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 22, 2024
Q3 2024
|
Blb&B Advisors, LLC
|
BUY
|
- |
60+ 2.32% |
$7.2K - $8.14K
|
2.64K
$350K
|
|
|
Oct 22, 2024
Q3 2024
|
Narwhal Capital Management
|
BUY
|
- |
59+ 0.23% |
$7.08K - $8.01K
|
25.9K
$3.44M
|
|
|
Oct 31, 2024
Q3 2024
|
Claris Advisors, LLC
|
BUY
|
- |
54New |
$6.48K - $7.33K
|
54
$7.16K
|
|
|
Oct 30, 2024
Q3 2024
|
Beacon Financial Advisory LLC
|
BUY
|
- |
54+ 0.7% |
$6.48K - $7.33K
|
7.74K
$1.03M
|
|
|
Nov 01, 2024
Q3 2024
|
Carson Advisory Inc.
|
BUY
|
- |
52+ 3.1% |
$6.24K - $7.06K
|
1.73K
$229K
|
|
|
Oct 07, 2024
Q3 2024
|
Strategies Wealth Advisors, LLC
Grand Rapids, MI |
BUY
|
- |
51+ 1.14% |
$6.12K - $6.92K
|
4.54K
$602K
|
|
|
Oct 15, 2024
Q3 2024
|
Nbc Securities, Inc.
Birmingham, AL |
BUY
|
- |
50+ 0.36% |
$6K - $6.79K
|
14K
$1.86M
|
|
|
Nov 13, 2024
Q3 2024
|
Iconiq Capital, LLC
San Francisco, CA |
BUY
|
- |
48+ 0.78% |
$5.76K - $6.52K
|
6.18K
$818K
|
|
|
Oct 22, 2024
Q3 2024
|
Grimes & Company, Inc.
|
BUY
|
- |
48+ 0.53% |
$5.76K - $6.52K
|
9.06K
$1.2M
|
|
|
Nov 12, 2024
Q3 2024
|
Belpointe Asset Management LLC
|
BUY
|
- |
45+ 0.44% |
$5.4K - $6.11K
|
10.2K
$1.35M
|
|
|
Nov 07, 2024
Q3 2024
|
Islay Capital Management, LLC
Lubbock, TX |
BUY
|
- |
44+ 0.55% |
$5.28K - $5.97K
|
8.08K
$1.07M
|
|
|
Nov 01, 2024
Q3 2024
|
Verdence Capital Advisors LLC
Hunt Valley, MD |
BUY
|
- |
43+ 0.41% |
$5.16K - $5.84K
|
10.5K
$1.39M
|
|
|
Oct 24, 2024
Q3 2024
|
Benedict Financial Advisors Inc
|
BUY
|
- |
42+ 2.26% |
$5.04K - $5.7K
|
1.9K
$252K
|
|
|
Oct 11, 2024
Q3 2024
|
Smith Chas P & Associates Pa Cpas
|
BUY
|
- |
40+ 1.08% |
$4.8K - $5.43K
|
3.74K
$496K
|
|
|
Oct 21, 2024
Q3 2024
|
Signaturefd, LLC
Atlanta, GA |
BUY
|
- |
37+ 2.26% |
$4.44K - $5.02K
|
1.67K
$222K
|
|
|
Oct 18, 2024
Q3 2024
|
Cahaba Wealth Management, Inc.
|
BUY
|
- |
36+ 0.81% |
$4.32K - $4.89K
|
4.48K
$593K
|
|
|
Oct 04, 2024
Q3 2024
|
Thrive Wealth Management, LLC
|
BUY
|
- |
34+ 1.15% |
$4.08K - $4.62K
|
3K
$397K
|
|
|
Nov 14, 2024
Q3 2024
|
Mission Creek Capital Partners, Inc.
San Francisco, CA |
BUY
|
- |
33+ 0.29% |
$3.96K - $4.48K
|
11.3K
$1.49M
|
|
|
Oct 30, 2024
Q3 2024
|
Sage Capital Management, LLC
Stockton, NJ |
BUY
|
- |
33+ 1.02% |
$3.96K - $4.48K
|
3.27K
$434K
|
|
|
Oct 28, 2024
Q3 2024
|
Balanced Wealth Group LLC
Westlake, OH |
BUY
|
- |
32+ 1.15% |
$3.84K - $4.34K
|
2.81K
$373K
|
|
|
Oct 08, 2024
Q3 2024
|
Sage Capital Advisors,Llc
|
BUY
|
- |
31+ 1.12% |
$3.72K - $4.21K
|
2.81K
$372K
|
|
|
Oct 21, 2024
Q3 2024
|
Waldron Private Wealth LLC
|
BUY
|
- |
30+ 0.53% |
$3.6K - $4.07K
|
5.64K
$747K
|
|
|
Nov 13, 2024
Q3 2024
|
Vanguard Group Inc
Valley Forge, PA |
BUY
|
- |
29+ 0.09% |
$3.48K - $3.94K
|
31.7K
$4.2M
|
|
|
Oct 09, 2024
Q3 2024
|
Selective Wealth Management, Inc.
|
BUY
|
- |
29+ 0.67% |
$3.48K - $3.94K
|
4.35K
$577K
|
|
|
Oct 08, 2024
Q3 2024
|
Planned Solutions, Inc.
|
BUY
|
- |
29+ 0.37% |
$3.48K - $3.94K
|
7.76K
$1.03M
|
|
|
Nov 12, 2024
Q3 2024
|
Van Hulzen Asset Management, LLC
|
BUY
|
- |
27+ 1.43% |
$3.24K - $3.66K
|
1.92K
$254K
|
|
|
Oct 07, 2024
Q3 2024
|
Insight Wealth Strategies, LLC
San Ramon, CA |
BUY
|
- |
25+ 0.76% |
$3K - $3.39K
|
3.33K
$441K
|
|
|
Oct 25, 2024
Q3 2024
|
Augustine Asset Management Inc
|
BUY
|
- |
24+ 1.16% |
$2.88K - $3.26K
|
2.09K
$277K
|
|
|
Oct 24, 2024
Q3 2024
|
Barrett & Company, Inc.
Providence, RI |
BUY
|
- |
23+ 0.69% |
$2.76K - $3.12K
|
3.37K
$446K
|
|
|
Nov 13, 2024
Q3 2024
|
Alley Investment Management Company, LLC
|
BUY
|
- |
22+ 0.4% |
$2.64K - $2.99K
|
5.56K
$737K
|
|
|
Nov 12, 2024
Q3 2024
|
Carolinas Wealth Consulting LLC
Charlotte, NC |
BUY
|
- |
22+ 0.67% |
$2.64K - $2.99K
|
3.31K
$439K
|
|
|
Nov 05, 2024
Q3 2024
|
Main Street Financial Solutions, LLC
|
BUY
|
- |
22+ 0.16% |
$2.64K - $2.99K
|
13.8K
$1.83M
|
|
|
Nov 04, 2024
Q3 2024
|
Apollon Financial, LLC
Mount Pleasant, SC |
BUY
|
- |
20+ 0.26% |
$2.4K - $2.71K
|
7.62K
$1.01M
|
|
|
Oct 11, 2024
Q3 2024
|
High Net Worth Advisory Group LLC
Naples, FL |
BUY
|
- |
20+ 0.09% |
$2.4K - $2.71K
|
23.2K
$3.07M
|
|
|
Oct 30, 2024
Q3 2024
|
Quintet Private Bank (Europe) S.A.
Luxembourg, N4 |
BUY
|
- |
19+ 14.5% |
$2.28K - $2.58K
|
150
$19.9K
|
|
|
Nov 15, 2024
Q3 2024
|
Pacific Center For Financial Services
San Ramon, CA |
BUY
|
- |
18+ 0.77% |
$2.16K - $2.44K
|
2.35K
$311K
|
|
|
Oct 18, 2024
Q3 2024
|
Embree Financial Group
Chicago, IL |
BUY
|
- |
18+ 0.21% |
$2.16K - $2.44K
|
8.7K
$1.15M
|
|
|
Nov 12, 2024
Q3 2024
|
Cornerstone Advisory, LLC
|
BUY
|
- |
17+ 0.7% |
$2.04K - $2.31K
|
2.44K
$323K
|
|
|
Oct 30, 2024
Q3 2024
|
Flagship Private Wealth, LLC
|
BUY
|
- |
17+ 0.96% |
$2.04K - $2.31K
|
1.79K
$237K
|
|
|
Nov 14, 2024
Q3 2024
|
Fort Point Capital Partners LLC
San Francisco, CA |
BUY
|
- |
16+ 0.26% |
$1.92K - $2.17K
|
6.14K
$813K
|
|
|
Oct 21, 2024
Q3 2024
|
Denver Wealth Management, Inc.
Greenwood Village, CO |
BUY
|
- |
15+ 0.76% |
$1.8K - $2.04K
|
1.99K
$263K
|
|
|
Oct 18, 2024
Q3 2024
|
Northside Capital Management, LLC
|
BUY
|
- |
15+ 0.0% |
$1.8K - $2.04K
|
681K
$90.3M
|
|
|
Oct 16, 2024
Q3 2024
|
Tru Wealth Advisors, LLC
|
BUY
|
- |
15+ 0.25% |
$1.8K - $2.04K
|
5.96K
$790K
|
|
|
Oct 15, 2024
Q3 2024
|
Cornell Pochily Investment Advisors, Inc.
|
BUY
|
- |
15+ 0.11% |
$1.8K - $2.04K
|
13.6K
$1.81M
|
|
|
Nov 13, 2024
Q3 2024
|
Titleist Asset Management, LLC
San Antonio, TX |
BUY
|
- |
14+ 0.2% |
$1.68K - $1.9K
|
7.06K
$935K
|
|
|
Nov 12, 2024
Q3 2024
|
Larson Financial Group LLC
|
BUY
|
- |
14+ 1.09% |
$1.68K - $1.9K
|
1.3K
$172K
|
|
|
Nov 01, 2024
Q3 2024
|
Founders Financial Alliance, LLC
Raleigh, NC |
BUY
|
- |
14+ 0.5% |
$1.68K - $1.9K
|
2.79K
$369K
|
|
|
Oct 24, 2024
Q3 2024
|
Concord Wealth Partners
|
BUY
|
- |
14+ 1.11% |
$1.68K - $1.9K
|
1.28K
$169K
|
|
|
Oct 24, 2024
Q3 2024
|
Patriot Financial Group Insurance Agency, LLC
|
BUY
|
- |
14+ 0.53% |
$1.68K - $1.9K
|
2.66K
$352K
|
|
|
Oct 21, 2024
Q3 2024
|
Vicus Capital
State College, PA |
BUY
|
- |
14+ 0.71% |
$1.68K - $1.9K
|
1.98K
$262K
|