Purchases and Sales Made in Q1 2025 in Ishares Tr (DVY)
This table provides information about the institutional ownership of Ishares Tr (DVY) during Q1 2025. The information is specifically focused on institutions that hold shares of ISHARES TR.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Apr 07, 2025
Q1 2025
|
Gamma Investing LLC
Foster City, CA |
BUY
|
- |
202K+ 87072.84% |
$26M - $27.9M
|
202K
$26.4M
|
|
|
May 13, 2025
Q1 2025
|
Northern Trust Corp
Chicago, IL |
BUY
|
- |
195K+ 6.73% |
$25.1M - $26.9M
|
3.09M
$403M
|
|
|
May 14, 2025
Q1 2025
|
Omers Administration Corp
Toronto, A6 |
BUY
|
- |
184KNew |
$23.6M - $25.4M
|
184K
$23.9M
|
|
|
Apr 28, 2025
Q1 2025
|
Yukon Wealth Management, Inc.
Overland Park, KS |
BUY
|
- |
159KNew |
$20.5M - $22M
|
159K
$20.8M
|
|
|
May 14, 2025
Q1 2025
|
Ci Private Wealth, LLC
Miami, FL |
BUY
|
- |
95.6K+ 94.67% |
$12.3M - $13.2M
|
196K
$25.6M
|
|
|
Apr 21, 2025
Q1 2025
|
Kingswood Wealth Advisors, LLC
San Diego, CA |
BUY
|
- |
81.7K+ 188.66% |
$10.5M - $11.3M
|
125K
$16.3M
|
|
|
May 09, 2025
Q1 2025
|
Goldman Sachs Group Inc
New York, NY |
BUY
|
- |
76.9K+ 12.78% |
$9.88M - $10.6M
|
678K
$88.4M
|
|
|
May 09, 2025
Q1 2025
|
Wealthspire Advisors, LLC
New York, NY |
BUY
|
- |
76.3K+ 106.71% |
$9.81M - $10.5M
|
148K
$19.3M
|
|
|
May 15, 2025
Q1 2025
|
Two Sigma Investments, LP
New York, NY |
BUY
|
- |
63.8KNew |
$8.2M - $8.81M
|
63.8K
$8.32M
|
|
|
May 12, 2025
Q1 2025
|
Florin Court Capital LLP
|
BUY
|
- |
59.5K+ 93.26% |
$7.65M - $8.22M
|
123K
$16.1M
|
|
|
May 14, 2025
Q1 2025
|
Sig Brokerage, LP
Bala Cynwyd, PA |
BUY
|
- |
44.8KNew |
$5.76M - $6.19M
|
44.8K
$5.84M
|
|
|
May 14, 2025
Q1 2025
|
Rockefeller Capital Management L.P.
New York, NY |
BUY
|
- |
44.1K+ 10.31% |
$5.67M - $6.09M
|
472K
$61.5M
|
|
|
May 14, 2025
Q1 2025
|
Cibc World Market Inc.
Toronto, A6 |
BUY
|
- |
43.9K+ 17.85% |
$5.65M - $6.07M
|
290K
$37.8M
|
|
|
May 12, 2025
Q1 2025
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
39.7K+ 15.08% |
$5.1M - $5.48M
|
303K
$39.5M
|
|
|
May 15, 2025
Q1 2025
|
Wiley Bros. Aintree Capital, LLC
|
BUY
|
- |
37.8K+ 45.34% |
$4.85M - $5.21M
|
121K
$15.8M
|
|
|
May 13, 2025
Q1 2025
|
Kovitz Investment Group Partners, LLC
|
BUY
|
- |
29.1K+ 68.27% |
$3.74M - $4.01M
|
71.6K
$9.34M
|
|
|
Apr 30, 2025
Q1 2025
|
Arcus Capital Partners, LLC
|
BUY
|
- |
27.7K+ 20.49% |
$3.56M - $3.83M
|
163K
$21.2M
|
|
|
May 14, 2025
Q1 2025
|
Ieq Capital, LLC
|
BUY
|
- |
25.3K+ 72.05% |
$3.25M - $3.5M
|
60.4K
$7.88M
|
|
|
May 13, 2025
Q1 2025
|
Raymond James Financial Inc
St. Petersburg, FL |
BUY
|
- |
24.6K+ 2.07% |
$3.17M - $3.4M
|
1.22M
$158M
|
|
|
May 08, 2025
Q1 2025
|
Liberty Wealth Management LLC
Oakland, CA |
BUY
|
- |
23.7KNew |
$3.05M - $3.27M
|
23.7K
$3.09M
|
|
|
May 15, 2025
Q1 2025
|
Gw Henssler & Associates LTD
|
BUY
|
- |
21.6K+ 22.7% |
$2.77M - $2.98M
|
117K
$15.2M
|
|
|
May 15, 2025
Q1 2025
|
Creative Planning
Overland Park, KS |
BUY
|
- |
17.9K+ 6.47% |
$2.3M - $2.47M
|
294K
$38.3M
|
|
|
May 09, 2025
Q1 2025
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
17.6K+ 2.72% |
$2.26M - $2.42M
|
664K
$86.6M
|
|
|
May 13, 2025
Q1 2025
|
Bank Of Montreal
Toronto, A6 |
BUY
|
- |
17.5K+ 2.32% |
$2.25M - $2.42M
|
773K
$101M
|
|
|
May 13, 2025
Q1 2025
|
Prime Capital Investment Advisors, LLC
Overland Park, KS |
BUY
|
- |
17K+ 30.86% |
$2.19M - $2.35M
|
72.1K
$9.39M
|
|
|
May 07, 2025
Q1 2025
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
16.8K+ 1.05% |
$2.16M - $2.32M
|
1.61M
$210M
|
|
|
Apr 17, 2025
Q1 2025
|
Kc Investment Advisors, LLC
Wichita, KS |
BUY
|
- |
16.8K+ 96.73% |
$2.16M - $2.31M
|
34.1K
$4.44M
|
|
|
May 13, 2025
Q1 2025
|
Gentry Private Wealth, LLC
Wichita, KS |
BUY
|
- |
16.1KNew |
$2.07M - $2.22M
|
16.1K
$2.1M
|
|
|
Apr 08, 2025
Q1 2025
|
Fifth Third Wealth Advisors LLC
Cincinnati, OH |
BUY
|
- |
15.9K+ 12.26% |
$2.04M - $2.19M
|
145K
$19M
|
|
|
Apr 17, 2025
Q1 2025
|
Sound Income Strategies, LLC
|
BUY
|
- |
15.8K+ 13187.5% |
$2.03M - $2.19M
|
15.9K
$2.08M
|
|
|
Apr 28, 2025
Q1 2025
|
Davenport & CO LLC
|
BUY
|
- |
14.6K+ 29.19% |
$1.87M - $2.01M
|
64.5K
$8.4M
|
|
|
May 06, 2025
Q1 2025
|
Trilogy Capital Inc.
|
BUY
|
- |
14.5K+ 56.63% |
$1.86M - $2M
|
40.1K
$5.22M
|
|
|
Apr 30, 2025
Q1 2025
|
Round Rock Advisors, LLC
|
BUY
|
- |
13.9K+ 15.67% |
$1.79M - $1.92M
|
103K
$13.4M
|
|
|
Apr 09, 2025
Q1 2025
|
Nbc Securities, Inc.
Birmingham, AL |
BUY
|
- |
13.8K+ 105930.77% |
$1.77M - $1.9M
|
13.8K
$1.8M
|
|
|
May 01, 2025
Q1 2025
|
Cwm, LLC
|
BUY
|
- |
12.9K+ 37.12% |
$1.66M - $1.78M
|
47.7K
$6.21M
|
|
|
May 14, 2025
Q1 2025
|
Scs Capital Management LLC
Boston, MA |
BUY
|
- |
12.7KNew |
$1.63M - $1.75M
|
12.7K
$1.66M
|
|
|
Apr 24, 2025
Q1 2025
|
Hicks Capital Management LLC
Columbus, OH |
BUY
|
- |
12.6KNew |
$1.62M - $1.74M
|
12.6K
$1.64M
|
|
|
Apr 10, 2025
Q1 2025
|
Armstrong, Fleming & Moore, Inc
Washington, DC |
BUY
|
- |
12.2KNew |
$1.56M - $1.68M
|
12.2K
$1.59M
|
|
|
May 02, 2025
Q1 2025
|
Blue Pointe Capital Management, LLC
San Mateo, CA |
BUY
|
- |
11.2K+ 258.71% |
$1.44M - $1.55M
|
15.6K
$2.03M
|
|
|
Apr 04, 2025
Q1 2025
|
Webster Bank, N. A.
|
BUY
|
- |
11.2K+ 129.92% |
$1.43M - $1.54M
|
19.7K
$2.57M
|
|
|
May 13, 2025
Q1 2025
|
Vest Gen Advisors, LLC
Inverness, IL |
BUY
|
- |
10.8KNew |
$1.38M - $1.49M
|
10.8K
$1.4M
|
|
|
May 14, 2025
Q1 2025
|
Raab & Moskowitz Asset Management LLC
Chatham, NJ |
BUY
|
- |
10.4K+ 23.0% |
$1.34M - $1.44M
|
55.7K
$7.26M
|
|
|
Apr 23, 2025
Q1 2025
|
Bessemer Group Inc
Woodbridge, NJ |
BUY
|
- |
10K+ 350.38% |
$1.29M - $1.39M
|
12.9K
$1.68M
|
|
|
Apr 16, 2025
Q1 2025
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
9.63K+ 5.05% |
$1.24M - $1.33M
|
200K
$26.1M
|
|
|
May 15, 2025
Q1 2025
|
Logan Stone Capital, LLC
Chicago, IL |
BUY
|
- |
9.45KNew |
$1.21M - $1.3M
|
9.45K
$1.23M
|
|
|
Jun 03, 2025
Q1 2025
|
Cbiz Investment Advisory Services, LLC
|
BUY
|
- |
9.4KNew |
$1.21M - $1.3M
|
9.4K
$1.23M
|
|
|
May 02, 2025
Q1 2025
|
Fortis Group Advisors, LLC
Westwood, NJ |
BUY
|
- |
9.11K+ 81.26% |
$1.17M - $1.26M
|
20.3K
$2.65M
|
|
|
Apr 14, 2025
Q1 2025
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
8.9K+ 682.13% |
$1.14M - $1.23M
|
10.2K
$1.33M
|
|
|
May 13, 2025
Q1 2025
|
Ubs Group Ag
|
BUY
|
- |
8.86K+ 0.8% |
$1.14M - $1.22M
|
1.12M
$146M
|
|
|
May 09, 2025
Q1 2025
|
Blair William & CO
Chicago, IL |
BUY
|
- |
8.55K+ 5.75% |
$1.1M - $1.18M
|
157K
$20.5M
|