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 05, 2025
Q3 2025
|
Capital Investment Advisory Services, LLC
|
BUY
|
- |
141+ 6.36% |
$18.9K - $20.1K
|
2.36K
$332K
|
|
|
Oct 28, 2025
Q3 2025
|
Wood Trust Financial Corp
|
BUY
|
- |
136+ 5.74% |
$18.2K - $19.4K
|
2.5K
$352K
|
|
|
Oct 20, 2025
Q3 2025
|
Albion Financial Group
|
BUY
|
- |
123+ 0.37% |
$16.5K - $17.5K
|
33.1K
$4.66M
|
|
|
Nov 06, 2025
Q3 2025
|
Fusion Family Wealth LLC
|
BUY
|
- |
118+ 2.5% |
$15.8K - $16.8K
|
4.84K
$680K
|
|
|
Nov 10, 2025
Q3 2025
|
Bradley Foster & Sargent Inc
Hartford, CT |
BUY
|
- |
117+ 1.45% |
$15.7K - $16.7K
|
8.17K
$1.15M
|
|
|
Nov 12, 2025
Q3 2025
|
Soltis Investment Advisors LLC
St. George, UT |
BUY
|
- |
114+ 4.75% |
$15.3K - $16.3K
|
2.52K
$354K
|
|
|
Oct 28, 2025
Q3 2025
|
Sterling Investment Advisors, Ltd.
|
BUY
|
- |
112+ 0.16% |
$15K - $16K
|
71.3K
$10M
|
|
|
Nov 14, 2025
Q3 2025
|
Ieq Capital, LLC
|
BUY
|
- |
110+ 0.54% |
$14.7K - $15.7K
|
20.5K
$2.88M
|
|
|
Oct 20, 2025
Q3 2025
|
Financial Consulate, Inc
|
BUY
|
- |
105New |
$14.1K - $15K
|
105
$14.8K
|
|
|
Nov 13, 2025
Q3 2025
|
Brown Brothers Harriman & CO
New York, NY |
BUY
|
- |
100+ 2.18% |
$13.4K - $14.3K
|
4.69K
$659K
|
|
|
Nov 12, 2025
Q3 2025
|
Tiaa Trust, National Association
Charlotte, NC |
BUY
|
- |
100+ 0.81% |
$13.4K - $14.3K
|
12.4K
$1.74M
|
|
|
Nov 10, 2025
Q3 2025
|
Adviser Investments LLC
|
BUY
|
- |
100+ 0.91% |
$13.4K - $14.3K
|
11.1K
$1.55M
|
|
|
Oct 20, 2025
Q3 2025
|
Continuum Advisory, LLC
Eagle, ID |
BUY
|
- |
100+ 1.05% |
$13.4K - $14.3K
|
9.65K
$1.36M
|
|
|
Oct 15, 2025
Q3 2025
|
Weinberger Asset Management, Inc
Los Angeles, CA |
BUY
|
- |
99+ 0.56% |
$13.3K - $14.1K
|
17.7K
$2.49M
|
|
|
Nov 17, 2025
Q3 2025
|
American Trust
Lexington, KY |
BUY
|
- |
97+ 4.89% |
$13K - $13.8K
|
2.08K
$293K
|
|
|
Nov 13, 2025
Q3 2025
|
Pathway Financial Advisers, LLC
Auburn, IN |
BUY
|
- |
95+ 1.36% |
$12.7K - $13.5K
|
7.09K
$997K
|
|
|
Oct 27, 2025
Q3 2025
|
Exencial Wealth Advisors, LLC
Oklahoma City, OK |
BUY
|
- |
92+ 2.62% |
$12.3K - $13.1K
|
3.6K
$507K
|
|
|
Nov 06, 2025
Q3 2025
|
Savvy Advisors, Inc.
New York, NY |
BUY
|
- |
91+ 1.73% |
$12.2K - $13K
|
5.36K
$753K
|
|
|
Oct 27, 2025
Q3 2025
|
Cornell Pochily Investment Advisors, Inc.
|
BUY
|
- |
91+ 0.66% |
$12.2K - $13K
|
13.8K
$1.94M
|
|
|
Nov 10, 2025
Q3 2025
|
Interchange Capital Partners, LLC
|
BUY
|
- |
89+ 2.51% |
$11.9K - $12.7K
|
3.63K
$511K
|
|
|
Nov 05, 2025
Q3 2025
|
Smartleaf Asset Management LLC
Boston, MA |
BUY
|
- |
88New |
$11.8K - $12.5K
|
88
$12.4K
|
|
|
Nov 05, 2025
Q3 2025
|
Titleist Asset Management, LLC
San Antonio, TX |
BUY
|
- |
86+ 0.96% |
$11.5K - $12.3K
|
9.06K
$1.27M
|
|
|
Oct 28, 2025
Q3 2025
|
Jackson Hole Capital Partners, LLC
|
BUY
|
- |
84+ 1.67% |
$11.2K - $12K
|
5.13K
$721K
|
|
|
Nov 06, 2025
Q3 2025
|
Murphy & Mullick Capital Management Corp
Smithtown, NY |
BUY
|
- |
76+ 24.84% |
$10.2K - $10.8K
|
382
$53.7K
|
|
|
Nov 10, 2025
Q3 2025
|
Atomi Financial Group, Inc.
Irvine, CA |
BUY
|
- |
74+ 2.73% |
$9.91K - $10.6K
|
2.79K
$392K
|
|
|
Nov 07, 2025
Q3 2025
|
Clear Investment Research, LLC
|
BUY
|
- |
73New |
$9.77K - $10.4K
|
73
$10.3K
|
|
|
Nov 14, 2025
Q3 2025
|
Clark Capital Management Group, Inc.
Philadelphia, PA |
BUY
|
- |
71+ 2.01% |
$9.51K - $10.1K
|
3.61K
$507K
|
|
|
Oct 22, 2025
Q3 2025
|
Code Waechter LLC
Tampa, FL |
BUY
|
- |
71+ 1.01% |
$9.51K - $10.1K
|
7.12K
$1M
|
|
|
Oct 21, 2025
Q3 2025
|
Pay Pay Securities Corp
Tokyo, M0 |
BUY
|
- |
70New |
$9.37K - $9.98K
|
70
$9.84K
|
|
|
Nov 12, 2025
Q3 2025
|
Arrowroot Family Office, LLC
Marina Del Rey, CA |
BUY
|
- |
68+ 2.36% |
$9.1K - $9.69K
|
2.94K
$414K
|
|
|
Nov 06, 2025
Q3 2025
|
Abich Financial Wealth Management LLC
Ashburn, VA |
BUY
|
- |
63New |
$8.43K - $8.98K
|
63
$8.86K
|
|
|
Nov 10, 2025
Q3 2025
|
Lcnb Corp
Lebanon, OH |
BUY
|
- |
62+ 3.16% |
$8.3K - $8.84K
|
2.03K
$285K
|
|
|
Nov 12, 2025
Q3 2025
|
Mgb Wealth Management, LLC
Addison, TX |
BUY
|
- |
61+ 1.31% |
$8.17K - $8.7K
|
4.73K
$665K
|
|
|
Nov 07, 2025
Q3 2025
|
Wealth Bridge Capital Management, LLC
Westerville, OH |
BUY
|
- |
56+ 0.37% |
$7.5K - $7.98K
|
15.4K
$2.16M
|
|
|
Nov 12, 2025
Q3 2025
|
Pinnacle Associates LTD
|
BUY
|
- |
55+ 0.17% |
$7.36K - $7.84K
|
32.3K
$4.54M
|
|
|
Nov 12, 2025
Q3 2025
|
Dodds Wealth, LLC
Greenwood Village, CO |
BUY
|
- |
54+ 0.71% |
$7.23K - $7.7K
|
7.62K
$1.07M
|
|
|
Oct 31, 2025
Q3 2025
|
Blb&B Advisors, LLC
|
BUY
|
- |
53+ 1.91% |
$7.1K - $7.56K
|
2.82K
$397K
|
|
|
Nov 14, 2025
Q3 2025
|
Horizon Investments, LLC
Charlotte, NC |
BUY
|
- |
50+ 1.69% |
$6.69K - $7.13K
|
3K
$422K
|
|
|
Nov 06, 2025
Q3 2025
|
Center For Financial Planning, Inc.
Southfied, MI |
BUY
|
- |
50+ 81.97% |
$6.69K - $7.13K
|
111
$15.6K
|
|
|
Oct 27, 2025
Q3 2025
|
Melfa Wealth Management, LLC
Westborough, MA |
BUY
|
- |
50+ 2.6% |
$6.69K - $7.13K
|
1.98K
$278K
|
|
|
Nov 17, 2025
Q3 2025
|
Financial Engines Advisors L.L.C.
Santa Clara, CA |
BUY
|
- |
49+ 0.65% |
$6.56K - $6.99K
|
7.54K
$1.06M
|
|
|
Nov 10, 2025
Q3 2025
|
Ggm Financials LLC
Columbus, OH |
BUY
|
- |
49New |
$6.56K - $6.99K
|
49
$6.89K
|
|
|
Nov 06, 2025
Q3 2025
|
Bridge Port Financial Solutions, LLC
Fairfield, IA |
BUY
|
- |
45+ 1.91% |
$6.02K - $6.42K
|
2.41K
$338K
|
|
|
Nov 13, 2025
Q3 2025
|
Helium Advisors LLC
Everett, WA |
BUY
|
- |
44+ 0.65% |
$5.89K - $6.27K
|
6.81K
$958K
|
|
|
Dec 16, 2025
Q3 2025
|
Keel Point, LLC
Huntsville, AL |
BUY
|
- |
43+ 0.43% |
$5.76K - $6.13K
|
9.96K
$1.4M
|
|
|
Nov 21, 2025
Q3 2025
|
Watts Gwilliam & Co., LLC
Gilbert, AZ |
BUY
|
- |
42+ 0.36% |
$5.62K - $5.99K
|
11.6K
$1.63M
|
|
|
Nov 14, 2025
Q3 2025
|
Garden State Investment Advisory Services LLC
Red Bank, NJ |
BUY
|
- |
40+ 2.46% |
$5.36K - $5.7K
|
1.66K
$234K
|
|
|
Nov 03, 2025
Q3 2025
|
Wsfs Capital Management, LLC
Philadelphia, PA |
BUY
|
- |
40+ 2.23% |
$5.36K - $5.7K
|
1.83K
$258K
|
|
|
Oct 21, 2025
Q3 2025
|
Viewpoint Capital Management LLC
Seattle, WA |
BUY
|
- |
40+ 0.41% |
$5.36K - $5.7K
|
9.81K
$1.38M
|
|
|
Oct 29, 2025
Q3 2025
|
Root Financial Partners, LLC
Solana Beach, CA |
BUY
|
- |
37New |
$4.95K - $5.28K
|
37
$5.2K
|
|