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
|
Seneschal Advisors, LLC
Tacoma, WA |
BUY
|
- |
343New |
$45.9K - $48.9K
|
343
$48.2K
|
|
|
Nov 12, 2025
Q3 2025
|
Natixis Advisors, L.P.
Boston, MA |
BUY
|
- |
312+ 2.87% |
$41.8K - $44.5K
|
11.2K
$1.57M
|
|
|
Nov 13, 2025
Q3 2025
|
Crescent Grove Advisors, LLC
|
BUY
|
- |
309+ 1.58% |
$41.4K - $44.1K
|
19.8K
$2.79M
|
|
|
Oct 27, 2025
Q3 2025
|
Kiker Wealth Management, LLC
Jasper, GA |
BUY
|
- |
291New |
$39K - $41.5K
|
291
$40.9K
|
|
|
Nov 14, 2025
Q3 2025
|
Argyle Capital Partners, LLC
Los Angeles, CA |
BUY
|
- |
288+ 4.09% |
$38.6K - $41.1K
|
7.33K
$1.03M
|
|
|
Oct 24, 2025
Q3 2025
|
Miller Howard Investments Inc
|
BUY
|
- |
287+ 0.48% |
$38.4K - $40.9K
|
59.8K
$8.41M
|
|
|
Nov 14, 2025
Q3 2025
|
Evelyn Partners Asset Management LTD
London, |
BUY
|
- |
280New |
$37.5K - $39.9K
|
280
$39.4K
|
|
|
Oct 30, 2025
Q3 2025
|
Flagship Wealth Advisors, LLC
Wakefield, MA |
BUY
|
- |
276+ 3.3% |
$37K - $39.3K
|
8.64K
$1.22M
|
|
|
Oct 31, 2025
Q3 2025
|
Virtue Capital Management, LLC
Brentwood, TN |
BUY
|
- |
267+ 4.48% |
$35.7K - $38.1K
|
6.22K
$875K
|
|
|
Nov 13, 2025
Q3 2025
|
Lgl Partners, LLC
West Conshohocken, PA |
BUY
|
- |
265+ 0.87% |
$35.5K - $37.8K
|
30.6K
$4.3M
|
|
|
Oct 23, 2025
Q3 2025
|
Clean Yield Group
|
BUY
|
- |
260New |
$34.8K - $37.1K
|
260
$36.6K
|
|
|
Nov 14, 2025
Q3 2025
|
Pinnacle Family Advisors, LLC
Springfield, MO |
BUY
|
- |
259+ 1.01% |
$34.7K - $36.9K
|
25.9K
$3.64M
|
|
|
Oct 31, 2025
Q3 2025
|
Whittier Trust CO
|
BUY
|
- |
259+ 2.62% |
$34.7K - $36.9K
|
10.2K
$1.43M
|
|
|
Oct 31, 2025
Q3 2025
|
First Citizens Bank & Trust CO
|
BUY
|
- |
253+ 1.08% |
$33.9K - $36.1K
|
23.7K
$3.34M
|
|
|
Oct 30, 2025
Q3 2025
|
Naples Global Advisors, LLC
Naples, FL |
BUY
|
- |
250+ 5.0% |
$33.5K - $35.6K
|
5.25K
$739K
|
|
|
Nov 14, 2025
Q3 2025
|
Summit Financial, LLC
Parsippany, NJ |
BUY
|
- |
239+ 6.84% |
$32K - $34.1K
|
3.73K
$525K
|
|
|
Oct 30, 2025
Q3 2025
|
Latitude Advisors, LLC
|
BUY
|
- |
239+ 15.31% |
$32K - $34.1K
|
1.8K
$253K
|
|
|
Nov 18, 2025
Q3 2025
|
Gm Advisory Group, Inc.
Melville, NY |
BUY
|
- |
235+ 10.47% |
$31.5K - $33.5K
|
2.48K
$349K
|
|
|
Nov 14, 2025
Q3 2025
|
Asset Management Group, Inc.
Stamford, CT |
BUY
|
- |
234+ 1.54% |
$31.3K - $33.4K
|
15.4K
$2.17M
|
|
|
Oct 29, 2025
Q3 2025
|
Arkadios Wealth Advisors
|
BUY
|
- |
233+ 1.85% |
$31.2K - $33.2K
|
12.8K
$1.8M
|
|
|
Oct 15, 2025
Q3 2025
|
Private Trust CO Na
|
BUY
|
- |
233+ 2.78% |
$31.2K - $33.2K
|
8.6K
$1.21M
|
|
|
Oct 20, 2025
Q3 2025
|
Jb Capital LLC
|
BUY
|
- |
227+ 10.41% |
$30.4K - $32.4K
|
2.41K
$339K
|
|
|
Oct 21, 2025
Q3 2025
|
Crowley Wealth Management, Inc.
Wilmington, DE |
BUY
|
- |
225+ 24.46% |
$30.1K - $32.1K
|
1.15K
$161K
|
|
|
Nov 12, 2025
Q3 2025
|
Gw&K Investment Management, LLC
Boston, MA |
BUY
|
- |
220+ 10.32% |
$29.5K - $31.4K
|
2.35K
$331K
|
|
|
Oct 22, 2025
Q3 2025
|
West Paces Advisors Inc.
Atlanta, GA |
BUY
|
- |
220+ 6.3% |
$29.5K - $31.4K
|
3.71K
$522K
|
|
|
Oct 21, 2025
Q3 2025
|
Arbor Investment Advisors, LLC
|
BUY
|
- |
212+ 9.36% |
$28.4K - $30.2K
|
2.48K
$349K
|
|
|
Nov 19, 2025
Q3 2025
|
Captrust Financial Advisors
Raleigh, NC |
BUY
|
- |
210+ 0.23% |
$28.1K - $29.9K
|
90.6K
$12.7M
|
|
|
Oct 14, 2025
Q3 2025
|
Welch Group, LLC
|
BUY
|
- |
203+ 4.55% |
$27.2K - $28.9K
|
4.66K
$656K
|
|
|
Nov 13, 2025
Q3 2025
|
Banco De Sabadell, S.A
Miami, FL |
BUY
|
- |
202+ 0.74% |
$27K - $28.8K
|
27.5K
$3.87M
|
|
|
Nov 12, 2025
Q3 2025
|
Neuberger Berman Group LLC
New York, NY |
BUY
|
- |
200+ 10.85% |
$26.8K - $28.5K
|
2.04K
$287K
|
|
|
Nov 03, 2025
Q3 2025
|
Principle Wealth Partners LLC
|
BUY
|
- |
200+ 0.46% |
$26.8K - $28.5K
|
43.3K
$6.08M
|
|
|
Oct 15, 2025
Q3 2025
|
Cambridge Advisors Inc.
|
BUY
|
- |
200+ 6.15% |
$26.8K - $28.5K
|
3.45K
$485K
|
|
|
Nov 14, 2025
Q3 2025
|
Beutel, Goodman & CO Ltd.
Toronto, A6 |
BUY
|
- |
195New |
$26.1K - $27.8K
|
195
$27.4K
|
|
|
Oct 16, 2025
Q3 2025
|
Fulton Breakefield Broenniman LLC
|
BUY
|
- |
190+ 2.7% |
$25.4K - $27.1K
|
7.23K
$1.02M
|
|
|
Nov 03, 2025
Q3 2025
|
Td Waterhouse Canada Inc.
Toronto, A6 |
BUY
|
- |
189+ 1.44% |
$25.3K - $26.9K
|
13.4K
$1.88M
|
|
|
Nov 04, 2025
Q3 2025
|
Money Concepts Capital Corp
|
BUY
|
- |
186+ 8.7% |
$24.9K - $26.5K
|
2.32K
$327K
|
|
|
Nov 13, 2025
Q3 2025
|
Bank Of Hawaii
Honolulu, HI |
BUY
|
- |
184+ 0.52% |
$24.6K - $26.2K
|
35.4K
$4.98M
|
|
|
Oct 23, 2025
Q3 2025
|
Vermillion Wealth Management, Inc.
Rosemount, MN |
BUY
|
- |
181+ 220.73% |
$24.2K - $25.8K
|
263
$37K
|
|
|
Oct 16, 2025
Q3 2025
|
Capital Advisors, Ltd. LLC
|
BUY
|
- |
181+ 2.04% |
$24.2K - $25.8K
|
9.04K
$1.27M
|
|
|
Nov 12, 2025
Q3 2025
|
Operose Advisors LLC
Milwaukee, WI |
BUY
|
- |
176+ 0.78% |
$23.6K - $25.1K
|
22.7K
$3.19M
|
|
|
Oct 24, 2025
Q3 2025
|
Mine & Arao Wealth Creation & Management, Llc.
Campbell, CA |
BUY
|
- |
176+ 0.62% |
$23.6K - $25.1K
|
28.7K
$4.04M
|
|
|
Oct 29, 2025
Q3 2025
|
Lee Danner & Bass Inc
|
BUY
|
- |
175+ 5.94% |
$23.4K - $24.9K
|
3.12K
$439K
|
|
|
Oct 06, 2025
Q3 2025
|
Greenfield Savings Bank
|
BUY
|
- |
172+ 3.48% |
$23K - $24.5K
|
5.12K
$720K
|
|
|
Nov 07, 2025
Q3 2025
|
Northeast Investment Management
|
BUY
|
- |
167+ 7.68% |
$22.4K - $23.8K
|
2.34K
$329K
|
|
|
Nov 04, 2025
Q3 2025
|
Cornerstone Advisors Asset Management, Inc
Bethlehem, PA |
BUY
|
- |
163+ 0.38% |
$21.8K - $23.2K
|
43K
$6.05M
|
|
|
Nov 14, 2025
Q3 2025
|
Jpl Wealth Management, LLC
Highlands Ranch, CO |
BUY
|
- |
155New |
$20.8K - $22.1K
|
155
$21.8K
|
|
|
Nov 14, 2025
Q3 2025
|
Great Valley Advisor Group, Inc.
|
BUY
|
- |
151+ 3.18% |
$20.2K - $21.5K
|
4.89K
$688K
|
|
|
Nov 14, 2025
Q3 2025
|
Evelyn Partners Investment Management (Europe) LTD
Dublin, |
BUY
|
- |
150New |
$20.1K - $21.4K
|
150
$21.1K
|
|
|
Oct 21, 2025
Q3 2025
|
Summit Wealth Partners, LLC
Orlando, FL |
BUY
|
- |
147+ 0.93% |
$19.7K - $21K
|
16K
$2.25M
|
|
|
Nov 14, 2025
Q3 2025
|
Wall Street Access Asset Management, LLC
New York, NY |
BUY
|
- |
142New |
$19K - $20.2K
|
142
$20K
|
|