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 14, 2025
Q1 2025
|
Wesbanco Bank Inc
|
SELL
|
- |
-269- 1.75% |
$34.6K - $37.1K
|
15.1K
$1.94M
|
|
|
Apr 16, 2025
Q1 2025
|
Thomasville National Bank
|
SELL
|
- |
-269- 3.87% |
$34.6K - $37.1K
|
6.68K
$857K
|
|
|
Apr 24, 2025
Q1 2025
|
Wealth Bridge Capital Management, LLC
Westerville, OH |
SELL
|
- |
-270- 1.75% |
$34.7K - $37.3K
|
15.1K
$1.94M
|
|
|
Apr 08, 2025
Q1 2025
|
Dumont & Blake Investment Advisors LLC
|
SELL
|
- |
-270- 0.41% |
$34.7K - $37.3K
|
65.9K
$8.46M
|
|
|
Apr 21, 2025
Q1 2025
|
Osborne Partners Capital Management, LLC
|
SELL
|
- |
-275- 1.83% |
$35.4K - $38K
|
14.8K
$1.9M
|
|
|
Apr 14, 2025
Q1 2025
|
Flagship Private Wealth, LLC
|
SELL
|
- |
-281- 12.13% |
$36.1K - $38.8K
|
2.04K
$261K
|
|
|
May 01, 2025
Q1 2025
|
Gould Asset Management LLC
Claremont, CA |
SELL
|
- |
-297- 3.78% |
$38.2K - $41K
|
7.56K
$971K
|
|
|
Apr 15, 2025
Q1 2025
|
Transform Wealth, LLC
|
SELL
|
- |
-299- 3.98% |
$38.4K - $41.3K
|
7.21K
$925K
|
|
|
Apr 29, 2025
Q1 2025
|
Vaughan & CO Securities, Inc.
|
SELL
|
- |
-300- 3.25% |
$38.6K - $41.4K
|
8.94K
$1.15M
|
|
|
Apr 23, 2025
Q1 2025
|
C2 C Wealth Management, LLC
|
SELL
|
- |
-300- 13.95% |
$38.6K - $41.4K
|
1.85K
$238K
|
|
|
Apr 25, 2025
Q1 2025
|
Altus Wealth Group LLC
Colorado Springs, CO |
SELL
|
- |
-301- 13.46% |
$38.7K - $41.6K
|
1.94K
$248K
|
|
|
Apr 10, 2025
Q1 2025
|
Arthur M. Cohen & Associates, LLC
|
SELL
|
- |
-326- 7.17% |
$41.9K - $45K
|
4.22K
$542K
|
|
|
Apr 10, 2025
Q1 2025
|
Gainplan LLC
Bloomfield Hills, MI |
SELL
|
- |
-338- 11.25% |
$43.5K - $46.7K
|
2.67K
$342K
|
|
|
May 02, 2025
Q1 2025
|
Bip Wealth, LLC
Atlanta, GA |
SELL
|
- |
-350- 5.81% |
$45K - $48.3K
|
5.68K
$729K
|
|
|
Apr 14, 2025
Q1 2025
|
Soa Wealth Advisors, Llc.
|
SELL
|
- |
-351- 0.47% |
$45.1K - $48.5K
|
73.6K
$9.45M
|
|
|
Apr 28, 2025
Q1 2025
|
First Horizon Advisors, Inc.
|
SELL
|
- |
-353- 2.15% |
$45.4K - $48.7K
|
16.1K
$2.06M
|
|
|
May 01, 2025
Q1 2025
|
Westmount Partners, LLC
Los Angeles, CA |
SELL
|
- |
-354- 13.04% |
$45.5K - $48.9K
|
2.36K
$303K
|
|
|
Apr 08, 2025
Q1 2025
|
Weinberger Asset Management, Inc
Los Angeles, CA |
SELL
|
- |
-368- 2.03% |
$47.3K - $50.8K
|
17.7K
$2.27M
|
|
|
May 06, 2025
Q1 2025
|
Jackson, Grant Investment Advisers, Inc.
|
SELL
|
- |
-373- 0.91% |
$48K - $51.5K
|
40.4K
$5.19M
|
|
|
Apr 08, 2025
Q1 2025
|
Peoples Bank/Ks
Pratt, KS |
SELL
|
- |
-395- 2.6% |
$50.8K - $54.5K
|
14.8K
$1.9M
|
|
|
Apr 29, 2025
Q1 2025
|
Security National Bank Of So Dak
Sioux City, IA |
SELL
|
- |
-400- 5.17% |
$51.4K - $55.2K
|
7.33K
$941K
|
|
|
Apr 14, 2025
Q1 2025
|
City Holding CO
|
SELL
|
- |
-405- 1.86% |
$52.1K - $55.9K
|
21.4K
$2.74M
|
|
|
Apr 28, 2025
Q1 2025
|
Financial Advocates Investment Management
Olympia, WA |
SELL
|
- |
-415- 3.08% |
$53.4K - $57.3K
|
13K
$1.68M
|
|
|
May 06, 2025
Q1 2025
|
M. Kulyk & Associates, LLC
|
SELL
|
- |
-420- 8.1% |
$54K - $58K
|
4.77K
$612K
|
|
|
Apr 25, 2025
Q1 2025
|
Arbor Investment Advisors, LLC
|
SELL
|
- |
-443- 16.08% |
$57K - $61.2K
|
2.31K
$297K
|
|
|
Apr 10, 2025
Q1 2025
|
Secure Asset Management, LLC
|
SELL
|
- |
-447- 11.8% |
$57.5K - $61.7K
|
3.34K
$429K
|
|
|
May 01, 2025
Q1 2025
|
Apollon Financial, LLC
Mount Pleasant, SC |
SELL
|
- |
-450- 5.83% |
$57.9K - $62.1K
|
7.26K
$932K
|
|
|
Apr 30, 2025
Q1 2025
|
M&T Bank Corp
|
SELL
|
- |
-457- 0.19% |
$58.8K - $63.1K
|
234K
$30.1M
|
|
|
Apr 21, 2025
Q1 2025
|
Evanson Asset Management, LLC
|
SELL
|
- |
-466- 2.86% |
$59.9K - $64.4K
|
15.8K
$2.03M
|
|
|
Apr 28, 2025
Q1 2025
|
Keybank National Association
|
SELL
|
- |
-480- 1.34% |
$61.7K - $66.3K
|
35.4K
$4.55M
|
|
|
May 02, 2025
Q1 2025
|
Lmg Wealth Partners, LLC
Shreveport, LA |
SELL
|
- |
-487- 1.27% |
$62.6K - $67.3K
|
37.7K
$4.84M
|
|
|
Apr 15, 2025
Q1 2025
|
Ironwood Financial, LLC
|
SELL
|
- |
-499- 1.38% |
$64.2K - $68.9K
|
35.7K
$4.58M
|
|
|
Apr 22, 2025
Q1 2025
|
Palisade Asset Management, LLC
|
SELL
|
- |
-510- 16.45% |
$65.6K - $70.4K
|
2.59K
$333K
|
|
|
Apr 09, 2025
Q1 2025
|
High Net Worth Advisory Group LLC
Naples, FL |
SELL
|
- |
-511- 2.2% |
$65.7K - $70.6K
|
22.7K
$2.91M
|
|
|
May 02, 2025
Q1 2025
|
Whittier Trust CO
|
SELL
|
- |
-520- 4.99% |
$66.9K - $71.8K
|
9.89K
$1.27M
|
|
|
Apr 29, 2025
Q1 2025
|
Sonata Capital Group Inc
|
SELL
|
- |
-530- 2.07% |
$68.1K - $73.2K
|
25K
$3.21M
|
|
|
Apr 30, 2025
Q1 2025
|
Hunter Associates Investment Management LLC
Pittsburgh, PA |
SELL
|
- |
-550- 12.64% |
$70.7K - $76K
|
3.8K
$488K
|
|
|
Apr 29, 2025
Q1 2025
|
Synergy Investment Management, LLC
Altamonte Springs, FL |
SELL
|
- |
-560- 51.66% |
$72K - $77.3K
|
524
$67.3K
|
|
|
Apr 22, 2025
Q1 2025
|
Perfromance Wealth Partners, LLC
|
SELL
|
- |
-588- 5.96% |
$75.6K - $81.2K
|
9.28K
$1.19M
|
|
|
May 06, 2025
Q1 2025
|
Birchcreek Wealth Management, LLC
Miami Township, OH |
SELL
|
- |
-597- 15.15% |
$76.8K - $82.4K
|
3.34K
$429K
|
|
|
Apr 29, 2025
Q1 2025
|
Burke & Herbert Bank & Trust CO
|
SELL
|
- |
-620- 1.47% |
$79.7K - $85.6K
|
41.5K
$5.33M
|
|
|
Apr 16, 2025
Q1 2025
|
Rmr Wealth Builders
|
SELL
|
- |
-639- 24.92% |
$82.2K - $88.2K
|
1.93K
$247K
|
|
|
May 02, 2025
Q1 2025
|
Litman Gregory Wealth Management LLC
|
SELL
|
- |
-642- 15.88% |
$82.5K - $88.7K
|
3.4K
$436K
|
|
|
Apr 25, 2025
Q1 2025
|
Washington Trust CO
|
SELL
|
- |
-665- 4.42% |
$85.5K - $91.8K
|
14.4K
$1.84M
|
|
|
May 05, 2025
Q1 2025
|
Hazlett, Burt & Watson, Inc.
|
SELL
|
- |
-666- 3.23% |
$85.6K - $92K
|
20K
$2.56M
|
|
|
Apr 07, 2025
Q1 2025
|
Fc Advisory LLC
|
SELL
|
- |
-671- 18.95% |
$86.3K - $92.7K
|
2.87K
$368K
|
|
|
May 06, 2025
Q1 2025
|
One Wealth Advisors, LLC
San Francisco, CA |
SELL
|
- |
-686- 2.2% |
$88.2K - $94.7K
|
30.5K
$3.92M
|
|
|
Apr 21, 2025
Q1 2025
|
Compass Ion Advisors, LLC
|
SELL
|
- |
-700- 13.58% |
$90K - $96.7K
|
4.46K
$572K
|
|
|
Apr 14, 2025
Q1 2025
|
First Citizens Bank & Trust CO
|
SELL
|
- |
-701- 2.89% |
$90.1K - $96.8K
|
23.6K
$3.02M
|
|
|
Apr 22, 2025
Q1 2025
|
Valmark Advisers, Inc.
|
SELL
|
- |
-721- 0.45% |
$92.7K - $99.6K
|
159K
$20.4M
|