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 18, 2025
Q1 2025
|
Mezzasalma Advisors, LLC
|
BUY
|
- |
25+ 0.61% |
$3.21K - $3.45K
|
4.14K
$531K
|
|
|
May 01, 2025
Q1 2025
|
Cahaba Wealth Management, Inc.
|
BUY
|
- |
25+ 0.55% |
$3.21K - $3.45K
|
4.53K
$582K
|
|
|
Apr 24, 2025
Q1 2025
|
Jaffetilchin Investment Partners, LLC
Tampa, FL |
BUY
|
- |
25+ 0.62% |
$3.21K - $3.45K
|
4.07K
$522K
|
|
|
Apr 11, 2025
Q1 2025
|
Davis Capital Management
Jacksonville, FL |
BUY
|
- |
23+ 3.0% |
$2.96K - $3.18K
|
790
$101K
|
|
|
May 06, 2025
Q1 2025
|
Carbahal Olsen Financial Services Group, LLC
Davis, CA |
BUY
|
- |
22+ 0.16% |
$2.83K - $3.04K
|
13.8K
$1.78M
|
|
|
Apr 15, 2025
Q1 2025
|
Balanced Wealth Group LLC
Westlake, OH |
BUY
|
- |
22+ 0.77% |
$2.83K - $3.04K
|
2.86K
$368K
|
|
|
Apr 04, 2025
Q1 2025
|
Sage Capital Advisors,Llc
|
BUY
|
- |
22+ 0.77% |
$2.83K - $3.04K
|
2.86K
$367K
|
|
|
Apr 29, 2025
Q1 2025
|
Brookstone Capital Management
|
BUY
|
- |
22+ 0.83% |
$2.83K - $3.04K
|
2.68K
$344K
|
|
|
Apr 30, 2025
Q1 2025
|
Rik Saylor Financial, Inc.
Fairfield, OH |
BUY
|
- |
21+ 0.41% |
$2.7K - $2.9K
|
5.16K
$662K
|
|
|
Apr 21, 2025
Q1 2025
|
Gfs Advisors, LLC
|
BUY
|
- |
20+ 0.51% |
$2.57K - $2.76K
|
3.94K
$505K
|
|
|
Apr 14, 2025
Q1 2025
|
Selective Wealth Management, Inc.
|
BUY
|
- |
20+ 0.46% |
$2.57K - $2.76K
|
4.4K
$564K
|
|
|
Apr 14, 2025
Q1 2025
|
Regatta Capital Group, LLC
El Segundo, CA |
BUY
|
- |
20+ 0.5% |
$2.57K - $2.76K
|
3.99K
$512K
|
|
|
Apr 17, 2025
Q1 2025
|
Sowell Financial Services LLC
North Little Rock, AR |
BUY
|
- |
17+ 0.08% |
$2.19K - $2.35K
|
20.2K
$2.59M
|
|
|
Apr 25, 2025
Q1 2025
|
Augustine Asset Management Inc
|
BUY
|
- |
17+ 0.8% |
$2.19K - $2.35K
|
2.13K
$274K
|
|
|
Apr 03, 2025
Q1 2025
|
Insight Wealth Strategies, LLC
San Ramon, CA |
BUY
|
- |
17+ 0.51% |
$2.19K - $2.35K
|
3.37K
$432K
|
|
|
Apr 21, 2025
Q1 2025
|
Barrett & Company, Inc.
Providence, RI |
BUY
|
- |
16+ 0.47% |
$2.06K - $2.21K
|
3.41K
$437K
|
|
|
May 02, 2025
Q1 2025
|
Larson Financial Group LLC
|
BUY
|
- |
15+ 1.14% |
$1.93K - $2.07K
|
1.33K
$170K
|
|
|
Apr 09, 2025
Q1 2025
|
Rfg Advisory, LLC
Birmingham, AL |
BUY
|
- |
15+ 0.61% |
$1.93K - $2.07K
|
2.47K
$317K
|
|
|
Apr 22, 2025
Q1 2025
|
Tanglewood Legacy Advisors, LLC
Houston, TX |
BUY
|
- |
15New |
$1.93K - $2.07K
|
15
$1.93K
|
|
|
Apr 14, 2025
Q1 2025
|
Wealthcare Capital Partners, LLC
West Chester, PA |
BUY
|
- |
15+ 0.81% |
$1.93K - $2.07K
|
1.87K
$240K
|
|
|
Apr 22, 2025
Q1 2025
|
Embree Financial Group
Chicago, IL |
BUY
|
- |
14+ 0.16% |
$1.8K - $1.93K
|
8.59K
$1.1M
|
|
|
Apr 09, 2025
Q1 2025
|
Smith Anglin Financial, LLC
|
BUY
|
- |
13+ 0.09% |
$1.67K - $1.8K
|
14.1K
$1.81M
|
|
|
Apr 23, 2025
Q1 2025
|
Capasso Planning Partners LLC
Charleston, SC |
BUY
|
- |
13+ 0.8% |
$1.67K - $1.8K
|
1.64K
$211K
|
|
|
Apr 25, 2025
Q1 2025
|
Iron Financial, LLC
|
BUY
|
- |
12+ 0.52% |
$1.54K - $1.66K
|
2.3K
$296K
|
|
|
Apr 23, 2025
Q1 2025
|
Tabr Capital Management, LLC
Orange, CA |
BUY
|
- |
12+ 0.77% |
$1.54K - $1.66K
|
1.58K
$203K
|
|
|
Apr 28, 2025
Q1 2025
|
Alterna Wealth Management, Inc
Houston, TX |
BUY
|
- |
12+ 0.15% |
$1.54K - $1.66K
|
7.97K
$1.02M
|
|
|
Apr 21, 2025
Q1 2025
|
Friedenthal Financial
|
BUY
|
- |
11+ 1.96% |
$1.41K - $1.52K
|
572
$73.4K
|
|
|
Apr 10, 2025
Q1 2025
|
Tru Wealth Advisors, LLC
|
BUY
|
- |
10+ 0.17% |
$1.29K - $1.38K
|
5.99K
$769K
|
|
|
Apr 21, 2025
Q1 2025
|
Warner Financial, Inc
Bethesda, MD |
BUY
|
- |
10+ 0.16% |
$1.29K - $1.38K
|
6.12K
$786K
|
|
|
May 02, 2025
Q1 2025
|
Concord Wealth Partners
|
BUY
|
- |
10+ 0.78% |
$1.29K - $1.38K
|
1.3K
$167K
|
|
|
Apr 10, 2025
Q1 2025
|
Thrive Wealth Management, LLC
|
BUY
|
- |
9+ 0.3% |
$1.16K - $1.24K
|
3.04K
$390K
|
|
|
Apr 11, 2025
Q1 2025
|
Insight Advisors, LLC
Newtown, PA |
BUY
|
- |
9+ 0.43% |
$1.16K - $1.24K
|
2.09K
$268K
|
|
|
Apr 15, 2025
Q1 2025
|
Gps Wealth Strategies Group, LLC
|
BUY
|
- |
9+ 2.53% |
$1.16K - $1.24K
|
365
$46.9K
|
|
|
May 05, 2025
Q1 2025
|
Sns Financial Group, LLC
|
BUY
|
- |
8+ 0.4% |
$1.03K - $1.1K
|
2.03K
$260K
|
|
|
Apr 17, 2025
Q1 2025
|
Vicus Capital
State College, PA |
BUY
|
- |
8+ 0.43% |
$1.03K - $1.1K
|
1.89K
$243K
|
|
|
Apr 15, 2025
Q1 2025
|
Zhang Financial LLC
|
BUY
|
- |
8+ 0.04% |
$1.03K - $1.1K
|
19.2K
$2.46M
|
|
|
Apr 11, 2025
Q1 2025
|
Northwest Financial Advisors
Herndon, VA |
BUY
|
- |
7+ 0.26% |
$900 - $967
|
2.69K
$345K
|
|
|
Apr 28, 2025
Q1 2025
|
Resonant Capital Advisors, LLC
|
BUY
|
- |
7+ 0.1% |
$900 - $967
|
7.01K
$900K
|
|
|
Apr 10, 2025
Q1 2025
|
Grassi Investment Management
|
BUY
|
- |
7+ 0.21% |
$900 - $967
|
3.33K
$427K
|
|
|
Apr 23, 2025
Q1 2025
|
Sheets Smith Wealth Management
|
BUY
|
- |
7+ 0.1% |
$900 - $967
|
7.35K
$943K
|
|
|
Apr 23, 2025
Q1 2025
|
Navis Wealth Advisors, LLC
Rye Brook, NY |
BUY
|
- |
6+ 0.17% |
$771 - $829
|
3.51K
$450K
|
|
|
Apr 21, 2025
Q1 2025
|
Duncan Williams Asset Management, LLC
Memphis, TN |
BUY
|
- |
6+ 0.38% |
$771 - $829
|
1.6K
$205K
|
|
|
Apr 28, 2025
Q1 2025
|
Tcp Asset Management, LLC
Columbus, OH |
BUY
|
- |
6+ 0.12% |
$771 - $829
|
5.06K
$649K
|
|
|
Apr 24, 2025
Q1 2025
|
Sterling Investment Advisors LLC
|
BUY
|
- |
6+ 0.35% |
$771 - $829
|
1.75K
$224K
|
|
|
Apr 16, 2025
Q1 2025
|
Southland Equity Partners LLC
Wildwood, MO |
BUY
|
- |
5+ 0.27% |
$643 - $691
|
1.88K
$241K
|
|
|
Apr 14, 2025
Q1 2025
|
Lex Aurum Advisors, LLC
|
BUY
|
- |
5+ 0.13% |
$643 - $691
|
3.99K
$513K
|
|
|
Apr 28, 2025
Q1 2025
|
Af Advisors, Inc.
|
BUY
|
- |
5+ 0.17% |
$643 - $691
|
2.9K
$373K
|
|
|
Apr 11, 2025
Q1 2025
|
Sar Wealth Management Group, LLC
Atlanta, GA |
BUY
|
- |
5+ 0.3% |
$643 - $691
|
1.67K
$214K
|
|
|
Apr 21, 2025
Q1 2025
|
Jamison Private Wealth Management, Inc.
Milton, GA |
BUY
|
- |
4+ 0.13% |
$514 - $552
|
3.08K
$396K
|
|
|
May 05, 2025
Q1 2025
|
Fagan Associates, Inc.
|
BUY
|
- |
4+ 0.07% |
$514 - $552
|
6.08K
$781K
|