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 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 16, 2025
Q1 2025
|
Cva Family Office, LLC
|
SELL
|
- |
-40- 0.58% |
$5.14K - $5.52K
|
6.81K
$904K
|
|
|
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 15, 2025
Q1 2025
|
Simon Quick Advisors, LLC
|
SELL
|
- |
-46- 0.19% |
$5.91K - $6.35K
|
23.8K
$3.16M
|
|
|
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 16, 2025
Q1 2025
|
Quintet Private Bank (Europe) S.A.
Luxembourg, N4 |
SELL
|
- |
-50- 33.33% |
$6.43K - $6.91K
|
100
$13.3K
|
|
|
Apr 11, 2025
Q1 2025
|
Sea Crest Wealth Management, LLC
Purchase, NY |
SELL
|
- |
-53- 1.42% |
$6.81K - $7.32K
|
3.69K
$490K
|
|
|
Apr 16, 2025
Q1 2025
|
North Crest Asset Manangement, LLC
|
SELL
|
- |
-56- 0.47% |
$7.2K - $7.73K
|
11.9K
$1.58M
|
|
|
Apr 11, 2025
Q1 2025
|
Kfg Wealth Management, LLC
Granger, IN |
SELL
|
- |
-60- 1.18% |
$7.71K - $8.29K
|
5.04K
$669K
|
|
|
Apr 15, 2025
Q1 2025
|
Mc Kinley Carter Wealth Services, Inc.
|
SELL
|
- |
-64- 3.37% |
$8.23K - $8.84K
|
1.84K
$244K
|
|
|
Apr 17, 2025
Q1 2025
|
Good Life Advisors, LLC
|
SELL
|
- |
-70- 1.35% |
$9K - $9.67K
|
5.12K
$679K
|
|
|
Apr 14, 2025
Q1 2025
|
Henrickson Nauta Wealth Advisors, Inc.
Belmont, MI |
SELL
|
- |
-71- 2.5% |
$9.13K - $9.81K
|
2.77K
$367K
|
|
|
Apr 15, 2025
Q1 2025
|
Laurel Wealth Advisors LLC
Charlotte, NC |
SELL
|
- |
-74- 0.51% |
$9.51K - $10.2K
|
14.3K
$1.9M
|
|
|
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 16, 2025
Q1 2025
|
Fort Washington Investment Advisors Inc
|
SELL
|
- |
-100- 1.12% |
$12.9K - $13.8K
|
8.79K
$1.17M
|
|
|
Apr 16, 2025
Q1 2025
|
Patriot Investment Management Inc.
|
SELL
|
- |
-100- 0.79% |
$12.9K - $13.8K
|
12.5K
$1.66M
|
|
|
Apr 15, 2025
Q1 2025
|
Focus Financial Network, Inc.
Minneapolis, MN |
SELL
|
- |
-105- 1.04% |
$13.5K - $14.5K
|
9.97K
$1.32M
|
|
|
Apr 16, 2025
Q1 2025
|
Bar Harbor Wealth Management
Concord, NH |
SELL
|
- |
-105- 1.41% |
$13.5K - $14.5K
|
7.34K
$975K
|
|
|
Apr 09, 2025
Q1 2025
|
Juncture Wealth Strategies, LLC
|
SELL
|
- |
-109- 2.12% |
$14K - $15.1K
|
5.04K
$669K
|
|
|
Apr 15, 2025
Q1 2025
|
Mv Capital Management, Inc.
|
SELL
|
- |
-110- 0.32% |
$14.1K - $15.2K
|
33.8K
$4.48M
|
|
|
Apr 11, 2025
Q1 2025
|
Piscataqua Savings Bank
|
SELL
|
- |
-120- 6.63% |
$15.4K - $16.6K
|
1.69K
$224K
|
|
|
Apr 14, 2025
Q1 2025
|
Daymark Wealth Partners, LLC
Cincinnati, OH |
SELL
|
- |
-120- 2.3% |
$15.4K - $16.6K
|
5.09K
$676K
|
|
|
Apr 16, 2025
Q1 2025
|
Salem Investment Counselors Inc
Winston Salem, NC |
SELL
|
- |
-125- 0.8% |
$16.1K - $17.3K
|
15.4K
$2.05M
|
|
|
Apr 16, 2025
Q1 2025
|
Founders Grove Wealth Partners, LLC
Richmond, VA |
SELL
|
- |
-161- 9.71% |
$20.7K - $22.2K
|
1.5K
$199K
|
|
|
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 17, 2025
Q1 2025
|
Cornell Pochily Investment Advisors, Inc.
|
SELL
|
- |
-200- 1.45% |
$25.7K - $27.6K
|
13.6K
$1.8M
|
|
|
Apr 04, 2025
Q1 2025
|
Baring Financial LLC
Bellingham, WA |
SELL
|
- |
-216- 5.58% |
$27.8K - $29.8K
|
3.66K
$485K
|
|
|
Apr 17, 2025
Q1 2025
|
Grimes & Company, Inc.
|
SELL
|
- |
-221- 2.36% |
$28.4K - $30.5K
|
9.13K
$1.21M
|
|
|
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 16, 2025
Q1 2025
|
Ritholtz Wealth Management
|
SELL
|
- |
-250- 9.04% |
$32.1K - $34.5K
|
2.51K
$334K
|
|
|
Apr 14, 2025
Q1 2025
|
Signet Financial Management, LLC
Parsippany, NJ |
SELL
|
- |
-256- 2.98% |
$32.9K - $35.4K
|
8.34K
$1.11M
|
|
|
Apr 16, 2025
Q1 2025
|
Pps&V Asset Management Consultants, Inc.
Portage, MI |
SELL
|
- |
-261- 6.17% |
$33.6K - $36K
|
3.97K
$527K
|
|
|
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 16, 2025
Q1 2025
|
Thomasville National Bank
|
SELL
|
- |
-269- 3.87% |
$34.6K - $37.1K
|
6.68K
$886K
|
|
|
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 15, 2025
Q1 2025
|
Transform Wealth, LLC
|
SELL
|
- |
-299- 3.98% |
$38.4K - $41.3K
|
7.21K
$957K
|
|
|
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
|