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 17, 2025
Q1 2025
|
Smith Shellnut Wilson LLC
|
SELL
|
- |
-750- 3.37% |
$96.4K - $104K
|
21.5K
$2.76M
|
|
|
Apr 29, 2025
Q1 2025
|
Brown Advisory Inc
|
SELL
|
- |
-750- 1.73% |
$96.4K - $104K
|
42.7K
$5.48M
|
|
|
Apr 30, 2025
Q1 2025
|
Highview Capital Management LLC
|
SELL
|
- |
-769- 24.67% |
$98.9K - $106K
|
2.35K
$301K
|
|
|
Apr 23, 2025
Q1 2025
|
Hbk Sorce Advisory LLC
Erie, PA |
SELL
|
- |
-777- 3.48% |
$99.9K - $107K
|
21.6K
$2.77M
|
|
|
May 06, 2025
Q1 2025
|
Cetera Investment Advisers
Schaumburg, IL |
SELL
|
- |
-779- 0.2% |
$100K - $108K
|
385K
$49.5M
|
|
|
Apr 21, 2025
Q1 2025
|
Dunhill Financial, LLC
London, X0 |
SELL
|
- |
-788- 33.32% |
$101K - $109K
|
1.58K
$202K
|
|
|
Apr 17, 2025
Q1 2025
|
Qrg Capital Management, Inc.
Berwyn, PA |
SELL
|
- |
-791- 9.37% |
$102K - $109K
|
7.65K
$982K
|
|
|
May 05, 2025
Q1 2025
|
Financial Advisory Service, Inc.
|
SELL
|
- |
-809- 2.79% |
$104K - $112K
|
28.2K
$3.61M
|
|
|
Apr 17, 2025
Q1 2025
|
Brighton Jones LLC
|
SELL
|
- |
-869- 7.12% |
$112K - $120K
|
11.3K
$1.46M
|
|
|
Apr 30, 2025
Q1 2025
|
Country Club Bank
|
SELL
|
- |
-921- 11.66% |
$118K - $127K
|
6.98K
$896K
|
|
|
Apr 30, 2025
Q1 2025
|
Fidelis Capital Partners, LLC
Tampa, FL |
SELL
|
- |
-934- 5.53% |
$120K - $129K
|
15.9K
$2.05M
|
|
|
Apr 21, 2025
Q1 2025
|
Pfg Investments, LLC
Woodbury, NY |
SELL
|
- |
-941- 6.6% |
$121K - $130K
|
13.3K
$1.71M
|
|
|
Apr 17, 2025
Q1 2025
|
Mission Wealth Management, LP
|
SELL
|
- |
-942- 3.94% |
$121K - $130K
|
23K
$2.95M
|
|
|
Apr 10, 2025
Q1 2025
|
Cypress Wealth Services, LLC
|
SELL
|
- |
-948- 4.26% |
$122K - $131K
|
21.3K
$2.73M
|
|
|
May 02, 2025
Q1 2025
|
Wsfs Capital Management, LLC
Philadelphia, PA |
SELL
|
- |
-1.04K- 36.66% |
$133K - $143K
|
1.79K
$230K
|
|
|
Apr 21, 2025
Q1 2025
|
Bay Colony Advisory Group, Inc D
|
SELL
|
- |
-1.04K- 5.81% |
$134K - $144K
|
16.9K
$2.17M
|
|
|
Apr 30, 2025
Q1 2025
|
Ntv Asset Management LLC
|
SELL
|
- |
-1.06K- 0.95% |
$136K - $146K
|
111K
$14.2M
|
|
|
Apr 23, 2025
Q1 2025
|
Cornerstone Wealth Group, LLC
|
SELL
|
- |
-1.1K- 12.83% |
$141K - $152K
|
7.47K
$959K
|
|
|
Apr 22, 2025
Q1 2025
|
Chapin Davis, Inc.
Baltimore, MD |
SELL
|
- |
-1.1K- 17.92% |
$141K - $152K
|
5.04K
$647K
|
|
|
Apr 08, 2025
Q1 2025
|
Winthrop Advisory Group LLC
|
SELL
|
- |
-1.1K- 12.38% |
$142K - $152K
|
7.79K
$1M
|
|
|
Apr 22, 2025
Q1 2025
|
Xml Financial, LLC
|
SELL
|
- |
-1.12K- 10.23% |
$144K - $155K
|
9.82K
$1.26M
|
|
|
Apr 01, 2025
Q1 2025
|
Massmutual Trust CO Fsb
|
SELL
|
- |
-1.12K- 34.46% |
$144K - $155K
|
2.13K
$273K
|
|
|
Apr 23, 2025
Q1 2025
|
Inman Jager Wealth Management, LLC
Hattiesburg, MS |
SELL
|
- |
-1.14K- 3.86% |
$146K - $157K
|
28.2K
$3.63M
|
|
|
May 06, 2025
Q1 2025
|
Pinnacle Associates LTD
|
SELL
|
- |
-1.17K- 3.62% |
$151K - $162K
|
31.3K
$4.02M
|
|
|
Apr 29, 2025
Q1 2025
|
Olistico Wealth, LLC
Tulsa, OK |
SELL
|
- |
-1.21K- 62.99% |
$155K - $166K
|
708
$90.9K
|
|
|
May 02, 2025
Q1 2025
|
Wealthfront Advisers LLC
|
SELL
|
- |
-1.25K- 6.32% |
$161K - $173K
|
18.5K
$2.38M
|
|
|
Apr 18, 2025
Q1 2025
|
Optivise Advisory Services LLC
Franklin, TN |
SELL
|
- |
-1.3K- 17.18% |
$167K - $179K
|
6.25K
$802K
|
|
|
Apr 30, 2025
Q1 2025
|
First National Bank & Trust CO Of Newtown
|
SELL
|
- |
-1.35K- 0.78% |
$174K - $187K
|
172K
$22.1M
|
|
|
Apr 09, 2025
Q1 2025
|
Merit Financial Group, LLC
|
SELL
|
- |
-1.42K- 33.44% |
$182K - $196K
|
2.82K
$362K
|
|
|
Apr 22, 2025
Q1 2025
|
Eagle Strategies LLC
New York, NY |
SELL
|
- |
-1.42K- 8.22% |
$182K - $196K
|
15.8K
$2.03M
|
|
|
Apr 24, 2025
Q1 2025
|
Bartlett & Co. Wealth Management LLC
Cincinnati, OH |
SELL
|
- |
-1.43K- 19.37% |
$183K - $197K
|
5.93K
$761K
|
|
|
Apr 07, 2025
Q1 2025
|
Parallel Advisors, LLC
|
SELL
|
- |
-1.49K- 8.5% |
$192K - $206K
|
16K
$2.06M
|
|
|
May 01, 2025
Q1 2025
|
Oxbow Advisors, LLC
Corpus Christi, TX |
SELL
|
- |
-1.53K- 8.76% |
$196K - $211K
|
15.9K
$2.04M
|
|
|
Apr 22, 2025
Q1 2025
|
Cambridge Investment Research Advisors, Inc.
|
SELL
|
- |
-1.55K- 0.97% |
$200K - $214K
|
158K
$20.3M
|
|
|
Apr 24, 2025
Q1 2025
|
Mirae Asset Global Investments Co., Ltd.
|
SELL
|
- |
-1.6K- 8.74% |
$206K - $221K
|
16.7K
$2.14M
|
|
|
Apr 28, 2025
Q1 2025
|
Arlington Trust CO LLC
Birmingham, AL |
SELL
|
- |
-1.68K- 7.65% |
$216K - $232K
|
20.3K
$2.6M
|
|
|
Apr 24, 2025
Q1 2025
|
Golden State Wealth Management, LLC
Santa Ana, CA |
SELL
|
- |
-1.7K- 50.0% |
$219K - $235K
|
1.7K
$218K
|
|
|
May 05, 2025
Q1 2025
|
Verus Financial Partners, Inc.
|
SELL
|
- |
-1.71K- 2.85% |
$220K - $236K
|
58.2K
$7.47M
|
|
|
May 06, 2025
Q1 2025
|
Ae Wealth Management LLC
|
SELL
|
- |
-1.77K- 19.45% |
$228K - $245K
|
7.35K
$943K
|
|
|
Apr 21, 2025
Q1 2025
|
Cornerstone Management, Inc.
Duluth, GA |
SELL
|
- |
-1.78K- 4.83% |
$229K - $246K
|
35K
$4.5M
|
|
|
Apr 14, 2025
Q1 2025
|
Capital Investment Advisors, LLC
|
SELL
|
- |
-1.84K- 1.46% |
$236K - $254K
|
124K
$15.9M
|
|
|
Apr 16, 2025
Q1 2025
|
Bensler, LLC
Bellevue, WA |
SELL
|
- |
-1.91K- 10.66% |
$245K - $263K
|
16K
$2.05M
|
|
|
Apr 14, 2025
Q1 2025
|
Regent Peak Wealth Advisors LLC
Atlanta, GA |
SELL
|
- |
-2.07K- 25.88% |
$267K - $286K
|
5.94K
$762K
|
|
|
Apr 28, 2025
Q1 2025
|
Mutual Advisors, LLC
Casper, WY |
SELL
|
- |
-2.15K- 3.44% |
$276K - $296K
|
60.2K
$7.73M
|
|
|
Apr 07, 2025
Q1 2025
|
Welch Group, LLC
|
SELL
|
- |
-2.26K- 40.9% |
$290K - $311K
|
3.26K
$418K
|
|
|
May 01, 2025
Q1 2025
|
Asset Dedication, LLC
|
SELL
|
- |
-2.37K- 16.02% |
$304K - $327K
|
12.4K
$1.59M
|
|
|
May 01, 2025
Q1 2025
|
Quest 10 Wealth Builders, Inc.
Fuquay Varina, VA |
SELL
|
- |
-2.41K- 30.56% |
$310K - $333K
|
5.48K
$704K
|
|
|
Apr 23, 2025
Q1 2025
|
Sequoia Financial Advisors, LLC
|
SELL
|
- |
-2.57K- 4.01% |
$330K - $355K
|
61.5K
$7.9M
|
|
|
May 01, 2025
Q1 2025
|
Sigma Planning Corp
Ann Arbor, MI |
SELL
|
- |
-2.64K- 10.26% |
$339K - $364K
|
23.1K
$2.96M
|
|
|
Apr 09, 2025
Q1 2025
|
Signature Securities Group Corporation
|
SELL
|
- |
-2.65K- 10.83% |
$340K - $366K
|
21.8K
$2.8M
|