Latest Institutional Purchases of Ishares Tr (DVY)

DVY Quotes by TradingView

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
 -
7.89K
New
$903K - $968K
7.89K $1.11M
Feb 08, 2022 Q4 2021
Parcion Private Wealth LLC

Bellevue, WA
BUY
 -
5.29K
New
$605K - $649K
5.29K $744K
Feb 02, 2022 Q4 2021
True Wealth Advisors, LLC

BUY
 -
3K
New
$343K - $368K
3K $422K
Jan 13, 2022 Q4 2021
Blue Sky Wealth Advisors, LLC

BUY
 -
2.45K
New
$280K - $300K
2.45K $345K
Feb 09, 2022 Q4 2021
Umb Bank, N.A.

BUY
 -
2.15K
New
$246K - $264K
2.15K $302K
Jan 20, 2022 Q4 2021
Seven Bridge Financial Group, LLC

BUY
 -
2.14K
New
$245K - $262K
2.14K $301K
Feb 24, 2022 Q4 2021
Options Solutions, LLC

Chevy Chase, MD
BUY
 -
2K
New
$229K - $245K
2K $281K
Aug 25, 2022 Q4 2021
Grand Wealth Management, LLC

Grand Rapids, MI
BUY
 -
899
New
$103K - $110K
899 $126K
May 03, 2022 Q4 2021
Investmark Advisory Group LLC

BUY
 -
704
New
$80.5K - $86.3K
704 $99K
May 15, 2024 Q4 2021
Global Financial Private Client, LLC

Sarasota, FL
BUY
 -
418
+ 92.89%
$47.8K - $51.2K
868 $122K
Feb 01, 2022 Q4 2021
Maryland Capital Advisors Inc.

BUY
 -
300
New
$34.3K - $36.8K
300 $42.2K
Jan 19, 2022 Q4 2021
West Financial Advisors, LLC

BUY
 -
273
New
$31.2K - $33.5K
273 $38.4K
Feb 22, 2022 Q4 2021
Tyler Stone Wealth Management

Beachwood, OH
BUY
 -
250
New
$28.6K - $30.6K
250 $35.2K
Feb 16, 2022 Q4 2021
Zullo Investment Group, Inc.

Scranton, PA
BUY
 -
250
New
$28.6K - $30.6K
250 $35.2K
Feb 11, 2022 Q4 2021
Surevest, LLC

Los Angeles, CA
BUY
 -
150
New
$17.2K - $18.4K
150 $21.1K
Jan 20, 2022 Q4 2021
Level Financial Advisors, Inc.

BUY
 -
140
New
$16K - $17.2K
140 $19.7K
Sep 11, 2023 Q4 2021
Artemis Wealth Advisors, LLC

BUY
 -
7
+ 1.54%
$801 - $858
462 $65K
Q3 2021
Oct 22, 2021 Q3 2021
Parallel Advisors, LLC

BUY
 CALL
17.1K
New
$1.92M - $2.05M
17.1K $2.41M
Nov 15, 2021 Q3 2021
Zeke Capital Advisors, LLC

Berwyn, PA
BUY
 -
2.33K
New
$262K - $279K
2.33K $328K
Nov 12, 2021 Q3 2021
Meridian Wealth Partners, LLC

Blue Bell, PA
BUY
 -
143
New
$16.1K - $17.1K
143 $20.1K
Nov 12, 2021 Q3 2021
C M Bidwell & Associates LTD

Honolulu, HI
BUY
 -
140
New
$15.8K - $16.8K
140 $19.7K
Q2 2021
Jul 21, 2021 Q2 2021
Davenport & CO LLC

BUY
 PUT
40.2K
New
$4.59M - $4.95M
40.2K $5.66M
Aug 17, 2021 Q2 2021
Logan Capital Management Inc

Newtown Square, PA
BUY
 -
25
New
$2.85K - $3.08K
25 $3.52K
Q1 2021
Apr 08, 2021 Q1 2021
First American Bank

Dundee, IL
BUY
 -
2.05K
New
$194K - $237K
2.05K $288K
Apr 15, 2021 Q1 2021
Mcdonald Partners LLC

BUY
 -
2.01K
New
$191K - $232K
2.01K $283K
Apr 12, 2021 Q1 2021
First National Bank Sioux Falls

BUY
 -
1.95K
New
$185K - $225K
1.95K $274K
May 13, 2021 Q1 2021
Axiom Investment Management LLC

New York, NY
BUY
 -
1.8K
New
$171K - $208K
1.8K $254K
Q4 2020
Feb 17, 2021 Q4 2020
Nine Point Two Capital LLC

Los Angeles, CA
BUY
 -
48.9K
New
$3.98M - $4.77M
48.9K $6.88M
Feb 12, 2021 Q4 2020
Hsbc Holdings PLC

London, X0
BUY
 PUT
3.99K
New
$325K - $389K
3.99K $561K
Feb 05, 2021 Q4 2020
D. Scott Neal, Inc.

BUY
 -
2.67K
New
$217K - $260K
2.67K $375K
Nov 12, 2021 Q4 2020
Four Thought Financial, LLC

Venice, FL
BUY
 -
416
New
$33.8K - $40.6K
416 $58.5K
Mar 31, 2023 Q4 2020
Ratio Wealth Group

Denver, CO
BUY
 -
101
+ 2.68%
$8.21K - $9.85K
3.88K $545K
Feb 17, 2021 Q4 2020
West Hill Financial Advisors, Inc.

BUY
 -
62
New
$5.04K - $6.05K
62 $8.72K
Q3 2020
Oct 23, 2020 Q3 2020
Cypress Wealth Services, LLC

BUY
 PUT
16.5K
New
$1.28M - $1.43M
16.5K $2.33M
Oct 21, 2020 Q3 2020
Regis Management CO LLC

BUY
 -
3.16K
New
$244K - $274K
3.16K $444K
Nov 06, 2020 Q3 2020
Sei Investments CO

Oaks, PA
BUY
 -
1.87K
+ 33.65%
$145K - $163K
7.44K $1.05M
Q2 2020
Mar 24, 2023 Q2 2020
American Portfolios Advisors

Holbrook, NY
BUY
 -
1.08K
+ 5.51%
$74.8K - $98.8K
20.6K $2.9M
Aug 11, 2020 Q2 2020
Demars Financial Group, LLC

BUY
 -
122
New
$8.46K - $11.2K
122 $17.2K
Q1 2020
Apr 29, 2020 Q1 2020
Le Jeune Puetz Investment Counsel LLC

BUY
 -
700
+ 15.22%
$43.9K - $75.1K
5.3K $745K
Jan 19, 2021 Q1 2020
Intercontinental Wealth Advisors, LLC

BUY
 -
528
+ 240.0%
$33.1K - $56.7K
748 $105K
May 19, 2020 Q1 2020
Perennial Advisors, LLC

New York, NY
BUY
 -
300
New
$18.8K - $32.2K
300 $42.2K
May 01, 2020 Q1 2020
Bull Street Advisors, LLC

BUY
 -
300
+ 9.02%
$18.8K - $32.2K
3.63K $510K
Q4 2019
Nov 13, 2020 Q4 2019
Asset Allocation & Management Company, LLC

BUY
 -
10.3K
New
$1.01M - $1.09M
10.3K $1.44M
Feb 14, 2020 Q4 2019
Investment Research & Advisory Group, Inc.

BUY
 -
1K
New
$98.3K - $106K
1K $141K
Feb 14, 2020 Q4 2019
Vectors Research Management, LLC

New York, NY
BUY
 -
267
New
$26.2K - $28.2K
267 $37.6K
Feb 14, 2020 Q4 2019
United Capital Financial Advisers, LLC

Newport Beach, CA
BUY
 PUT
50
New
$4.91K - $5.29K
50 $7.03K
Q3 2019
Nov 14, 2019 Q3 2019
Wolverine Asset Management LLC

BUY
 CALL
200K
New
$20.2M - $20.6M
200K $28.1M
Q1 2019
May 15, 2019 Q1 2019
Castle Rock Wealth Management, LLC

BUY
 -
644
+ 19.33%
N/A
3.98K $559K
Q4 2018
Jan 25, 2019 Q4 2018
Legacy Bridge, LLC

BUY
 -
350
New
N/A
350 $49.2K

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