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 08, 2025
Q1 2025
|
Weinberger Asset Management, Inc
Los Angeles, CA |
SELL
|
- |
-368- 2.03% |
$47.3K - $50.8K
|
17.7K
$2.31M
|
|
|
May 14, 2025
Q1 2025
|
Atomi Financial Group, Inc.
Irvine, CA |
SELL
|
- |
-371- 11.57% |
$47.7K - $51.2K
|
2.84K
$370K
|
|
|
May 15, 2025
Q1 2025
|
Connecticut Wealth Management, LLC
|
SELL
|
- |
-373- 14.75% |
$48K - $51.5K
|
2.16K
$281K
|
|
|
May 06, 2025
Q1 2025
|
Jackson, Grant Investment Advisers, Inc.
|
SELL
|
- |
-373- 0.91% |
$48K - $51.5K
|
40.4K
$5.27M
|
|
|
May 14, 2025
Q1 2025
|
Joseph P. Lucia & Associates, LLC
|
SELL
|
- |
-387- 1.17% |
$49.8K - $53.4K
|
32.7K
$4.27M
|
|
|
May 15, 2025
Q1 2025
|
Lido Advisors, LLC
Los Angeles, CA |
SELL
|
- |
-388- 0.44% |
$49.9K - $53.6K
|
88K
$11.5M
|
|
|
Apr 08, 2025
Q1 2025
|
Peoples Bank/Ks
Pratt, KS |
SELL
|
- |
-395- 2.6% |
$50.8K - $54.5K
|
14.8K
$1.93M
|
|
|
May 09, 2025
Q1 2025
|
Syntegra Private Wealth Group, LLC
Chesterfield, MO |
SELL
|
- |
-398- 3.25% |
$51.2K - $55K
|
11.9K
$1.55M
|
|
|
Apr 29, 2025
Q1 2025
|
Security National Bank Of So Dak
Sioux City, IA |
SELL
|
- |
-400- 5.17% |
$51.4K - $55.2K
|
7.33K
$955K
|
|
|
Apr 14, 2025
Q1 2025
|
City Holding CO
|
SELL
|
- |
-405- 1.86% |
$52.1K - $55.9K
|
21.4K
$2.79M
|
|
|
May 08, 2025
Q1 2025
|
Plante Moran Financial Advisors, LLC
|
SELL
|
- |
-406- 16.09% |
$52.2K - $56.1K
|
2.12K
$276K
|
|
|
May 14, 2025
Q1 2025
|
Level Four Advisory Services, LLC
Dallas, TX |
SELL
|
- |
-408- 2.18% |
$52.5K - $56.3K
|
18.3K
$2.38M
|
|
|
Apr 28, 2025
Q1 2025
|
Financial Advocates Investment Management
Olympia, WA |
SELL
|
- |
-415- 3.08% |
$53.4K - $57.3K
|
13K
$1.7M
|
|
|
May 06, 2025
Q1 2025
|
M. Kulyk & Associates, LLC
|
SELL
|
- |
-420- 8.1% |
$54K - $58K
|
4.77K
$621K
|
|
|
May 15, 2025
Q1 2025
|
Ameriflex Group, Inc.
Las Vegas, NV |
SELL
|
- |
-427- 7.44% |
$54.9K - $59K
|
5.31K
$692K
|
|
|
May 15, 2025
Q1 2025
|
Mercer Global Advisors Inc
Denver, CO |
SELL
|
- |
-428- 0.25% |
$55K - $59.1K
|
174K
$22.6M
|
|
|
May 14, 2025
Q1 2025
|
Choate Investment Advisors
Boston, MA |
SELL
|
- |
-430- 6.87% |
$55.3K - $59.4K
|
5.83K
$759K
|
|
|
Apr 25, 2025
Q1 2025
|
Arbor Investment Advisors, LLC
|
SELL
|
- |
-443- 16.08% |
$57K - $61.2K
|
2.31K
$301K
|
|
|
Apr 10, 2025
Q1 2025
|
Secure Asset Management, LLC
|
SELL
|
- |
-447- 11.8% |
$57.5K - $61.7K
|
3.34K
$435K
|
|
|
May 01, 2025
Q1 2025
|
Apollon Financial, LLC
Mount Pleasant, SC |
SELL
|
- |
-450- 5.83% |
$57.9K - $62.1K
|
7.26K
$947K
|
|
|
Apr 30, 2025
Q1 2025
|
M&T Bank Corp
|
SELL
|
- |
-457- 0.19% |
$58.8K - $63.1K
|
234K
$30.5M
|
|
|
Apr 21, 2025
Q1 2025
|
Evanson Asset Management, LLC
|
SELL
|
- |
-466- 2.86% |
$59.9K - $64.4K
|
15.8K
$2.06M
|
|
|
Apr 28, 2025
Q1 2025
|
Keybank National Association
|
SELL
|
- |
-480- 1.34% |
$61.7K - $66.3K
|
35.4K
$4.62M
|
|
|
May 13, 2025
Q1 2025
|
High Falls Advisors, Inc
Rochester, NY |
SELL
|
- |
-483- 4.2% |
$62.1K - $66.7K
|
11K
$1.44M
|
|
|
May 08, 2025
Q1 2025
|
Sound View Wealth Advisors Group, LLC
|
SELL
|
- |
-485- 4.55% |
$62.4K - $67K
|
10.2K
$1.33M
|
|
|
May 02, 2025
Q1 2025
|
Lmg Wealth Partners, LLC
Shreveport, LA |
SELL
|
- |
-487- 1.27% |
$62.6K - $67.3K
|
37.7K
$4.92M
|
|
|
Apr 15, 2025
Q1 2025
|
Ironwood Financial, LLC
|
SELL
|
- |
-499- 1.38% |
$64.2K - $68.9K
|
35.7K
$4.65M
|
|
|
May 14, 2025
Q1 2025
|
Vermillion & White Wealth Management Group, LLC
Phoenixville, PA |
SELL
|
- |
-500- 12.66% |
$64.3K - $69.1K
|
3.45K
$450K
|
|
|
May 14, 2025
Q1 2025
|
Keeley Teton Advisors, LLC
Chicago, IL |
SELL
|
- |
-500- 4.25% |
$64.3K - $69.1K
|
11.3K
$1.47M
|
|
|
Apr 22, 2025
Q1 2025
|
Palisade Asset Management, LLC
|
SELL
|
- |
-510- 16.45% |
$65.6K - $70.4K
|
2.59K
$338K
|
|
|
Apr 09, 2025
Q1 2025
|
High Net Worth Advisory Group LLC
Naples, FL |
SELL
|
- |
-511- 2.2% |
$65.7K - $70.6K
|
22.7K
$2.95M
|
|
|
May 02, 2025
Q1 2025
|
Whittier Trust CO
|
SELL
|
- |
-520- 4.99% |
$66.9K - $71.8K
|
9.89K
$1.29M
|
|
|
May 12, 2025
Q1 2025
|
Kohmann Bosshard Financial Services, LLC
|
SELL
|
- |
-525- 5.69% |
$67.5K - $72.5K
|
8.7K
$1.13M
|
|
|
Apr 29, 2025
Q1 2025
|
Sonata Capital Group Inc
|
SELL
|
- |
-530- 2.07% |
$68.1K - $73.2K
|
25K
$3.26M
|
|
|
May 15, 2025
Q1 2025
|
Keel Point, LLC
Huntsville, AL |
SELL
|
- |
-532- 5.12% |
$68.4K - $73.5K
|
9.87K
$1.29M
|
|
|
May 09, 2025
Q1 2025
|
Citizens Financial Group Inc
|
SELL
|
- |
-534- 0.86% |
$68.7K - $73.7K
|
61.9K
$8.07M
|
|
|
May 15, 2025
Q1 2025
|
Mariner, LLC
Overland Park, KS |
SELL
|
- |
-534- 0.14% |
$68.7K - $73.7K
|
378K
$49.3M
|
|
|
May 13, 2025
Q1 2025
|
Camden National Bank
Camden, ME |
SELL
|
- |
-536- 12.3% |
$68.9K - $74K
|
3.82K
$498K
|
|
|
May 15, 2025
Q1 2025
|
Scarborough Advisors, LLC
Annapolis, MD |
SELL
|
- |
-542- 1.5% |
$69.7K - $74.9K
|
35.5K
$4.63M
|
|
|
Apr 30, 2025
Q1 2025
|
Hunter Associates Investment Management LLC
Pittsburgh, PA |
SELL
|
- |
-550- 12.64% |
$70.7K - $76K
|
3.8K
$495K
|
|
|
Apr 29, 2025
Q1 2025
|
Synergy Investment Management, LLC
Altamonte Springs, FL |
SELL
|
- |
-560- 51.66% |
$72K - $77.3K
|
524
$68.3K
|
|
|
May 14, 2025
Q1 2025
|
Guidance Point Advisors, LLC
|
SELL
|
- |
-570- 2.24% |
$73.3K - $78.7K
|
24.9K
$3.24M
|
|
|
May 07, 2025
Q1 2025
|
Capital City Trust CO
|
SELL
|
- |
-570- 25.65% |
$73.3K - $78.7K
|
1.65K
$215K
|
|
|
Apr 22, 2025
Q1 2025
|
Perfromance Wealth Partners, LLC
|
SELL
|
- |
-588- 5.96% |
$75.6K - $81.2K
|
9.28K
$1.21M
|
|
|
May 15, 2025
Q1 2025
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
SELL
|
- |
-592- 4.34% |
$76.1K - $81.8K
|
13.1K
$1.7M
|
|
|
May 06, 2025
Q1 2025
|
Birchcreek Wealth Management, LLC
Miami Township, OH |
SELL
|
- |
-597- 15.15% |
$76.8K - $82.4K
|
3.34K
$436K
|
|
|
May 07, 2025
Q1 2025
|
Motco
|
SELL
|
- |
-600- 25.96% |
$77.1K - $82.9K
|
1.71K
$223K
|
|
|
May 15, 2025
Q1 2025
|
Ep Wealth Advisors, LLC
Torrance, CA |
SELL
|
- |
-618- 2.71% |
$79.5K - $85.3K
|
22.2K
$2.9M
|
|
|
Apr 29, 2025
Q1 2025
|
Burke & Herbert Bank & Trust CO
|
SELL
|
- |
-620- 1.47% |
$79.7K - $85.6K
|
41.5K
$5.42M
|
|
|
May 13, 2025
Q1 2025
|
Journey Advisory Group, LLC
|
SELL
|
- |
-620- 6.0% |
$79.7K - $85.6K
|
9.72K
$1.27M
|