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 12, 2025
Q3 2025
|
Sand Hill Global Advisors, LLC
Palo Alto, CA |
BUY
|
- |
1.5KNew |
$201K - $214K
|
1.5K
$211K
|
|
|
Nov 12, 2025
Q3 2025
|
Diversified Portfolios, Inc.
Bloomfield Hills, MI |
BUY
|
- |
1.5KNew |
$201K - $214K
|
1.5K
$211K
|
|
|
Nov 12, 2025
Q3 2025
|
Intellus Advisors LLC
Naples, FL |
BUY
|
- |
1.5KNew |
$201K - $214K
|
1.5K
$211K
|
|
|
Nov 06, 2025
Q3 2025
|
Summit Asset Management, LLC
Memphis, TN |
BUY
|
- |
1.5KNew |
$201K - $214K
|
1.5K
$211K
|
|
|
Nov 04, 2025
Q3 2025
|
Post Resch Tallon Group Inc.
Pittsford, NY |
BUY
|
- |
1.5KNew |
$201K - $214K
|
1.5K
$211K
|
|
|
Oct 20, 2025
Q3 2025
|
Life Wealth Investments, LLC
Winter Garden, FL |
BUY
|
- |
1.5KNew |
$201K - $214K
|
1.5K
$211K
|
|
|
Oct 16, 2025
Q3 2025
|
Asio Capital, LLC
|
BUY
|
- |
1.5KNew |
$201K - $214K
|
1.5K
$211K
|
|
|
Oct 29, 2025
Q3 2025
|
Lji Wealth Management, LLC
Indianapolis, IN |
BUY
|
- |
1.48KNew |
$198K - $211K
|
1.48K
$208K
|
|
|
Oct 20, 2025
Q3 2025
|
Segment Wealth Management, LLC
|
BUY
|
- |
1.48KNew |
$198K - $211K
|
1.48K
$208K
|
|
|
Oct 14, 2025
Q3 2025
|
Berger Financial Group, Inc
Plymouth, MN |
BUY
|
- |
1.47KNew |
$197K - $209K
|
1.47K
$207K
|
|
|
Nov 05, 2025
Q3 2025
|
Oppenheimer & CO Inc
New York, NY |
BUY
|
- |
1.47K+ 3.35% |
$196K - $209K
|
45.3K
$6.37M
|
|
|
Oct 06, 2025
Q3 2025
|
Collective Family Office LLC
|
BUY
|
- |
1.46KNew |
$196K - $209K
|
1.46K
$206K
|
|
|
Nov 14, 2025
Q3 2025
|
Scotia Capital Inc.
|
BUY
|
- |
1.46K+ 4.29% |
$196K - $208K
|
35.5K
$5M
|
|
|
Oct 29, 2025
Q3 2025
|
Partners Wealth Management, LLC
Carmel By The Sea, CA |
BUY
|
- |
1.46KNew |
$195K - $208K
|
1.46K
$205K
|
|
|
Nov 03, 2025
Q3 2025
|
Summit Wealth & Retirement Planning, Inc.
|
BUY
|
- |
1.46KNew |
$195K - $208K
|
1.46K
$205K
|
|
|
Nov 12, 2025
Q3 2025
|
Riverview Capital Advisers, LLC
Boston, MA |
BUY
|
- |
1.46KNew |
$195K - $207K
|
1.46K
$205K
|
|
|
Oct 31, 2025
Q3 2025
|
Sage Rhino Capital LLC
|
BUY
|
- |
1.46KNew |
$195K - $207K
|
1.46K
$205K
|
|
|
Nov 14, 2025
Q3 2025
|
Mount Yale Investment Advisors, LLC
|
BUY
|
- |
1.45K+ 4833.33% |
$194K - $207K
|
1.48K
$208K
|
|
|
Oct 23, 2025
Q3 2025
|
Bridgewealth Advisory Group, LLC
Fresno, CA |
BUY
|
- |
1.45KNew |
$194K - $207K
|
1.45K
$204K
|
|
|
Oct 23, 2025
Q3 2025
|
Valmark Advisers, Inc.
|
BUY
|
- |
1.45K+ 0.96% |
$194K - $206K
|
152K
$21.4M
|
|
|
Nov 07, 2025
Q3 2025
|
Aft, Forsyth & Company, Inc.
|
BUY
|
- |
1.44KNew |
$193K - $205K
|
1.44K
$203K
|
|
|
Oct 09, 2025
Q3 2025
|
Harbour Capital Advisors, LLC
|
BUY
|
- |
1.44KNew |
$193K - $205K
|
1.44K
$203K
|
|
|
Nov 14, 2025
Q3 2025
|
Measured Wealth Private Client Group, LLC
|
BUY
|
- |
1.43KNew |
$192K - $204K
|
1.43K
$201K
|
|
|
Oct 28, 2025
Q3 2025
|
Financial Management Network Inc
|
BUY
|
- |
1.43KNew |
$191K - $204K
|
1.43K
$201K
|
|
|
Oct 30, 2025
Q3 2025
|
Charter Oak Capital Management, LLC
|
BUY
|
- |
1.42KNew |
$190K - $203K
|
1.42K
$200K
|
|
|
Oct 30, 2025
Q3 2025
|
Univest Financial Corp
|
BUY
|
- |
1.42KNew |
$190K - $202K
|
1.42K
$200K
|
|
|
Nov 10, 2025
Q3 2025
|
River Glades Family Offices LLC
Naples, FL |
BUY
|
- |
1.41KNew |
$189K - $201K
|
1.41K
$198K
|
|
|
Nov 06, 2025
Q3 2025
|
Connable Office Inc
|
BUY
|
- |
1.41K+ 44.63% |
$188K - $200K
|
4.56K
$641K
|
|
|
Nov 04, 2025
Q3 2025
|
Murphy, Middleton, Hinkle & Parker, Inc.
|
BUY
|
- |
1.38K+ 4.29% |
$185K - $197K
|
33.6K
$4.72M
|
|
|
Nov 12, 2025
Q3 2025
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
1.3K+ 15.43% |
$174K - $185K
|
9.71K
$1.37M
|
|
|
Nov 07, 2025
Q3 2025
|
Advisors Capital Management, LLC
Ridgewood, NJ |
BUY
|
- |
1.19K+ 66.24% |
$159K - $169K
|
2.97K
$418K
|
|
|
Nov 12, 2025
Q3 2025
|
Parallel Advisors, LLC
|
BUY
|
- |
1.18K+ 7.2% |
$157K - $168K
|
17.5K
$2.46M
|
|
|
Nov 10, 2025
Q3 2025
|
Cary Street Partners Financial LLC
Richmond, VA |
BUY
|
- |
1.15K+ 9.83% |
$154K - $164K
|
12.9K
$1.81M
|
|
|
Oct 30, 2025
Q3 2025
|
Arcus Capital Partners, LLC
|
BUY
|
- |
1.15K+ 0.66% |
$154K - $164K
|
175K
$24.6M
|
|
|
Oct 20, 2025
Q3 2025
|
Ascent Group, LLC
|
BUY
|
- |
1.15K+ 34.91% |
$154K - $164K
|
4.43K
$623K
|
|
|
Nov 10, 2025
Q3 2025
|
Clearstead Trust, LLC
Portland, ME |
BUY
|
- |
1.08K+ 193.39% |
$145K - $154K
|
1.64K
$231K
|
|
|
Nov 13, 2025
Q3 2025
|
Eldridge Investment Advisors, Inc.
Manchester, NH |
BUY
|
- |
1.07K+ 7.74% |
$143K - $153K
|
14.9K
$2.1M
|
|
|
Oct 31, 2025
Q3 2025
|
Purkiss Capital Advisors LLC
Ridgefield, CT |
BUY
|
- |
1.06K+ 32.37% |
$142K - $151K
|
4.34K
$610K
|
|
|
Oct 20, 2025
Q3 2025
|
Salomon & Ludwin, LLC
|
BUY
|
- |
1.06K+ 286.96% |
$141K - $151K
|
1.42K
$200K
|
|
|
Oct 30, 2025
Q3 2025
|
Rossmore Private Capital
Glastonbury, CT |
BUY
|
- |
1.05KNew |
$141K - $150K
|
1.05K
$148K
|
|
|
Oct 31, 2025
Q3 2025
|
First Command Advisory Services, Inc.
|
BUY
|
- |
1.02KNew |
$136K - $145K
|
1.02K
$143K
|
|
|
Nov 07, 2025
Q3 2025
|
Axxcess Wealth Management, LLC
Carlsbad, CA |
BUY
|
- |
1.01K+ 14.3% |
$135K - $144K
|
8.06K
$1.13M
|
|
|
Nov 10, 2025
Q3 2025
|
North Star Asset Management Inc
|
BUY
|
- |
1K+ 58.48% |
$134K - $143K
|
2.71K
$381K
|
|
|
Oct 21, 2025
Q3 2025
|
Wealth Management Associates, Inc.
Cherry Hill, NJ |
BUY
|
- |
996+ 1.73% |
$133K - $142K
|
58.6K
$8.25M
|
|
|
Nov 10, 2025
Q3 2025
|
Alerus Financial Na
Grand Forks, ND |
BUY
|
- |
986+ 29.84% |
$132K - $141K
|
4.29K
$603K
|
|
|
Nov 04, 2025
Q3 2025
|
Atlantic Union Bankshares Corp
|
BUY
|
- |
985+ 34.94% |
$132K - $140K
|
3.8K
$535K
|
|
|
Nov 14, 2025
Q3 2025
|
Peapack Gladstone Financial Corp
Bedminster, NJ |
BUY
|
- |
983+ 5.73% |
$132K - $140K
|
18.2K
$2.55M
|
|
|
Oct 30, 2025
Q3 2025
|
Stock Yards Bank & Trust CO
Louisville, KY |
BUY
|
- |
964+ 7.18% |
$129K - $137K
|
14.4K
$2.02M
|
|
|
Nov 03, 2025
Q3 2025
|
Argent Advisors, Inc.
Monroe, LA |
BUY
|
- |
927+ 3.9% |
$124K - $132K
|
24.7K
$3.48M
|
|
|
Oct 09, 2025
Q3 2025
|
Chapin Davis, Inc.
Baltimore, MD |
BUY
|
- |
923+ 18.32% |
$124K - $132K
|
5.96K
$838K
|
|