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 |
|---|---|---|---|---|---|---|---|
|
Jan 27, 2025
Q4 2024
|
Beacon Financial Advisory LLC
|
BUY
|
- |
258+ 3.33% |
$33.4K - $37K
|
8K
$1.01M
|
|
|
Feb 07, 2025
Q4 2024
|
Tortoise Investment Management, LLC
|
BUY
|
- |
255+ 19.84% |
$33K - $36.6K
|
1.54K
$194K
|
|
|
Jan 31, 2025
Q4 2024
|
Creative Capital Management Investments LLC
San Diego, CA |
BUY
|
- |
252New |
$32.6K - $36.1K
|
252
$31.7K
|
|
|
Feb 14, 2025
Q4 2024
|
Pinnacle Family Advisors, LLC
Springfield, MO |
BUY
|
- |
245+ 1.58% |
$31.7K - $35.1K
|
15.7K
$1.98M
|
|
|
Feb 13, 2025
Q4 2024
|
O'Rourke & Company, Inc
Boston, MA |
BUY
|
- |
225+ 2.69% |
$29.1K - $32.3K
|
8.6K
$1.08M
|
|
|
Jan 16, 2025
Q4 2024
|
Tudor Financial Inc.
Dayton, OH |
BUY
|
- |
222+ 9.27% |
$28.8K - $31.8K
|
2.62K
$330K
|
|
|
Feb 14, 2025
Q4 2024
|
Financial Gravity Companies, Inc.
Lakeway, TX |
BUY
|
- |
221New |
$28.6K - $31.7K
|
221
$27.8K
|
|
|
Jan 28, 2025
Q4 2024
|
Sensible Money, LLC
Scottsdale, AZ |
BUY
|
- |
220+ 12.31% |
$28.5K - $31.6K
|
2.01K
$253K
|
|
|
Feb 11, 2025
Q4 2024
|
Worth Financial Advisory Group, LLC
Charlotte, NC |
BUY
|
- |
210+ 13.05% |
$27.2K - $30.1K
|
1.82K
$229K
|
|
|
Jan 27, 2025
Q4 2024
|
Summit Wealth Partners, LLC
Orlando, FL |
BUY
|
- |
205+ 1.51% |
$26.6K - $29.4K
|
13.8K
$1.74M
|
|
|
Feb 14, 2025
Q4 2024
|
S&T Bank
Indiana, PA |
BUY
|
- |
203New |
$26.3K - $29.1K
|
203
$25.5K
|
|
|
Feb 12, 2025
Q4 2024
|
Transamerica Financial Advisors, Inc.
Clearwater, FL |
BUY
|
- |
203New |
$26.3K - $29.1K
|
203
$25.5K
|
|
|
Feb 12, 2025
Q4 2024
|
Smith, Moore & Co.
Clayton, MO |
BUY
|
- |
200+ 2.17% |
$25.9K - $28.7K
|
9.43K
$1.19M
|
|
|
Feb 05, 2025
Q4 2024
|
Cape Investment Advisory, Inc.
Mcdonough, GA |
BUY
|
- |
200+ 40.0% |
$25.9K - $28.7K
|
700
$88.1K
|
|
|
Jan 17, 2025
Q4 2024
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
BUY
|
- |
200+ 3.57% |
$25.9K - $28.7K
|
5.8K
$730K
|
|
|
Jan 23, 2025
Q4 2024
|
Hanson & Doremus Investment Management
|
BUY
|
- |
195+ 20.92% |
$25.3K - $28K
|
1.13K
$142K
|
|
|
Jan 21, 2025
Q4 2024
|
Crescent Grove Advisors, LLC
|
BUY
|
- |
187+ 1.24% |
$24.2K - $26.8K
|
15.2K
$1.92M
|
|
|
Jan 29, 2025
Q4 2024
|
Mill Creek Capital Advisors, LLC
Conshohocken, PA |
BUY
|
- |
165+ 0.74% |
$21.4K - $23.7K
|
22.5K
$2.83M
|
|
|
Feb 28, 2025
Q4 2024
|
Park Square Financial Group, LLC
Roswell, GA |
BUY
|
- |
160New |
$20.7K - $22.9K
|
160
$20.1K
|
|
|
Feb 14, 2025
Q4 2024
|
Measured Risk Portfolios, Inc.
San Diego, CA |
BUY
|
- |
151New |
$19.6K - $21.7K
|
151
$19K
|
|
|
Feb 11, 2025
Q4 2024
|
Mountain Hill Investment Partners Corp.
Atlantic Highlands, NJ |
BUY
|
- |
148New |
$19.2K - $21.2K
|
148
$18.6K
|
|
|
Feb 07, 2025
Q4 2024
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
148+ 0.05% |
$19.2K - $21.2K
|
301K
$37.9M
|
|
|
Jan 23, 2025
Q4 2024
|
Gfs Advisors, LLC
|
BUY
|
- |
148+ 3.93% |
$19.2K - $21.2K
|
3.92K
$493K
|
|
|
Jan 22, 2025
Q4 2024
|
Gateway Wealth Partners, LLC
Appleton, WI |
BUY
|
- |
143+ 8.09% |
$18.5K - $20.5K
|
1.91K
$240K
|
|
|
Jan 17, 2025
Q4 2024
|
Beaumont Financial Advisors, LLC
Needham, DE |
BUY
|
- |
138+ 0.22% |
$17.9K - $19.8K
|
62.8K
$7.9M
|
|
|
Feb 13, 2025
Q4 2024
|
Forum Financial Management, LP
Lombard, IL |
BUY
|
- |
135+ 7.37% |
$17.5K - $19.4K
|
1.97K
$247K
|
|
|
Feb 10, 2025
Q4 2024
|
Cbiz Investment Advisory Services, LLC
|
BUY
|
- |
133+ 1.33% |
$17.2K - $19.1K
|
10.1K
$1.27M
|
|
|
Feb 14, 2025
Q4 2024
|
Gerber Kawasaki Wealth & Investment Management
|
BUY
|
- |
130+ 7.51% |
$16.8K - $18.6K
|
1.86K
$234K
|
|
|
Feb 14, 2025
Q4 2024
|
Asset Management Group, Inc.
Stamford, CT |
BUY
|
- |
126+ 0.84% |
$16.3K - $18.1K
|
15.1K
$1.9M
|
|
|
Feb 05, 2025
Q4 2024
|
Private Trust CO Na
|
BUY
|
- |
121+ 1.51% |
$15.7K - $17.4K
|
8.14K
$1.02M
|
|
|
Feb 14, 2025
Q4 2024
|
Continuum Advisory, LLC
Eagle, ID |
BUY
|
- |
116+ 1.32% |
$15K - $16.6K
|
8.91K
$1.12M
|
|
|
Feb 12, 2025
Q4 2024
|
Guidance Point Advisors, LLC
|
BUY
|
- |
111+ 0.44% |
$14.4K - $15.9K
|
25.4K
$3.2M
|
|
|
Jan 13, 2025
Q4 2024
|
Kades & Cheifetz LLC
Berwyn, PA |
BUY
|
- |
109+ 1.72% |
$14.1K - $15.6K
|
6.45K
$812K
|
|
|
Feb 06, 2025
Q4 2024
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
104+ 0.12% |
$13.5K - $14.9K
|
86K
$10.8M
|
|
|
Jan 29, 2025
Q4 2024
|
Jmac Enterprises LLC
|
BUY
|
- |
104+ 0.61% |
$13.5K - $14.9K
|
17.1K
$2.16M
|
|
|
Feb 07, 2025
Q4 2024
|
Moors & Cabot, Inc.
Boston, MA |
BUY
|
- |
102+ 1.72% |
$13.2K - $14.6K
|
6.03K
$759K
|
|
|
Jan 29, 2025
Q4 2024
|
Sonata Capital Group Inc
|
BUY
|
- |
101+ 0.4% |
$13.1K - $14.5K
|
25.5K
$3.22M
|
|
|
Feb 13, 2025
Q4 2024
|
Operose Advisors LLC
Milwaukee, WI |
BUY
|
- |
98+ 0.44% |
$12.7K - $14.1K
|
22.2K
$2.79M
|
|
|
Jan 30, 2025
Q4 2024
|
Nations Financial Group Inc,
Cedar Rapids, IA |
BUY
|
- |
98+ 2.35% |
$12.7K - $14.1K
|
4.26K
$536K
|
|
|
Jan 27, 2025
Q4 2024
|
Fusion Family Wealth LLC
|
BUY
|
- |
98+ 2.15% |
$12.7K - $14.1K
|
4.66K
$587K
|
|
|
Jan 16, 2025
Q4 2024
|
Sugar Maple Asset Management, LLC
Sister Bay, WI |
BUY
|
- |
98New |
$12.7K - $14.1K
|
98
$12.3K
|
|
|
Jan 23, 2025
Q4 2024
|
Chicago Partners Investment Group LLC
|
BUY
|
- |
95+ 0.69% |
$12.3K - $13.6K
|
13.9K
$1.75M
|
|
|
Feb 12, 2025
Q4 2024
|
Blair William & CO
Chicago, IL |
BUY
|
- |
90+ 0.06% |
$11.7K - $12.9K
|
149K
$18.7M
|
|
|
Jan 29, 2025
Q4 2024
|
Pathway Financial Advisers, LLC
Auburn, IN |
BUY
|
- |
90+ 1.45% |
$11.7K - $12.9K
|
6.32K
$795K
|
|
|
Jan 28, 2025
Q4 2024
|
Apollon Financial, LLC
Mount Pleasant, SC |
BUY
|
- |
90+ 1.18% |
$11.7K - $12.9K
|
7.71K
$971K
|
|
|
Feb 03, 2025
Q4 2024
|
Unionview, LLC
Seattle, WA |
BUY
|
- |
83+ 0.74% |
$10.8K - $11.9K
|
11.2K
$1.41M
|
|
|
Feb 21, 2025
Q4 2024
|
Vermillion Wealth Management, Inc.
Rosemount, MN |
BUY
|
- |
81New |
$10.5K - $11.6K
|
81
$10.2K
|
|
|
Feb 14, 2025
Q4 2024
|
Bellwether Advisors, LLC
|
BUY
|
- |
77New |
$9.98K - $11K
|
77
$9.69K
|
|
|
Feb 18, 2025
Q4 2024
|
Cornerstone Advisory, LLC
|
BUY
|
- |
76+ 3.11% |
$9.85K - $10.9K
|
2.52K
$317K
|
|
|
Jan 24, 2025
Q4 2024
|
Richardson Financial Services Inc.
Medway, MA |
BUY
|
- |
75+ 17.9% |
$9.72K - $10.8K
|
494
$62.2K
|