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 17, 2025
Q1 2025
|
Trust Point Inc.
La Crosse, WI |
SELL
|
- |
-33- 0.34% |
$4.24K - $4.56K
|
9.74K
$1.25M
|
|
|
Apr 14, 2025
Q1 2025
|
Northstar Advisory Group, LLC
|
SELL
|
- |
-33- 1.92% |
$4.24K - $4.56K
|
1.69K
$217K
|
|
|
May 05, 2025
Q1 2025
|
Mystic Asset Management, Inc.
Warwick, RI |
SELL
|
- |
-34- 1.35% |
$4.37K - $4.7K
|
2.48K
$318K
|
|
|
May 01, 2025
Q1 2025
|
Sbi Securities Co., Ltd.
Tokyo, M0 |
SELL
|
- |
-34- 0.16% |
$4.37K - $4.7K
|
21.9K
$2.81M
|
|
|
May 02, 2025
Q1 2025
|
Armor Investment Advisors, LLC
|
SELL
|
- |
-35- 1.2% |
$4.5K - $4.83K
|
2.88K
$369K
|
|
|
Apr 04, 2025
Q1 2025
|
Capital Market Strategies LLC
|
SELL
|
- |
-35- 1.22% |
$4.5K - $4.83K
|
2.83K
$363K
|
|
|
Apr 10, 2025
Q1 2025
|
Rialto Wealth Management, LLC
Syracuse, NY |
SELL
|
- |
-36- 1.83% |
$4.63K - $4.97K
|
1.93K
$248K
|
|
|
Apr 29, 2025
Q1 2025
|
Morris Financial Concepts, Inc.
|
SELL
|
- |
-36- 8.29% |
$4.63K - $4.97K
|
398
$51.1K
|
|
|
May 05, 2025
Q1 2025
|
Wealth Dimensions Group, Ltd.
|
SELL
|
- |
-36- 0.56% |
$4.63K - $4.97K
|
6.39K
$820K
|
|
|
Apr 11, 2025
Q1 2025
|
Kapstone Financial Advisors LLC
Dayton, OH |
SELL
|
- |
-38- 0.17% |
$4.89K - $5.25K
|
22.1K
$2.84M
|
|
|
Apr 23, 2025
Q1 2025
|
Gray Private Wealth, LLC
Canton, MA |
SELL
|
- |
-39- 2.21% |
$5.01K - $5.39K
|
1.73K
$222K
|
|
|
Apr 24, 2025
Q1 2025
|
Cambridge Advisors Inc.
|
SELL
|
- |
-40- 1.22% |
$5.14K - $5.52K
|
3.25K
$417K
|
|
|
Apr 16, 2025
Q1 2025
|
Cva Family Office, LLC
|
SELL
|
- |
-40- 0.58% |
$5.14K - $5.52K
|
6.81K
$874K
|
|
|
May 02, 2025
Q1 2025
|
United Community Bank
Greenville, SC |
SELL
|
- |
-40- 0.75% |
$5.14K - $5.52K
|
5.26K
$675K
|
|
|
Apr 10, 2025
Q1 2025
|
Freedom Financial Partners LLC
Oakdale, MN |
SELL
|
- |
-41- 0.44% |
$5.27K - $5.66K
|
9.25K
$1.19M
|
|
|
Apr 10, 2025
Q1 2025
|
West Coast Financial LLC
|
SELL
|
- |
-45- 2.05% |
$5.79K - $6.21K
|
2.15K
$276K
|
|
|
Apr 24, 2025
Q1 2025
|
Wolff Financial Management LLC
|
SELL
|
- |
-45- 0.5% |
$5.79K - $6.21K
|
9.03K
$1.16M
|
|
|
Apr 29, 2025
Q1 2025
|
Interchange Capital Partners, LLC
|
SELL
|
- |
-45- 1.25% |
$5.79K - $6.21K
|
3.55K
$455K
|
|
|
Apr 15, 2025
Q1 2025
|
Simon Quick Advisors, LLC
|
SELL
|
- |
-46- 0.19% |
$5.91K - $6.35K
|
23.8K
$3.05M
|
|
|
Apr 14, 2025
Q1 2025
|
Charter Oak Capital Management, LLC
|
SELL
|
- |
-47- 2.5% |
$6.04K - $6.49K
|
1.84K
$236K
|
|
|
Apr 14, 2025
Q1 2025
|
Ars Wealth Advisors Group, LLC
St. Petersburg, FL |
SELL
|
- |
-50- 2.98% |
$6.43K - $6.91K
|
1.63K
$209K
|
|
|
Apr 21, 2025
Q1 2025
|
Old Second National Bank Of Aurora
|
SELL
|
- |
-50- 3.85% |
$6.43K - $6.91K
|
1.25K
$160K
|
|
|
Apr 16, 2025
Q1 2025
|
Quintet Private Bank (Europe) S.A.
Luxembourg, N4 |
SELL
|
- |
-50- 33.33% |
$6.43K - $6.91K
|
100
$12.8K
|
|
|
Apr 21, 2025
Q1 2025
|
Essex Savings Bank
|
SELL
|
- |
-50- 1.66% |
$6.43K - $6.91K
|
2.96K
$380K
|
|
|
Apr 11, 2025
Q1 2025
|
Sea Crest Wealth Management, LLC
Purchase, NY |
SELL
|
- |
-53- 1.42% |
$6.81K - $7.32K
|
3.69K
$474K
|
|
|
Apr 16, 2025
Q1 2025
|
North Crest Asset Manangement, LLC
|
SELL
|
- |
-56- 0.47% |
$7.2K - $7.73K
|
11.9K
$1.53M
|
|
|
Apr 11, 2025
Q1 2025
|
Kfg Wealth Management, LLC
Granger, IN |
SELL
|
- |
-60- 1.18% |
$7.71K - $8.29K
|
5.04K
$647K
|
|
|
Apr 29, 2025
Q1 2025
|
Chilton Capital Management LLC
Houston, TX |
SELL
|
- |
-60- 50.0% |
$7.71K - $8.29K
|
60
$7.7K
|
|
|
Apr 24, 2025
Q1 2025
|
Money Concepts Capital Corp
|
SELL
|
- |
-64- 2.77% |
$8.23K - $8.84K
|
2.25K
$289K
|
|
|
Apr 15, 2025
Q1 2025
|
Mc Kinley Carter Wealth Services, Inc.
|
SELL
|
- |
-64- 3.37% |
$8.23K - $8.84K
|
1.84K
$236K
|
|
|
Apr 29, 2025
Q1 2025
|
Lee Danner & Bass Inc
|
SELL
|
- |
-65- 1.91% |
$8.36K - $8.98K
|
3.35K
$429K
|
|
|
Apr 22, 2025
Q1 2025
|
Wolff Wiese Magana LLC
|
SELL
|
- |
-68- 0.29% |
$8.74K - $9.39K
|
23.3K
$3M
|
|
|
Apr 17, 2025
Q1 2025
|
Good Life Advisors, LLC
|
SELL
|
- |
-70- 1.35% |
$9K - $9.67K
|
5.12K
$657K
|
|
|
Apr 14, 2025
Q1 2025
|
Henrickson Nauta Wealth Advisors, Inc.
Belmont, MI |
SELL
|
- |
-71- 2.5% |
$9.13K - $9.81K
|
2.77K
$355K
|
|
|
May 01, 2025
Q1 2025
|
Coastal Investment Advisors, Inc.
Wilmington, DE |
SELL
|
- |
-72- 1.76% |
$9.26K - $9.94K
|
4.02K
$516K
|
|
|
Apr 22, 2025
Q1 2025
|
Union Savings Bank
Litchfield, CT |
SELL
|
- |
-74- 0.56% |
$9.51K - $10.2K
|
13.2K
$1.7M
|
|
|
Apr 15, 2025
Q1 2025
|
Laurel Wealth Advisors LLC
Charlotte, NC |
SELL
|
- |
-74- 0.51% |
$9.51K - $10.2K
|
14.3K
$1.84M
|
|
|
Apr 29, 2025
Q1 2025
|
Simmons Bank
|
SELL
|
- |
-75- 0.6% |
$9.64K - $10.4K
|
12.4K
$1.59M
|
|
|
May 05, 2025
Q1 2025
|
Morse Asset Management, Inc
Darien, CT |
SELL
|
- |
-79- 16.88% |
$10.2K - $10.9K
|
389
$49.9K
|
|
|
Apr 21, 2025
Q1 2025
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
SELL
|
- |
-81- 1.4% |
$10.4K - $11.2K
|
5.72K
$735K
|
|
|
Apr 28, 2025
Q1 2025
|
Weaver Consulting Group
|
SELL
|
- |
-84- 1.96% |
$10.8K - $11.6K
|
4.21K
$540K
|
|
|
Apr 30, 2025
Q1 2025
|
Optimum Investment Advisors
|
SELL
|
- |
-86- 2.49% |
$11.1K - $11.9K
|
3.37K
$433K
|
|
|
Apr 14, 2025
Q1 2025
|
Wealthcare Advisory Partners LLC
West Chester, PA |
SELL
|
- |
-89- 0.32% |
$11.4K - $12.3K
|
27.5K
$3.53M
|
|
|
Apr 21, 2025
Q1 2025
|
Heartwood Wealth Advisors LLC
|
SELL
|
- |
-89- 1.97% |
$11.4K - $12.3K
|
4.43K
$569K
|
|
|
May 06, 2025
Q1 2025
|
Journey Strategic Wealth LLC
Summit, NJ |
SELL
|
- |
-90- 2.69% |
$11.6K - $12.4K
|
3.25K
$418K
|
|
|
Apr 11, 2025
Q1 2025
|
Magnus Financial Group LLC
New York, NY |
SELL
|
- |
-97- 0.61% |
$12.5K - $13.4K
|
15.8K
$2.02M
|
|
|
Apr 23, 2025
Q1 2025
|
Creative Financial Designs Inc
|
SELL
|
- |
-99- 11.79% |
$12.7K - $13.7K
|
741
$95.1K
|
|
|
May 01, 2025
Q1 2025
|
Weatherly Asset Management L. P.
|
SELL
|
- |
-100- 2.08% |
$12.9K - $13.8K
|
4.72K
$605K
|
|
|
Apr 16, 2025
Q1 2025
|
Fort Washington Investment Advisors Inc
|
SELL
|
- |
-100- 1.12% |
$12.9K - $13.8K
|
8.79K
$1.13M
|
|
|
Apr 16, 2025
Q1 2025
|
Patriot Investment Management Inc.
|
SELL
|
- |
-100- 0.79% |
$12.9K - $13.8K
|
12.5K
$1.61M
|