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
|
Capital Analysts, LLC
Fort Washington, PA |
BUY
|
- |
7.42K+ 36.89% |
$954K - $1.02M
|
27.5K
$3.59M
|
|
|
May 05, 2025
Q1 2025
|
Wealth Quarterback LLC
Toms River, NJ |
BUY
|
- |
7.02K+ 26.56% |
$903K - $969K
|
33.4K
$4.36M
|
|
|
May 15, 2025
Q1 2025
|
Retirement Planning CO Of New England, Inc.
Warwick, RI |
BUY
|
- |
7.01K+ 282.69% |
$901K - $968K
|
9.49K
$1.24M
|
|
|
May 15, 2025
Q1 2025
|
Hrt Financial LP
New York, NY |
BUY
|
- |
6.78KNew |
$872K - $937K
|
6.78K
$884K
|
|
|
Apr 28, 2025
Q1 2025
|
Davidson Trust CO
|
BUY
|
- |
6.51K+ 368.12% |
$837K - $899K
|
8.28K
$1.08M
|
|
|
May 14, 2025
Q1 2025
|
Congress Wealth Management LLC
Boston, MA |
BUY
|
- |
6.13K+ 4.43% |
$788K - $846K
|
144K
$18.8M
|
|
|
May 13, 2025
Q1 2025
|
Quadrature Capital LTD
London, X0 |
BUY
|
- |
6.09KNew |
$783K - $841K
|
6.09K
$793K
|
|
|
Apr 07, 2025
Q1 2025
|
Goal Vest Advisory LLC
|
BUY
|
- |
5.78K+ 16.3% |
$743K - $798K
|
41.2K
$5.38M
|
|
|
May 12, 2025
Q1 2025
|
Founders Financial Securities LLC
|
BUY
|
- |
5.63K+ 50.84% |
$723K - $777K
|
16.7K
$2.18M
|
|
|
Apr 15, 2025
Q1 2025
|
First United Bank & Trust
|
BUY
|
- |
5.54K+ 9.97% |
$712K - $765K
|
61.1K
$7.96M
|
|
|
Apr 08, 2025
Q1 2025
|
Ifg Advisors, LLC
|
BUY
|
- |
5.53K+ 5.08% |
$711K - $764K
|
114K
$14.9M
|
|
|
May 06, 2025
Q1 2025
|
Accredited Investors Inc.
|
BUY
|
- |
5.42K+ 172.52% |
$697K - $748K
|
8.56K
$1.12M
|
|
|
May 13, 2025
Q1 2025
|
Cresset Asset Management, LLC
Chicago, IL |
BUY
|
- |
5.41K+ 6.6% |
$695K - $746K
|
87.3K
$11.4M
|
|
|
Apr 23, 2025
Q1 2025
|
International Assets Investment Management, LLC
Orlando, FL |
BUY
|
- |
5.4K+ 16.24% |
$694K - $746K
|
38.6K
$5.04M
|
|
|
May 15, 2025
Q1 2025
|
Joel Greenblatt
Gotham Asset Management, LLC | New York, Ny
|
BUY
|
- |
5.32KNew |
$684K - $735K
|
5.32K
$694K
|
|
|
May 06, 2025
Q1 2025
|
Venturi Wealth Management, LLC
Austin, TX |
BUY
|
- |
5.12K+ 101.1% |
$659K - $708K
|
10.2K
$1.33M
|
|
|
May 05, 2025
Q1 2025
|
Ignite Planners, LLC
|
BUY
|
- |
5.11KNew |
$657K - $706K
|
5.11K
$666K
|
|
|
May 14, 2025
Q1 2025
|
Jane Street Group, LLC
New York, NY |
BUY
|
- |
5.03K+ 120.49% |
$647K - $695K
|
9.21K
$1.2M
|
|
|
May 05, 2025
Q1 2025
|
Ifp Advisors, Inc
|
BUY
|
- |
4.99K+ 12.99% |
$642K - $690K
|
43.4K
$5.66M
|
|
|
May 08, 2025
Q1 2025
|
Mgo One Seven LLC
Beachwood, OH |
BUY
|
- |
4.96KNew |
$637K - $684K
|
4.96K
$646K
|
|
|
May 14, 2025
Q1 2025
|
Warwick Investment Management, Inc.
|
BUY
|
- |
4.9KNew |
$629K - $676K
|
4.9K
$638K
|
|
|
May 09, 2025
Q1 2025
|
Chicago Partners Investment Group LLC
|
BUY
|
- |
4.83K+ 34.64% |
$621K - $667K
|
18.8K
$2.45M
|
|
|
Apr 14, 2025
Q1 2025
|
Wfa Asset Management Corp
Whitefish Bay, WI |
BUY
|
- |
4.71K+ 1587.21% |
$606K - $651K
|
5.01K
$653K
|
|
|
May 02, 2025
Q1 2025
|
Schwarz Dygos Wheeler Investment Advisors LLC
Minneapolis, MN |
BUY
|
- |
4.67K+ 4.51% |
$601K - $645K
|
108K
$14.1M
|
|
|
May 20, 2025
Q1 2025
|
Integrity Alliance, Llc.
Urbandale, IA |
BUY
|
- |
4.66K+ 238.93% |
$600K - $644K
|
6.62K
$862K
|
|
|
May 07, 2025
Q1 2025
|
Gunma Bank,Ltd.
|
BUY
|
- |
4.6K+ 9.39% |
$591K - $635K
|
53.6K
$6.99M
|
|
|
May 15, 2025
Q1 2025
|
Flputnam Investment Management CO
Portland, ME |
BUY
|
- |
4.58KNew |
$588K - $632K
|
4.58K
$596K
|
|
|
May 13, 2025
Q1 2025
|
Franklin Resources Inc
San Mateo, CA |
BUY
|
- |
4.47K+ 3.09% |
$574K - $617K
|
149K
$19.4M
|
|
|
Apr 08, 2025
Q1 2025
|
Jgp Wealth Management, LLC
|
BUY
|
- |
4.33K+ 5.42% |
$557K - $598K
|
84.2K
$11M
|
|
|
Apr 24, 2025
Q1 2025
|
St. Clair Advisors, LLC
Mayfield Hts, OH |
BUY
|
- |
4.3K+ 2.15% |
$553K - $594K
|
204K
$26.6M
|
|
|
May 15, 2025
Q1 2025
|
Israel Englander
Millennium Management LLC | New York, Ny
|
BUY
|
- |
4.25KNew |
$547K - $587K
|
4.25K
$554K
|
|
|
May 14, 2025
Q1 2025
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
- |
4.25K+ 54.78% |
$546K - $586K
|
12K
$1.56M
|
|
|
May 12, 2025
Q1 2025
|
Quantinno Capital Management LP
New York, NY |
BUY
|
- |
4.18K+ 35.12% |
$537K - $577K
|
16.1K
$2.09M
|
|
|
Apr 30, 2025
Q1 2025
|
Main Street Investment Advisors LLC
|
BUY
|
- |
4.14KNew |
$533K - $572K
|
4.14K
$540K
|
|
|
May 16, 2025
Q1 2025
|
Jones Financial Companies Lllp
|
BUY
|
- |
4.05K+ 32.05% |
$521K - $560K
|
16.7K
$2.18M
|
|
|
May 06, 2025
Q1 2025
|
Wedbush Securities Inc
|
BUY
|
- |
3.93K+ 8.23% |
$506K - $543K
|
51.7K
$6.74M
|
|
|
May 15, 2025
Q1 2025
|
Aqr Capital Management LLC
Greenwich, CT |
BUY
|
- |
3.92K+ 44.68% |
$504K - $541K
|
12.7K
$1.65M
|
|
|
May 15, 2025
Q1 2025
|
Clear Harbor Asset Management, LLC
|
BUY
|
- |
3.84KNew |
$494K - $531K
|
3.84K
$501K
|
|
|
May 15, 2025
Q1 2025
|
Toronto Dominion Bank
Toronto, Ontario, A6 |
BUY
|
- |
3.57K+ 71300.0% |
$458K - $492K
|
3.57K
$465K
|
|
|
Apr 28, 2025
Q1 2025
|
D.A. Davidson & Co.
|
BUY
|
- |
3.49K+ 19.63% |
$449K - $482K
|
21.3K
$2.77M
|
|
|
May 09, 2025
Q1 2025
|
Scotia Capital Inc.
|
BUY
|
- |
3.45K+ 11.55% |
$443K - $476K
|
33.3K
$4.34M
|
|
|
May 15, 2025
Q1 2025
|
Buckingham Strategic Partners
Saint Louis, MO |
BUY
|
- |
3.43K+ 21.38% |
$441K - $474K
|
19.5K
$2.54M
|
|
|
Apr 10, 2025
Q1 2025
|
Northside Capital Management, LLC
|
BUY
|
- |
3.41K+ 0.5% |
$439K - $471K
|
685K
$89.3M
|
|
|
Apr 29, 2025
Q1 2025
|
Td Private Client Wealth LLC
New York, NY |
BUY
|
- |
3.36K+ 6.86% |
$431K - $463K
|
52.3K
$6.81M
|
|
|
Apr 24, 2025
Q1 2025
|
Tfc Financial Management
|
BUY
|
- |
3.35K+ 2463.97% |
$431K - $463K
|
3.49K
$454K
|
|
|
May 05, 2025
Q1 2025
|
Calton & Associates, Inc.
|
BUY
|
- |
3.34K+ 158.56% |
$429K - $461K
|
5.44K
$709K
|
|
|
May 08, 2025
Q1 2025
|
Mesirow Financial Investment Management, Inc.
|
BUY
|
- |
3.29K+ 52.62% |
$423K - $454K
|
9.53K
$1.24M
|
|
|
May 07, 2025
Q1 2025
|
Sterling Investment Advisors, Ltd.
|
BUY
|
- |
3.27K+ 4.95% |
$420K - $452K
|
69.3K
$9.04M
|
|
|
Apr 10, 2025
Q1 2025
|
Clarus Wealth Advisors
|
BUY
|
- |
3.24KNew |
$416K - $447K
|
3.24K
$422K
|
|
|
May 15, 2025
Q1 2025
|
Two Sigma Securities, LLC
New York, NY |
BUY
|
- |
3.22KNew |
$414K - $445K
|
3.22K
$420K
|