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 |
|---|---|---|---|---|---|---|---|
|
May 14, 2025
Q1 2025
|
Berkshire Asset Management LLC
Wilkes Barre, PA |
SELL
|
- |
-119- 0.6% |
$15.3K - $16.4K
|
19.7K
$2.57M
|
|
|
Apr 11, 2025
Q1 2025
|
Piscataqua Savings Bank
|
SELL
|
- |
-120- 6.63% |
$15.4K - $16.6K
|
1.69K
$220K
|
|
|
Apr 14, 2025
Q1 2025
|
Daymark Wealth Partners, LLC
Cincinnati, OH |
SELL
|
- |
-120- 2.3% |
$15.4K - $16.6K
|
5.09K
$664K
|
|
|
May 08, 2025
Q1 2025
|
Moneco Advisors, LLC
Fairfield, CT |
SELL
|
- |
-121- 6.25% |
$15.6K - $16.7K
|
1.81K
$236K
|
|
|
Apr 24, 2025
Q1 2025
|
Beacon Financial Advisory LLC
|
SELL
|
- |
-124- 1.55% |
$15.9K - $17.1K
|
7.88K
$1.03M
|
|
|
Apr 16, 2025
Q1 2025
|
Salem Investment Counselors Inc
Winston Salem, NC |
SELL
|
- |
-125- 0.8% |
$16.1K - $17.3K
|
15.4K
$2.01M
|
|
|
May 15, 2025
Q1 2025
|
Warren Averett Asset Management, LLC
Birmingham, AL |
SELL
|
- |
-127- 0.65% |
$16.3K - $17.5K
|
19.5K
$2.55M
|
|
|
Apr 30, 2025
Q1 2025
|
Greenleaf Trust
Kalamazoo, MI |
SELL
|
- |
-130- 2.54% |
$16.7K - $18K
|
4.98K
$650K
|
|
|
May 01, 2025
Q1 2025
|
Stephens Inc
|
SELL
|
- |
-130- 0.69% |
$16.7K - $18K
|
18.7K
$2.44M
|
|
|
May 14, 2025
Q1 2025
|
Monterey Private Wealth, Inc.
|
SELL
|
- |
-132- 3.64% |
$17K - $18.2K
|
3.5K
$456K
|
|
|
Apr 29, 2025
Q1 2025
|
Core First Bank & Trust
Topeka, KS |
SELL
|
- |
-132- 5.47% |
$17K - $18.2K
|
2.28K
$297K
|
|
|
May 01, 2025
Q1 2025
|
Sky Oak Wealth, LLC
|
SELL
|
- |
-138- 3.06% |
$17.7K - $19.1K
|
4.37K
$569K
|
|
|
Apr 22, 2025
Q1 2025
|
Stiles Financial Services Inc
|
SELL
|
- |
-140- 4.73% |
$18K - $19.3K
|
2.82K
$367K
|
|
|
May 12, 2025
Q1 2025
|
Capital Group Private Client Services, Inc.
Los Angeles, CA |
SELL
|
- |
-142- 2.15% |
$18.3K - $19.6K
|
6.46K
$842K
|
|
|
Apr 28, 2025
Q1 2025
|
Latitude Advisors, LLC
|
SELL
|
- |
-149- 8.72% |
$19.2K - $20.6K
|
1.56K
$203K
|
|
|
Apr 23, 2025
Q1 2025
|
Kpp Advisory Services LLC
Louisville, KY |
SELL
|
- |
-150- 5.48% |
$19.3K - $20.7K
|
2.59K
$337K
|
|
|
Apr 21, 2025
Q1 2025
|
Hcr Wealth Advisors
Los Angeles, CA |
SELL
|
- |
-150- 4.26% |
$19.3K - $20.7K
|
3.37K
$440K
|
|
|
May 15, 2025
Q1 2025
|
Iht Wealth Management, LLC
Chicago, IL |
SELL
|
- |
-151- 1.81% |
$19.4K - $20.9K
|
8.21K
$1.07M
|
|
|
May 13, 2025
Q1 2025
|
Horizon Investments, LLC
Charlotte, NC |
SELL
|
- |
-151- 4.57% |
$19.4K - $20.9K
|
3.15K
$411K
|
|
|
May 08, 2025
Q1 2025
|
Regions Financial Corp
|
SELL
|
- |
-152- 1.08% |
$19.5K - $21K
|
13.9K
$1.81M
|
|
|
May 14, 2025
Q1 2025
|
Zacks Investment Management
Chicago, IL |
SELL
|
- |
-159- 8.34% |
$20.4K - $22K
|
1.75K
$228K
|
|
|
Apr 16, 2025
Q1 2025
|
Founders Grove Wealth Partners, LLC
Richmond, VA |
SELL
|
- |
-161- 9.71% |
$20.7K - $22.2K
|
1.5K
$195K
|
|
|
Apr 09, 2025
Q1 2025
|
Shulman De Meo Asset Management LLC
|
SELL
|
- |
-163- 0.53% |
$21K - $22.5K
|
30.4K
$3.96M
|
|
|
May 27, 2025
Q1 2025
|
Carderock Capital Management Inc
|
SELL
|
- |
-166- 9.4% |
$21.3K - $22.9K
|
1.6K
$209K
|
|
|
Apr 23, 2025
Q1 2025
|
Ghp Investment Advisors, Inc.
Denver, CO |
SELL
|
- |
-169- 26.08% |
$21.7K - $23.3K
|
479
$62.4K
|
|
|
May 12, 2025
Q1 2025
|
Sculati Wealth Management, LLC
Bloomfield Hills, MI |
SELL
|
- |
-175- 1.97% |
$22.5K - $24.2K
|
8.72K
$1.14M
|
|
|
Apr 23, 2025
Q1 2025
|
Western Wealth Management, LLC
|
SELL
|
- |
-175- 0.66% |
$22.5K - $24.2K
|
26.3K
$3.42M
|
|
|
May 13, 2025
Q1 2025
|
Waypoint Wealth Partners Inc.
|
SELL
|
- |
-175- 4.88% |
$22.5K - $24.2K
|
3.41K
$444K
|
|
|
May 02, 2025
Q1 2025
|
Forte Capital LLC
|
SELL
|
- |
-175- 9.62% |
$22.5K - $24.2K
|
1.65K
$214K
|
|
|
Apr 25, 2025
Q1 2025
|
Hixon Zuercher, LLC
|
SELL
|
- |
-179- 5.12% |
$23K - $24.7K
|
3.31K
$432K
|
|
|
Apr 10, 2025
Q1 2025
|
Retirement Planning Group
|
SELL
|
- |
-179- 2.65% |
$23K - $24.7K
|
6.59K
$858K
|
|
|
Apr 21, 2025
Q1 2025
|
Provident Wealth Management, LLC
|
SELL
|
- |
-179- 4.7% |
$23K - $24.7K
|
3.63K
$473K
|
|
|
May 15, 2025
Q1 2025
|
Keebeck Wealth Management, LLC
Chicago, IL |
SELL
|
- |
-180- 0.51% |
$23.1K - $24.9K
|
34.9K
$4.55M
|
|
|
May 08, 2025
Q1 2025
|
Davis R M Inc
Portland, ME |
SELL
|
- |
-191- 6.63% |
$24.6K - $26.4K
|
2.69K
$351K
|
|
|
May 14, 2025
Q1 2025
|
Vertex Planning Partners, LLC
Downers Grove, IL |
SELL
|
- |
-191- 1.73% |
$24.6K - $26.4K
|
10.9K
$1.42M
|
|
|
May 14, 2025
Q1 2025
|
Tortoise Investment Management, LLC
|
SELL
|
- |
-191- 12.4% |
$24.6K - $26.4K
|
1.35K
$176K
|
|
|
Apr 14, 2025
Q1 2025
|
Investment Advisory Group, LLC
|
SELL
|
- |
-196- 1.42% |
$25.2K - $27.1K
|
13.6K
$1.78M
|
|
|
May 08, 2025
Q1 2025
|
Moors & Cabot, Inc.
Boston, MA |
SELL
|
- |
-196- 3.25% |
$25.2K - $27.1K
|
5.84K
$761K
|
|
|
May 13, 2025
Q1 2025
|
Azimuth Capital Investment Management LLC
Bloomfield Hills, MI |
SELL
|
- |
-196- 11.12% |
$25.2K - $27.1K
|
1.57K
$204K
|
|
|
May 09, 2025
Q1 2025
|
Deutsche Bank Ag\
Frankfurt Am Main, 2M |
SELL
|
- |
-196- 1.73% |
$25.2K - $27.1K
|
11.2K
$1.45M
|
|
|
May 14, 2025
Q1 2025
|
Smith, Moore & Co.
Clayton, MO |
SELL
|
- |
-198- 2.1% |
$25.5K - $27.3K
|
9.23K
$1.2M
|
|
|
Apr 17, 2025
Q1 2025
|
Cornell Pochily Investment Advisors, Inc.
|
SELL
|
- |
-200- 1.45% |
$25.7K - $27.6K
|
13.6K
$1.77M
|
|
|
May 09, 2025
Q1 2025
|
Smithfield Trust CO
Pittsburgh, PA |
SELL
|
- |
-200- 0.38% |
$25.7K - $27.6K
|
52.6K
$6.86M
|
|
|
Apr 29, 2025
Q1 2025
|
Sigma Investment Counselors Inc
|
SELL
|
- |
-200- 9.57% |
$25.7K - $27.6K
|
1.89K
$246K
|
|
|
Apr 14, 2025
Q1 2025
|
Patriot Financial Group Insurance Agency, LLC
|
SELL
|
- |
-200- 7.37% |
$25.7K - $27.6K
|
2.52K
$328K
|
|
|
May 14, 2025
Q1 2025
|
Dorsey & Whitney Trust CO LLC
Sioux Falls, SD |
SELL
|
- |
-202- 3.62% |
$26K - $27.9K
|
5.38K
$701K
|
|
|
Apr 22, 2025
Q1 2025
|
Crewe Advisors LLC
|
SELL
|
- |
-204- 18.01% |
$26.2K - $28.2K
|
929
$121K
|
|
|
Apr 04, 2025
Q1 2025
|
Baring Financial LLC
Bellingham, WA |
SELL
|
- |
-216- 5.58% |
$27.8K - $29.8K
|
3.66K
$477K
|
|
|
May 14, 2025
Q1 2025
|
Islay Capital Management, LLC
Lubbock, TX |
SELL
|
- |
-219- 2.7% |
$28.2K - $30.2K
|
7.9K
$1.03M
|
|
|
May 15, 2025
Q1 2025
|
Federation Des Caisses Desjardins Du Quebec
Levis, A8 |
SELL
|
- |
-220- 1.38% |
$28.3K - $30.4K
|
15.8K
$2.06M
|