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 16, 2025
Q1 2025
|
Lakeridge Wealth Management LLC
Mentor, OH |
BUY
|
- |
413+ 6.03% |
$53.1K - $57K
|
7.26K
$947K
|
|
|
Apr 25, 2025
Q1 2025
|
Canandaigua National Bank & Trust CO
Canandaigua, NY |
BUY
|
- |
411+ 2.72% |
$52.8K - $56.8K
|
15.5K
$2.02M
|
|
|
May 02, 2025
Q1 2025
|
Cullen/Frost Bankers, Inc.
|
BUY
|
- |
409+ 0.36% |
$52.6K - $56.5K
|
114K
$14.9M
|
|
|
Apr 16, 2025
Q1 2025
|
Legacy Trust
Grand Rapids, MI |
BUY
|
- |
406+ 5.47% |
$52.2K - $56.1K
|
7.84K
$1.02M
|
|
|
Apr 16, 2025
Q1 2025
|
Rockland Trust CO
|
BUY
|
- |
406+ 17.65% |
$52.2K - $56.1K
|
2.71K
$353K
|
|
|
Apr 16, 2025
Q1 2025
|
Iag Wealth Partners, LLC
|
BUY
|
- |
400New |
$51.4K - $55.2K
|
400
$52.1K
|
|
|
May 14, 2025
Q1 2025
|
Gkv Capital Management Co., Inc.
Walnut Creek, CA |
BUY
|
- |
400New |
$51.4K - $55.2K
|
400
$52.1K
|
|
|
Apr 28, 2025
Q1 2025
|
Private Trust CO Na
|
BUY
|
- |
383+ 4.71% |
$49.2K - $52.9K
|
8.52K
$1.11M
|
|
|
May 15, 2025
Q1 2025
|
Prospera Financial Services Inc
|
BUY
|
- |
375+ 1.27% |
$48.2K - $51.8K
|
30K
$3.9M
|
|
|
Apr 23, 2025
Q1 2025
|
Financial Life Planners
Tempe, AZ |
BUY
|
- |
374+ 84.23% |
$48.1K - $51.6K
|
818
$107K
|
|
|
Apr 11, 2025
Q1 2025
|
Procyon Advisors, LLC
|
BUY
|
- |
372+ 11.5% |
$47.8K - $51.4K
|
3.61K
$470K
|
|
|
May 14, 2025
Q1 2025
|
Cibc Private Wealth Group, LLC
|
BUY
|
- |
362+ 0.6% |
$46.5K - $50K
|
60.4K
$7.88M
|
|
|
Apr 07, 2025
Q1 2025
|
Lowe Wealth Advisors, LLC
|
BUY
|
- |
350+ 52.47% |
$45K - $48.3K
|
1.02K
$133K
|
|
|
May 09, 2025
Q1 2025
|
New Edge Wealth, LLC
Pittsburgh, PA |
BUY
|
- |
347+ 2.15% |
$44.6K - $47.9K
|
16.5K
$2.14M
|
|
|
Apr 22, 2025
Q1 2025
|
Carret Asset Management, LLC
|
BUY
|
- |
340+ 0.71% |
$43.7K - $47K
|
48.4K
$6.31M
|
|
|
Apr 21, 2025
Q1 2025
|
Worth Financial Advisory Group, LLC
Charlotte, NC |
BUY
|
- |
333+ 18.31% |
$42.8K - $46K
|
2.15K
$280K
|
|
|
May 09, 2025
Q1 2025
|
Mgb Wealth Management, LLC
Addison, TX |
BUY
|
- |
326+ 7.43% |
$41.9K - $45K
|
4.71K
$614K
|
|
|
Apr 30, 2025
Q1 2025
|
Fonville Wealth Management LLC
Richmond, VA |
BUY
|
- |
312+ 7.01% |
$40.1K - $43.1K
|
4.77K
$621K
|
|
|
May 05, 2025
Q1 2025
|
Yeomans Consulting Group, Inc.
Marietta, GA |
BUY
|
- |
308+ 1.7% |
$39.6K - $42.5K
|
18.4K
$2.4M
|
|
|
Apr 23, 2025
Q1 2025
|
First Pacific Financial
|
BUY
|
- |
300New |
$38.6K - $41.4K
|
300
$39.1K
|
|
|
Apr 18, 2025
Q1 2025
|
Cornerstone Wealth Management, LLC
|
BUY
|
- |
289+ 5.24% |
$37.2K - $39.9K
|
5.81K
$757K
|
|
|
May 14, 2025
Q1 2025
|
Vivaldi Capital Management LP
Chicago, IL |
BUY
|
- |
280+ 0.9% |
$36K - $38.7K
|
31.4K
$4.09M
|
|
|
May 15, 2025
Q1 2025
|
Titleist Asset Management, LLC
San Antonio, TX |
BUY
|
- |
278+ 3.4% |
$35.7K - $38.4K
|
8.47K
$1.1M
|
|
|
May 05, 2025
Q1 2025
|
Cypress Capital Management LLC (Wy)
|
BUY
|
- |
261New |
$33.6K - $36K
|
261
$34K
|
|
|
Apr 16, 2025
Q1 2025
|
Cra Financial Services, LLC
|
BUY
|
- |
254+ 2.74% |
$32.7K - $35.1K
|
9.53K
$1.24M
|
|
|
May 06, 2025
Q1 2025
|
Ima Wealth, Inc.
Wichita, KS |
BUY
|
- |
250New |
$32.1K - $34.5K
|
250
$32.6K
|
|
|
May 15, 2025
Q1 2025
|
Glen Eagle Advisors, LLC
Kingston, NJ |
BUY
|
- |
245+ 2.21% |
$31.5K - $33.8K
|
11.4K
$1.48M
|
|
|
May 05, 2025
Q1 2025
|
Millstone Evans Group, LLC
Boulder, CO |
BUY
|
- |
244+ 89.38% |
$31.4K - $33.7K
|
517
$67.4K
|
|
|
May 02, 2025
Q1 2025
|
Verdence Capital Advisors LLC
Hunt Valley, MD |
BUY
|
- |
240+ 2.3% |
$30.9K - $33.1K
|
10.7K
$1.39M
|
|
|
May 02, 2025
Q1 2025
|
Mosaic Family Wealth Partners, LLC
St. Louis, MO |
BUY
|
- |
235+ 1.33% |
$30.2K - $32.5K
|
17.9K
$2.33M
|
|
|
May 13, 2025
Q1 2025
|
Cascade Financial Partners, LLC
San Diego, CA |
BUY
|
- |
233+ 1.49% |
$30K - $32.2K
|
15.9K
$2.07M
|
|
|
Apr 23, 2025
Q1 2025
|
Tyche Wealth Partners LLC
Plano, TX |
BUY
|
- |
226+ 2.22% |
$29.1K - $31.2K
|
10.4K
$1.36M
|
|
|
Apr 15, 2025
Q1 2025
|
Ferguson Wellman Capital Management, Inc
|
BUY
|
- |
221+ 0.6% |
$28.4K - $30.5K
|
36.8K
$4.8M
|
|
|
Apr 30, 2025
Q1 2025
|
Financial Gravity Asset Management, Inc.
|
BUY
|
- |
221New |
$28.4K - $30.5K
|
221
$28.8K
|
|
|
Apr 17, 2025
Q1 2025
|
North Star Investment Management Corp.
Chicago, IL |
BUY
|
- |
220+ 0.28% |
$28.3K - $30.4K
|
79.9K
$10.4M
|
|
|
Apr 10, 2025
Q1 2025
|
Thurston, Springer, Miller, Herd & Titak, Inc.
Indianapolis, IN |
BUY
|
- |
220+ 113.4% |
$28.3K - $30.4K
|
414
$54K
|
|
|
May 14, 2025
Q1 2025
|
Fiduciary Trust CO
Boston, MA |
BUY
|
- |
218+ 1.68% |
$28K - $30.1K
|
13.2K
$1.72M
|
|
|
Apr 24, 2025
Q1 2025
|
Highland Capital Management, LLC
|
BUY
|
- |
215+ 0.45% |
$27.6K - $29.7K
|
48.3K
$6.3M
|
|
|
May 15, 2025
Q1 2025
|
Ausdal Financial Partners, Inc.
Davenport, IA |
BUY
|
- |
200+ 4.12% |
$25.7K - $27.6K
|
5.06K
$659K
|
|
|
Apr 16, 2025
Q1 2025
|
Dynamic Advisor Solutions LLC
|
BUY
|
- |
200+ 9.0% |
$25.7K - $27.6K
|
2.42K
$316K
|
|
|
May 15, 2025
Q1 2025
|
Aprio Wealth Management, LLC
|
BUY
|
- |
200+ 2.84% |
$25.7K - $27.6K
|
7.23K
$943K
|
|
|
May 06, 2025
Q1 2025
|
Tempus Wealth Planning, LLC
|
BUY
|
- |
197+ 1.21% |
$25.3K - $27.2K
|
16.5K
$2.15M
|
|
|
Apr 25, 2025
Q1 2025
|
Koshinski Asset Management, Inc.
|
BUY
|
- |
187+ 2.79% |
$24K - $25.8K
|
6.9K
$899K
|
|
|
May 15, 2025
Q1 2025
|
Integrated Wealth Concepts LLC
|
BUY
|
- |
186+ 0.28% |
$23.9K - $25.7K
|
66.5K
$8.67M
|
|
|
May 07, 2025
Q1 2025
|
Benedict Financial Advisors Inc
|
BUY
|
- |
182+ 7.47% |
$23.4K - $25.1K
|
2.62K
$341K
|
|
|
Apr 30, 2025
Q1 2025
|
Peoples Financial Services Corp.
|
BUY
|
- |
181+ 26.01% |
$23.3K - $25K
|
877
$114K
|
|
|
Apr 09, 2025
Q1 2025
|
Capital Asset Advisory Services LLC
Haslett, MI |
BUY
|
- |
164+ 2.37% |
$21.1K - $22.6K
|
7.08K
$923K
|
|
|
Apr 25, 2025
Q1 2025
|
Astoria Portfolio Advisors Llc.
|
BUY
|
- |
163+ 3.8% |
$21K - $22.5K
|
4.45K
$581K
|
|
|
May 05, 2025
Q1 2025
|
Csenge Advisory Group
|
BUY
|
- |
162+ 0.87% |
$20.8K - $22.4K
|
18.8K
$2.45M
|
|
|
Apr 16, 2025
Q1 2025
|
Missouri Trust & Investment CO
Springfield, MO |
BUY
|
- |
155+ 13.78% |
$19.9K - $21.4K
|
1.28K
$167K
|