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
$26M
|
|
|
Apr 28, 2025
Q1 2025
|
Yukon Wealth Management, Inc.
Overland Park, KS |
BUY
|
- |
159KNew |
$20.5M - $22M
|
159K
$20.4M
|
|
|
Apr 21, 2025
Q1 2025
|
Kingswood Wealth Advisors, LLC
San Diego, CA |
BUY
|
- |
81.7K+ 188.66% |
$10.5M - $11.3M
|
125K
$16M
|
|
|
Apr 30, 2025
Q1 2025
|
Arcus Capital Partners, LLC
|
BUY
|
- |
27.7K+ 20.49% |
$3.56M - $3.83M
|
163K
$20.9M
|
|
|
Apr 17, 2025
Q1 2025
|
Kc Investment Advisors, LLC
Wichita, KS |
BUY
|
- |
16.8K+ 96.73% |
$2.16M - $2.31M
|
34.1K
$4.38M
|
|
|
Apr 08, 2025
Q1 2025
|
Fifth Third Wealth Advisors LLC
Cincinnati, OH |
BUY
|
- |
15.9K+ 12.26% |
$2.04M - $2.19M
|
145K
$18.7M
|
|
|
Apr 17, 2025
Q1 2025
|
Sound Income Strategies, LLC
|
BUY
|
- |
15.8K+ 13187.5% |
$2.03M - $2.19M
|
15.9K
$2.05M
|
|
|
Apr 28, 2025
Q1 2025
|
Davenport & CO LLC
|
BUY
|
- |
14.6K+ 29.19% |
$1.87M - $2.01M
|
64.5K
$8.28M
|
|
|
Apr 30, 2025
Q1 2025
|
Round Rock Advisors, LLC
|
BUY
|
- |
13.9K+ 15.67% |
$1.79M - $1.92M
|
103K
$13.2M
|
|
|
Apr 09, 2025
Q1 2025
|
Nbc Securities, Inc.
Birmingham, AL |
BUY
|
- |
13.8K+ 105930.77% |
$1.77M - $1.9M
|
13.8K
$1.77M
|
|
|
May 01, 2025
Q1 2025
|
Cwm, LLC
|
BUY
|
- |
12.9K+ 37.12% |
$1.66M - $1.78M
|
47.7K
$6.12M
|
|
|
Apr 24, 2025
Q1 2025
|
Hicks Capital Management LLC
Columbus, OH |
BUY
|
- |
12.6KNew |
$1.62M - $1.74M
|
12.6K
$1.62M
|
|
|
Apr 10, 2025
Q1 2025
|
Armstrong, Fleming & Moore, Inc
Washington, DC |
BUY
|
- |
12.2KNew |
$1.56M - $1.68M
|
12.2K
$1.56M
|
|
|
May 02, 2025
Q1 2025
|
Blue Pointe Capital Management, LLC
San Mateo, CA |
BUY
|
- |
11.2K+ 258.71% |
$1.44M - $1.55M
|
15.6K
$2M
|
|
|
Apr 04, 2025
Q1 2025
|
Webster Bank, N. A.
|
BUY
|
- |
11.2K+ 129.92% |
$1.43M - $1.54M
|
19.7K
$2.53M
|
|
|
Apr 23, 2025
Q1 2025
|
Bessemer Group Inc
Woodbridge, NJ |
BUY
|
- |
10K+ 350.38% |
$1.29M - $1.39M
|
12.9K
$1.66M
|
|
|
Apr 16, 2025
Q1 2025
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
9.63K+ 5.05% |
$1.24M - $1.33M
|
200K
$25.7M
|
|
|
May 02, 2025
Q1 2025
|
Fortis Group Advisors, LLC
Westwood, NJ |
BUY
|
- |
9.11K+ 81.26% |
$1.17M - $1.26M
|
20.3K
$2.61M
|
|
|
Apr 14, 2025
Q1 2025
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
8.9K+ 682.13% |
$1.14M - $1.23M
|
10.2K
$1.31M
|
|
|
May 05, 2025
Q1 2025
|
Wealth Quarterback LLC
Toms River, NJ |
BUY
|
- |
7.02K+ 26.56% |
$903K - $969K
|
33.4K
$4.29M
|
|
|
Apr 28, 2025
Q1 2025
|
Davidson Trust CO
|
BUY
|
- |
6.51K+ 368.12% |
$837K - $899K
|
8.28K
$1.06M
|
|
|
Apr 07, 2025
Q1 2025
|
Goal Vest Advisory LLC
|
BUY
|
- |
5.78K+ 16.3% |
$743K - $798K
|
41.2K
$5.29M
|
|
|
Apr 15, 2025
Q1 2025
|
First United Bank & Trust
|
BUY
|
- |
5.54K+ 9.97% |
$712K - $765K
|
61.1K
$7.84M
|
|
|
Apr 08, 2025
Q1 2025
|
Ifg Advisors, LLC
|
BUY
|
- |
5.53K+ 5.08% |
$711K - $764K
|
114K
$14.7M
|
|
|
May 06, 2025
Q1 2025
|
Accredited Investors Inc.
|
BUY
|
- |
5.42K+ 172.52% |
$697K - $748K
|
8.56K
$1.1M
|
|
|
Apr 23, 2025
Q1 2025
|
International Assets Investment Management, LLC
Orlando, FL |
BUY
|
- |
5.4K+ 16.24% |
$694K - $746K
|
38.6K
$4.96M
|
|
|
May 06, 2025
Q1 2025
|
Venturi Wealth Management, LLC
Austin, TX |
BUY
|
- |
5.12K+ 101.1% |
$659K - $708K
|
10.2K
$1.31M
|
|
|
May 05, 2025
Q1 2025
|
Ignite Planners, LLC
|
BUY
|
- |
5.11KNew |
$657K - $706K
|
5.11K
$656K
|
|
|
May 05, 2025
Q1 2025
|
Ifp Advisors, Inc
|
BUY
|
- |
4.99K+ 12.99% |
$642K - $690K
|
43.4K
$5.58M
|
|
|
Apr 14, 2025
Q1 2025
|
Wfa Asset Management Corp
Whitefish Bay, WI |
BUY
|
- |
4.71K+ 1587.21% |
$606K - $651K
|
5.01K
$643K
|
|
|
May 02, 2025
Q1 2025
|
Schwarz Dygos Wheeler Investment Advisors LLC
Minneapolis, MN |
BUY
|
- |
4.67K+ 4.51% |
$601K - $645K
|
108K
$13.9M
|
|
|
Apr 08, 2025
Q1 2025
|
Jgp Wealth Management, LLC
|
BUY
|
- |
4.33K+ 5.42% |
$557K - $598K
|
84.2K
$10.8M
|
|
|
Apr 24, 2025
Q1 2025
|
St. Clair Advisors, LLC
Mayfield Hts, OH |
BUY
|
- |
4.3K+ 2.15% |
$553K - $594K
|
204K
$26.2M
|
|
|
Apr 30, 2025
Q1 2025
|
Main Street Investment Advisors LLC
|
BUY
|
- |
4.14KNew |
$533K - $572K
|
4.14K
$532K
|
|
|
May 06, 2025
Q1 2025
|
Wedbush Securities Inc
|
BUY
|
- |
3.93K+ 8.23% |
$506K - $543K
|
51.7K
$6.64M
|
|
|
Apr 28, 2025
Q1 2025
|
D.A. Davidson & Co.
|
BUY
|
- |
3.49K+ 19.63% |
$449K - $482K
|
21.3K
$2.73M
|
|
|
Apr 10, 2025
Q1 2025
|
Northside Capital Management, LLC
|
BUY
|
- |
3.41K+ 0.5% |
$439K - $471K
|
685K
$87.9M
|
|
|
Apr 29, 2025
Q1 2025
|
Td Private Client Wealth LLC
New York, NY |
BUY
|
- |
3.36K+ 6.86% |
$431K - $463K
|
52.3K
$6.71M
|
|
|
Apr 24, 2025
Q1 2025
|
Tfc Financial Management
|
BUY
|
- |
3.35K+ 2463.97% |
$431K - $463K
|
3.49K
$448K
|
|
|
May 05, 2025
Q1 2025
|
Calton & Associates, Inc.
|
BUY
|
- |
3.34K+ 158.56% |
$429K - $461K
|
5.44K
$698K
|
|
|
Apr 10, 2025
Q1 2025
|
Clarus Wealth Advisors
|
BUY
|
- |
3.24KNew |
$416K - $447K
|
3.24K
$415K
|
|
|
Apr 04, 2025
Q1 2025
|
Legacy Private Trust Co.
|
BUY
|
- |
3.22K+ 25.38% |
$414K - $444K
|
15.9K
$2.04M
|
|
|
May 06, 2025
Q1 2025
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
3.09K+ 3.05% |
$398K - $427K
|
105K
$13.4M
|
|
|
May 01, 2025
Q1 2025
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
BUY
|
- |
2.69K+ 37.2% |
$345K - $371K
|
9.9K
$1.27M
|
|
|
May 05, 2025
Q1 2025
|
Amg National Trust Bank
|
BUY
|
- |
2.49K+ 0.84% |
$321K - $344K
|
298K
$38.3M
|
|
|
May 01, 2025
Q1 2025
|
Fifth Third Securities, Inc.
|
BUY
|
- |
2.46K+ 10.93% |
$316K - $340K
|
25K
$3.21M
|
|
|
Apr 24, 2025
Q1 2025
|
Mendel Capital Management LLC
|
BUY
|
- |
2.44K+ 6.75% |
$314K - $337K
|
38.6K
$4.95M
|
|
|
May 02, 2025
Q1 2025
|
Whittier Trust CO Of Nevada Inc
|
BUY
|
- |
2.37K+ 15.77% |
$305K - $328K
|
17.4K
$2.24M
|
|
|
Apr 17, 2025
Q1 2025
|
Grove Bank & Trust
|
BUY
|
- |
2.28K+ 1293.18% |
$293K - $314K
|
2.45K
$315K
|
|
|
Apr 28, 2025
Q1 2025
|
Kanawha Capital Management LLC
|
BUY
|
- |
2.15K+ 39.37% |
$276K - $296K
|
7.59K
$975K
|