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 12, 2025
Q1 2025
|
Morgan Dempsey Capital Management LLC
Menomonee Falls, WI |
SELL
|
- |
-20.5K- 97.53% |
$2.64M - $2.84M
|
521
$67.9K
|
|
|
May 15, 2025
Q1 2025
|
Orion Portfolio Solutions, LLC
|
SELL
|
- |
-23.6K- 44.86% |
$3.03M - $3.26M
|
29K
$3.78M
|
|
|
May 14, 2025
Q1 2025
|
Kestra Advisory Services, LLC
|
SELL
|
- |
-24.5K- 18.57% |
$3.15M - $3.39M
|
108K
$14M
|
|
|
May 15, 2025
Q1 2025
|
Cullen Capital Management, LLC
New York, NY |
SELL
|
- |
-24.6K- 94.06% |
$3.16M - $3.39M
|
1.55K
$202K
|
|
|
May 14, 2025
Q1 2025
|
Bank Of Hawaii
Honolulu, HI |
SELL
|
- |
-25.4K- 35.55% |
$3.26M - $3.51M
|
46K
$6M
|
|
|
Apr 15, 2025
Q1 2025
|
Cx Institutional
|
SELL
|
- |
-30.2K- 98.7% |
$3.88M - $4.17M
|
398
$51.9K
|
|
|
May 06, 2025
Q1 2025
|
Atria Investments LLC
Charlotte, NC |
SELL
|
- |
-30.6K- 83.54% |
$3.94M - $4.23M
|
6.04K
$787K
|
|
|
May 14, 2025
Q1 2025
|
Northwestern Mutual Wealth Management CO
|
SELL
|
- |
-31.8K- 8.26% |
$4.09M - $4.4M
|
354K
$46.1M
|
|
|
Apr 29, 2025
Q1 2025
|
Envestnet Asset Management Inc
|
SELL
|
- |
-33.3K- 2.1% |
$4.29M - $4.6M
|
1.55M
$203M
|
|
|
May 09, 2025
Q1 2025
|
Core Cap Advisors, LLC
Southfield, MI |
SELL
|
- |
-36.9K- 78.41% |
$4.74M - $5.09M
|
10.2K
$1.32M
|
|
|
May 14, 2025
Q1 2025
|
Myda Advisors LLC
Inwood, NY |
SELL
|
- |
-40K- 50.0% |
$5.14M - $5.52M
|
40K
$5.21M
|
|
|
May 12, 2025
Q1 2025
|
National Bank Of Canada
|
SELL
|
- |
-42.5K- 17.32% |
$5.47M - $5.87M
|
203K
$26.5M
|
|
|
May 14, 2025
Q1 2025
|
Comerica Bank
|
SELL
|
- |
-43.1K- 8.74% |
$5.54M - $5.95M
|
450K
$58.7M
|
|
|
Apr 29, 2025
Q1 2025
|
Truist Financial Corp
|
SELL
|
- |
-45.1K- 3.78% |
$5.8M - $6.23M
|
1.15M
$150M
|
|
|
May 05, 2025
Q1 2025
|
Gw&K Investment Management, LLC
Boston, MA |
SELL
|
- |
-45.2K- 95.65% |
$5.81M - $6.24M
|
2.06K
$268K
|
|
|
May 15, 2025
Q1 2025
|
Al Ti Global, Inc.
New York, NY |
SELL
|
- |
-50.2K- 30.88% |
$6.45M - $6.93M
|
112K
$14.6M
|
|
|
Apr 30, 2025
Q1 2025
|
Stratos Wealth Partners, Ltd.
|
SELL
|
- |
-53.7K- 79.24% |
$6.91M - $7.42M
|
14.1K
$1.83M
|
|
|
May 14, 2025
Q1 2025
|
Kayne Anderson Rudnick Investment Management LLC
Los Angeles, CA |
SELL
|
- |
-58.2K- 68.08% |
$7.48M - $8.03M
|
27.3K
$3.55M
|
|
|
May 13, 2025
Q1 2025
|
Sterling Capital Management LLC
Charlotte, NC |
SELL
|
- |
-64.4K- 97.84% |
$8.28M - $8.89M
|
1.42K
$185K
|
|
|
May 15, 2025
Q1 2025
|
Royal Bank Of Canada
Toronto, A6 |
SELL
|
- |
-70.2K- 2.99% |
$9.03M - $9.7M
|
2.28M
$297M
|
|
|
May 15, 2025
Q1 2025
|
Bank Of America Corp
Charlotte, NC |
SELL
|
- |
-81.1K- 0.98% |
$10.4M - $11.2M
|
8.21M
$1.07B
|
|
|
Apr 28, 2025
Q1 2025
|
Miller Howard Investments Inc
|
SELL
|
- |
-148K- 29.59% |
$19M - $20.4M
|
351K
$45.8M
|
|
|
Apr 10, 2025
Q1 2025
|
Gilman Hill Asset Management, LLC
|
SELL
|
- |
-159K- 98.54% |
$20.4M - $22M
|
2.36K
$307K
|
|
|
Apr 17, 2025
Q1 2025
|
Exchange Traded Concepts, LLC
|
SELL
|
- |
-163K- 72.61% |
$21M - $22.5M
|
61.5K
$8.01M
|
|
|
May 05, 2025
Q1 2025
|
Private Advisor Group, LLC
|
SELL
|
- |
-187K- 48.61% |
$24M - $25.8M
|
197K
$25.7M
|
|
|
May 09, 2025
Q1 2025
|
Charles Schwab Investment Management Inc
San Francisco, CA |
SELL
|
- |
-190K- 65.9% |
$24.4M - $26.3M
|
98.4K
$12.8M
|
|
|
May 15, 2025
Q1 2025
|
Morgan Stanley
New York, NY |
SELL
|
- |
-198K- 3.02% |
$25.5M - $27.4M
|
6.38M
$832M
|
|
|
Apr 14, 2025
Q1 2025
|
Gamma Investing LLC
Foster City, CA |
SELL
|
- |
-201K- 99.26% |
$25.8M - $27.7M
|
1.51K
$196K
|
|
|
May 13, 2025
Q1 2025
|
Wells Fargo & Company
San Francisco, CA |
SELL
|
- |
-219K- 5.65% |
$28.1M - $30.2M
|
3.66M
$477M
|
|
|
May 12, 2025
Q1 2025
|
Jpmorgan Chase & CO
New York, NY |
SELL
|
- |
-222K- 13.07% |
$28.5M - $30.6M
|
1.47M
$192M
|