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
|
Maia Wealth LLC
Denver, CO |
BUY
|
- |
3.22KNew |
$414K - $445K
|
3.22K
$420K
|
|
|
Apr 04, 2025
Q1 2025
|
Legacy Private Trust Co.
|
BUY
|
- |
3.22K+ 25.38% |
$414K - $444K
|
15.9K
$2.07M
|
|
|
May 06, 2025
Q1 2025
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
3.09K+ 3.05% |
$398K - $427K
|
105K
$13.6M
|
|
|
May 12, 2025
Q1 2025
|
Cove Private Wealth, LLC
Oyster Bay Cove, NY |
BUY
|
- |
3K+ 147.78% |
$386K - $414K
|
5.03K
$656K
|
|
|
May 14, 2025
Q1 2025
|
Banco De Sabadell, S.A
Miami, FL |
BUY
|
- |
2.95K+ 13.47% |
$379K - $408K
|
24.9K
$3.24M
|
|
|
May 14, 2025
Q1 2025
|
Sax Wealth Advisors, LLC
Parsippany, NJ |
BUY
|
- |
2.9K+ 18.38% |
$373K - $401K
|
18.7K
$2.44M
|
|
|
May 15, 2025
Q1 2025
|
Private Wealth Asset Management, LLC
Cedar Rapids, IA |
BUY
|
- |
2.85KNew |
$367K - $394K
|
2.85K
$372K
|
|
|
May 15, 2025
Q1 2025
|
Gwn Securities Inc.
Palm Beach Gardens, FL |
BUY
|
- |
2.84K+ 126.66% |
$365K - $392K
|
5.08K
$661K
|
|
|
May 28, 2025
Q1 2025
|
Jones Financial Companies Lllp
|
BUY
|
- |
2.79K+ 16.68% |
$358K - $385K
|
19.5K
$2.54M
|
|
|
May 13, 2025
Q1 2025
|
Thrivent Financial For Lutherans
Minneapolis, MN |
BUY
|
- |
2.73K+ 8.23% |
$350K - $376K
|
35.8K
$4.67M
|
|
|
May 01, 2025
Q1 2025
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
BUY
|
- |
2.69K+ 37.2% |
$345K - $371K
|
9.9K
$1.29M
|
|
|
May 13, 2025
Q1 2025
|
Eldridge Investment Advisors, Inc.
Manchester, NH |
BUY
|
- |
2.65K+ 23.66% |
$340K - $365K
|
13.8K
$1.8M
|
|
|
May 14, 2025
Q1 2025
|
Triad Wealth Partners, LLC
Lawrence, KS |
BUY
|
- |
2.55KNew |
$327K - $351K
|
2.55K
$332K
|
|
|
May 13, 2025
Q1 2025
|
American Investment Services, Inc.
|
BUY
|
- |
2.53KNew |
$325K - $349K
|
2.53K
$329K
|
|
|
May 05, 2025
Q1 2025
|
Amg National Trust Bank
|
BUY
|
- |
2.49K+ 0.84% |
$321K - $344K
|
298K
$38.9M
|
|
|
May 13, 2025
Q1 2025
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
2.46K+ 2.86% |
$317K - $340K
|
88.5K
$11.5M
|
|
|
May 01, 2025
Q1 2025
|
Fifth Third Securities, Inc.
|
BUY
|
- |
2.46K+ 10.93% |
$316K - $340K
|
25K
$3.26M
|
|
|
Apr 24, 2025
Q1 2025
|
Mendel Capital Management LLC
|
BUY
|
- |
2.44K+ 6.75% |
$314K - $337K
|
38.6K
$5.03M
|
|
|
May 14, 2025
Q1 2025
|
Stelac Advisory Services LLC
New York, NY |
BUY
|
- |
2.4K+ 4.92% |
$308K - $331K
|
51.1K
$6.66M
|
|
|
May 02, 2025
Q1 2025
|
Whittier Trust CO Of Nevada Inc
|
BUY
|
- |
2.37K+ 15.77% |
$305K - $328K
|
17.4K
$2.27M
|
|
|
May 07, 2025
Q1 2025
|
Hb Wealth Management, LLC
|
BUY
|
- |
2.37K+ 4.38% |
$304K - $327K
|
56.3K
$7.34M
|
|
|
Apr 17, 2025
Q1 2025
|
Grove Bank & Trust
|
BUY
|
- |
2.28K+ 1293.18% |
$293K - $314K
|
2.45K
$320K
|
|
|
May 14, 2025
Q1 2025
|
Monetary Management Group Inc
St Louis, MO |
BUY
|
- |
2.25K+ 11.84% |
$289K - $311K
|
21.3K
$2.77M
|
|
|
May 13, 2025
Q1 2025
|
Equitable Holdings, Inc.
New York, NY |
BUY
|
- |
2.25K+ 2.37% |
$289K - $311K
|
97K
$12.6M
|
|
|
May 14, 2025
Q1 2025
|
Gm Advisory Group, Inc.
Melville, NY |
BUY
|
- |
2.23KNew |
$287K - $308K
|
2.23K
$291K
|
|
|
May 15, 2025
Q1 2025
|
Great Lakes Advisors, LLC
Chicago, IL |
BUY
|
- |
2.23KNew |
$287K - $308K
|
2.23K
$291K
|
|
|
Apr 28, 2025
Q1 2025
|
Kanawha Capital Management LLC
|
BUY
|
- |
2.15K+ 39.37% |
$276K - $296K
|
7.59K
$990K
|
|
|
Apr 29, 2025
Q1 2025
|
Concurrent Investment Advisors, LLC
Tampa, FL |
BUY
|
- |
2.11K+ 34.71% |
$271K - $291K
|
8.18K
$1.07M
|
|
|
May 15, 2025
Q1 2025
|
Hilltop Holdings Inc.
Dallas, TX |
BUY
|
- |
2.11K+ 9.25% |
$271K - $291K
|
24.9K
$3.24M
|
|
|
May 14, 2025
Q1 2025
|
Jim Simons
Renaissance Technologies LLC | New York, Ny
|
BUY
|
- |
2.1KNew |
$270K - $290K
|
2.1K
$274K
|
|
|
Apr 08, 2025
Q1 2025
|
Mechanics Bank Trust Department
|
BUY
|
- |
2.09K+ 5.0% |
$268K - $288K
|
43.8K
$5.71M
|
|
|
Apr 30, 2025
Q1 2025
|
Moloney Securities Asset Management, LLC
|
BUY
|
- |
2.08KNew |
$267K - $287K
|
2.08K
$271K
|
|
|
May 12, 2025
Q1 2025
|
Savvy Advisors, Inc.
New York, NY |
BUY
|
- |
2.08K+ 64.45% |
$267K - $287K
|
5.3K
$690K
|
|
|
May 06, 2025
Q1 2025
|
Summit Wealth Partners, LLC
Orlando, FL |
BUY
|
- |
2.06K+ 14.93% |
$265K - $284K
|
15.9K
$2.07M
|
|
|
May 15, 2025
Q1 2025
|
Pinnacle Financial Group, LLC
|
BUY
|
- |
2.04K+ 3.28% |
$262K - $282K
|
64.3K
$8.39M
|
|
|
Apr 17, 2025
Q1 2025
|
Atlas Private Wealth Advisors
Matawan, NJ |
BUY
|
- |
2.02K+ 13.37% |
$260K - $279K
|
17.2K
$2.24M
|
|
|
Apr 24, 2025
Q1 2025
|
Victrix Investment Advisors
Stuart, FL |
BUY
|
- |
2.02KNew |
$260K - $279K
|
2.02K
$263K
|
|
|
May 08, 2025
Q1 2025
|
Mma Asset Management LLC
New York, NY |
BUY
|
- |
2.01K+ 7.04% |
$259K - $278K
|
30.6K
$3.99M
|
|
|
May 13, 2025
Q1 2025
|
Paradigm Financial Partners, LLC
|
BUY
|
- |
2K+ 72.45% |
$257K - $276K
|
4.76K
$621K
|
|
|
May 07, 2025
Q1 2025
|
Kfa Private Wealth Group, LLC
|
BUY
|
- |
1.99KNew |
$256K - $275K
|
1.99K
$260K
|
|
|
Apr 17, 2025
Q1 2025
|
Cyndeo Wealth Partners, LLC
St. Petersburg, FL |
BUY
|
- |
1.95KNew |
$250K - $269K
|
1.95K
$254K
|
|
|
Apr 29, 2025
Q1 2025
|
Hm Payson & CO
Portland, ME |
BUY
|
- |
1.9K+ 32.12% |
$244K - $262K
|
7.82K
$1.02M
|
|
|
May 13, 2025
Q1 2025
|
Clearstead Advisors, LLC
Cleveland, OH |
BUY
|
- |
1.89K+ 5.68% |
$244K - $262K
|
35.2K
$4.59M
|
|
|
May 08, 2025
Q1 2025
|
Arkadios Wealth Advisors
|
BUY
|
- |
1.84K+ 21.58% |
$237K - $255K
|
10.4K
$1.35M
|
|
|
May 12, 2025
Q1 2025
|
Taylor Financial Group, Inc.
Roanoke, VA |
BUY
|
- |
1.82K+ 8.41% |
$234K - $251K
|
23.4K
$3.06M
|
|
|
May 12, 2025
Q1 2025
|
Simplex Trading, LLC
|
BUY
|
- |
1.81KNew |
$233K - $250K
|
1.81K
$236K
|
|
|
Apr 10, 2025
Q1 2025
|
Bremer Bank National Association
|
BUY
|
- |
1.8KNew |
$231K - $249K
|
1.8K
$235K
|
|
|
May 20, 2025
Q1 2025
|
Glenview Trust CO
Louisville, KY |
BUY
|
- |
1.79K+ 3.78% |
$230K - $247K
|
49.1K
$6.4M
|
|
|
Apr 16, 2025
Q1 2025
|
David J Yvars Group
|
BUY
|
- |
1.72K+ 18.02% |
$221K - $237K
|
11.2K
$1.46M
|
|
|
Apr 23, 2025
Q1 2025
|
Golden State Wealth Management, LLC
Santa Ana, CA |
BUY
|
- |
1.69K+ 98.71% |
$217K - $233K
|
3.4K
$443K
|