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
|
Brown Brothers Harriman & CO
New York, NY |
SELL
|
- |
-625- 12.96% |
$80.4K - $86.3K
|
4.2K
$547K
|
|
|
Apr 16, 2025
Q1 2025
|
Rmr Wealth Builders
|
SELL
|
- |
-639- 24.92% |
$82.2K - $88.2K
|
1.93K
$251K
|
|
|
May 02, 2025
Q1 2025
|
Litman Gregory Wealth Management LLC
|
SELL
|
- |
-642- 15.88% |
$82.5K - $88.7K
|
3.4K
$443K
|
|
|
May 12, 2025
Q1 2025
|
Gryphon Financial Partners LLC
|
SELL
|
- |
-659- 3.89% |
$84.7K - $91K
|
16.3K
$2.12M
|
|
|
Apr 25, 2025
Q1 2025
|
Washington Trust CO
|
SELL
|
- |
-665- 4.42% |
$85.5K - $91.8K
|
14.4K
$1.87M
|
|
|
May 05, 2025
Q1 2025
|
Hazlett, Burt & Watson, Inc.
|
SELL
|
- |
-666- 3.23% |
$85.6K - $92K
|
20K
$2.6M
|
|
|
Apr 07, 2025
Q1 2025
|
Fc Advisory LLC
|
SELL
|
- |
-671- 18.95% |
$86.3K - $92.7K
|
2.87K
$374K
|
|
|
May 06, 2025
Q1 2025
|
One Wealth Advisors, LLC
San Francisco, CA |
SELL
|
- |
-686- 2.2% |
$88.2K - $94.7K
|
30.5K
$3.98M
|
|
|
May 15, 2025
Q1 2025
|
Guardian Wealth Advisors, LLC
Raleigh, NC |
SELL
|
- |
-687- 7.79% |
$88.3K - $94.9K
|
8.14K
$1.06M
|
|
|
Apr 21, 2025
Q1 2025
|
Compass Ion Advisors, LLC
|
SELL
|
- |
-700- 13.58% |
$90K - $96.7K
|
4.46K
$581K
|
|
|
Apr 14, 2025
Q1 2025
|
First Citizens Bank & Trust CO
|
SELL
|
- |
-701- 2.89% |
$90.1K - $96.8K
|
23.6K
$3.07M
|
|
|
May 12, 2025
Q1 2025
|
Peapack Gladstone Financial Corp
Bedminster, NJ |
SELL
|
- |
-701- 3.88% |
$90.1K - $96.8K
|
17.4K
$2.26M
|
|
|
May 14, 2025
Q1 2025
|
Hsbc Holdings PLC
London, X0 |
SELL
|
- |
-707- 4.12% |
$90.9K - $97.6K
|
16.5K
$2.15M
|
|
|
Apr 22, 2025
Q1 2025
|
Valmark Advisers, Inc.
|
SELL
|
- |
-721- 0.45% |
$92.7K - $99.6K
|
159K
$20.7M
|
|
|
Apr 29, 2025
Q1 2025
|
Brown Advisory Inc
|
SELL
|
- |
-750- 1.73% |
$96.4K - $104K
|
42.7K
$5.56M
|
|
|
Apr 17, 2025
Q1 2025
|
Smith Shellnut Wilson LLC
|
SELL
|
- |
-750- 3.37% |
$96.4K - $104K
|
21.5K
$2.8M
|
|
|
Apr 30, 2025
Q1 2025
|
Highview Capital Management LLC
|
SELL
|
- |
-769- 24.67% |
$98.9K - $106K
|
2.35K
$306K
|
|
|
Apr 23, 2025
Q1 2025
|
Hbk Sorce Advisory LLC
Erie, PA |
SELL
|
- |
-777- 3.48% |
$99.9K - $107K
|
21.6K
$2.81M
|
|
|
May 06, 2025
Q1 2025
|
Cetera Investment Advisers
Schaumburg, IL |
SELL
|
- |
-779- 0.2% |
$100K - $108K
|
385K
$50.2M
|
|
|
Apr 21, 2025
Q1 2025
|
Dunhill Financial, LLC
London, X0 |
SELL
|
- |
-788- 33.32% |
$101K - $109K
|
1.58K
$206K
|
|
|
Apr 17, 2025
Q1 2025
|
Qrg Capital Management, Inc.
Berwyn, PA |
SELL
|
- |
-791- 9.37% |
$102K - $109K
|
7.65K
$997K
|
|
|
May 05, 2025
Q1 2025
|
Financial Advisory Service, Inc.
|
SELL
|
- |
-809- 2.79% |
$104K - $112K
|
28.2K
$3.67M
|
|
|
May 15, 2025
Q1 2025
|
Fairview Capital Investment Management, LLC
Greenbrae, CA |
SELL
|
- |
-812- 23.36% |
$104K - $112K
|
2.66K
$347K
|
|
|
May 14, 2025
Q1 2025
|
Huntington National Bank
Columbus, OH |
SELL
|
- |
-849- 0.3% |
$109K - $117K
|
282K
$36.8M
|
|
|
Apr 17, 2025
Q1 2025
|
Brighton Jones LLC
|
SELL
|
- |
-869- 7.12% |
$112K - $120K
|
11.3K
$1.48M
|
|
|
May 15, 2025
Q1 2025
|
Clark Capital Management Group, Inc.
Philadelphia, PA |
SELL
|
- |
-900- 20.88% |
$116K - $124K
|
3.41K
$444K
|
|
|
Apr 30, 2025
Q1 2025
|
Country Club Bank
|
SELL
|
- |
-921- 11.66% |
$118K - $127K
|
6.98K
$910K
|
|
|
May 14, 2025
Q1 2025
|
Haverford Trust CO
Radnor, PA |
SELL
|
- |
-926- 4.25% |
$119K - $128K
|
20.8K
$2.72M
|
|
|
Apr 30, 2025
Q1 2025
|
Fidelis Capital Partners, LLC
Tampa, FL |
SELL
|
- |
-934- 5.53% |
$120K - $129K
|
15.9K
$2.08M
|
|
|
May 09, 2025
Q1 2025
|
Exencial Wealth Advisors, LLC
Oklahoma City, OK |
SELL
|
- |
-937- 21.04% |
$120K - $129K
|
3.52K
$458K
|
|
|
Apr 21, 2025
Q1 2025
|
Pfg Investments, LLC
Woodbury, NY |
SELL
|
- |
-941- 6.6% |
$121K - $130K
|
13.3K
$1.74M
|
|
|
Apr 17, 2025
Q1 2025
|
Mission Wealth Management, LP
|
SELL
|
- |
-942- 3.94% |
$121K - $130K
|
23K
$2.99M
|
|
|
Apr 10, 2025
Q1 2025
|
Cypress Wealth Services, LLC
|
SELL
|
- |
-948- 4.26% |
$122K - $131K
|
21.3K
$2.78M
|
|
|
May 08, 2025
Q1 2025
|
First National Trust CO
|
SELL
|
- |
-1.02K- 10.69% |
$132K - $141K
|
8.55K
$1.11M
|
|
|
May 02, 2025
Q1 2025
|
Wsfs Capital Management, LLC
Philadelphia, PA |
SELL
|
- |
-1.04K- 36.66% |
$133K - $143K
|
1.79K
$234K
|
|
|
Apr 21, 2025
Q1 2025
|
Bay Colony Advisory Group, Inc D
|
SELL
|
- |
-1.04K- 5.81% |
$134K - $144K
|
16.9K
$2.2M
|
|
|
May 08, 2025
Q1 2025
|
Main Street Financial Solutions, LLC
|
SELL
|
- |
-1.05K- 8.14% |
$135K - $145K
|
11.8K
$1.54M
|
|
|
Apr 30, 2025
Q1 2025
|
Ntv Asset Management LLC
|
SELL
|
- |
-1.06K- 0.95% |
$136K - $146K
|
111K
$14.5M
|
|
|
Apr 23, 2025
Q1 2025
|
Cornerstone Wealth Group, LLC
|
SELL
|
- |
-1.1K- 12.83% |
$141K - $152K
|
7.47K
$973K
|
|
|
Apr 22, 2025
Q1 2025
|
Chapin Davis, Inc.
Baltimore, MD |
SELL
|
- |
-1.1K- 17.92% |
$141K - $152K
|
5.04K
$657K
|
|
|
Apr 08, 2025
Q1 2025
|
Winthrop Advisory Group LLC
|
SELL
|
- |
-1.1K- 12.38% |
$142K - $152K
|
7.79K
$1.02M
|
|
|
May 14, 2025
Q1 2025
|
Farmers National Bank
Danville, KY |
SELL
|
- |
-1.1K- 9.61% |
$142K - $152K
|
10.4K
$1.35M
|
|
|
Apr 22, 2025
Q1 2025
|
Xml Financial, LLC
|
SELL
|
- |
-1.12K- 10.23% |
$144K - $155K
|
9.82K
$1.28M
|
|
|
Apr 01, 2025
Q1 2025
|
Massmutual Trust CO Fsb
|
SELL
|
- |
-1.12K- 34.46% |
$144K - $155K
|
2.13K
$278K
|
|
|
May 15, 2025
Q1 2025
|
Hancock Whitney Corp
|
SELL
|
- |
-1.13K- 3.78% |
$145K - $156K
|
28.7K
$3.74M
|
|
|
May 12, 2025
Q1 2025
|
South State Corp
|
SELL
|
- |
-1.13K- 19.84% |
$145K - $156K
|
4.56K
$595K
|
|
|
Apr 23, 2025
Q1 2025
|
Inman Jager Wealth Management, LLC
Hattiesburg, MS |
SELL
|
- |
-1.14K- 3.86% |
$146K - $157K
|
28.2K
$3.68M
|
|
|
May 06, 2025
Q1 2025
|
Pinnacle Associates LTD
|
SELL
|
- |
-1.17K- 3.62% |
$151K - $162K
|
31.3K
$4.08M
|
|
|
Apr 29, 2025
Q1 2025
|
Olistico Wealth, LLC
Tulsa, OK |
SELL
|
- |
-1.21K- 62.99% |
$155K - $166K
|
708
$92.3K
|
|
|
May 12, 2025
Q1 2025
|
Providence First Trust CO
|
SELL
|
- |
-1.24K- 6.04% |
$160K - $172K
|
19.3K
$2.52M
|