Purchases and Sales Made in Q2 2025 in Ishares Tr (DVY)
This table provides information about the institutional ownership of Ishares Tr (DVY) during Q2 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 |
|---|---|---|---|---|---|---|---|
|
Jul 10, 2025
Q2 2025
|
Kingstone Capital Partners Texas, LLC
Frisco, TX |
BUY
|
- |
1.47MNew |
$174M - $199M
|
1.47M
$199M
|
|
|
Jul 17, 2025
Q2 2025
|
Capital Investment Advisors, LLC
|
BUY
|
- |
122KNew |
$14.5M - $16.5M
|
122K
$16.5M
|
|
|
Jul 17, 2025
Q2 2025
|
Hb Wealth Management, LLC
|
BUY
|
- |
73.1K+ 129.74% |
$8.65M - $9.86M
|
129K
$17.5M
|
|
|
Jul 31, 2025
Q2 2025
|
Envestnet Asset Management Inc
|
BUY
|
- |
58K+ 3.73% |
$6.86M - $7.82M
|
1.61M
$218M
|
|
|
Jul 29, 2025
Q2 2025
|
Ballast, Inc.
|
BUY
|
- |
31.8KNew |
$3.77M - $4.29M
|
31.8K
$4.31M
|
|
|
Aug 01, 2025
Q2 2025
|
Howard Capital Management Inc.
|
BUY
|
- |
26.8K+ 2.72% |
$3.18M - $3.62M
|
1.01M
$137M
|
|
|
Aug 01, 2025
Q2 2025
|
Bessemer Group Inc
Woodbridge, NJ |
BUY
|
- |
20.9K+ 162.01% |
$2.47M - $2.82M
|
33.8K
$4.57M
|
|
|
Jul 18, 2025
Q2 2025
|
Truist Financial Corp
|
BUY
|
- |
15.8K+ 1.37% |
$1.87M - $2.13M
|
1.17M
$158M
|
|
|
Jul 23, 2025
Q2 2025
|
Us Bancorp \De\
|
BUY
|
- |
15K+ 1.34% |
$1.78M - $2.03M
|
1.14M
$154M
|
|
|
Aug 01, 2025
Q2 2025
|
Yukon Wealth Management, Inc.
Overland Park, KS |
BUY
|
- |
13K+ 8.17% |
$1.54M - $1.76M
|
172K
$23.3M
|
|
|
Jul 29, 2025
Q2 2025
|
West Tower Group, LLC
Richmond, VA |
BUY
|
- |
13KNew |
$1.54M - $1.75M
|
13K
$1.76M
|
|
|
Jul 29, 2025
Q2 2025
|
Arcus Capital Partners, LLC
|
BUY
|
- |
11.1K+ 6.79% |
$1.31M - $1.49M
|
174K
$23.5M
|
|
|
Aug 05, 2025
Q2 2025
|
Huntington National Bank
Columbus, OH |
BUY
|
- |
9.34K+ 3.31% |
$1.11M - $1.26M
|
292K
$39.5M
|
|
|
Jul 10, 2025
Q2 2025
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
8.92K+ 4.45% |
$1.06M - $1.2M
|
209K
$28.3M
|
|
|
Jul 15, 2025
Q2 2025
|
Td Private Client Wealth LLC
New York, NY |
BUY
|
- |
7.88K+ 15.08% |
$933K - $1.06M
|
60.2K
$8.14M
|
|
|
Jul 21, 2025
Q2 2025
|
Greenwood Capital Associates LLC
Greenwood, SC |
BUY
|
- |
7.65KNew |
$906K - $1.03M
|
7.65K
$1.04M
|
|
|
Jul 22, 2025
Q2 2025
|
Miracle Mile Advisors, LLC
|
BUY
|
- |
7.53K+ 44.03% |
$892K - $1.02M
|
24.6K
$3.33M
|
|
|
Jul 25, 2025
Q2 2025
|
Almanack Investment Partners, Llc.
Wayne, PA |
BUY
|
- |
6.89KNew |
$815K - $929K
|
6.89K
$932K
|
|
|
Jul 31, 2025
Q2 2025
|
Ashton Thomas Private Wealth, LLC
Scottsdale, AZ |
BUY
|
- |
6.73K+ 40.39% |
$796K - $907K
|
23.4K
$3.16M
|
|
|
Jul 22, 2025
Q2 2025
|
Davenport & CO LLC
|
BUY
|
- |
6.5K+ 10.08% |
$769K - $877K
|
71K
$9.6M
|
|
|
Aug 04, 2025
Q2 2025
|
Ifg Advisory, LLC
|
BUY
|
- |
5.67K+ 15.21% |
$671K - $764K
|
42.9K
$5.81M
|
|
|
Jul 18, 2025
Q2 2025
|
Naples Global Advisors, LLC
Naples, FL |
BUY
|
- |
5KNew |
$592K - $675K
|
5K
$677K
|
|
|
Aug 06, 2025
Q2 2025
|
Atlas Legacy Advisors, LLC
Los Angeles, CA |
BUY
|
- |
4.99K+ 118.21% |
$591K - $673K
|
9.21K
$1.25M
|
|
|
Jul 22, 2025
Q2 2025
|
Woodmont Investment Counsel LLC
Nashville, TN |
BUY
|
- |
4.74K+ 118.11% |
$561K - $639K
|
8.76K
$1.18M
|
|
|
Jul 25, 2025
Q2 2025
|
Gw Henssler & Associates LTD
|
BUY
|
- |
4.72K+ 4.05% |
$558K - $636K
|
121K
$16.4M
|
|
|
Jul 30, 2025
Q2 2025
|
Principle Wealth Partners LLC
|
BUY
|
- |
4.67K+ 12.15% |
$552K - $629K
|
43.1K
$5.83M
|
|
|
Jul 24, 2025
Q2 2025
|
Callan Family Office, LLC
Radnor, PA |
BUY
|
- |
4.5K+ 12.98% |
$533K - $607K
|
39.2K
$5.3M
|
|
|
Aug 01, 2025
Q2 2025
|
James Investment Research Inc
|
BUY
|
- |
4.43KNew |
$524K - $598K
|
4.43K
$599K
|
|
|
Jul 22, 2025
Q2 2025
|
Merit Financial Group, LLC
|
BUY
|
- |
4.32K+ 153.23% |
$511K - $582K
|
7.14K
$965K
|
|
|
Jul 25, 2025
Q2 2025
|
Cwm, LLC
|
BUY
|
- |
4.28K+ 8.97% |
$507K - $577K
|
52K
$7.03M
|
|
|
Aug 01, 2025
Q2 2025
|
Goal Vest Advisory LLC
|
BUY
|
- |
4.27K+ 10.34% |
$505K - $575K
|
45.5K
$6.16M
|
|
|
Jul 15, 2025
Q2 2025
|
Charter Capital Management, Llc\De
Brookfield, WI |
BUY
|
- |
4.11KNew |
$487K - $555K
|
4.11K
$556K
|
|
|
Jul 29, 2025
Q2 2025
|
Cmg Global Holdings, LLC
|
BUY
|
- |
3.97K+ 21.91% |
$470K - $536K
|
22.1K
$2.99M
|
|
|
Jul 30, 2025
Q2 2025
|
D.A. Davidson & Co.
|
BUY
|
- |
3.6K+ 16.91% |
$426K - $485K
|
24.9K
$3.37M
|
|
|
Aug 01, 2025
Q2 2025
|
Y Intercept (Hong Kong) LTD
|
BUY
|
- |
3.58K+ 191.5% |
$424K - $483K
|
5.45K
$737K
|
|
|
Jul 31, 2025
Q2 2025
|
Interchange Capital Partners, LLC
|
BUY
|
- |
3.54K+ 44187.5% |
$418K - $477K
|
3.54K
$479K
|
|
|
Jul 31, 2025
Q2 2025
|
Oppenheimer & CO Inc
New York, NY |
BUY
|
- |
3.49K+ 8.65% |
$413K - $471K
|
43.8K
$5.93M
|
|
|
Jul 14, 2025
Q2 2025
|
Gunma Bank,Ltd.
|
BUY
|
- |
3.48K+ 6.48% |
$411K - $469K
|
57.1K
$7.72M
|
|
|
Aug 06, 2025
Q2 2025
|
Nvwm, LLC
|
BUY
|
- |
3.44K+ 239.15% |
$407K - $464K
|
4.88K
$660K
|
|
|
Jul 21, 2025
Q2 2025
|
Ascent Group, LLC
|
BUY
|
- |
3.29KNew |
$389K - $443K
|
3.29K
$444K
|
|
|
Jul 16, 2025
Q2 2025
|
Cove Private Wealth, LLC
Oyster Bay Cove, NY |
BUY
|
- |
3.25K+ 64.61% |
$385K - $438K
|
8.28K
$1.12M
|
|
|
Aug 05, 2025
Q2 2025
|
Connable Office Inc
|
BUY
|
- |
3.15KNew |
$373K - $425K
|
3.15K
$426K
|
|
|
Jul 31, 2025
Q2 2025
|
Wealthfront Advisers LLC
|
BUY
|
- |
3.13K+ 16.91% |
$371K - $423K
|
21.7K
$2.93M
|
|
|
Jul 17, 2025
Q2 2025
|
Paradigm Financial Partners, LLC
|
BUY
|
- |
3.12K+ 65.53% |
$369K - $421K
|
7.88K
$1.07M
|
|
|
Jul 29, 2025
Q2 2025
|
Primoris Wealth Advisors, LLC
|
BUY
|
- |
3.05KNew |
$361K - $411K
|
3.05K
$413K
|
|
|
Aug 01, 2025
Q2 2025
|
Taylor Financial Group, Inc.
Roanoke, VA |
BUY
|
- |
2.98K+ 12.72% |
$353K - $402K
|
26.4K
$3.57M
|
|
|
Jul 22, 2025
Q2 2025
|
Valeo Financial Advisors, LLC
|
BUY
|
- |
2.97K+ 14.4% |
$351K - $400K
|
23.6K
$3.19M
|
|
|
Jul 30, 2025
Q2 2025
|
White Lighthouse Investment Management Inc.
|
BUY
|
- |
2.94K+ 4.59% |
$348K - $396K
|
66.9K
$9.05M
|
|
|
Jul 24, 2025
Q2 2025
|
First Fiduciary Investment Counsel, Inc.
|
BUY
|
- |
2.87KNew |
$340K - $387K
|
2.87K
$388K
|
|
|
Jul 07, 2025
Q2 2025
|
Wesbanco Bank Inc
|
BUY
|
- |
2.87K+ 18.94% |
$339K - $386K
|
18K
$2.43M
|