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 01, 2024
Q3 2024
|
Xml Financial, LLC
|
BUY
|
- |
396+ 3.74% |
$47.5K - $53.8K
|
11K
$1.45M
|
|
|
Oct 15, 2024
Q3 2024
|
Wbh Advisory Inc
|
BUY
|
- |
388+ 3.4% |
$46.6K - $52.7K
|
11.8K
$1.56M
|
|
|
Oct 16, 2024
Q3 2024
|
Peoples Financial Services Corp.
|
BUY
|
- |
386+ 137.37% |
$46.3K - $52.4K
|
667
$88.4K
|
|
|
Nov 12, 2024
Q3 2024
|
Kc Investment Advisors, LLC
Wichita, KS |
BUY
|
- |
380+ 3.22% |
$45.6K - $51.6K
|
12.2K
$1.61M
|
|
|
Nov 14, 2024
Q3 2024
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
375+ 0.44% |
$45K - $50.9K
|
85.9K
$11.4M
|
|
|
Nov 12, 2024
Q3 2024
|
Hemington Wealth Management
|
BUY
|
- |
371New |
$44.5K - $50.4K
|
371
$49.2K
|
|
|
Nov 05, 2024
Q3 2024
|
Haverford Trust CO
Radnor, PA |
BUY
|
- |
363+ 1.62% |
$43.6K - $49.3K
|
22.8K
$3.02M
|
|
|
Oct 24, 2024
Q3 2024
|
J.W. Cole Advisors, Inc.
|
BUY
|
- |
363+ 1.13% |
$43.6K - $49.3K
|
32.4K
$4.3M
|
|
|
Nov 13, 2024
Q3 2024
|
Argent Trust CO
Nashville, TN |
BUY
|
- |
359+ 1.44% |
$43.1K - $48.7K
|
25.3K
$3.35M
|
|
|
Nov 06, 2024
Q3 2024
|
Birchcreek Wealth Management, LLC
Miami Township, OH |
BUY
|
- |
353+ 9.92% |
$42.4K - $47.9K
|
3.91K
$518K
|
|
|
Nov 13, 2024
Q3 2024
|
Keeley Teton Advisors, LLC
Chicago, IL |
BUY
|
- |
350+ 3.16% |
$42K - $47.5K
|
11.4K
$1.51M
|
|
|
Oct 10, 2024
Q3 2024
|
Carnegie Capital Asset Management, LLC
|
BUY
|
- |
350+ 2.9% |
$42K - $47.5K
|
12.4K
$1.64M
|
|
|
Oct 11, 2024
Q3 2024
|
Cliftonlarsonallen Wealth Advisors, LLC
|
BUY
|
- |
345+ 1.86% |
$41.4K - $46.8K
|
18.9K
$2.51M
|
|
|
Oct 22, 2024
Q3 2024
|
Tempus Wealth Planning, LLC
|
BUY
|
- |
331+ 2.11% |
$39.7K - $44.9K
|
16K
$2.12M
|
|
|
Oct 25, 2024
Q3 2024
|
Fidelis Capital Partners, LLC
Tampa, FL |
BUY
|
- |
325+ 2.57% |
$39K - $44.1K
|
13K
$1.72M
|
|
|
Oct 29, 2024
Q3 2024
|
Gps Wealth Strategies Group, LLC
|
BUY
|
- |
306+ 637.5% |
$36.7K - $41.5K
|
354
$46.9K
|
|
|
Nov 14, 2024
Q3 2024
|
Paradigm Financial Partners, LLC
|
BUY
|
- |
303+ 13.9% |
$36.4K - $41.1K
|
2.48K
$329K
|
|
|
Oct 07, 2024
Q3 2024
|
Kwmg, LLC
|
BUY
|
- |
303+ 0.31% |
$36.4K - $41.1K
|
99.5K
$13.2M
|
|
|
Nov 12, 2024
Q3 2024
|
Aveo Capital Partners, LLC
|
BUY
|
- |
302+ 13.93% |
$36.2K - $41K
|
2.47K
$327K
|
|
|
Nov 06, 2024
Q3 2024
|
Kapstone Financial Advisors LLC
Dayton, OH |
BUY
|
- |
300+ 1.32% |
$36K - $40.7K
|
23K
$3.05M
|
|
|
Oct 11, 2024
Q3 2024
|
Thomasville National Bank
|
BUY
|
- |
300+ 4.26% |
$36K - $40.7K
|
7.35K
$974K
|
|
|
Oct 02, 2024
Q3 2024
|
M&R Capital Management Inc
|
BUY
|
- |
291+ 1455.0% |
$34.9K - $39.5K
|
311
$41.2K
|
|
|
Nov 13, 2024
Q3 2024
|
Northwest Financial Advisors
Herndon, VA |
BUY
|
- |
290+ 12.16% |
$34.8K - $39.4K
|
2.67K
$354K
|
|
|
Nov 06, 2024
Q3 2024
|
Ferguson Wellman Capital Management, Inc
|
BUY
|
- |
290+ 0.8% |
$34.8K - $39.4K
|
36.7K
$4.86M
|
|
|
Oct 23, 2024
Q3 2024
|
Heritage Financial Services, LLC
|
BUY
|
- |
290+ 17.26% |
$34.8K - $39.4K
|
1.97K
$261K
|
|
|
Nov 01, 2024
Q3 2024
|
Mesirow Financial Investment Management, Inc.
|
BUY
|
- |
287+ 4.62% |
$34.4K - $39K
|
6.5K
$861K
|
|
|
Nov 13, 2024
Q3 2024
|
D.A. Davidson & Co.
|
BUY
|
- |
279+ 1.64% |
$33.5K - $37.9K
|
17.3K
$2.29M
|
|
|
Oct 07, 2024
Q3 2024
|
Wealth Bridge Capital Management, LLC
Westerville, OH |
BUY
|
- |
279+ 1.85% |
$33.5K - $37.9K
|
15.4K
$2.04M
|
|
|
Nov 12, 2024
Q3 2024
|
Great Valley Advisor Group, Inc.
|
BUY
|
- |
272+ 5.89% |
$32.6K - $36.9K
|
4.89K
$648K
|
|
|
Oct 11, 2024
Q3 2024
|
Org Wealth Partners, LLC
Dallas, TX |
BUY
|
- |
264New |
$31.7K - $35.8K
|
264
$35K
|
|
|
Oct 30, 2024
Q3 2024
|
Guidance Point Advisors, LLC
|
BUY
|
- |
259+ 1.03% |
$31.1K - $35.2K
|
25.3K
$3.36M
|
|
|
Oct 25, 2024
Q3 2024
|
Jfs Wealth Advisors, LLC
|
BUY
|
- |
257+ 1.03% |
$30.8K - $34.9K
|
25.3K
$3.35M
|
|
|
Oct 17, 2024
Q3 2024
|
Financial Advisory Service, Inc.
|
BUY
|
- |
249+ 0.84% |
$29.9K - $33.8K
|
29.8K
$3.95M
|
|
|
Oct 15, 2024
Q3 2024
|
Murphy, Middleton, Hinkle & Parker, Inc.
|
BUY
|
- |
245+ 0.76% |
$29.4K - $33.3K
|
32.5K
$4.31M
|
|
|
Oct 30, 2024
Q3 2024
|
Concurrent Investment Advisors, LLC
Tampa, FL |
BUY
|
- |
237+ 4.78% |
$28.4K - $32.2K
|
5.19K
$688K
|
|
|
Nov 14, 2024
Q3 2024
|
Geneos Wealth Management Inc.
|
BUY
|
- |
235+ 0.86% |
$28.2K - $31.9K
|
27.6K
$3.65M
|
|
|
Oct 28, 2024
Q3 2024
|
Chicago Partners Investment Group LLC
|
BUY
|
- |
229+ 1.68% |
$27.5K - $31.1K
|
13.8K
$1.83M
|
|
|
Nov 05, 2024
Q3 2024
|
Laurel Wealth Advisors LLC
Charlotte, NC |
BUY
|
- |
228+ 1.61% |
$27.4K - $30.9K
|
14.4K
$1.91M
|
|
|
Oct 29, 2024
Q3 2024
|
Nvwm, LLC
|
BUY
|
- |
228+ 18.0% |
$27.4K - $30.9K
|
1.5K
$198K
|
|
|
Oct 15, 2024
Q3 2024
|
Edge Wealth Management LLC
|
BUY
|
- |
210+ 1.97% |
$25.2K - $28.5K
|
10.8K
$1.44M
|
|
|
Nov 13, 2024
Q3 2024
|
Brown Advisory Inc
|
BUY
|
- |
209+ 0.52% |
$25.1K - $28.4K
|
40.3K
$5.34M
|
|
|
Nov 13, 2024
Q3 2024
|
Private Trust CO Na
|
BUY
|
- |
207+ 2.65% |
$24.8K - $28.1K
|
8.02K
$1.06M
|
|
|
Oct 04, 2024
Q3 2024
|
Breakwater Capital Group
Paramus, NJ |
BUY
|
- |
204+ 6.39% |
$24.5K - $27.7K
|
3.4K
$450K
|
|
|
Nov 06, 2024
Q3 2024
|
Sheaff Brock Investment Advisors, LLC
|
BUY
|
- |
202+ 4.07% |
$24.2K - $27.4K
|
5.17K
$685K
|
|
|
Nov 12, 2024
Q3 2024
|
Azimuth Capital Investment Management LLC
Bloomfield Hills, MI |
BUY
|
- |
196+ 11.76% |
$23.5K - $26.6K
|
1.86K
$247K
|
|
|
Oct 29, 2024
Q3 2024
|
Qrg Capital Management, Inc.
Berwyn, PA |
BUY
|
- |
189+ 2.42% |
$22.7K - $25.7K
|
8.01K
$1.06M
|
|
|
Oct 16, 2024
Q3 2024
|
Ironwood Financial, LLC
|
BUY
|
- |
188+ 0.49% |
$22.6K - $25.5K
|
38.9K
$5.16M
|
|
|
Oct 28, 2024
Q3 2024
|
American Financial & Tax Strategies Inc
New York, NY |
BUY
|
- |
187+ 7.9% |
$22.4K - $25.4K
|
2.55K
$338K
|
|
|
Nov 06, 2024
Q3 2024
|
Mill Creek Capital Advisors, LLC
Conshohocken, PA |
BUY
|
- |
186+ 0.84% |
$22.3K - $25.2K
|
22.3K
$2.96M
|
|
|
Nov 12, 2024
Q3 2024
|
Gould Asset Management LLC
Claremont, CA |
BUY
|
- |
185+ 2.55% |
$22.2K - $25.1K
|
7.43K
$985K
|