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 09, 2025
Q1 2025
|
Lbmc Investment Advisors, LLC
|
SELL
|
- |
-2.7K- 1.15% |
$347K - $372K
|
231K
$29.7M
|
|
|
Apr 25, 2025
Q1 2025
|
Ameritas Advisory Services, LLC
Lincoln, NE |
SELL
|
- |
-2.79K- 11.58% |
$359K - $386K
|
21.3K
$2.74M
|
|
|
May 01, 2025
Q1 2025
|
Omega Financial Group, LLC
|
SELL
|
- |
-2.89K- 5.92% |
$372K - $399K
|
45.9K
$5.9M
|
|
|
Apr 29, 2025
Q1 2025
|
Harel Insurance Investments & Financial Services Ltd.
|
SELL
|
- |
-3.21K- 60.13% |
$413K - $443K
|
2.13K
$273K
|
|
|
May 06, 2025
Q1 2025
|
Choreo, LLC
Minneapolis, MN |
SELL
|
- |
-3.24K- 24.56% |
$417K - $448K
|
9.96K
$1.28M
|
|
|
Apr 29, 2025
Q1 2025
|
Financial Counselors Inc
|
SELL
|
- |
-3.41K- 15.45% |
$438K - $471K
|
18.7K
$2.4M
|
|
|
Apr 14, 2025
Q1 2025
|
Miracle Mile Advisors, LLC
|
SELL
|
- |
-3.69K- 17.74% |
$474K - $509K
|
17.1K
$2.2M
|
|
|
Apr 21, 2025
Q1 2025
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
SELL
|
- |
-3.93K- 13.24% |
$505K - $542K
|
25.7K
$3.3M
|
|
|
Apr 14, 2025
Q1 2025
|
Simplicity Wealth,Llc
|
SELL
|
- |
-4.08K- 59.16% |
$525K - $564K
|
2.82K
$362K
|
|
|
Apr 24, 2025
Q1 2025
|
Mascoma Wealth Management LLC
|
SELL
|
- |
-4.49K- 41.17% |
$577K - $620K
|
6.41K
$823K
|
|
|
May 05, 2025
Q1 2025
|
Y Intercept (Hong Kong) LTD
|
SELL
|
- |
-4.96K- 72.63% |
$638K - $685K
|
1.87K
$240K
|
|
|
Apr 18, 2025
Q1 2025
|
Global Trust Asset Management, LLC
|
SELL
|
- |
-5.05K- 27.71% |
$649K - $697K
|
13.2K
$1.69M
|
|
|
May 06, 2025
Q1 2025
|
Principle Wealth Partners LLC
|
SELL
|
- |
-5.17K- 11.86% |
$665K - $714K
|
38.4K
$4.93M
|
|
|
May 05, 2025
Q1 2025
|
Nwam LLC
Mercer Island, WA |
SELL
|
- |
-6.2K- 36.97% |
$797K - $856K
|
10.6K
$1.36M
|
|
|
May 02, 2025
Q1 2025
|
Asset Advisors Investment Management, LLC
|
SELL
|
- |
-6.4K- 8.91% |
$823K - $884K
|
65.4K
$8.4M
|
|
|
May 06, 2025
Q1 2025
|
Assetmark, Inc
|
SELL
|
- |
-6.56K- 2.84% |
$843K - $905K
|
224K
$28.8M
|
|
|
Apr 17, 2025
Q1 2025
|
Bouvel Investment Partners, LLC
|
SELL
|
- |
-6.83K- 26.03% |
$878K - $943K
|
19.4K
$2.49M
|
|
|
May 02, 2025
Q1 2025
|
Retirement Planning CO Of New England, Inc.
Warwick, RI |
SELL
|
- |
-7K- 73.85% |
$900K - $967K
|
2.48K
$318K
|
|
|
May 01, 2025
Q1 2025
|
Dakota Wealth Management
|
SELL
|
- |
-7.8K- 43.93% |
$1M - $1.08M
|
9.96K
$1.28M
|
|
|
Apr 25, 2025
Q1 2025
|
Essex Financial Services, Inc.
|
SELL
|
- |
-8.16K- 26.51% |
$1.05M - $1.13M
|
22.6K
$2.9M
|
|
|
May 01, 2025
Q1 2025
|
Fulton Breakefield Broenniman LLC
|
SELL
|
- |
-8.25K- 53.83% |
$1.06M - $1.14M
|
7.08K
$909K
|
|
|
Apr 24, 2025
Q1 2025
|
Sunbelt Securities, Inc.
Houston, TX |
SELL
|
- |
-10.1K- 61.77% |
$1.29M - $1.39M
|
6.23K
$799K
|
|
|
Apr 30, 2025
Q1 2025
|
Cerity Partners LLC
New York, NY |
SELL
|
- |
-11.2K- 7.56% |
$1.45M - $1.55M
|
137K
$17.6M
|
|
|
Apr 14, 2025
Q1 2025
|
Old National Bancorp
|
SELL
|
- |
-11.5K- 13.26% |
$1.48M - $1.59M
|
75.1K
$9.64M
|
|
|
May 05, 2025
Q1 2025
|
Balentine LLC
Atlanta, GA |
SELL
|
- |
-13.7K- 29.3% |
$1.76M - $1.89M
|
33.1K
$4.25M
|
|
|
Apr 15, 2025
Q1 2025
|
Integrated Advisors Network LLC
Palos Verdes Estates, CA |
SELL
|
- |
-14K- 28.14% |
$1.8M - $1.93M
|
35.8K
$4.59M
|
|
|
Apr 15, 2025
Q1 2025
|
Fifth Third Bancorp
|
SELL
|
- |
-14.6K- 5.06% |
$1.88M - $2.01M
|
274K
$35.1M
|
|
|
Apr 22, 2025
Q1 2025
|
Ellis Investment Partners, LLC
|
SELL
|
- |
-15.4K- 7.09% |
$1.98M - $2.13M
|
202K
$26M
|
|
|
Apr 15, 2025
Q1 2025
|
Cx Institutional
|
SELL
|
- |
-30.2K- 98.7% |
$3.88M - $4.17M
|
398
$51.1K
|
|
|
May 06, 2025
Q1 2025
|
Atria Investments LLC
Charlotte, NC |
SELL
|
- |
-30.6K- 83.54% |
$3.94M - $4.23M
|
6.04K
$775K
|
|
|
Apr 29, 2025
Q1 2025
|
Envestnet Asset Management Inc
|
SELL
|
- |
-33.3K- 2.1% |
$4.29M - $4.6M
|
1.55M
$200M
|
|
|
Apr 29, 2025
Q1 2025
|
Truist Financial Corp
|
SELL
|
- |
-45.1K- 3.78% |
$5.8M - $6.23M
|
1.15M
$148M
|
|
|
May 05, 2025
Q1 2025
|
Gw&K Investment Management, LLC
Boston, MA |
SELL
|
- |
-45.2K- 95.65% |
$5.81M - $6.24M
|
2.06K
$264K
|
|
|
Apr 30, 2025
Q1 2025
|
Stratos Wealth Partners, Ltd.
|
SELL
|
- |
-53.7K- 79.24% |
$6.91M - $7.42M
|
14.1K
$1.81M
|
|
|
Apr 28, 2025
Q1 2025
|
Miller Howard Investments Inc
|
SELL
|
- |
-148K- 29.59% |
$19M - $20.4M
|
351K
$45.1M
|
|
|
Apr 10, 2025
Q1 2025
|
Gilman Hill Asset Management, LLC
|
SELL
|
- |
-159K- 98.54% |
$20.4M - $22M
|
2.36K
$303K
|
|
|
Apr 17, 2025
Q1 2025
|
Exchange Traded Concepts, LLC
|
SELL
|
- |
-163K- 72.61% |
$21M - $22.5M
|
61.5K
$7.89M
|
|
|
May 05, 2025
Q1 2025
|
Private Advisor Group, LLC
|
SELL
|
- |
-187K- 48.61% |
$24M - $25.8M
|
197K
$25.3M
|
|
|
Apr 14, 2025
Q1 2025
|
Gamma Investing LLC
Foster City, CA |
SELL
|
- |
-201K- 99.26% |
$25.8M - $27.7M
|
1.51K
$193K
|