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 |
|---|---|---|---|---|---|---|---|
|
Nov 14, 2025
Q3 2025
|
Vest Gen Advisors, LLC
Inverness, IL |
BUY
|
- |
3.17K+ 29.5% |
$425K - $453K
|
13.9K
$1.96M
|
|
|
Nov 14, 2025
Q3 2025
|
Aqr Capital Management LLC
Greenwich, CT |
BUY
|
- |
3.14K+ 16.6% |
$420K - $448K
|
22.1K
$3.1M
|
|
|
Oct 23, 2025
Q3 2025
|
Invested Advisors
State College, PA |
BUY
|
- |
2.94KNew |
$393K - $419K
|
2.94K
$413K
|
|
|
Oct 30, 2025
Q3 2025
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
BUY
|
- |
2.88K+ 12.2% |
$386K - $411K
|
26.5K
$3.73M
|
|
|
Nov 03, 2025
Q3 2025
|
Mirae Asset Global Investments Co., Ltd.
|
BUY
|
- |
2.8K+ 16.67% |
$375K - $399K
|
19.6K
$2.76M
|
|
|
Nov 04, 2025
Q3 2025
|
Ashton Thomas Private Wealth, LLC
Scottsdale, AZ |
BUY
|
- |
2.7K+ 11.54% |
$361K - $385K
|
26.1K
$3.67M
|
|
|
Nov 10, 2025
Q3 2025
|
Main Street Investment Advisors LLC
|
BUY
|
- |
2.69K+ 57.64% |
$359K - $383K
|
7.34K
$1.03M
|
|
|
Nov 12, 2025
Q3 2025
|
New Square Capital LLC
|
BUY
|
- |
2.65KNew |
$355K - $378K
|
2.65K
$373K
|
|
|
Oct 21, 2025
Q3 2025
|
Prepared Retirement Institute LLC
Lansdale, PA |
BUY
|
- |
2.63KNew |
$352K - $374K
|
2.63K
$369K
|
|
|
Nov 03, 2025
Q3 2025
|
Ae Wealth Management LLC
|
BUY
|
- |
2.56K+ 32.29% |
$342K - $365K
|
10.5K
$1.47M
|
|
|
Oct 15, 2025
Q3 2025
|
Cwm, LLC
|
BUY
|
- |
2.55K+ 4.92% |
$342K - $364K
|
54.5K
$7.67M
|
|
|
Nov 04, 2025
Q3 2025
|
Callan Family Office, LLC
Radnor, PA |
BUY
|
- |
2.5K+ 6.38% |
$335K - $356K
|
41.7K
$5.86M
|
|
|
Nov 07, 2025
Q3 2025
|
Synovus Financial Corp
Columbus, GA |
BUY
|
- |
2.39K+ 1.16% |
$319K - $340K
|
207K
$29.1M
|
|
|
Oct 22, 2025
Q3 2025
|
D.A. Davidson & Co.
|
BUY
|
- |
2.37K+ 9.5% |
$317K - $337K
|
27.3K
$3.83M
|
|
|
Oct 20, 2025
Q3 2025
|
Tbh Global Asset Management, LLC
Brentwood, TN |
BUY
|
- |
2.28KNew |
$305K - $324K
|
2.28K
$320K
|
|
|
Oct 24, 2025
Q3 2025
|
Fairfield Financial Advisors, LTD
Wellesley, MA |
BUY
|
- |
2.27KNew |
$304K - $323K
|
2.27K
$319K
|
|
|
Nov 04, 2025
Q3 2025
|
Meridian Wealth Management, LLC
|
BUY
|
- |
2.15K+ 24.45% |
$288K - $307K
|
11K
$1.54M
|
|
|
Nov 14, 2025
Q3 2025
|
Equitable Holdings, Inc.
New York, NY |
BUY
|
- |
2.15K+ 2.08% |
$288K - $307K
|
105K
$14.8M
|
|
|
Oct 23, 2025
Q3 2025
|
Childress Capital Advisors, LLC
Houston, TX |
BUY
|
- |
2.15KNew |
$287K - $306K
|
2.15K
$302K
|
|
|
Oct 14, 2025
Q3 2025
|
Foster Group, Inc.
|
BUY
|
- |
2.05KNew |
$274K - $292K
|
2.05K
$288K
|
|
|
Oct 31, 2025
Q3 2025
|
Chilton Capital Management LLC
Houston, TX |
BUY
|
- |
2.02K+ 108.07% |
$271K - $288K
|
3.89K
$548K
|
|
|
Oct 23, 2025
Q3 2025
|
Caldwell Trust CO
Venice, FL |
BUY
|
- |
2.02K+ 19.88% |
$270K - $287K
|
12.2K
$1.71M
|
|
|
Nov 14, 2025
Q3 2025
|
Capula Management LTD
Grand Cayman, E9 |
BUY
|
- |
1.98K+ 4.58% |
$265K - $283K
|
45.3K
$6.37M
|
|
|
Oct 27, 2025
Q3 2025
|
Global Wealth Management Investment Advisory, Inc.
Fort Lauderdale, FL |
BUY
|
- |
1.98KNew |
$264K - $282K
|
1.98K
$278K
|
|
|
Nov 13, 2025
Q3 2025
|
Wealthspire Advisors, LLC
New York, NY |
BUY
|
- |
1.93K+ 4.92% |
$258K - $275K
|
41.1K
$5.78M
|
|
|
Nov 13, 2025
Q3 2025
|
Legacy Advisors, LLC
|
BUY
|
- |
1.92KNew |
$258K - $274K
|
1.92K
$271K
|
|
|
Oct 23, 2025
Q3 2025
|
Kingswood Wealth Advisors, LLC
San Diego, CA |
BUY
|
- |
1.89K+ 3.33% |
$254K - $270K
|
58.7K
$8.26M
|
|
|
Nov 06, 2025
Q3 2025
|
Onyx Bridge Wealth Group LLC
|
BUY
|
- |
1.84KNew |
$247K - $263K
|
1.84K
$259K
|
|
|
Nov 06, 2025
Q3 2025
|
Wealthfront Advisers LLC
|
BUY
|
- |
1.84K+ 8.48% |
$246K - $262K
|
23.5K
$3.31M
|
|
|
Nov 14, 2025
Q3 2025
|
Triumph Capital Management
|
BUY
|
- |
1.83KNew |
$244K - $260K
|
1.83K
$257K
|
|
|
Nov 04, 2025
Q3 2025
|
United Community Bank
Greenville, SC |
BUY
|
- |
1.8K+ 34.12% |
$241K - $257K
|
7.08K
$995K
|
|
|
Oct 14, 2025
Q3 2025
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
1.79K+ 14.61% |
$240K - $255K
|
14K
$1.97M
|
|
|
Oct 31, 2025
Q3 2025
|
Taylor Financial Group, Inc.
Roanoke, VA |
BUY
|
- |
1.73K+ 6.56% |
$232K - $247K
|
28.2K
$3.96M
|
|
|
Oct 07, 2025
Q3 2025
|
Channel Wealth LLC
Santa Barbara, CA |
BUY
|
- |
1.69KNew |
$227K - $241K
|
1.69K
$238K
|
|
|
Oct 27, 2025
Q3 2025
|
Bcs Private Wealth Management, Inc.
Rumson, NJ |
BUY
|
- |
1.69KNew |
$226K - $241K
|
1.69K
$238K
|
|
|
Nov 14, 2025
Q3 2025
|
Moneta Group Investment Advisors LLC
St Louis, MO |
BUY
|
- |
1.66K+ 1.89% |
$223K - $237K
|
89.6K
$12.6M
|
|
|
Oct 22, 2025
Q3 2025
|
Kelly Financial Group LLC
Wethersfield, CT |
BUY
|
- |
1.66KNew |
$222K - $237K
|
1.66K
$234K
|
|
|
Nov 14, 2025
Q3 2025
|
Joel Greenblatt
Gotham Asset Management, LLC | New York, Ny
|
BUY
|
- |
1.66K+ 31.16% |
$222K - $236K
|
6.98K
$982K
|
|
|
Nov 03, 2025
Q3 2025
|
Berman Mc Aleer LLC
Timonium, MD |
BUY
|
- |
1.63KNew |
$218K - $232K
|
1.63K
$229K
|
|
|
Nov 12, 2025
Q3 2025
|
Duncan Williams Asset Management, LLC
Memphis, TN |
BUY
|
- |
1.63KNew |
$218K - $232K
|
1.63K
$229K
|
|
|
Oct 21, 2025
Q3 2025
|
Signaturefd, LLC
Atlanta, GA |
BUY
|
- |
1.62K+ 72.3% |
$216K - $230K
|
3.85K
$542K
|
|
|
Oct 27, 2025
Q3 2025
|
Ashton Thomas Securities, LLC
Rochester, NY |
BUY
|
- |
1.6KNew |
$214K - $228K
|
1.6K
$225K
|
|
|
Nov 13, 2025
Q3 2025
|
Mustico Financial Group, Inc.
Elmira, NY |
BUY
|
- |
1.6KNew |
$214K - $227K
|
1.6K
$224K
|
|
|
Oct 24, 2025
Q3 2025
|
Iron Financial, LLC
|
BUY
|
- |
1.59K+ 68.46% |
$212K - $226K
|
3.91K
$549K
|
|
|
Nov 14, 2025
Q3 2025
|
Keebeck Wealth Management, LLC
Chicago, IL |
BUY
|
- |
1.59K+ 4.54% |
$212K - $226K
|
36.5K
$5.13M
|
|
|
Oct 17, 2025
Q3 2025
|
Founders Grove Wealth Partners, LLC
Richmond, VA |
BUY
|
- |
1.58KNew |
$211K - $225K
|
1.58K
$222K
|
|
|
Oct 14, 2025
Q3 2025
|
Scratch Capital LLC
Boise, ID |
BUY
|
- |
1.57KNew |
$210K - $223K
|
1.57K
$220K
|
|
|
Nov 14, 2025
Q3 2025
|
Snowden Capital Advisors LLC
New York, NY |
BUY
|
- |
1.52K+ 7.45% |
$204K - $217K
|
21.9K
$3.09M
|
|
|
Jan 06, 2026
Q3 2025
|
Tucker Asset Management LLC
Littleton, CO |
BUY
|
- |
1.52K+ 1489.22% |
$203K - $217K
|
1.62K
$228K
|
|
|
Oct 21, 2025
Q3 2025
|
Community Financial Services Group, LLC
Newport, VT |
BUY
|
- |
1.51KNew |
$202K - $215K
|
1.51K
$213K
|
|