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
$26.8M
|
|
|
Apr 17, 2025
Q1 2025
|
Kc Investment Advisors, LLC
Wichita, KS |
BUY
|
- |
16.8K+ 96.73% |
$2.16M - $2.31M
|
34.1K
$4.53M
|
|
|
Apr 08, 2025
Q1 2025
|
Fifth Third Wealth Advisors LLC
Cincinnati, OH |
BUY
|
- |
15.9K+ 12.26% |
$2.04M - $2.19M
|
145K
$19.3M
|
|
|
Apr 17, 2025
Q1 2025
|
Sound Income Strategies, LLC
|
BUY
|
- |
15.8K+ 13187.5% |
$2.03M - $2.19M
|
15.9K
$2.12M
|
|
|
Apr 09, 2025
Q1 2025
|
Nbc Securities, Inc.
Birmingham, AL |
BUY
|
- |
13.8K+ 105930.77% |
$1.77M - $1.9M
|
13.8K
$1.83M
|
|
|
Apr 10, 2025
Q1 2025
|
Armstrong, Fleming & Moore, Inc
Washington, DC |
BUY
|
- |
12.2KNew |
$1.56M - $1.68M
|
12.2K
$1.62M
|
|
|
Apr 04, 2025
Q1 2025
|
Webster Bank, N. A.
|
BUY
|
- |
11.2K+ 129.92% |
$1.43M - $1.54M
|
19.7K
$2.62M
|
|
|
Apr 16, 2025
Q1 2025
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
9.63K+ 5.05% |
$1.24M - $1.33M
|
200K
$26.6M
|
|
|
Apr 14, 2025
Q1 2025
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
8.9K+ 682.13% |
$1.14M - $1.23M
|
10.2K
$1.35M
|
|
|
Apr 07, 2025
Q1 2025
|
Goal Vest Advisory LLC
|
BUY
|
- |
5.78K+ 16.3% |
$743K - $798K
|
41.2K
$5.47M
|
|
|
Apr 15, 2025
Q1 2025
|
First United Bank & Trust
|
BUY
|
- |
5.54K+ 9.97% |
$712K - $765K
|
61.1K
$8.11M
|
|
|
Apr 08, 2025
Q1 2025
|
Ifg Advisors, LLC
|
BUY
|
- |
5.53K+ 5.08% |
$711K - $764K
|
114K
$15.2M
|
|
|
Apr 14, 2025
Q1 2025
|
Wfa Asset Management Corp
Whitefish Bay, WI |
BUY
|
- |
4.71K+ 1587.21% |
$606K - $651K
|
5.01K
$665K
|
|
|
Apr 08, 2025
Q1 2025
|
Jgp Wealth Management, LLC
|
BUY
|
- |
4.33K+ 5.42% |
$557K - $598K
|
84.2K
$11.2M
|
|
|
Apr 10, 2025
Q1 2025
|
Northside Capital Management, LLC
|
BUY
|
- |
3.41K+ 0.5% |
$439K - $471K
|
685K
$90.9M
|
|
|
Apr 10, 2025
Q1 2025
|
Clarus Wealth Advisors
|
BUY
|
- |
3.24KNew |
$416K - $447K
|
3.24K
$430K
|
|
|
Apr 04, 2025
Q1 2025
|
Legacy Private Trust Co.
|
BUY
|
- |
3.22K+ 25.38% |
$414K - $444K
|
15.9K
$2.11M
|
|
|
Apr 17, 2025
Q1 2025
|
Grove Bank & Trust
|
BUY
|
- |
2.28K+ 1293.18% |
$293K - $314K
|
2.45K
$325K
|
|
|
Apr 08, 2025
Q1 2025
|
Mechanics Bank Trust Department
|
BUY
|
- |
2.09K+ 5.0% |
$268K - $288K
|
43.8K
$5.81M
|
|
|
Apr 17, 2025
Q1 2025
|
Atlas Private Wealth Advisors
Matawan, NJ |
BUY
|
- |
2.02K+ 13.37% |
$260K - $279K
|
17.2K
$2.28M
|
|
|
Apr 17, 2025
Q1 2025
|
Cyndeo Wealth Partners, LLC
St. Petersburg, FL |
BUY
|
- |
1.95KNew |
$250K - $269K
|
1.95K
$258K
|
|
|
Apr 10, 2025
Q1 2025
|
Bremer Bank National Association
|
BUY
|
- |
1.8KNew |
$231K - $249K
|
1.8K
$239K
|
|
|
Apr 16, 2025
Q1 2025
|
David J Yvars Group
|
BUY
|
- |
1.72K+ 18.02% |
$221K - $237K
|
11.2K
$1.49M
|
|
|
Apr 16, 2025
Q1 2025
|
Stock Yards Bank & Trust CO
Louisville, KY |
BUY
|
- |
1.54K+ 16.31% |
$198K - $213K
|
11K
$1.46M
|
|
|
Apr 09, 2025
Q1 2025
|
Fiduciary Alliance LLC
Greenville, SC |
BUY
|
- |
1.53KNew |
$196K - $211K
|
1.53K
$203K
|
|
|
Apr 14, 2025
Q1 2025
|
Dentgroup LLC
|
BUY
|
- |
1.52KNew |
$195K - $210K
|
1.52K
$202K
|
|
|
Apr 08, 2025
Q1 2025
|
Lvm Capital Management LTD
|
BUY
|
- |
1.52KNew |
$195K - $209K
|
1.52K
$201K
|
|
|
Apr 10, 2025
Q1 2025
|
Ullmann Wealth Partners Group, LLC
|
BUY
|
- |
1.51KNew |
$194K - $208K
|
1.51K
$200K
|
|
|
Apr 17, 2025
Q1 2025
|
Asio Capital, LLC
|
BUY
|
- |
1.5KNew |
$193K - $207K
|
1.5K
$199K
|
|
|
Apr 14, 2025
Q1 2025
|
Rockwood Wealth Management, LLC
New Hope, PA |
BUY
|
- |
1.49K+ 54.02% |
$192K - $206K
|
4.25K
$564K
|
|
|
Apr 17, 2025
Q1 2025
|
Sagespring Wealth Partners, LLC
Franklin, TN |
BUY
|
- |
1.49KNew |
$192K - $206K
|
1.49K
$198K
|
|
|
Apr 17, 2025
Q1 2025
|
Janney Montgomery Scott LLC
|
BUY
|
- |
1.3K+ 0.61% |
$167K - $179K
|
214K
$28.5M
|
|
|
Apr 07, 2025
Q1 2025
|
Advisor Net Financial, Inc
|
BUY
|
- |
1.29K+ 157.33% |
$165K - $178K
|
2.11K
$279K
|
|
|
Apr 15, 2025
Q1 2025
|
Capital Advisory Group Advisory Services, LLC
Bloomington, MN |
BUY
|
- |
1.07K+ 5.09% |
$137K - $147K
|
22K
$2.92M
|
|
|
Apr 17, 2025
Q1 2025
|
Robertson Stephens Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
1.02K+ 8.56% |
$132K - $141K
|
13K
$1.72M
|
|
|
Apr 10, 2025
Q1 2025
|
Edge Wealth Management LLC
|
BUY
|
- |
910+ 8.29% |
$117K - $126K
|
11.9K
$1.58M
|
|
|
Apr 09, 2025
Q1 2025
|
Kwmg, LLC
|
BUY
|
- |
873+ 0.89% |
$112K - $121K
|
99K
$13.1M
|
|
|
Apr 14, 2025
Q1 2025
|
Pallas Capital Advisors LLC
Braintree, MA |
BUY
|
- |
816+ 4.37% |
$105K - $113K
|
19.5K
$2.59M
|
|
|
Apr 11, 2025
Q1 2025
|
Pines Wealth Management, LLC
Southern Pines, NC |
BUY
|
- |
782+ 28.03% |
$101K - $108K
|
3.57K
$474K
|
|
|
Apr 15, 2025
Q1 2025
|
Sanibel Captiva Trust Company, Inc.
Sanibel, FL |
BUY
|
- |
700+ 17.9% |
$90K - $96.7K
|
4.61K
$612K
|
|
|
Apr 10, 2025
Q1 2025
|
Breakwater Capital Group
Paramus, NJ |
BUY
|
- |
552+ 16.25% |
$71K - $76.2K
|
3.95K
$524K
|
|
|
Apr 03, 2025
Q1 2025
|
First Citizens Financial Corp
|
BUY
|
- |
531+ 5.87% |
$68.3K - $73.3K
|
9.57K
$1.27M
|
|
|
Apr 16, 2025
Q1 2025
|
Byrne Asset Management LLC
|
BUY
|
- |
500New |
$64.3K - $69.1K
|
500
$66.4K
|
|
|
Apr 16, 2025
Q1 2025
|
Lakeridge Wealth Management LLC
Mentor, OH |
BUY
|
- |
413+ 6.03% |
$53.1K - $57K
|
7.26K
$964K
|
|
|
Apr 16, 2025
Q1 2025
|
Rockland Trust CO
|
BUY
|
- |
406+ 17.65% |
$52.2K - $56.1K
|
2.71K
$359K
|
|
|
Apr 16, 2025
Q1 2025
|
Legacy Trust
Grand Rapids, MI |
BUY
|
- |
406+ 5.47% |
$52.2K - $56.1K
|
7.84K
$1.04M
|
|
|
Apr 16, 2025
Q1 2025
|
Iag Wealth Partners, LLC
|
BUY
|
- |
400New |
$51.4K - $55.2K
|
400
$53.1K
|
|
|
Apr 11, 2025
Q1 2025
|
Procyon Advisors, LLC
|
BUY
|
- |
372+ 11.5% |
$47.8K - $51.4K
|
3.61K
$479K
|
|
|
Apr 07, 2025
Q1 2025
|
Lowe Wealth Advisors, LLC
|
BUY
|
- |
350+ 52.47% |
$45K - $48.3K
|
1.02K
$135K
|
|
|
Apr 16, 2025
Q1 2025
|
Cra Financial Services, LLC
|
BUY
|
- |
254+ 2.74% |
$32.7K - $35.1K
|
9.53K
$1.26M
|