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 |
|---|---|---|---|---|---|---|---|
|
May 12, 2025
Q1 2025
|
Operose Advisors LLC
Milwaukee, WI |
BUY
|
- |
154+ 0.69% |
$19.8K - $21.3K
|
22.3K
$2.91M
|
|
|
May 14, 2025
Q1 2025
|
Main Street Group, LTD
Glen Allen, VA |
BUY
|
- |
153+ 45.0% |
$19.7K - $21.1K
|
493
$64.3K
|
|
|
May 02, 2025
Q1 2025
|
Landaas & CO
Milwaukee, WI |
BUY
|
- |
151+ 0.4% |
$19.4K - $20.9K
|
38.1K
$4.96M
|
|
|
May 02, 2025
Q1 2025
|
Mine & Arao Wealth Creation & Management, Llc.
Campbell, CA |
BUY
|
- |
149+ 0.53% |
$19.2K - $20.6K
|
28.4K
$3.7M
|
|
|
Apr 21, 2025
Q1 2025
|
Aspiriant, LLC
|
BUY
|
- |
147+ 2.41% |
$18.9K - $20.3K
|
6.25K
$815K
|
|
|
Apr 18, 2025
Q1 2025
|
Roman Butler Fullerton & CO
|
BUY
|
- |
140+ 2.05% |
$18K - $19.3K
|
6.98K
$910K
|
|
|
May 20, 2025
Q1 2025
|
Belpointe Asset Management LLC
|
BUY
|
- |
137+ 1.36% |
$17.6K - $18.9K
|
10.2K
$1.33M
|
|
|
May 13, 2025
Q1 2025
|
Mill Creek Capital Advisors, LLC
Conshohocken, PA |
BUY
|
- |
131+ 0.58% |
$16.8K - $18.1K
|
22.6K
$2.95M
|
|
|
Apr 07, 2025
Q1 2025
|
Tompkins Financial Corp
|
BUY
|
- |
125+ 1.27% |
$16.1K - $17.3K
|
9.98K
$1.3M
|
|
|
Apr 30, 2025
Q1 2025
|
Axxcess Wealth Management, LLC
Carlsbad, CA |
BUY
|
- |
124+ 1.78% |
$15.9K - $17.1K
|
7.08K
$923K
|
|
|
Apr 09, 2025
Q1 2025
|
Harbor Investment Advisory, LLC
|
BUY
|
- |
123+ 0.98% |
$15.8K - $17K
|
12.6K
$1.64M
|
|
|
Apr 22, 2025
Q1 2025
|
Continuum Advisory, LLC
Eagle, ID |
BUY
|
- |
120+ 1.35% |
$15.4K - $16.6K
|
9.03K
$1.18M
|
|
|
May 14, 2025
Q1 2025
|
Heritage Financial Services, LLC
|
BUY
|
- |
119+ 6.04% |
$15.3K - $16.4K
|
2.09K
$272K
|
|
|
May 15, 2025
Q1 2025
|
Ashton Thomas Private Wealth, LLC
Scottsdale, AZ |
BUY
|
- |
118+ 0.71% |
$15.2K - $16.3K
|
16.7K
$2.17M
|
|
|
Apr 25, 2025
Q1 2025
|
Avidian Wealth Solutions, LLC
|
BUY
|
- |
118+ 5.66% |
$15.2K - $16.3K
|
2.2K
$287K
|
|
|
May 14, 2025
Q1 2025
|
Samalin Investment Counsel, LLC
Chappaqua, NY |
BUY
|
- |
110+ 2.86% |
$14.1K - $15.2K
|
3.95K
$515K
|
|
|
May 09, 2025
Q1 2025
|
Cary Street Partners Financial LLC
Richmond, VA |
BUY
|
- |
108+ 0.98% |
$13.9K - $14.9K
|
11.1K
$1.45M
|
|
|
May 01, 2025
Q1 2025
|
Signaturefd, LLC
Atlanta, GA |
BUY
|
- |
106+ 6.33% |
$13.6K - $14.6K
|
1.78K
$232K
|
|
|
Apr 25, 2025
Q1 2025
|
Citizens National Bank Trust Department
|
BUY
|
- |
105+ 1.23% |
$13.5K - $14.5K
|
8.63K
$1.12M
|
|
|
Apr 09, 2025
Q1 2025
|
Roxbury Financial LLC
Mount Arlington, NJ |
BUY
|
- |
104+ 39.54% |
$13.4K - $14.4K
|
367
$47.8K
|
|
|
Apr 25, 2025
Q1 2025
|
Blb&B Advisors, LLC
|
BUY
|
- |
102+ 4.14% |
$13.1K - $14.1K
|
2.57K
$335K
|
|
|
May 12, 2025
Q1 2025
|
Callan Family Office, LLC
Radnor, PA |
BUY
|
- |
100+ 0.29% |
$12.9K - $13.8K
|
34.7K
$4.52M
|
|
|
May 14, 2025
Q1 2025
|
Asset Management Group, Inc.
Stamford, CT |
BUY
|
- |
100+ 0.66% |
$12.9K - $13.8K
|
15.2K
$1.98M
|
|
|
Jun 17, 2025
Q1 2025
|
Howe & Rusling Inc
Rochester, NY |
BUY
|
- |
100New |
$12.9K - $13.8K
|
100
$13K
|
|
|
May 15, 2025
Q1 2025
|
Johnson Financial Group, Inc.
Racine, WI |
BUY
|
- |
100+ 1.83% |
$12.9K - $13.8K
|
5.58K
$727K
|
|
|
Apr 23, 2025
Q1 2025
|
Madrona Financial Services, LLC
|
BUY
|
- |
98+ 2.55% |
$12.6K - $13.5K
|
3.94K
$514K
|
|
|
May 01, 2025
Q1 2025
|
Hughes Financial Services, LLC
Herndon, VA |
BUY
|
- |
97New |
$12.5K - $13.4K
|
97
$12.6K
|
|
|
May 01, 2025
Q1 2025
|
Fidelity D & D Bancorp Inc
Dunmore, PA |
BUY
|
- |
93+ 5.68% |
$12K - $12.8K
|
1.73K
$225K
|
|
|
May 15, 2025
Q1 2025
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
89+ 0.11% |
$11.4K - $12.3K
|
77.6K
$10.1M
|
|
|
Apr 22, 2025
Q1 2025
|
Denver Wealth Management, Inc.
Greenwood Village, CO |
BUY
|
- |
85+ 4.25% |
$10.9K - $11.7K
|
2.09K
$272K
|
|
|
Apr 15, 2025
Q1 2025
|
Murphy, Middleton, Hinkle & Parker, Inc.
|
BUY
|
- |
84+ 0.26% |
$10.8K - $11.6K
|
32.2K
$4.19M
|
|
|
May 13, 2025
Q1 2025
|
Colonial Trust Advisors
Spartanburg, SC |
BUY
|
- |
75+ 3.82% |
$9.64K - $10.4K
|
2.04K
$266K
|
|
|
Apr 24, 2025
Q1 2025
|
Allspring Global Investments Holdings, LLC
|
BUY
|
- |
75New |
$9.64K - $10.4K
|
75
$9.78K
|
|
|
Apr 09, 2025
Q1 2025
|
St Germain D J CO Inc
Springfield, MA |
BUY
|
- |
74+ 3.96% |
$9.51K - $10.2K
|
1.95K
$254K
|
|
|
Apr 22, 2025
Q1 2025
|
Inlight Wealth Management, LLC
Atlanta, GA |
BUY
|
- |
73New |
$9.39K - $10.1K
|
73
$9.51K
|
|
|
May 09, 2025
Q1 2025
|
Wealth Shield Partners, LLC
Cary, NC |
BUY
|
- |
72+ 8.76% |
$9.26K - $9.94K
|
894
$117K
|
|
|
Apr 29, 2025
Q1 2025
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
BUY
|
- |
70+ 0.57% |
$9K - $9.67K
|
12.4K
$1.62M
|
|
|
May 07, 2025
Q1 2025
|
Cozad Asset Management Inc
Champaign, IL |
BUY
|
- |
70+ 0.46% |
$9K - $9.67K
|
15.2K
$1.98M
|
|
|
May 09, 2025
Q1 2025
|
Argent Trust CO
Nashville, TN |
BUY
|
- |
69+ 0.27% |
$8.87K - $9.53K
|
26.1K
$3.4M
|
|
|
May 09, 2025
Q1 2025
|
Thoroughbred Financial Services, LLC
|
BUY
|
- |
68+ 0.27% |
$8.74K - $9.39K
|
25.5K
$3.32M
|
|
|
May 08, 2025
Q1 2025
|
North Rock Partners, LLC
|
BUY
|
- |
67+ 0.7% |
$8.61K - $9.25K
|
9.66K
$1.26M
|
|
|
May 14, 2025
Q1 2025
|
Cadence Bank
Tupelo, MS |
BUY
|
- |
63+ 0.82% |
$8.1K - $8.7K
|
7.74K
$1.01M
|
|
|
Apr 28, 2025
Q1 2025
|
Alley Investment Management Company, LLC
|
BUY
|
- |
61+ 1.09% |
$7.84K - $8.42K
|
5.64K
$735K
|
|
|
May 15, 2025
Q1 2025
|
Advisors Asset Management, Inc.
Monument, CO |
BUY
|
- |
61+ 52.14% |
$7.84K - $8.42K
|
178
$23.2K
|
|
|
Apr 30, 2025
Q1 2025
|
Gateway Wealth Partners, LLC
Appleton, WI |
BUY
|
- |
61+ 3.19% |
$7.84K - $8.42K
|
1.97K
$257K
|
|
|
May 07, 2025
Q1 2025
|
Northwest Bancshares, Inc.
Warren, PA |
BUY
|
- |
59+ 2.44% |
$7.59K - $8.15K
|
2.48K
$323K
|
|
|
May 15, 2025
Q1 2025
|
Signature Estate & Investment Advisors LLC
|
BUY
|
- |
56+ 1.05% |
$7.2K - $7.73K
|
5.39K
$702K
|
|
|
Apr 11, 2025
Q1 2025
|
Next Level Private LLC
Harrison, NY |
BUY
|
- |
56+ 0.78% |
$7.2K - $7.73K
|
7.2K
$938K
|
|
|
May 08, 2025
Q1 2025
|
Dearborn Partners LLC
|
BUY
|
- |
55+ 1.23% |
$7.07K - $7.6K
|
4.54K
$591K
|
|
|
May 06, 2025
Q1 2025
|
Carnegie Capital Asset Management, LLC
|
BUY
|
- |
54+ 0.44% |
$6.94K - $7.46K
|
12.4K
$1.61M
|