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 13, 2025
Q1 2025
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
SELL
|
- |
-3.14K- 7.92% |
$403K - $433K
|
36.5K
$4.75M
|
|
|
Apr 29, 2025
Q1 2025
|
Harel Insurance Investments & Financial Services Ltd.
|
SELL
|
- |
-3.21K- 60.13% |
$413K - $443K
|
2.13K
$277K
|
|
|
May 06, 2025
Q1 2025
|
Choreo, LLC
Minneapolis, MN |
SELL
|
- |
-3.24K- 24.56% |
$417K - $448K
|
9.96K
$1.3M
|
|
|
May 15, 2025
Q1 2025
|
First Commonwealth Financial Corp
Indiana, PA |
SELL
|
- |
-3.39K- 12.55% |
$435K - $468K
|
23.6K
$3.08M
|
|
|
May 08, 2025
Q1 2025
|
Commerce Bank
Kansas City, MO |
SELL
|
- |
-3.41K- 1.17% |
$438K - $470K
|
288K
$37.5M
|
|
|
Apr 29, 2025
Q1 2025
|
Financial Counselors Inc
|
SELL
|
- |
-3.41K- 15.45% |
$438K - $471K
|
18.7K
$2.43M
|
|
|
Apr 14, 2025
Q1 2025
|
Miracle Mile Advisors, LLC
|
SELL
|
- |
-3.69K- 17.74% |
$474K - $509K
|
17.1K
$2.23M
|
|
|
May 21, 2025
Q1 2025
|
Geneos Wealth Management Inc.
|
SELL
|
- |
-3.69K- 13.24% |
$475K - $510K
|
24.2K
$3.15M
|
|
|
May 14, 2025
Q1 2025
|
Stonebridge Capital Advisors LLC
St Paul, MN |
SELL
|
- |
-3.81K- 21.7% |
$490K - $526K
|
13.8K
$1.79M
|
|
|
Apr 21, 2025
Q1 2025
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
SELL
|
- |
-3.93K- 13.24% |
$505K - $542K
|
25.7K
$3.35M
|
|
|
May 15, 2025
Q1 2025
|
Mai Capital Management
|
SELL
|
- |
-3.94K- 4.42% |
$507K - $544K
|
85.2K
$11.1M
|
|
|
May 15, 2025
Q1 2025
|
Oxford Financial Group LTD
Indianapolis, IN |
SELL
|
- |
-4.02K- 92.55% |
$516K - $554K
|
323
$42.1K
|
|
|
May 13, 2025
Q1 2025
|
Lee Financial CO
Dallas, TX |
SELL
|
- |
-4.07K- 6.59% |
$524K - $562K
|
57.7K
$7.52M
|
|
|
Apr 14, 2025
Q1 2025
|
Simplicity Wealth,Llc
|
SELL
|
- |
-4.08K- 59.16% |
$525K - $564K
|
2.82K
$367K
|
|
|
May 13, 2025
Q1 2025
|
Moment Partners, LLC
San Francisco, CA |
SELL
|
- |
-4.24K- 1.6% |
$545K - $585K
|
260K
$33.9M
|
|
|
Apr 24, 2025
Q1 2025
|
Mascoma Wealth Management LLC
|
SELL
|
- |
-4.49K- 41.17% |
$577K - $620K
|
6.41K
$835K
|
|
|
May 15, 2025
Q1 2025
|
Rmb Capital Management, LLC
|
SELL
|
- |
-4.89K- 27.0% |
$629K - $676K
|
13.2K
$1.72M
|
|
|
May 05, 2025
Q1 2025
|
Y Intercept (Hong Kong) LTD
|
SELL
|
- |
-4.96K- 72.63% |
$638K - $685K
|
1.87K
$244K
|
|
|
Apr 18, 2025
Q1 2025
|
Global Trust Asset Management, LLC
|
SELL
|
- |
-5.05K- 27.71% |
$649K - $697K
|
13.2K
$1.72M
|
|
|
May 06, 2025
Q1 2025
|
Principle Wealth Partners LLC
|
SELL
|
- |
-5.17K- 11.86% |
$665K - $714K
|
38.4K
$5M
|
|
|
May 14, 2025
Q1 2025
|
Ameriprise Financial Inc
Minneapolis, MN |
SELL
|
- |
-5.17K- 1.05% |
$665K - $714K
|
486K
$63.3M
|
|
|
May 09, 2025
Q1 2025
|
Geo Wealth Management, LLC
Chicago, IL |
SELL
|
- |
-5.25K- 58.75% |
$675K - $724K
|
3.68K
$480K
|
|
|
May 05, 2025
Q1 2025
|
Nwam LLC
Mercer Island, WA |
SELL
|
- |
-6.2K- 36.97% |
$797K - $856K
|
10.6K
$1.38M
|
|
|
May 13, 2025
Q1 2025
|
Stifel Financial Corp
St. Louis, MO |
SELL
|
- |
-6.23K- 2.03% |
$801K - $860K
|
300K
$39.2M
|
|
|
May 02, 2025
Q1 2025
|
Asset Advisors Investment Management, LLC
|
SELL
|
- |
-6.4K- 8.91% |
$823K - $884K
|
65.4K
$8.52M
|
|
|
May 06, 2025
Q1 2025
|
Assetmark, Inc
|
SELL
|
- |
-6.56K- 2.84% |
$843K - $905K
|
224K
$29.2M
|
|
|
Apr 17, 2025
Q1 2025
|
Bouvel Investment Partners, LLC
|
SELL
|
- |
-6.83K- 26.03% |
$878K - $943K
|
19.4K
$2.53M
|
|
|
May 14, 2025
Q1 2025
|
Mml Investors Services, LLC
Springfield, MA |
SELL
|
- |
-6.97K- 17.14% |
$896K - $962K
|
33.7K
$4.39M
|
|
|
May 02, 2025
Q1 2025
|
Retirement Planning CO Of New England, Inc.
Warwick, RI |
SELL
|
- |
-7K- 73.85% |
$900K - $967K
|
2.48K
$323K
|
|
|
May 01, 2025
Q1 2025
|
Dakota Wealth Management
|
SELL
|
- |
-7.8K- 43.93% |
$1M - $1.08M
|
9.96K
$1.3M
|
|
|
Apr 25, 2025
Q1 2025
|
Essex Financial Services, Inc.
|
SELL
|
- |
-8.16K- 26.51% |
$1.05M - $1.13M
|
22.6K
$2.95M
|
|
|
May 15, 2025
Q1 2025
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
SELL
|
- |
-8.16K- 83.63% |
$1.05M - $1.13M
|
1.6K
$208K
|
|
|
May 01, 2025
Q1 2025
|
Fulton Breakefield Broenniman LLC
|
SELL
|
- |
-8.25K- 53.83% |
$1.06M - $1.14M
|
7.08K
$923K
|
|
|
May 09, 2025
Q1 2025
|
Annis Gardner Whiting Capital Advisors, LLC
Tampa, FL |
SELL
|
- |
-8.38K- 81.81% |
$1.08M - $1.16M
|
1.86K
$243K
|
|
|
May 13, 2025
Q1 2025
|
Bokf, Na
Tulsa, OK |
SELL
|
- |
-9.43K- 12.74% |
$1.21M - $1.3M
|
64.6K
$8.42M
|
|
|
May 14, 2025
Q1 2025
|
Synovus Financial Corp
Columbus, GA |
SELL
|
- |
-9.75K- 4.56% |
$1.25M - $1.35M
|
204K
$26.6M
|
|
|
Apr 24, 2025
Q1 2025
|
Sunbelt Securities, Inc.
Houston, TX |
SELL
|
- |
-10.1K- 61.77% |
$1.29M - $1.39M
|
6.23K
$812K
|
|
|
Apr 30, 2025
Q1 2025
|
Cerity Partners LLC
New York, NY |
SELL
|
- |
-11.2K- 7.56% |
$1.45M - $1.55M
|
137K
$17.9M
|
|
|
Apr 14, 2025
Q1 2025
|
Old National Bancorp
|
SELL
|
- |
-11.5K- 13.26% |
$1.48M - $1.59M
|
75.1K
$9.79M
|
|
|
May 15, 2025
Q1 2025
|
Pathstone Holdings, LLC
Englewood, NJ |
SELL
|
- |
-11.7K- 14.76% |
$1.5M - $1.61M
|
67.3K
$8.77M
|
|
|
May 14, 2025
Q1 2025
|
Venture Visionary Partners LLC
|
SELL
|
- |
-12.3K- 47.4% |
$1.59M - $1.7M
|
13.7K
$1.79M
|
|
|
May 09, 2025
Q1 2025
|
Atria Wealth Solutions, Inc.
New York, NY |
SELL
|
- |
-12.4K- 23.61% |
$1.6M - $1.71M
|
40.2K
$5.24M
|
|
|
May 07, 2025
Q1 2025
|
Foundations Investment Advisors, LLC
|
SELL
|
- |
-13.5K- 80.62% |
$1.74M - $1.87M
|
3.25K
$423K
|
|
|
May 05, 2025
Q1 2025
|
Balentine LLC
Atlanta, GA |
SELL
|
- |
-13.7K- 29.3% |
$1.76M - $1.89M
|
33.1K
$4.31M
|
|
|
Apr 15, 2025
Q1 2025
|
Integrated Advisors Network LLC
Palos Verdes Estates, CA |
SELL
|
- |
-14K- 28.14% |
$1.8M - $1.93M
|
35.8K
$4.66M
|
|
|
Apr 15, 2025
Q1 2025
|
Fifth Third Bancorp
|
SELL
|
- |
-14.6K- 5.06% |
$1.88M - $2.01M
|
274K
$35.7M
|
|
|
Apr 22, 2025
Q1 2025
|
Ellis Investment Partners, LLC
|
SELL
|
- |
-15.4K- 7.09% |
$1.98M - $2.13M
|
202K
$26.4M
|
|
|
May 07, 2025
Q1 2025
|
First Heartland Consultants, Inc.
|
SELL
|
- |
-16.3K- 86.8% |
$2.1M - $2.26M
|
2.49K
$324K
|
|
|
May 09, 2025
Q1 2025
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
SELL
|
- |
-17.4K- 0.46% |
$2.23M - $2.4M
|
3.8M
$495M
|
|
|
May 14, 2025
Q1 2025
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
SELL
|
- |
-17.5KClosed |
$2.25M - $2.42M
|
0
$0
|