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 13, 2025
Q1 2025
|
Summit Investment Advisors, Inc.
Hunt Valley, MD |
BUY
|
- |
16+ 0.83% |
$2.06K - $2.21K
|
1.94K
$264K
|
|
|
Apr 21, 2025
Q1 2025
|
Barrett & Company, Inc.
Providence, RI |
BUY
|
- |
16+ 0.47% |
$2.06K - $2.21K
|
3.41K
$464K
|
|
|
Apr 22, 2025
Q1 2025
|
Tanglewood Legacy Advisors, LLC
Houston, TX |
BUY
|
- |
15New |
$1.93K - $2.07K
|
15
$2.04K
|
|
|
Apr 09, 2025
Q1 2025
|
Rfg Advisory, LLC
Birmingham, AL |
BUY
|
- |
15+ 0.61% |
$1.93K - $2.07K
|
2.47K
$336K
|
|
|
May 02, 2025
Q1 2025
|
Larson Financial Group LLC
|
BUY
|
- |
15+ 1.14% |
$1.93K - $2.07K
|
1.33K
$180K
|
|
|
May 13, 2025
Q1 2025
|
Sensible Money, LLC
Scottsdale, AZ |
BUY
|
- |
15+ 0.75% |
$1.93K - $2.07K
|
2.02K
$275K
|
|
|
Apr 14, 2025
Q1 2025
|
Wealthcare Capital Partners, LLC
West Chester, PA |
BUY
|
- |
15+ 0.81% |
$1.93K - $2.07K
|
1.87K
$255K
|
|
|
Apr 22, 2025
Q1 2025
|
Embree Financial Group
Chicago, IL |
BUY
|
- |
14+ 0.16% |
$1.8K - $1.93K
|
8.59K
$1.17M
|
|
|
Apr 09, 2025
Q1 2025
|
Smith Anglin Financial, LLC
|
BUY
|
- |
13+ 0.09% |
$1.67K - $1.8K
|
14.1K
$1.92M
|
|
|
May 15, 2025
Q1 2025
|
Pacific Center For Financial Services
San Ramon, CA |
BUY
|
- |
13+ 0.6% |
$1.67K - $1.8K
|
2.16K
$294K
|
|
|
May 07, 2025
Q1 2025
|
Semus Wealth Partners LLC
Boca Raton, FL |
BUY
|
- |
13+ 0.68% |
$1.67K - $1.8K
|
1.91K
$260K
|
|
|
Apr 23, 2025
Q1 2025
|
Capasso Planning Partners LLC
Charleston, SC |
BUY
|
- |
13+ 0.8% |
$1.67K - $1.8K
|
1.64K
$224K
|
|
|
Apr 25, 2025
Q1 2025
|
Iron Financial, LLC
|
BUY
|
- |
12+ 0.52% |
$1.54K - $1.66K
|
2.3K
$313K
|
|
|
Apr 23, 2025
Q1 2025
|
Tabr Capital Management, LLC
Orange, CA |
BUY
|
- |
12+ 0.77% |
$1.54K - $1.66K
|
1.58K
$215K
|
|
|
Apr 28, 2025
Q1 2025
|
Alterna Wealth Management, Inc
Houston, TX |
BUY
|
- |
12+ 0.15% |
$1.54K - $1.66K
|
7.97K
$1.08M
|
|
|
Apr 21, 2025
Q1 2025
|
Friedenthal Financial
|
BUY
|
- |
11+ 1.96% |
$1.41K - $1.52K
|
572
$77.8K
|
|
|
Apr 21, 2025
Q1 2025
|
Warner Financial, Inc
Bethesda, MD |
BUY
|
- |
10+ 0.16% |
$1.29K - $1.38K
|
6.12K
$833K
|
|
|
May 02, 2025
Q1 2025
|
Concord Wealth Partners
|
BUY
|
- |
10+ 0.78% |
$1.29K - $1.38K
|
1.3K
$177K
|
|
|
Apr 10, 2025
Q1 2025
|
Tru Wealth Advisors, LLC
|
BUY
|
- |
10+ 0.17% |
$1.29K - $1.38K
|
5.99K
$815K
|
|
|
May 15, 2025
Q1 2025
|
Moneta Group Investment Advisors LLC
St Louis, MO |
BUY
|
- |
9+ 0.01% |
$1.16K - $1.24K
|
87.5K
$11.9M
|
|
|
Apr 15, 2025
Q1 2025
|
Gps Wealth Strategies Group, LLC
|
BUY
|
- |
9+ 2.53% |
$1.16K - $1.24K
|
365
$49.7K
|
|
|
Apr 11, 2025
Q1 2025
|
Insight Advisors, LLC
Newtown, PA |
BUY
|
- |
9+ 0.43% |
$1.16K - $1.24K
|
2.09K
$284K
|
|
|
Apr 10, 2025
Q1 2025
|
Thrive Wealth Management, LLC
|
BUY
|
- |
9+ 0.3% |
$1.16K - $1.24K
|
3.04K
$413K
|
|
|
May 05, 2025
Q1 2025
|
Sns Financial Group, LLC
|
BUY
|
- |
8+ 0.4% |
$1.03K - $1.1K
|
2.03K
$276K
|
|
|
Apr 15, 2025
Q1 2025
|
Zhang Financial LLC
|
BUY
|
- |
8+ 0.04% |
$1.03K - $1.1K
|
19.2K
$2.61M
|
|
|
Apr 17, 2025
Q1 2025
|
Vicus Capital
State College, PA |
BUY
|
- |
8+ 0.43% |
$1.03K - $1.1K
|
1.89K
$257K
|
|
|
Apr 23, 2025
Q1 2025
|
Sheets Smith Wealth Management
|
BUY
|
- |
7+ 0.1% |
$900 - $967
|
7.35K
$1M
|
|
|
May 07, 2025
Q1 2025
|
Marshall Investment Management, LLC
Littleton, CO |
BUY
|
- |
7+ 2.01% |
$900 - $967
|
355
$48.3K
|
|
|
Apr 11, 2025
Q1 2025
|
Northwest Financial Advisors
Herndon, VA |
BUY
|
- |
7+ 0.26% |
$900 - $967
|
2.69K
$366K
|
|
|
Apr 10, 2025
Q1 2025
|
Grassi Investment Management
|
BUY
|
- |
7+ 0.21% |
$900 - $967
|
3.33K
$453K
|
|
|
May 09, 2025
Q1 2025
|
Flagship Wealth Advisors, LLC
Wakefield, MA |
BUY
|
- |
7+ 0.1% |
$900 - $967
|
7.38K
$1M
|
|
|
Apr 28, 2025
Q1 2025
|
Resonant Capital Advisors, LLC
|
BUY
|
- |
7+ 0.1% |
$900 - $967
|
7.01K
$954K
|
|
|
May 09, 2025
Q1 2025
|
Wbh Advisory Inc
|
BUY
|
- |
7+ 0.06% |
$900 - $967
|
11.4K
$1.55M
|
|
|
Apr 28, 2025
Q1 2025
|
Tcp Asset Management, LLC
Columbus, OH |
BUY
|
- |
6+ 0.12% |
$771 - $829
|
5.06K
$688K
|
|
|
May 08, 2025
Q1 2025
|
Slate Stone Wealth, LLC
|
BUY
|
- |
6+ 0.19% |
$771 - $829
|
3.2K
$435K
|
|
|
Apr 21, 2025
Q1 2025
|
Duncan Williams Asset Management, LLC
Memphis, TN |
BUY
|
- |
6+ 0.38% |
$771 - $829
|
1.6K
$217K
|
|
|
Apr 24, 2025
Q1 2025
|
Sterling Investment Advisors LLC
|
BUY
|
- |
6+ 0.35% |
$771 - $829
|
1.75K
$237K
|
|
|
Apr 23, 2025
Q1 2025
|
Navis Wealth Advisors, LLC
Rye Brook, NY |
BUY
|
- |
6+ 0.17% |
$771 - $829
|
3.51K
$477K
|
|
|
Apr 14, 2025
Q1 2025
|
Lex Aurum Advisors, LLC
|
BUY
|
- |
5+ 0.13% |
$643 - $691
|
3.99K
$543K
|
|
|
Apr 11, 2025
Q1 2025
|
Sar Wealth Management Group, LLC
Atlanta, GA |
BUY
|
- |
5+ 0.3% |
$643 - $691
|
1.67K
$227K
|
|
|
Apr 16, 2025
Q1 2025
|
Southland Equity Partners LLC
Wildwood, MO |
BUY
|
- |
5+ 0.27% |
$643 - $691
|
1.88K
$255K
|
|
|
May 08, 2025
Q1 2025
|
Pasadena Private Wealth, LLC
Pasadena, CA |
BUY
|
- |
5+ 0.3% |
$643 - $691
|
1.65K
$225K
|
|
|
Apr 28, 2025
Q1 2025
|
Af Advisors, Inc.
|
BUY
|
- |
5+ 0.17% |
$643 - $691
|
2.9K
$395K
|
|
|
May 13, 2025
Q1 2025
|
Allegheny Financial Group LTD
Pittsburgh, PA |
BUY
|
- |
4+ 0.23% |
$514 - $552
|
1.72K
$234K
|
|
|
May 08, 2025
Q1 2025
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
4+ 0.05% |
$514 - $552
|
8.3K
$1.13M
|
|
|
May 05, 2025
Q1 2025
|
Fagan Associates, Inc.
|
BUY
|
- |
4+ 0.07% |
$514 - $552
|
6.08K
$828K
|
|
|
Apr 29, 2025
Q1 2025
|
Investment Partners, Ltd.
|
BUY
|
- |
4+ 0.12% |
$514 - $552
|
3.46K
$471K
|
|
|
May 20, 2025
Q1 2025
|
Anchor Investment Management, LLC
Columbia, SC |
BUY
|
- |
4+ 0.23% |
$514 - $552
|
1.72K
$234K
|
|
|
Apr 21, 2025
Q1 2025
|
Jamison Private Wealth Management, Inc.
Milton, GA |
BUY
|
- |
4+ 0.13% |
$514 - $552
|
3.08K
$419K
|
|
|
Apr 09, 2025
Q1 2025
|
Zrc Wealth Management, LLC
Santa Rosa, CA |
BUY
|
- |
3+ 0.65% |
$386 - $414
|
467
$63.6K
|