Latest Institutional Transactions on Ishares Emerging Markets Divid (DVYE)
This table provides information on the latest institutional transactions involving Ishares Emerging Markets Divid (DVYE) stock. The table includes the name of the institution, the type of operation (buy or sell), whether options were involved, the number of shares exchanged, the range of values for the transaction, and the number of shares held by the institution after the transaction has occurred.
Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
---|---|---|---|---|---|---|---|
May 04, 2023
Q1 2023
|
Cowa, LLC
Tulsa, OK |
BUY
|
- |
2K+ 21.12% |
$47.9K - $53K
|
11.5K
$314K
|
|
Apr 28, 2023
Q1 2023
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
8.51KNew |
$203K - $225K
|
8.51K
$233K
|
|
Apr 21, 2023
Q1 2023
|
Ahrens Investment Partners LLC
|
BUY
|
- |
400New |
$9.56K - $10.6K
|
400
$10.9K
|
|
Apr 18, 2023
Q1 2023
|
Allworth Financial LP
|
BUY
|
- |
3.5KNew |
$83.7K - $92.6K
|
3.5K
$95.7K
|
|
Apr 14, 2023
Q1 2023
|
Beacon Financial Group
|
BUY
|
- |
1.56K+ 36.48% |
$37.3K - $41.3K
|
5.84K
$160K
|
|
Q4 2022 | |||||||
Feb 16, 2023
Q4 2022
|
Sky View Investment Advisors, LLC
Shrewsbury, NJ |
BUY
|
- |
61+ 9.02% |
$1.38K - $1.54K
|
737
$20.1K
|
|
Feb 14, 2023
Q4 2022
|
Lumature Wealth Partners, LLC
Alpharetta, GA |
BUY
|
- |
4.2K+ 38.53% |
$94.9K - $106K
|
15.1K
$413K
|
|
Feb 14, 2023
Q4 2022
|
Park Place Capital Corp
Birmingham, AL |
BUY
|
- |
67New |
$1.51K - $1.7K
|
67
$1.83K
|
|
Feb 14, 2023
Q4 2022
|
Fortis Capital Advisors, LLC
Reno, NV |
BUY
|
- |
6New |
$136 - $152
|
6
$164
|
|
Feb 14, 2023
Q4 2022
|
Money Concepts Capital Corp
|
BUY
|
- |
1.48KNew |
$33.5K - $37.5K
|
1.48K
$40.5K
|
|
Feb 13, 2023
Q4 2022
|
Endowment Wealth Management, Inc.
Appleton, WI |
BUY
|
- |
2.06K+ 9.77% |
$46.6K - $52.2K
|
23.2K
$633K
|
|
Feb 08, 2023
Q4 2022
|
Belpointe Asset Management LLC
|
BUY
|
- |
6New |
$136 - $152
|
6
$164
|
|
Feb 08, 2023
Q4 2022
|
Capital Analysts, LLC
Fort Washington, PA |
BUY
|
- |
13.1KNew |
$297K - $333K
|
13.1K
$359K
|
|
Feb 08, 2023
Q4 2022
|
Orion Portfolio Solutions, LLC
|
SELL
|
- |
-4.41K- 32.52% |
$99.8K - $112K
|
9.16K
$250K
|
|
Feb 07, 2023
Q4 2022
|
Empirical Financial Services, LLC D.B.A. Empirical Wealth Management
|
SELL
|
- |
-4.86K- 36.77% |
$110K - $123K
|
8.36K
$228K
|
|
Feb 07, 2023
Q4 2022
|
Wms Partners, LLC
|
BUY
|
- |
15.6KNew |
$353K - $395K
|
15.6K
$427K
|
|
Feb 03, 2023
Q4 2022
|
Cx Institutional
|
BUY
|
- |
245KNew |
$5.55M - $6.22M
|
245K
$6.71M
|
|
Feb 01, 2023
Q4 2022
|
Endurance Wealth Management, Inc.
|
BUY
|
- |
1.48K+ 23.77% |
$33.3K - $37.3K
|
7.68K
$210K
|
|
Jan 25, 2023
Q4 2022
|
Fifth Third Bancorp
|
SELL
|
- |
-2.45K- 43.59% |
$55.3K - $61.9K
|
3.17K
$86.5K
|
|
Jan 24, 2023
Q4 2022
|
Sigma Planning Corp
Ann Arbor, MI |
SELL
|
- |
-3.24K- 15.73% |
$73.1K - $81.9K
|
17.3K
$474K
|
|
Jan 24, 2023
Q4 2022
|
Del Sette Capital Management, LLC
|
BUY
|
- |
47.1KNew |
$1.06M - $1.19M
|
47.1K
$1.29M
|
|
Q3 2022 | |||||||
Nov 14, 2022
Q3 2022
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
1.44K+ 6.51% |
$32.5K - $38.4K
|
23.6K
$645K
|
|
Nov 14, 2022
Q3 2022
|
Crewe Advisors LLC
|
BUY
|
- |
434New |
$9.79K - $11.6K
|
434
$11.9K
|
|
Nov 09, 2022
Q3 2022
|
Guardian Wealth Advisors, LLC
Bloomington, MN |
BUY
|
- |
13New |
$293 - $346
|
13
$355
|
|
Nov 07, 2022
Q3 2022
|
Bellecapital International Ltd.
|
BUY
|
- |
7.13K+ 76.97% |
$161K - $190K
|
16.4K
$448K
|
|
Nov 07, 2022
Q3 2022
|
Ameliora Wealth Management Ltd.
Zurich, V8 |
BUY
|
- |
766New |
$17.3K - $20.4K
|
766
$20.9K
|
|
Nov 07, 2022
Q3 2022
|
Huntington National Bank
Columbus, OH |
BUY
|
- |
150New |
$3.38K - $3.99K
|
150
$4.1K
|
|
Nov 03, 2022
Q3 2022
|
Angeles Wealth Management, LLC
|
BUY
|
- |
921+ 18.89% |
$20.8K - $24.5K
|
5.8K
$158K
|
|
Oct 25, 2022
Q3 2022
|
Heartwood Wealth Advisors LLC
|
BUY
|
- |
21.5K+ 18.98% |
$485K - $573K
|
135K
$3.68M
|
|
Oct 21, 2022
Q3 2022
|
Strateg Iq Financial Group, LLC
|
SELL
|
- |
-955- 9.55% |
$21.5K - $25.4K
|
9.05K
$247K
|
|
Q2 2022 | |||||||
Sep 16, 2022
Q2 2022
|
Private Trust CO Na
|
BUY
|
- |
825New |
$21.8K - $28.2K
|
825
$22.5K
|
|
Aug 16, 2022
Q2 2022
|
Captrust Financial Advisors
Raleigh, NC |
BUY
|
- |
90+ 1.45% |
$2.38K - $3.07K
|
6.28K
$172K
|
|
Aug 15, 2022
Q2 2022
|
Bank Of New York Mellon Corp
New York, NY |
SELL
|
- |
-6.67KClosed |
$176K - $228K
|
0
$0
|
|
Aug 15, 2022
Q2 2022
|
Penserra Capital Management LLC
Orinda, CA |
SELL
|
- |
-483Closed |
$12.8K - $16.5K
|
0
$0
|
|
Aug 15, 2022
Q2 2022
|
Fort Point Capital Partners LLC
San Francisco, CA |
SELL
|
- |
-2.8K- 1.1% |
$73.9K - $95.5K
|
251K
$6.87M
|
|
Aug 15, 2022
Q2 2022
|
Lido Advisors, LLC
Los Angeles, CA |
SELL
|
- |
-8.87KClosed |
$234K - $303K
|
0
$0
|
|
Aug 15, 2022
Q2 2022
|
Marshall Wace, LLP
London, X0 |
SELL
|
- |
-54.6KClosed |
$1.44M - $1.87M
|
0
$0
|
|
Aug 12, 2022
Q2 2022
|
Robertson Stephens Wealth Management, LLC
San Francisco, CA |
SELL
|
- |
-22.5KClosed |
$594K - $768K
|
0
$0
|
|
Aug 12, 2022
Q2 2022
|
Fiduciary Trust CO
Boston, MA |
SELL
|
- |
-750- 8.5% |
$19.8K - $25.6K
|
8.07K
$221K
|
|
Aug 11, 2022
Q2 2022
|
Toronto Dominion Bank
Toronto, Ontario, A6 |
BUY
|
- |
40New |
$1.06K - $1.37K
|
40
$1.09K
|
|
Aug 11, 2022
Q2 2022
|
Argent Trust CO
Nashville, TN |
BUY
|
- |
7.8KNew |
$206K - $266K
|
7.8K
$213K
|
|
Aug 11, 2022
Q2 2022
|
Franklin Resources Inc
San Mateo, CA |
SELL
|
- |
-164- 34.1% |
$4.33K - $5.6K
|
317
$8.66K
|
|
Aug 09, 2022
Q2 2022
|
Hancock Whitney Investment Services Inc.
New Orleans, LA |
BUY
|
- |
521+ 4.15% |
$13.8K - $17.8K
|
13.1K
$358K
|
|
Aug 08, 2022
Q2 2022
|
Prospera Financial Services Inc
|
SELL
|
- |
-115Closed |
$3.04K - $3.93K
|
0
$0
|
|
Aug 08, 2022
Q2 2022
|
Walleye Capital LLC
Plymouth, MN |
SELL
|
- |
-6.25KClosed |
$165K - $213K
|
0
$0
|
|
Aug 03, 2022
Q2 2022
|
Accel Wealth Management
|
SELL
|
- |
-700Closed |
$18.5K - $23.9K
|
0
$0
|
|
Aug 03, 2022
Q2 2022
|
Omni Star Financial Group, Inc.
|
SELL
|
- |
-489- 3.17% |
$12.9K - $16.7K
|
14.9K
$408K
|
|
Aug 01, 2022
Q2 2022
|
Tranquility Partners, LLC
|
SELL
|
- |
-2.87K- 26.15% |
$75.7K - $97.9K
|
8.1K
$221K
|
|
Jul 29, 2022
Q2 2022
|
Oak Family Advisors, LLC
|
SELL
|
- |
-18.8KClosed |
$497K - $643K
|
0
$0
|
|
Jul 26, 2022
Q2 2022
|
Venture Visionary Partners LLC
|
BUY
|
- |
300New |
$7.93K - $10.2K
|
300
$8.2K
|