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 02, 2025
Q1 2025
|
Wealthfront Advisers LLC
|
SELL
|
- |
-1.25K- 6.32% |
$161K - $173K
|
18.5K
$2.42M
|
|
|
Apr 18, 2025
Q1 2025
|
Optivise Advisory Services LLC
Franklin, TN |
SELL
|
- |
-1.3K- 17.18% |
$167K - $179K
|
6.25K
$814K
|
|
|
May 15, 2025
Q1 2025
|
Perennial Investment Advisors, LLC
Los Angeles, CA |
SELL
|
- |
-1.31K- 44.91% |
$168K - $180K
|
1.6K
$209K
|
|
|
May 14, 2025
Q1 2025
|
Srs Capital Advisors, Inc.
Denver, CO |
SELL
|
- |
-1.32K- 4.62% |
$170K - $182K
|
27.2K
$3.55M
|
|
|
Apr 30, 2025
Q1 2025
|
First National Bank & Trust CO Of Newtown
|
SELL
|
- |
-1.35K- 0.78% |
$174K - $187K
|
172K
$22.4M
|
|
|
May 12, 2025
Q1 2025
|
Linscomb & Williams, Inc.
Houston, TX |
SELL
|
- |
-1.36K- 1.88% |
$175K - $188K
|
70.9K
$9.24M
|
|
|
Apr 09, 2025
Q1 2025
|
Merit Financial Group, LLC
|
SELL
|
- |
-1.42K- 33.44% |
$182K - $196K
|
2.82K
$367K
|
|
|
Apr 22, 2025
Q1 2025
|
Eagle Strategies LLC
New York, NY |
SELL
|
- |
-1.42K- 8.22% |
$182K - $196K
|
15.8K
$2.06M
|
|
|
Apr 24, 2025
Q1 2025
|
Bartlett & Co. Wealth Management LLC
Cincinnati, OH |
SELL
|
- |
-1.43K- 19.37% |
$183K - $197K
|
5.93K
$773K
|
|
|
May 14, 2025
Q1 2025
|
Creative One Wealth, LLC
Overland Park, KS |
SELL
|
- |
-1.45K- 10.65% |
$186K - $200K
|
12.1K
$1.58M
|
|
|
Apr 07, 2025
Q1 2025
|
Parallel Advisors, LLC
|
SELL
|
- |
-1.49K- 8.5% |
$192K - $206K
|
16K
$2.09M
|
|
|
May 01, 2025
Q1 2025
|
Oxbow Advisors, LLC
Corpus Christi, TX |
SELL
|
- |
-1.53K- 8.76% |
$196K - $211K
|
15.9K
$2.07M
|
|
|
May 07, 2025
Q1 2025
|
Meeder Advisory Services, Inc.
Dublin, OH |
SELL
|
- |
-1.55K- 36.94% |
$199K - $214K
|
2.65K
$345K
|
|
|
Apr 22, 2025
Q1 2025
|
Cambridge Investment Research Advisors, Inc.
|
SELL
|
- |
-1.55K- 0.97% |
$200K - $214K
|
158K
$20.6M
|
|
|
Apr 24, 2025
Q1 2025
|
Mirae Asset Global Investments Co., Ltd.
|
SELL
|
- |
-1.6K- 8.74% |
$206K - $221K
|
16.7K
$2.18M
|
|
|
May 13, 2025
Q1 2025
|
Camden Capital, LLC
|
SELL
|
- |
-1.61K- 36.62% |
$208K - $223K
|
2.79K
$364K
|
|
|
Apr 28, 2025
Q1 2025
|
Arlington Trust CO LLC
Birmingham, AL |
SELL
|
- |
-1.68K- 7.65% |
$216K - $232K
|
20.3K
$2.64M
|
|
|
Apr 24, 2025
Q1 2025
|
Golden State Wealth Management, LLC
Santa Ana, CA |
SELL
|
- |
-1.7K- 50.0% |
$219K - $235K
|
1.7K
$222K
|
|
|
May 05, 2025
Q1 2025
|
Verus Financial Partners, Inc.
|
SELL
|
- |
-1.71K- 2.85% |
$220K - $236K
|
58.2K
$7.58M
|
|
|
May 12, 2025
Q1 2025
|
Paulson Wealth Management Inc.
|
SELL
|
- |
-1.75K- 52.03% |
$225K - $241K
|
1.61K
$210K
|
|
|
May 06, 2025
Q1 2025
|
Ae Wealth Management LLC
|
SELL
|
- |
-1.77K- 19.45% |
$228K - $245K
|
7.35K
$958K
|
|
|
Apr 21, 2025
Q1 2025
|
Cornerstone Management, Inc.
Duluth, GA |
SELL
|
- |
-1.78K- 4.83% |
$229K - $246K
|
35K
$4.57M
|
|
|
Apr 14, 2025
Q1 2025
|
Capital Investment Advisors, LLC
|
SELL
|
- |
-1.84K- 1.46% |
$236K - $254K
|
124K
$16.2M
|
|
|
Apr 16, 2025
Q1 2025
|
Bensler, LLC
Bellevue, WA |
SELL
|
- |
-1.91K- 10.66% |
$245K - $263K
|
16K
$2.08M
|
|
|
May 08, 2025
Q1 2025
|
Modera Wealth Management, LLC
|
SELL
|
- |
-1.91K- 23.48% |
$246K - $264K
|
6.24K
$813K
|
|
|
Apr 14, 2025
Q1 2025
|
Regent Peak Wealth Advisors LLC
Atlanta, GA |
SELL
|
- |
-2.07K- 25.88% |
$267K - $286K
|
5.94K
$774K
|
|
|
May 12, 2025
Q1 2025
|
Trustmark National Bank Trust Department
Jackson, MS |
SELL
|
- |
-2.08K- 1.7% |
$267K - $287K
|
120K
$15.7M
|
|
|
May 14, 2025
Q1 2025
|
Gw Henssler & Associates LTD
|
SELL
|
- |
-2.08K- 2.14% |
$267K - $287K
|
95K
$12.4M
|
|
|
Apr 28, 2025
Q1 2025
|
Mutual Advisors, LLC
Casper, WY |
SELL
|
- |
-2.15K- 3.44% |
$276K - $296K
|
60.2K
$7.85M
|
|
|
May 12, 2025
Q1 2025
|
Traynor Capital Management, Inc.
|
SELL
|
- |
-2.17K- 11.33% |
$279K - $299K
|
17K
$2.21M
|
|
|
Apr 07, 2025
Q1 2025
|
Welch Group, LLC
|
SELL
|
- |
-2.26K- 40.9% |
$290K - $311K
|
3.26K
$425K
|
|
|
May 01, 2025
Q1 2025
|
Asset Dedication, LLC
|
SELL
|
- |
-2.37K- 16.02% |
$304K - $327K
|
12.4K
$1.62M
|
|
|
May 15, 2025
Q1 2025
|
Lgl Partners, LLC
West Conshohocken, PA |
SELL
|
- |
-2.39K- 7.36% |
$307K - $330K
|
30.1K
$3.92M
|
|
|
May 01, 2025
Q1 2025
|
Quest 10 Wealth Builders, Inc.
Fuquay Varina, VA |
SELL
|
- |
-2.41K- 30.56% |
$310K - $333K
|
5.48K
$715K
|
|
|
May 12, 2025
Q1 2025
|
White Lighthouse Investment Management Inc.
|
SELL
|
- |
-2.45K- 3.69% |
$315K - $339K
|
64K
$8.34M
|
|
|
May 12, 2025
Q1 2025
|
High Tower Advisors, LLC
Chicago, IL |
SELL
|
- |
-2.49K- 0.83% |
$321K - $344K
|
299K
$39M
|
|
|
May 14, 2025
Q1 2025
|
Captrust Financial Advisors
Raleigh, NC |
SELL
|
- |
-2.56K- 2.77% |
$330K - $354K
|
90.1K
$11.7M
|
|
|
Apr 23, 2025
Q1 2025
|
Sequoia Financial Advisors, LLC
|
SELL
|
- |
-2.57K- 4.01% |
$330K - $355K
|
61.5K
$8.02M
|
|
|
May 08, 2025
Q1 2025
|
Us Bancorp \De\
|
SELL
|
- |
-2.63K- 0.23% |
$338K - $363K
|
1.12M
$146M
|
|
|
May 01, 2025
Q1 2025
|
Sigma Planning Corp
Ann Arbor, MI |
SELL
|
- |
-2.64K- 10.26% |
$339K - $364K
|
23.1K
$3.01M
|
|
|
Apr 09, 2025
Q1 2025
|
Signature Securities Group Corporation
|
SELL
|
- |
-2.65K- 10.83% |
$340K - $366K
|
21.8K
$2.84M
|
|
|
Apr 09, 2025
Q1 2025
|
Lbmc Investment Advisors, LLC
|
SELL
|
- |
-2.7K- 1.15% |
$347K - $372K
|
231K
$30.1M
|
|
|
May 20, 2025
Q1 2025
|
Flaharty Asset Management, LLC
|
SELL
|
- |
-2.7K- 12.55% |
$347K - $373K
|
18.8K
$2.45M
|
|
|
May 09, 2025
Q1 2025
|
Td Waterhouse Canada Inc.
Toronto, A6 |
SELL
|
- |
-2.72K- 19.13% |
$349K - $375K
|
11.5K
$1.5M
|
|
|
May 13, 2025
Q1 2025
|
Aptus Capital Advisors, LLC
|
SELL
|
- |
-2.75K- 22.91% |
$353K - $380K
|
9.25K
$1.21M
|
|
|
May 13, 2025
Q1 2025
|
Adviser Investments LLC
|
SELL
|
- |
-2.79K- 20.28% |
$359K - $386K
|
11K
$1.43M
|
|
|
Apr 25, 2025
Q1 2025
|
Ameritas Advisory Services, LLC
Lincoln, NE |
SELL
|
- |
-2.79K- 11.58% |
$359K - $386K
|
21.3K
$2.78M
|
|
|
May 15, 2025
Q1 2025
|
Calton & Associates, Inc.
|
SELL
|
- |
-2.86K- 52.57% |
$368K - $395K
|
2.58K
$336K
|
|
|
May 01, 2025
Q1 2025
|
Omega Financial Group, LLC
|
SELL
|
- |
-2.89K- 5.92% |
$372K - $399K
|
45.9K
$5.99M
|
|
|
May 13, 2025
Q1 2025
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
SELL
|
- |
-2.93K- 32.46% |
$377K - $405K
|
6.1K
$795K
|