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 08, 2025
Q2 2025
|
Zrc Wealth Management, LLC
Santa Rosa, CA |
BUY
|
- |
2+ 0.43% |
$237 - $270
|
469
$65.8K
|
|
|
Aug 06, 2025
Q2 2025
|
Soltis Investment Advisors LLC
St. George, UT |
BUY
|
- |
1+ 0.04% |
$118 - $135
|
2.4K
$337K
|
|
|
Aug 08, 2025
Q2 2025
|
Td Capital Management LLC
Memphis, TN |
BUY
|
- |
1+ 1.37% |
$118 - $135
|
74
$10.4K
|
|
|
Jul 21, 2025
Q2 2025
|
Compass Planning Associates Inc
Greenfield, MA |
BUY
|
- |
1+ 4.0% |
$118 - $135
|
26
$3.65K
|
|
|
Jul 28, 2025
Q2 2025
|
Wealth Plan Partners, LLC
Omaha, NE |
BUY
|
- |
1+ 0.02% |
$118 - $135
|
5.32K
$746K
|
|
|
Aug 06, 2025
Q2 2025
|
Chancellor Financial Group Wb LP
Wilkes Barre, PA |
BUY
|
- |
1+ 0.03% |
$118 - $135
|
3.38K
$474K
|
|
|
Jul 30, 2025
Q2 2025
|
Roman Butler Fullerton & CO
|
BUY
|
- |
1+ 0.01% |
$118 - $135
|
6.98K
$979K
|
|
|
Aug 13, 2025
Q2 2025
|
Tudor Financial Inc.
Dayton, OH |
BUY
|
- |
1+ 0.04% |
$118 - $135
|
2.62K
$367K
|
|
|
Jul 29, 2025
Q2 2025
|
Altus Wealth Group LLC
Colorado Springs, CO |
BUY
|
- |
1+ 0.05% |
$118 - $135
|
1.94K
$271K
|
|
|
Jul 17, 2025
Q2 2025
|
Vermillion Wealth Management, Inc.
Rosemount, MN |
BUY
|
- |
1+ 1.23% |
$118 - $135
|
82
$11.5K
|
|
|
Aug 11, 2025
Q2 2025
|
Fsa Wealth Management LLC
Needham, MA |
BUY
|
- |
1+ 0.05% |
$118 - $135
|
2.13K
$299K
|
|
|
Aug 12, 2025
Q2 2025
|
Park Square Financial Group, LLC
Roswell, GA |
BUY
|
- |
1+ 0.63% |
$118 - $135
|
161
$22.6K
|
|
|
Aug 12, 2025
Q2 2025
|
Marshall & Sterling Wealth Advisors Inc.
Poughkeepsie, NY |
BUY
|
- |
1+ 0.15% |
$118 - $135
|
661
$92.7K
|
|
|
Jul 11, 2025
Q2 2025
|
Uma Financial Services, Inc.
|
BUY
|
- |
1+ 0.08% |
$118 - $135
|
1.2K
$168K
|
|
|
Aug 12, 2025
Q2 2025
|
Guerra Pan Advisors, LLC
Montclair, NJ |
BUY
|
- |
1+ 0.01% |
$118 - $135
|
7.28K
$1.02M
|
|
|
Aug 12, 2025
Q2 2025
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Aug 05, 2025
Q2 2025
|
New Square Capital LLC
|
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Jul 28, 2025
Q2 2025
|
Morris Financial Concepts, Inc.
|
SELL
|
- |
-1- 0.25% |
$118 - $135
|
397
$55.7K
|
|
|
Jul 30, 2025
Q2 2025
|
Phillips Financial Management, LLC
|
SELL
|
- |
-1- 0.06% |
$118 - $135
|
1.63K
$229K
|
|
|
Jul 24, 2025
Q2 2025
|
Ronald Blue Trust, Inc.
Brentwood, TN |
SELL
|
- |
-1- 0.09% |
$118 - $135
|
1.06K
$149K
|
|
|
Aug 05, 2025
Q2 2025
|
Ring Mountain Capital, LLC
Tiburon, CA |
SELL
|
- |
-2- 0.12% |
$237 - $270
|
1.71K
$239K
|
|
|
Aug 14, 2025
Q2 2025
|
Iht Wealth Management, LLC
Chicago, IL |
SELL
|
- |
-3- 0.04% |
$355 - $405
|
8.21K
$1.15M
|
|
|
Aug 04, 2025
Q2 2025
|
Mayflower Financial Advisors, LLC
|
SELL
|
- |
-3- 0.02% |
$355 - $405
|
15.1K
$2.11M
|
|
|
Jul 24, 2025
Q2 2025
|
Kfa Private Wealth Group, LLC
|
SELL
|
- |
-4- 0.2% |
$473 - $539
|
1.99K
$279K
|
|
|
Aug 14, 2025
Q2 2025
|
High Falls Advisors, Inc
Rochester, NY |
SELL
|
- |
-4- 0.04% |
$473 - $539
|
11K
$1.55M
|
|
|
Jul 17, 2025
Q2 2025
|
Albion Financial Group
|
SELL
|
- |
-5- 0.02% |
$592 - $674
|
33K
$4.62M
|
|
|
Jul 30, 2025
Q2 2025
|
Exencial Wealth Advisors, LLC
Oklahoma City, OK |
SELL
|
- |
-6- 0.17% |
$710 - $809
|
3.51K
$492K
|
|
|
Aug 07, 2025
Q2 2025
|
Samalin Investment Counsel, LLC
Chappaqua, NY |
SELL
|
- |
-6- 0.15% |
$710 - $809
|
3.95K
$553K
|
|
|
Aug 08, 2025
Q2 2025
|
Good Life Advisors, LLC
|
SELL
|
- |
-9- 0.18% |
$1.07K - $1.21K
|
5.11K
$716K
|
|
|
Jul 15, 2025
Q2 2025
|
Missouri Trust & Investment CO
Springfield, MO |
SELL
|
- |
-10- 0.78% |
$1.18K - $1.35K
|
1.27K
$178K
|
|
|
Jul 28, 2025
Q2 2025
|
Sterling Financial Planning, Inc.
|
SELL
|
- |
-12- 0.62% |
$1.42K - $1.62K
|
1.92K
$269K
|
|
|
Aug 11, 2025
Q2 2025
|
Alterna Wealth Management, Inc
Houston, TX |
SELL
|
- |
-12- 0.15% |
$1.42K - $1.62K
|
7.96K
$1.12M
|
|
|
Jul 29, 2025
Q2 2025
|
Salomon & Ludwin, LLC
|
SELL
|
- |
-15- 3.92% |
$1.78K - $2.02K
|
368
$51.6K
|
|
|
Aug 12, 2025
Q2 2025
|
Mystic Asset Management, Inc.
Warwick, RI |
SELL
|
- |
-15- 0.61% |
$1.78K - $2.02K
|
2.46K
$345K
|
|
|
Jul 23, 2025
Q2 2025
|
Friedenthal Financial
|
SELL
|
- |
-15- 2.62% |
$1.78K - $2.02K
|
557
$78.1K
|
|
|
Jul 11, 2025
Q2 2025
|
Essex Savings Bank
|
SELL
|
- |
-15- 0.51% |
$1.78K - $2.02K
|
2.95K
$413K
|
|
|
Jul 29, 2025
Q2 2025
|
Signature Estate & Investment Advisors LLC
|
SELL
|
- |
-15- 0.28% |
$1.78K - $2.02K
|
5.37K
$753K
|
|
|
Jul 31, 2025
Q2 2025
|
Strait & Sound Wealth Management LLC
San Francisco, CA |
SELL
|
- |
-16- 0.24% |
$1.89K - $2.16K
|
6.65K
$932K
|
|
|
Jul 28, 2025
Q2 2025
|
Ifc Advisors LLC
Los Angeles, CA |
SELL
|
- |
-17- 0.09% |
$2.01K - $2.29K
|
19.2K
$2.69M
|
|
|
Jul 17, 2025
Q2 2025
|
Lex Aurum Advisors, LLC
|
SELL
|
- |
-17- 0.43% |
$2.01K - $2.29K
|
3.98K
$557K
|
|
|
Aug 06, 2025
Q2 2025
|
Adviser Investments LLC
|
SELL
|
- |
-18- 0.16% |
$2.13K - $2.43K
|
11K
$1.54M
|
|
|
Aug 05, 2025
Q2 2025
|
Tiaa Trust, National Association
Charlotte, NC |
SELL
|
- |
-19- 0.15% |
$2.25K - $2.56K
|
12.3K
$1.72M
|
|
|
Aug 05, 2025
Q2 2025
|
Obermeyer Wood Investment Counsel, Lllp
Aspen, CO |
SELL
|
- |
-20- 0.71% |
$2.37K - $2.7K
|
2.8K
$392K
|
|
|
Aug 07, 2025
Q2 2025
|
Northwest Bancshares, Inc.
Warren, PA |
SELL
|
- |
-22- 0.89% |
$2.6K - $2.97K
|
2.45K
$344K
|
|
|
Jul 08, 2025
Q2 2025
|
Heartwood Wealth Advisors LLC
|
SELL
|
- |
-23- 0.52% |
$2.72K - $3.1K
|
4.41K
$618K
|
|
|
Aug 08, 2025
Q2 2025
|
Capital Investment Advisory Services, LLC
|
SELL
|
- |
-24- 1.07% |
$2.84K - $3.24K
|
2.22K
$311K
|
|
|
Jul 16, 2025
Q2 2025
|
Mkt Advisors LLC
Escondido, CA |
SELL
|
- |
-24- 0.31% |
$2.84K - $3.24K
|
7.66K
$1.07M
|
|
|
Aug 13, 2025
Q2 2025
|
Capital Group Private Client Services, Inc.
Los Angeles, CA |
SELL
|
- |
-24- 0.37% |
$2.84K - $3.24K
|
6.44K
$902K
|
|
|
Jul 18, 2025
Q2 2025
|
Heritage Financial Services, LLC
|
SELL
|
- |
-25- 1.2% |
$2.96K - $3.37K
|
2.06K
$289K
|
|
|
Jul 18, 2025
Q2 2025
|
Bartlett & Co. Wealth Management LLC
Cincinnati, OH |
SELL
|
- |
-25- 0.42% |
$2.96K - $3.37K
|
5.91K
$828K
|