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 |
|---|---|---|---|---|---|---|---|
|
Oct 29, 2025
Q3 2025
|
Chicago Partners Investment Group LLC
|
BUY
|
- |
921+ 4.9% |
$123K - $131K
|
19.7K
$2.77M
|
|
|
Nov 13, 2025
Q3 2025
|
Financial Life Planners
Tempe, AZ |
BUY
|
- |
870New |
$116K - $124K
|
870
$122K
|
|
|
Oct 16, 2025
Q3 2025
|
Cmg Global Holdings, LLC
|
BUY
|
- |
869+ 3.93% |
$116K - $124K
|
23K
$3.23M
|
|
|
Nov 13, 2025
Q3 2025
|
White Lighthouse Investment Management Inc.
|
BUY
|
- |
859+ 1.28% |
$115K - $122K
|
67.8K
$9.53M
|
|
|
Oct 14, 2025
Q3 2025
|
Old National Bancorp
|
BUY
|
- |
816+ 1.2% |
$109K - $116K
|
68.6K
$9.65M
|
|
|
Nov 13, 2025
Q3 2025
|
Quadrant Capital Group LLC
Cincinnati, OH |
BUY
|
- |
815New |
$109K - $116K
|
815
$115K
|
|
|
Oct 27, 2025
Q3 2025
|
First United Bank & Trust
|
BUY
|
- |
808+ 1.36% |
$108K - $115K
|
60.3K
$8.48M
|
|
|
Oct 23, 2025
Q3 2025
|
Steigerwald, Gordon & Koch Inc.
|
BUY
|
- |
795New |
$106K - $113K
|
795
$112K
|
|
|
Nov 12, 2025
Q3 2025
|
Foster Dykema Cabot & Partners, LLC
Waltham, MA |
BUY
|
- |
788New |
$105K - $112K
|
788
$111K
|
|
|
Oct 07, 2025
Q3 2025
|
Montecito Bank & Trust
|
BUY
|
- |
775+ 16.12% |
$104K - $110K
|
5.58K
$785K
|
|
|
Oct 21, 2025
Q3 2025
|
Fulton Bank, N.A.
|
BUY
|
- |
762+ 2.56% |
$102K - $109K
|
30.5K
$4.29M
|
|
|
Oct 21, 2025
Q3 2025
|
Pettinga Financial Advisors, LLC
|
BUY
|
- |
750+ 47.62% |
$100K - $107K
|
2.33K
$327K
|
|
|
Oct 20, 2025
Q3 2025
|
Squire Investment Management Company, LLC
Orem, UT |
BUY
|
- |
735+ 9.52% |
$98.4K - $105K
|
8.46K
$1.19M
|
|
|
Nov 13, 2025
Q3 2025
|
Deutsche Bank Ag\
Frankfurt Am Main, 2M |
BUY
|
- |
734+ 6.58% |
$98.3K - $105K
|
11.9K
$1.67M
|
|
|
Nov 05, 2025
Q3 2025
|
Rfg Advisory, LLC
Birmingham, AL |
BUY
|
- |
728+ 31.93% |
$97.5K - $104K
|
3.01K
$423K
|
|
|
Oct 31, 2025
Q3 2025
|
James Investment Research Inc
|
BUY
|
- |
728+ 16.43% |
$97.5K - $104K
|
5.16K
$726K
|
|
|
Nov 07, 2025
Q3 2025
|
Founders Financial Alliance, LLC
Raleigh, NC |
BUY
|
- |
715+ 49.41% |
$95.7K - $102K
|
2.16K
$304K
|
|
|
Nov 14, 2025
Q3 2025
|
Capital Analysts, LLC
Fort Washington, PA |
BUY
|
- |
709+ 2.59% |
$94.9K - $101K
|
28.1K
$3.95M
|
|
|
Nov 14, 2025
Q3 2025
|
Hilltop Holdings Inc.
Dallas, TX |
BUY
|
- |
707+ 2.71% |
$94.7K - $101K
|
26.8K
$3.77M
|
|
|
Nov 14, 2025
Q3 2025
|
Integrity Alliance, Llc.
Urbandale, IA |
BUY
|
- |
694+ 22.12% |
$92.9K - $98.9K
|
3.83K
$539K
|
|
|
Nov 12, 2025
Q3 2025
|
Lmg Wealth Partners, LLC
Shreveport, LA |
BUY
|
- |
694+ 1.86% |
$92.9K - $98.9K
|
38K
$5.35M
|
|
|
Nov 13, 2025
Q3 2025
|
Diametric Capital, LP
Boston, MA |
BUY
|
- |
685+ 4.24% |
$91.7K - $97.7K
|
16.8K
$2.37M
|
|
|
Nov 12, 2025
Q3 2025
|
Sumitomo Mitsui Financial Group, Inc.
Tokyo, M0 |
BUY
|
- |
682+ 13.45% |
$91.3K - $97.2K
|
5.75K
$809K
|
|
|
Dec 02, 2025
Q3 2025
|
Allworth Financial LP
|
BUY
|
- |
675+ 2.45% |
$90.4K - $96.2K
|
28.2K
$3.96M
|
|
|
Nov 06, 2025
Q3 2025
|
Johnson Investment Counsel Inc
Cincinnati, OH |
BUY
|
- |
631+ 2.33% |
$84.5K - $90K
|
27.7K
$3.9M
|
|
|
Oct 31, 2025
Q3 2025
|
Barrett & Company, Inc.
Providence, RI |
BUY
|
- |
619+ 18.07% |
$82.9K - $88.3K
|
4.05K
$569K
|
|
|
Nov 12, 2025
Q3 2025
|
Mosaic Family Wealth Partners, LLC
St. Louis, MO |
BUY
|
- |
554+ 3.08% |
$74.2K - $79K
|
18.5K
$2.6M
|
|
|
Oct 23, 2025
Q3 2025
|
Planned Solutions, Inc.
|
BUY
|
- |
554+ 5.73% |
$74.2K - $79K
|
10.2K
$1.44M
|
|
|
Nov 14, 2025
Q3 2025
|
Main Street Financial Solutions, LLC
|
BUY
|
- |
545+ 4.6% |
$73K - $77.7K
|
12.4K
$1.74M
|
|
|
Dec 15, 2025
Q3 2025
|
Farmers National Bank
Danville, KY |
BUY
|
- |
544+ 5.51% |
$72.8K - $77.6K
|
10.4K
$1.46M
|
|
|
Nov 12, 2025
Q3 2025
|
Powell Investment Advisors, LLC
|
BUY
|
- |
537+ 0.57% |
$71.9K - $76.6K
|
95.6K
$13.4M
|
|
|
Oct 09, 2025
Q3 2025
|
Astoria Portfolio Advisors Llc.
|
BUY
|
- |
527+ 9.43% |
$70.6K - $75.1K
|
6.12K
$860K
|
|
|
Oct 30, 2025
Q3 2025
|
Fairway Wealth LLC
Independence, OH |
BUY
|
- |
500New |
$66.9K - $71.3K
|
500
$70.3K
|
|
|
Nov 06, 2025
Q3 2025
|
Msh Capital Advisors LLC
Scottsdale, AZ |
BUY
|
- |
482+ 3.78% |
$64.5K - $68.7K
|
13.3K
$1.86M
|
|
|
Oct 28, 2025
Q3 2025
|
Pinnacle Financial Partners Inc
|
BUY
|
- |
482+ 0.48% |
$64.5K - $68.7K
|
100K
$14.1M
|
|
|
Nov 14, 2025
Q3 2025
|
Wealth Trust Axiom LLC
|
BUY
|
- |
480+ 7.88% |
$64.3K - $68.4K
|
6.58K
$925K
|
|
|
Oct 21, 2025
Q3 2025
|
Cap Wealth Advisors, LLC
|
BUY
|
- |
480+ 10.15% |
$64.3K - $68.4K
|
5.21K
$733K
|
|
|
Oct 17, 2025
Q3 2025
|
Pure Financial Advisors, LLC
|
BUY
|
- |
476+ 25.55% |
$63.7K - $67.9K
|
2.34K
$329K
|
|
|
Nov 06, 2025
Q3 2025
|
Wesbanco Bank Inc
|
BUY
|
- |
468+ 2.6% |
$62.7K - $66.7K
|
18.5K
$2.6M
|
|
|
Nov 14, 2025
Q3 2025
|
Fiduciary Trust CO
Boston, MA |
BUY
|
- |
450+ 3.8% |
$60.2K - $64.2K
|
12.3K
$1.73M
|
|
|
Oct 07, 2025
Q3 2025
|
Canandaigua National Bank & Trust CO
Canandaigua, NY |
BUY
|
- |
447+ 2.93% |
$59.8K - $63.7K
|
15.7K
$2.21M
|
|
|
Nov 14, 2025
Q3 2025
|
Qube Research & Technologies LTD
London, X0 |
BUY
|
- |
446+ 172.87% |
$59.7K - $63.6K
|
704
$99K
|
|
|
Nov 06, 2025
Q3 2025
|
Stratos Wealth Partners, Ltd.
|
BUY
|
- |
427+ 3.08% |
$57.2K - $60.9K
|
14.3K
$2.01M
|
|
|
Nov 13, 2025
Q3 2025
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
BUY
|
- |
415+ 7.85% |
$55.6K - $59.2K
|
5.7K
$802K
|
|
|
Oct 14, 2025
Q3 2025
|
Brighton Jones LLC
|
BUY
|
- |
407+ 3.56% |
$54.5K - $58K
|
11.8K
$1.66M
|
|
|
Nov 13, 2025
Q3 2025
|
Wellspring Financial Advisors, LLC
Cleveland, OH |
BUY
|
- |
401+ 5.88% |
$53.7K - $57.2K
|
7.23K
$1.02M
|
|
|
Nov 17, 2025
Q3 2025
|
Hancock Whitney Corp
|
BUY
|
- |
395+ 1.36% |
$52.9K - $56.3K
|
29.4K
$4.13M
|
|
|
Nov 13, 2025
Q3 2025
|
Camden Capital, LLC
|
BUY
|
- |
394+ 14.3% |
$52.7K - $56.2K
|
3.15K
$443K
|
|
|
Oct 07, 2025
Q3 2025
|
Traphagen Investment Advisors LLC
Oradell, NJ |
BUY
|
- |
392+ 22.99% |
$52.5K - $55.9K
|
2.1K
$295K
|
|
|
Oct 28, 2025
Q3 2025
|
Nations Financial Group Inc,
Cedar Rapids, IA |
BUY
|
- |
355+ 6.7% |
$47.5K - $50.6K
|
5.66K
$796K
|
|