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 14, 2025
Q1 2025
|
Lex Aurum Advisors, LLC
|
BUY
|
- |
5+ 0.13% |
$643 - $691
|
3.99K
$530K
|
|
|
Apr 11, 2025
Q1 2025
|
Sar Wealth Management Group, LLC
Atlanta, GA |
BUY
|
- |
5+ 0.3% |
$643 - $691
|
1.67K
$222K
|
|
|
Apr 11, 2025
Q1 2025
|
Mkt Advisors LLC
Escondido, CA |
BUY
|
- |
3+ 0.04% |
$386 - $414
|
7.69K
$1.02M
|
|
|
Apr 09, 2025
Q1 2025
|
Zrc Wealth Management, LLC
Santa Rosa, CA |
BUY
|
- |
3+ 0.65% |
$386 - $414
|
467
$62K
|
|
|
Apr 14, 2025
Q1 2025
|
Bangor Savings Bank
Bangor, ME |
SELL
|
- |
-4- 0.11% |
$514 - $552
|
3.6K
$478K
|
|
|
Apr 08, 2025
Q1 2025
|
180 Wealth Advisors, LLC
|
SELL
|
- |
-8- 0.23% |
$1.03K - $1.1K
|
3.5K
$464K
|
|
|
Apr 09, 2025
Q1 2025
|
Fulton Bank, N.A.
|
SELL
|
- |
-15- 0.06% |
$1.93K - $2.07K
|
26.9K
$3.57M
|
|
|
Apr 09, 2025
Q1 2025
|
Twele Capital Management, Inc.
|
SELL
|
- |
-15- 0.49% |
$1.93K - $2.07K
|
3.06K
$407K
|
|
|
Apr 10, 2025
Q1 2025
|
Apella Capital, LLC
|
SELL
|
- |
-15- 0.8% |
$1.93K - $2.07K
|
1.86K
$247K
|
|
|
Apr 10, 2025
Q1 2025
|
Signal Advisors Wealth, LLC
Detroit, MI |
SELL
|
- |
-20- 0.7% |
$2.57K - $2.76K
|
2.84K
$377K
|
|
|
Apr 14, 2025
Q1 2025
|
Northstar Advisory Group, LLC
|
SELL
|
- |
-33- 1.92% |
$4.24K - $4.56K
|
1.69K
$224K
|
|
|
Apr 04, 2025
Q1 2025
|
Capital Market Strategies LLC
|
SELL
|
- |
-35- 1.22% |
$4.5K - $4.83K
|
2.83K
$376K
|
|
|
Apr 10, 2025
Q1 2025
|
Rialto Wealth Management, LLC
Syracuse, NY |
SELL
|
- |
-36- 1.83% |
$4.63K - $4.97K
|
1.93K
$256K
|
|
|
Apr 11, 2025
Q1 2025
|
Kapstone Financial Advisors LLC
Dayton, OH |
SELL
|
- |
-38- 0.17% |
$4.89K - $5.25K
|
22.1K
$2.94M
|
|
|
Apr 10, 2025
Q1 2025
|
Freedom Financial Partners LLC
Oakdale, MN |
SELL
|
- |
-41- 0.44% |
$5.27K - $5.66K
|
9.25K
$1.23M
|
|
|
Apr 10, 2025
Q1 2025
|
West Coast Financial LLC
|
SELL
|
- |
-45- 2.05% |
$5.79K - $6.21K
|
2.15K
$286K
|
|
|
Apr 14, 2025
Q1 2025
|
Charter Oak Capital Management, LLC
|
SELL
|
- |
-47- 2.5% |
$6.04K - $6.49K
|
1.84K
$244K
|
|
|
Apr 14, 2025
Q1 2025
|
Ars Wealth Advisors Group, LLC
St. Petersburg, FL |
SELL
|
- |
-50- 2.98% |
$6.43K - $6.91K
|
1.63K
$216K
|
|
|
Apr 11, 2025
Q1 2025
|
Sea Crest Wealth Management, LLC
Purchase, NY |
SELL
|
- |
-53- 1.42% |
$6.81K - $7.32K
|
3.69K
$490K
|
|
|
Apr 11, 2025
Q1 2025
|
Kfg Wealth Management, LLC
Granger, IN |
SELL
|
- |
-60- 1.18% |
$7.71K - $8.29K
|
5.04K
$669K
|
|
|
Apr 14, 2025
Q1 2025
|
Henrickson Nauta Wealth Advisors, Inc.
Belmont, MI |
SELL
|
- |
-71- 2.5% |
$9.13K - $9.81K
|
2.77K
$367K
|
|
|
Apr 14, 2025
Q1 2025
|
Wealthcare Advisory Partners LLC
West Chester, PA |
SELL
|
- |
-89- 0.32% |
$11.4K - $12.3K
|
27.5K
$3.65M
|
|
|
Apr 11, 2025
Q1 2025
|
Magnus Financial Group LLC
New York, NY |
SELL
|
- |
-97- 0.61% |
$12.5K - $13.4K
|
15.8K
$2.09M
|
|
|
Apr 09, 2025
Q1 2025
|
Juncture Wealth Strategies, LLC
|
SELL
|
- |
-109- 2.12% |
$14K - $15.1K
|
5.04K
$669K
|
|
|
Apr 14, 2025
Q1 2025
|
Daymark Wealth Partners, LLC
Cincinnati, OH |
SELL
|
- |
-120- 2.3% |
$15.4K - $16.6K
|
5.09K
$676K
|
|
|
Apr 11, 2025
Q1 2025
|
Piscataqua Savings Bank
|
SELL
|
- |
-120- 6.63% |
$15.4K - $16.6K
|
1.69K
$224K
|
|
|
Apr 09, 2025
Q1 2025
|
Shulman De Meo Asset Management LLC
|
SELL
|
- |
-163- 0.53% |
$21K - $22.5K
|
30.4K
$4.03M
|
|
|
Apr 10, 2025
Q1 2025
|
Retirement Planning Group
|
SELL
|
- |
-179- 2.65% |
$23K - $24.7K
|
6.59K
$874K
|
|
|
Apr 14, 2025
Q1 2025
|
Investment Advisory Group, LLC
|
SELL
|
- |
-196- 1.42% |
$25.2K - $27.1K
|
13.6K
$1.81M
|
|
|
Apr 14, 2025
Q1 2025
|
Patriot Financial Group Insurance Agency, LLC
|
SELL
|
- |
-200- 7.37% |
$25.7K - $27.6K
|
2.52K
$334K
|
|
|
Apr 04, 2025
Q1 2025
|
Baring Financial LLC
Bellingham, WA |
SELL
|
- |
-216- 5.58% |
$27.8K - $29.8K
|
3.66K
$485K
|
|
|
Apr 09, 2025
Q1 2025
|
Planned Solutions, Inc.
|
SELL
|
- |
-226- 2.29% |
$29.1K - $31.2K
|
9.65K
$1.28M
|
|
|
Apr 14, 2025
Q1 2025
|
Park Avenue Securities LLC
|
SELL
|
- |
-234- 2.68% |
$30.1K - $32.3K
|
8.48K
$1.13M
|
|
|
Apr 14, 2025
Q1 2025
|
Signet Financial Management, LLC
Parsippany, NJ |
SELL
|
- |
-256- 2.98% |
$32.9K - $35.4K
|
8.34K
$1.11M
|
|
|
Apr 09, 2025
Q1 2025
|
Graves Light Lenhart Wealth, Inc.
Harrisonburg, VA |
SELL
|
- |
-262- 0.85% |
$33.7K - $36.2K
|
30.4K
$4.03M
|
|
|
Apr 14, 2025
Q1 2025
|
Wesbanco Bank Inc
|
SELL
|
- |
-269- 1.75% |
$34.6K - $37.1K
|
15.1K
$2.01M
|
|
|
Apr 08, 2025
Q1 2025
|
Dumont & Blake Investment Advisors LLC
|
SELL
|
- |
-270- 0.41% |
$34.7K - $37.3K
|
65.9K
$8.75M
|
|
|
Apr 14, 2025
Q1 2025
|
Flagship Private Wealth, LLC
|
SELL
|
- |
-281- 12.13% |
$36.1K - $38.8K
|
2.04K
$270K
|
|
|
Apr 10, 2025
Q1 2025
|
Arthur M. Cohen & Associates, LLC
|
SELL
|
- |
-326- 7.17% |
$41.9K - $45K
|
4.22K
$561K
|
|
|
Apr 10, 2025
Q1 2025
|
Gainplan LLC
Bloomfield Hills, MI |
SELL
|
- |
-338- 11.25% |
$43.5K - $46.7K
|
2.67K
$354K
|
|
|
Apr 14, 2025
Q1 2025
|
Soa Wealth Advisors, Llc.
|
SELL
|
- |
-351- 0.47% |
$45.1K - $48.5K
|
73.6K
$9.77M
|
|
|
Apr 08, 2025
Q1 2025
|
Weinberger Asset Management, Inc
Los Angeles, CA |
SELL
|
- |
-368- 2.03% |
$47.3K - $50.8K
|
17.7K
$2.35M
|
|
|
Apr 08, 2025
Q1 2025
|
Peoples Bank/Ks
Pratt, KS |
SELL
|
- |
-395- 2.6% |
$50.8K - $54.5K
|
14.8K
$1.96M
|
|
|
Apr 14, 2025
Q1 2025
|
City Holding CO
|
SELL
|
- |
-405- 1.86% |
$52.1K - $55.9K
|
21.4K
$2.84M
|
|
|
Apr 10, 2025
Q1 2025
|
Secure Asset Management, LLC
|
SELL
|
- |
-447- 11.8% |
$57.5K - $61.7K
|
3.34K
$443K
|
|
|
Apr 09, 2025
Q1 2025
|
High Net Worth Advisory Group LLC
Naples, FL |
SELL
|
- |
-511- 2.2% |
$65.7K - $70.6K
|
22.7K
$3.01M
|
|
|
Apr 07, 2025
Q1 2025
|
Fc Advisory LLC
|
SELL
|
- |
-671- 18.95% |
$86.3K - $92.7K
|
2.87K
$381K
|
|
|
Apr 14, 2025
Q1 2025
|
First Citizens Bank & Trust CO
|
SELL
|
- |
-701- 2.89% |
$90.1K - $96.8K
|
23.6K
$3.13M
|
|
|
Apr 10, 2025
Q1 2025
|
Cypress Wealth Services, LLC
|
SELL
|
- |
-948- 4.26% |
$122K - $131K
|
21.3K
$2.83M
|
|
|
Apr 08, 2025
Q1 2025
|
Winthrop Advisory Group LLC
|
SELL
|
- |
-1.1K- 12.38% |
$142K - $152K
|
7.79K
$1.03M
|