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 09, 2025
Q1 2025
|
Kwmg, LLC
|
BUY
|
- |
873+ 0.89% |
$112K - $121K
|
99K
$12.9M
|
|
|
Apr 25, 2025
Q1 2025
|
Argent Advisors, Inc.
Monroe, LA |
BUY
|
- |
834+ 3.64% |
$107K - $115K
|
23.8K
$3.1M
|
|
|
Apr 14, 2025
Q1 2025
|
Pallas Capital Advisors LLC
Braintree, MA |
BUY
|
- |
816+ 4.37% |
$105K - $113K
|
19.5K
$2.54M
|
|
|
Apr 30, 2025
Q1 2025
|
Valeo Financial Advisors, LLC
|
BUY
|
- |
791+ 3.99% |
$102K - $109K
|
20.6K
$2.69M
|
|
|
May 13, 2025
Q1 2025
|
Fine Mark National Bank & Trust
Fort Myers, FL |
BUY
|
- |
787+ 4.1% |
$101K - $109K
|
20K
$2.6M
|
|
|
Apr 11, 2025
Q1 2025
|
Pines Wealth Management, LLC
Southern Pines, NC |
BUY
|
- |
782+ 28.03% |
$101K - $108K
|
3.57K
$466K
|
|
|
May 05, 2025
Q1 2025
|
Darden Wealth Group Inc
Ann Arbor, MI |
BUY
|
- |
778+ 4.83% |
$100K - $107K
|
16.9K
$2.2M
|
|
|
May 02, 2025
Q1 2025
|
Creekmur Asset Management LLC
Morton, IL |
BUY
|
- |
733+ 123.19% |
$94.2K - $101K
|
1.33K
$173K
|
|
|
Apr 15, 2025
Q1 2025
|
Sanibel Captiva Trust Company, Inc.
Sanibel, FL |
BUY
|
- |
700+ 17.9% |
$90K - $96.7K
|
4.61K
$601K
|
|
|
May 13, 2025
Q1 2025
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
BUY
|
- |
689+ 0.73% |
$88.6K - $95.2K
|
95.7K
$12.5M
|
|
|
May 02, 2025
Q1 2025
|
Mayflower Financial Advisors, LLC
|
BUY
|
- |
681+ 4.74% |
$87.6K - $94K
|
15.1K
$1.96M
|
|
|
Apr 22, 2025
Q1 2025
|
Oppenheimer & CO Inc
New York, NY |
BUY
|
- |
674+ 1.7% |
$86.7K - $93.1K
|
40.4K
$5.26M
|
|
|
Apr 30, 2025
Q1 2025
|
Allworth Financial LP
|
BUY
|
- |
670+ 2.87% |
$86.1K - $92.5K
|
24K
$3.13M
|
|
|
Apr 29, 2025
Q1 2025
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
BUY
|
- |
670+ 12.19% |
$86.1K - $92.5K
|
6.17K
$804K
|
|
|
May 12, 2025
Q1 2025
|
Founders Financial Alliance, LLC
Raleigh, NC |
BUY
|
- |
665+ 42.99% |
$85.5K - $91.8K
|
2.21K
$288K
|
|
|
May 08, 2025
Q1 2025
|
Tiaa Trust, National Association
Charlotte, NC |
BUY
|
- |
655+ 5.63% |
$84.2K - $90.5K
|
12.3K
$1.6M
|
|
|
May 01, 2025
Q1 2025
|
Adg Wealth Management Group, LLC
Metairie, LA |
BUY
|
- |
648+ 7.4% |
$83.3K - $89.5K
|
9.4K
$1.23M
|
|
|
Apr 23, 2025
Q1 2025
|
Sabal Trust CO
|
BUY
|
- |
644+ 21.36% |
$82.8K - $88.9K
|
3.66K
$477K
|
|
|
May 15, 2025
Q1 2025
|
Challenger Wealth Management
Aliso Viejo, CA |
BUY
|
- |
644+ 6.71% |
$82.8K - $88.9K
|
10.2K
$1.33M
|
|
|
May 05, 2025
Q1 2025
|
Kestra Private Wealth Services, LLC
|
BUY
|
- |
628+ 8.83% |
$80.7K - $86.7K
|
7.74K
$1.01M
|
|
|
May 05, 2025
Q1 2025
|
J.W. Cole Advisors, Inc.
|
BUY
|
- |
624+ 1.87% |
$80.2K - $86.2K
|
33.9K
$4.42M
|
|
|
May 15, 2025
Q1 2025
|
Pinnacle Family Advisors, LLC
Springfield, MO |
BUY
|
- |
610+ 3.88% |
$78.4K - $84.2K
|
16.3K
$2.13M
|
|
|
May 14, 2025
Q1 2025
|
Gerber Kawasaki Wealth & Investment Management
|
BUY
|
- |
603+ 32.4% |
$77.5K - $83.3K
|
2.46K
$321K
|
|
|
May 05, 2025
Q1 2025
|
North Forty Two & Co.
Lake Oswego, OR |
BUY
|
- |
600+ 14.19% |
$77.1K - $82.9K
|
4.83K
$629K
|
|
|
May 13, 2025
Q1 2025
|
Rathbones Group PLC
Liverpool, X0 |
BUY
|
- |
600+ 1.47% |
$77.1K - $82.9K
|
41.4K
$5.39M
|
|
|
May 08, 2025
Q1 2025
|
New England Private Wealth Advisors LLC
Wellesley, MA |
BUY
|
- |
598+ 13.71% |
$76.9K - $82.6K
|
4.96K
$647K
|
|
|
Apr 29, 2025
Q1 2025
|
Capital Advisors Inc
|
BUY
|
- |
594+ 29.13% |
$76.4K - $82K
|
2.63K
$343K
|
|
|
May 12, 2025
Q1 2025
|
Msh Capital Advisors LLC
Scottsdale, AZ |
BUY
|
- |
589+ 4.81% |
$75.7K - $81.3K
|
12.8K
$1.67M
|
|
|
Apr 28, 2025
Q1 2025
|
Bellevue Asset Management, LLC
Bellevue, WA |
BUY
|
- |
580+ 16.01% |
$74.6K - $80.1K
|
4.2K
$548K
|
|
|
Apr 22, 2025
Q1 2025
|
Garde Capital, Inc.
Seattle, WA |
BUY
|
- |
570New |
$73.3K - $78.7K
|
570
$74.3K
|
|
|
May 08, 2025
Q1 2025
|
Spc Financial, Inc.
|
BUY
|
- |
559+ 1.32% |
$71.9K - $77.2K
|
42.8K
$5.58M
|
|
|
May 28, 2025
Q1 2025
|
Wealth Management Associates, Inc.
Cherry Hill, NJ |
BUY
|
- |
554+ 1.0% |
$71.2K - $76.5K
|
55.9K
$7.28M
|
|
|
Apr 10, 2025
Q1 2025
|
Breakwater Capital Group
Paramus, NJ |
BUY
|
- |
552+ 16.25% |
$71K - $76.2K
|
3.95K
$515K
|
|
|
Apr 29, 2025
Q1 2025
|
Wayfinding Financial, LLC
Lynnwood, WA |
BUY
|
- |
549New |
$70.6K - $75.8K
|
549
$71.6K
|
|
|
May 14, 2025
Q1 2025
|
Wealth Advisors Of Tampa Bay, LLC
|
BUY
|
- |
545New |
$70.1K - $75.3K
|
545
$71K
|
|
|
Apr 03, 2025
Q1 2025
|
First Citizens Financial Corp
|
BUY
|
- |
531+ 5.87% |
$68.3K - $73.3K
|
9.57K
$1.25M
|
|
|
Apr 16, 2025
Q1 2025
|
Byrne Asset Management LLC
|
BUY
|
- |
500New |
$64.3K - $69.1K
|
500
$65.2K
|
|
|
May 09, 2025
Q1 2025
|
Associated Banc Corp
Green Bay, WI |
BUY
|
- |
500+ 6.55% |
$64.3K - $69.1K
|
8.14K
$1.06M
|
|
|
May 07, 2025
Q1 2025
|
N.E.W. Advisory Services LLC
|
BUY
|
- |
480New |
$61.7K - $66.3K
|
480
$62.6K
|
|
|
Apr 28, 2025
Q1 2025
|
Rossby Financial, Lcc
Melbourne, FL |
BUY
|
- |
472New |
$60.7K - $65.2K
|
472
$61.5K
|
|
|
May 02, 2025
Q1 2025
|
Carson Advisory Inc.
|
BUY
|
- |
460+ 27.07% |
$59.1K - $63.5K
|
2.16K
$281K
|
|
|
May 15, 2025
Q1 2025
|
Virtue Capital Management, LLC
Brentwood, TN |
BUY
|
- |
457+ 6.57% |
$58.8K - $63.1K
|
7.42K
$967K
|
|
|
Apr 24, 2025
Q1 2025
|
Crescent Grove Advisors, LLC
|
BUY
|
- |
452+ 2.97% |
$58.1K - $62.4K
|
15.7K
$2.04M
|
|
|
May 15, 2025
Q1 2025
|
Advisory Services Network, LLC
|
BUY
|
- |
446+ 0.61% |
$57.3K - $61.6K
|
73K
$9.51M
|
|
|
Apr 25, 2025
Q1 2025
|
Cmg Global Holdings, LLC
|
BUY
|
- |
445+ 2.52% |
$57.2K - $61.5K
|
18.1K
$2.36M
|
|
|
Apr 28, 2025
Q1 2025
|
Resources Investment Advisors, Llc.
Overland Park, KS |
BUY
|
- |
444+ 2.86% |
$57.1K - $61.3K
|
16K
$2.08M
|
|
|
May 05, 2025
Q1 2025
|
Pfg Advisors
|
BUY
|
- |
434+ 4.76% |
$55.8K - $59.9K
|
9.56K
$1.25M
|
|
|
May 12, 2025
Q1 2025
|
Meridian Wealth Management, LLC
|
BUY
|
- |
431+ 5.1% |
$55.4K - $59.5K
|
8.88K
$1.16M
|
|
|
May 08, 2025
Q1 2025
|
Savant Capital, LLC
|
BUY
|
- |
424+ 3.98% |
$54.5K - $58.6K
|
11.1K
$1.44M
|
|
|
May 12, 2025
Q1 2025
|
Financial Engines Advisors L.L.C.
Santa Clara, CA |
BUY
|
- |
414+ 7.62% |
$53.2K - $57.2K
|
5.84K
$762K
|