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 23, 2025
Q1 2025
|
Spire Wealth Management
|
BUY
|
- |
53+ 1.17% |
$6.81K - $7.32K
|
4.6K
$599K
|
|
|
Apr 29, 2025
Q1 2025
|
Viewpoint Capital Management LLC
Seattle, WA |
BUY
|
- |
53+ 0.55% |
$6.81K - $7.32K
|
9.71K
$1.27M
|
|
|
Apr 17, 2025
Q1 2025
|
Kaydan Wealth Management, Inc.
Fenton, MI |
BUY
|
- |
51+ 0.33% |
$6.56K - $7.04K
|
15.6K
$2.03M
|
|
|
May 14, 2025
Q1 2025
|
Strategies Wealth Advisors, LLC
Grand Rapids, MI |
BUY
|
- |
50+ 1.09% |
$6.43K - $6.91K
|
4.64K
$605K
|
|
|
May 14, 2025
Q1 2025
|
Ncm Capital Management, LLC
Ramsey, NJ |
BUY
|
- |
50+ 0.38% |
$6.43K - $6.91K
|
13.2K
$1.72M
|
|
|
Apr 25, 2025
Q1 2025
|
Mather Group, Llc.
Chicago, IL |
BUY
|
- |
50+ 1.79% |
$6.43K - $6.91K
|
2.85K
$371K
|
|
|
Apr 16, 2025
Q1 2025
|
Dodds Wealth, LLC
Greenwood Village, CO |
BUY
|
- |
48+ 0.62% |
$6.17K - $6.63K
|
7.85K
$1.02M
|
|
|
Apr 18, 2025
Q1 2025
|
Dhjj Financial Advisors, Ltd.
|
BUY
|
- |
41+ 13.06% |
$5.27K - $5.66K
|
355
$46.3K
|
|
|
Apr 23, 2025
Q1 2025
|
My Personal Cfo, LLC
|
BUY
|
- |
39+ 0.18% |
$5.01K - $5.39K
|
21.8K
$2.85M
|
|
|
May 02, 2025
Q1 2025
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
BUY
|
- |
39+ 0.9% |
$5.01K - $5.39K
|
4.39K
$572K
|
|
|
May 14, 2025
Q1 2025
|
Murphy & Mullick Capital Management Corp
Smithtown, NY |
BUY
|
- |
38+ 12.5% |
$4.89K - $5.25K
|
342
$44.6K
|
|
|
Apr 22, 2025
Q1 2025
|
Integris Wealth Management, LLC
Monterey, CA |
BUY
|
- |
38+ 1.02% |
$4.89K - $5.25K
|
3.76K
$489K
|
|
|
Apr 24, 2025
Q1 2025
|
Joel Isaacson & Co., LLC
|
BUY
|
- |
36+ 0.16% |
$4.63K - $4.97K
|
23.1K
$3.01M
|
|
|
May 15, 2025
Q1 2025
|
Fort Point Capital Partners LLC
San Francisco, CA |
BUY
|
- |
36+ 0.56% |
$4.63K - $4.97K
|
6.46K
$842K
|
|
|
Apr 25, 2025
Q1 2025
|
Stonebridge Financial Group, LLC
Wormleysburg, PA |
BUY
|
- |
34+ 121.43% |
$4.37K - $4.7K
|
62
$8.08K
|
|
|
May 14, 2025
Q1 2025
|
Iconiq Capital, LLC
San Francisco, CA |
BUY
|
- |
34+ 0.55% |
$4.37K - $4.7K
|
6.25K
$815K
|
|
|
May 12, 2025
Q1 2025
|
Addison Advisors LLC
|
BUY
|
- |
30+ 19.74% |
$3.86K - $4.14K
|
182
$23.7K
|
|
|
Apr 22, 2025
Q1 2025
|
Jfs Wealth Advisors, LLC
|
BUY
|
- |
29+ 0.13% |
$3.73K - $4K
|
23K
$2.99M
|
|
|
May 06, 2025
Q1 2025
|
M1 Capital Management LLC
Bloomfield Hills, MI |
BUY
|
- |
28+ 0.49% |
$3.6K - $3.87K
|
5.72K
$745K
|
|
|
Apr 10, 2025
Q1 2025
|
Fsa Investment Group, LLC
Pensacola, FL |
BUY
|
- |
28+ 0.79% |
$3.6K - $3.87K
|
3.56K
$464K
|
|
|
May 14, 2025
Q1 2025
|
Tfb Advisors LLC
Overland Park, KS |
BUY
|
- |
28+ 0.67% |
$3.6K - $3.87K
|
4.21K
$548K
|
|
|
May 07, 2025
Q1 2025
|
Nvwm, LLC
|
BUY
|
- |
27+ 1.91% |
$3.47K - $3.73K
|
1.44K
$187K
|
|
|
May 08, 2025
Q1 2025
|
Cheviot Value Management, LLC
|
BUY
|
- |
27New |
$3.47K - $3.73K
|
27
$3.52K
|
|
|
Apr 23, 2025
Q1 2025
|
Waypoint Wealth Counsel
Atlanta, GA |
BUY
|
- |
27+ 0.27% |
$3.47K - $3.73K
|
10.1K
$1.32M
|
|
|
Apr 21, 2025
Q1 2025
|
Ronald Blue Trust, Inc.
Brentwood, TN |
BUY
|
- |
26+ 2.51% |
$3.34K - $3.59K
|
1.06K
$138K
|
|
|
May 02, 2025
Q1 2025
|
Leo Wealth, LLC
Hurst, TX |
BUY
|
- |
26+ 0.39% |
$3.34K - $3.59K
|
6.78K
$883K
|
|
|
May 01, 2025
Q1 2025
|
Cahaba Wealth Management, Inc.
|
BUY
|
- |
25+ 0.55% |
$3.21K - $3.45K
|
4.53K
$591K
|
|
|
Apr 18, 2025
Q1 2025
|
Mezzasalma Advisors, LLC
|
BUY
|
- |
25+ 0.61% |
$3.21K - $3.45K
|
4.14K
$540K
|
|
|
Apr 24, 2025
Q1 2025
|
Jaffetilchin Investment Partners, LLC
Tampa, FL |
BUY
|
- |
25+ 0.62% |
$3.21K - $3.45K
|
4.07K
$530K
|
|
|
Apr 11, 2025
Q1 2025
|
Davis Capital Management
Jacksonville, FL |
BUY
|
- |
23+ 3.0% |
$2.96K - $3.18K
|
790
$103K
|
|
|
May 15, 2025
Q1 2025
|
Sage Capital Management, LLC
Stockton, NJ |
BUY
|
- |
23+ 0.7% |
$2.96K - $3.18K
|
3.33K
$433K
|
|
|
May 09, 2025
Q1 2025
|
Delta Asset Management LLC
Memphis, TN |
BUY
|
- |
23+ 30.67% |
$2.96K - $3.18K
|
98
$12.8K
|
|
|
Apr 15, 2025
Q1 2025
|
Balanced Wealth Group LLC
Westlake, OH |
BUY
|
- |
22+ 0.77% |
$2.83K - $3.04K
|
2.86K
$373K
|
|
|
May 06, 2025
Q1 2025
|
Carbahal Olsen Financial Services Group, LLC
Davis, CA |
BUY
|
- |
22+ 0.16% |
$2.83K - $3.04K
|
13.8K
$1.8M
|
|
|
Apr 04, 2025
Q1 2025
|
Sage Capital Advisors,Llc
|
BUY
|
- |
22+ 0.77% |
$2.83K - $3.04K
|
2.86K
$373K
|
|
|
Apr 29, 2025
Q1 2025
|
Brookstone Capital Management
|
BUY
|
- |
22+ 0.83% |
$2.83K - $3.04K
|
2.68K
$349K
|
|
|
Apr 30, 2025
Q1 2025
|
Rik Saylor Financial, Inc.
Fairfield, OH |
BUY
|
- |
21+ 0.41% |
$2.7K - $2.9K
|
5.16K
$672K
|
|
|
May 14, 2025
Q1 2025
|
Snowden Capital Advisors LLC
New York, NY |
BUY
|
- |
20+ 0.1% |
$2.57K - $2.76K
|
20.9K
$2.72M
|
|
|
Apr 14, 2025
Q1 2025
|
Selective Wealth Management, Inc.
|
BUY
|
- |
20+ 0.46% |
$2.57K - $2.76K
|
4.4K
$573K
|
|
|
Apr 21, 2025
Q1 2025
|
Gfs Advisors, LLC
|
BUY
|
- |
20+ 0.51% |
$2.57K - $2.76K
|
3.94K
$513K
|
|
|
May 07, 2025
Q1 2025
|
Marco Investment Management LLC
|
BUY
|
- |
20+ 0.36% |
$2.57K - $2.76K
|
5.58K
$727K
|
|
|
Apr 14, 2025
Q1 2025
|
Regatta Capital Group, LLC
El Segundo, CA |
BUY
|
- |
20+ 0.5% |
$2.57K - $2.76K
|
3.99K
$519K
|
|
|
May 14, 2025
Q1 2025
|
Summit Financial, LLC
Parsippany, NJ |
BUY
|
- |
20+ 0.58% |
$2.57K - $2.76K
|
3.47K
$452K
|
|
|
May 15, 2025
Q1 2025
|
Tower Research Capital LLC (Trc)
New York, NY |
BUY
|
- |
17New |
$2.19K - $2.35K
|
17
$2.22K
|
|
|
Apr 03, 2025
Q1 2025
|
Insight Wealth Strategies, LLC
San Ramon, CA |
BUY
|
- |
17+ 0.51% |
$2.19K - $2.35K
|
3.37K
$439K
|
|
|
Apr 17, 2025
Q1 2025
|
Sowell Financial Services LLC
North Little Rock, AR |
BUY
|
- |
17+ 0.08% |
$2.19K - $2.35K
|
20.2K
$2.63M
|
|
|
Apr 25, 2025
Q1 2025
|
Augustine Asset Management Inc
|
BUY
|
- |
17+ 0.8% |
$2.19K - $2.35K
|
2.13K
$278K
|
|
|
Apr 21, 2025
Q1 2025
|
Barrett & Company, Inc.
Providence, RI |
BUY
|
- |
16+ 0.47% |
$2.06K - $2.21K
|
3.41K
$444K
|
|
|
May 13, 2025
Q1 2025
|
Summit Investment Advisors, Inc.
Hunt Valley, MD |
BUY
|
- |
16+ 0.83% |
$2.06K - $2.21K
|
1.94K
$252K
|
|
|
May 13, 2025
Q1 2025
|
Sensible Money, LLC
Scottsdale, AZ |
BUY
|
- |
15+ 0.75% |
$1.93K - $2.07K
|
2.02K
$264K
|