inc
New York, NY |
BUY
|
- |
30.6K+ 4.63% |
$4.09M - $4.36M
|
690K
$97.1M
|
|
|
Nov 12, 2025
Q3 2025
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
26K+ 1.53% |
$3.48M - $3.71M
|
1.72M
$242M
|
|
|
Jan 13, 2026
Q3 2025
|
Sanctuary Advisors, LLC
Indianapolis, IN |
BUY
|
- |
24.3K+ 54.51% |
$3.25M - $3.46M
|
68.9K
$9.68M
|
|
|
Nov 06, 2025
Q3 2025
|
Gallagher Capital Advisors, LLC
Argyle, TX |
BUY
|
- |
19.8K+ 149.62% |
$2.65M - $2.82M
|
33K
$4.64M
|
|
|
Nov 14, 2025
Q3 2025
|
Rockefeller Capital Management L.P.
New York, NY |
BUY
|
- |
17.9K+ 3.9% |
$2.4M - $2.56M
|
478K
$67.2M
|
|
|
Nov 06, 2025
Q3 2025
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
16.3K+ 5.2% |
$2.18M - $2.32M
|
330K
$46.4M
|
|
|
Nov 14, 2025
Q3 2025
|
Quantinno Capital Management LP
New York, NY |
BUY
|
- |
16.1K+ 65.64% |
$2.16M - $2.3M
|
40.7K
$5.72M
|
|
|
Nov 13, 2025
Q3 2025
|
Jane Street Group, LLC
New York, NY |
BUY
|
CALL |
15.9K+ 1.9% |
$2.13M - $2.27M
|
851K
$120M
|
|
|
Nov 12, 2025
Q3 2025
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
14.7K+ 5.21% |
$1.97M - $2.09M
|
296K
$41.7M
|
|
|
Nov 19, 2025
Q3 2025
|
First Commonwealth Financial Corp
Indiana, PA |
BUY
|
- |
14.4KNew |
$1.93M - $2.05M
|
14.4K
$2.02M
|
|
|
Nov 18, 2025
Q3 2025
|
Advisory Services Network, LLC
|
BUY
|
- |
13.5K+ 11.75% |
$1.81M - $1.93M
|
129K
$18.1M
|
|
|
Nov 19, 2025
Q3 2025
|
Regions Financial Corp
|
BUY
|
- |
13.5KNew |
$1.81M - $1.92M
|
13.5K
$1.9M
|
|
|
Nov 14, 2025
Q3 2025
|
Mariner, LLC
Overland Park, KS |
BUY
|
- |
13.4K+ 3.42% |
$1.8M - $1.92M
|
406K
$57.1M
|
|
|
Nov 12, 2025
Q3 2025
|
American Wealth Advisors, LLC
Johns Creek, GA |
BUY
|
- |
13.3KNew |
$1.77M - $1.89M
|
13.3K
$1.86M
|
|
|
Nov 06, 2025
Q3 2025
|
Prospera Financial Services Inc
|
BUY
|
- |
10.5K+ 33.48% |
$1.41M - $1.5M
|
42K
$5.91M
|
|
|
Nov 13, 2025
Q3 2025
|
Baird Financial Group, Inc.
Milwaukee, WI |
BUY
|
- |
10.4K+ 4.79% |
$1.39M - $1.48M
|
227K
$32M
|
|
|
Nov 12, 2025
Q3 2025
|
Pfg Advisors
|
BUY
|
- |
10.3KNew |
$1.38M - $1.47M
|
10.3K
$1.45M
|
|