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 30, 2025
Q2 2025
|
First Citizens Bank & Trust CO
|
SELL
|
- |
-86- 0.36% |
$10.2K - $11.6K
|
23.5K
$3.29M
|
|
|
Aug 01, 2025
Q2 2025
|
Providence First Trust CO
|
SELL
|
- |
-88- 0.45% |
$10.4K - $11.9K
|
19.3K
$2.7M
|
|
|
Aug 05, 2025
Q2 2025
|
Prosperity Consulting Group, LLC
|
SELL
|
- |
-88- 0.99% |
$10.4K - $11.9K
|
8.8K
$1.23M
|
|
|
Jul 17, 2025
Q2 2025
|
Pmg Wealth Management, Inc.
Hawthorn Woods, IL |
SELL
|
- |
-94- 3.35% |
$11.1K - $12.7K
|
2.71K
$380K
|
|
|
Jul 07, 2025
Q2 2025
|
Bangor Savings Bank
Bangor, ME |
SELL
|
- |
-94- 2.61% |
$11.1K - $12.7K
|
3.51K
$492K
|
|
|
Aug 14, 2025
Q2 2025
|
Benjamin Edwards Inc
Clayton, MO |
SELL
|
- |
-95- 0.86% |
$11.2K - $12.8K
|
10.9K
$1.53M
|
|
|
Jul 14, 2025
Q2 2025
|
Occidental Asset Management, LLC
|
SELL
|
- |
-99- 1.04% |
$11.7K - $13.4K
|
9.4K
$1.32M
|
|
|
Jul 29, 2025
Q2 2025
|
Schnieders Capital Management LLC
|
SELL
|
- |
-100- 2.63% |
$11.8K - $13.5K
|
3.71K
$520K
|
|
|
Jul 30, 2025
Q2 2025
|
Journey Advisory Group, LLC
|
SELL
|
- |
-100- 1.03% |
$11.8K - $13.5K
|
9.62K
$1.35M
|
|
|
Jul 11, 2025
Q2 2025
|
Thomasville National Bank
|
SELL
|
- |
-100- 1.5% |
$11.8K - $13.5K
|
6.58K
$922K
|
|
|
Aug 01, 2025
Q2 2025
|
Biltmore Family Office, LLC
|
SELL
|
- |
-100- 3.75% |
$11.8K - $13.5K
|
2.57K
$360K
|
|
|
Jul 09, 2025
Q2 2025
|
Breakwater Capital Group
Paramus, NJ |
SELL
|
- |
-101- 2.56% |
$12K - $13.6K
|
3.85K
$539K
|
|
|
Aug 14, 2025
Q2 2025
|
Iconiq Capital, LLC
San Francisco, CA |
SELL
|
- |
-108- 1.73% |
$12.8K - $14.6K
|
6.14K
$861K
|
|
|
Aug 01, 2025
Q2 2025
|
Capital Investment Counsel, LLC
Denver, CO |
SELL
|
- |
-110- 5.01% |
$13K - $14.8K
|
2.09K
$292K
|
|
|
Aug 12, 2025
Q2 2025
|
Coldstream Capital Management Inc
|
SELL
|
- |
-110- 0.71% |
$13K - $14.8K
|
15.4K
$2.17M
|
|
|
Jul 11, 2025
Q2 2025
|
Kapstone Financial Advisors LLC
Dayton, OH |
SELL
|
- |
-112- 0.51% |
$13.3K - $15.1K
|
22K
$3.09M
|
|
|
Aug 14, 2025
Q2 2025
|
Money Concepts Capital Corp
|
SELL
|
- |
-113- 5.02% |
$13.4K - $15.2K
|
2.14K
$300K
|
|
|
Aug 11, 2025
Q2 2025
|
Pinnacle Financial Group, LLC
|
SELL
|
- |
-114- 0.18% |
$13.5K - $15.4K
|
64.2K
$9.01M
|
|
|
Aug 14, 2025
Q2 2025
|
Fidelity D & D Bancorp Inc
Dunmore, PA |
SELL
|
- |
-115- 6.65% |
$13.6K - $15.5K
|
1.61K
$226K
|
|
|
Aug 13, 2025
Q2 2025
|
Gateway Wealth Partners, LLC
Appleton, WI |
SELL
|
- |
-115- 5.83% |
$13.6K - $15.5K
|
1.86K
$260K
|
|
|
Jul 29, 2025
Q2 2025
|
Evermay Wealth Management LLC
Arlington, VA |
SELL
|
- |
-116- 2.37% |
$13.7K - $15.6K
|
4.79K
$671K
|
|
|
Jul 15, 2025
Q2 2025
|
Sheets Smith Wealth Management
|
SELL
|
- |
-118- 1.61% |
$14K - $15.9K
|
7.23K
$1.01M
|
|
|
Aug 12, 2025
Q2 2025
|
Camden National Bank
Camden, ME |
SELL
|
- |
-120- 3.14% |
$14.2K - $16.2K
|
3.7K
$519K
|
|
|
Aug 13, 2025
Q2 2025
|
Kayne Anderson Rudnick Investment Management LLC
Los Angeles, CA |
SELL
|
- |
-122- 0.45% |
$14.4K - $16.5K
|
27.1K
$3.81M
|
|
|
Aug 14, 2025
Q2 2025
|
Atomi Financial Group, Inc.
Irvine, CA |
SELL
|
- |
-124- 4.37% |
$14.7K - $16.7K
|
2.71K
$380K
|
|
|
Jul 25, 2025
Q2 2025
|
Carbahal Olsen Financial Services Group, LLC
Davis, CA |
SELL
|
- |
-124- 0.9% |
$14.7K - $16.7K
|
13.7K
$1.92M
|
|
|
Aug 14, 2025
Q2 2025
|
Dearborn Partners LLC
|
SELL
|
- |
-125- 2.76% |
$14.8K - $16.9K
|
4.41K
$618K
|
|
|
Jul 29, 2025
Q2 2025
|
Cap Wealth Advisors, LLC
|
SELL
|
- |
-127- 2.61% |
$15K - $17.1K
|
4.73K
$663K
|
|
|
Jul 10, 2025
Q2 2025
|
Weinberger Asset Management, Inc
Los Angeles, CA |
SELL
|
- |
-130- 0.73% |
$15.4K - $17.5K
|
17.6K
$2.47M
|
|
|
Aug 04, 2025
Q2 2025
|
Spire Wealth Management
|
SELL
|
- |
-130- 2.83% |
$15.4K - $17.5K
|
4.47K
$626K
|
|
|
Aug 04, 2025
Q2 2025
|
Hills Bank & Trust CO
|
SELL
|
- |
-131- 7.01% |
$15.5K - $17.7K
|
1.74K
$244K
|
|
|
Jul 30, 2025
Q2 2025
|
Dupree Financial Group, LLC
Lexington, KY |
SELL
|
- |
-131- 2.13% |
$15.5K - $17.7K
|
6.01K
$843K
|
|
|
Jul 25, 2025
Q2 2025
|
Hazlett, Burt & Watson, Inc.
|
SELL
|
- |
-132- 0.66% |
$15.6K - $17.8K
|
19.8K
$2.78M
|
|
|
Jul 16, 2025
Q2 2025
|
Augustine Asset Management Inc
|
SELL
|
- |
-132- 6.19% |
$15.6K - $17.8K
|
2K
$280K
|
|
|
Jul 21, 2025
Q2 2025
|
First National Bank & Trust CO Of Newtown
|
SELL
|
- |
-134- 0.08% |
$15.9K - $18.1K
|
172K
$24.1M
|
|
|
Jul 23, 2025
Q2 2025
|
Citizens National Bank Trust Department
|
SELL
|
- |
-135- 1.57% |
$16K - $18.2K
|
8.49K
$1.19M
|
|
|
Aug 06, 2025
Q2 2025
|
Golden State Wealth Management, LLC
Santa Ana, CA |
SELL
|
- |
-135- 7.94% |
$16K - $18.2K
|
1.57K
$220K
|
|
|
Aug 07, 2025
Q2 2025
|
Fonville Wealth Management LLC
Richmond, VA |
SELL
|
- |
-137- 2.88% |
$16.2K - $18.5K
|
4.63K
$649K
|
|
|
Jul 14, 2025
Q2 2025
|
Baring Financial LLC
Bellingham, WA |
SELL
|
- |
-139- 3.8% |
$16.5K - $18.7K
|
3.52K
$493K
|
|
|
Jul 21, 2025
Q2 2025
|
Old Second National Bank Of Aurora
|
SELL
|
- |
-140- 11.2% |
$16.6K - $18.9K
|
1.11K
$156K
|
|
|
Jul 30, 2025
Q2 2025
|
Smith Thornton Advisors LLC
Huntsville, AL |
SELL
|
- |
-143- 4.18% |
$16.9K - $19.3K
|
3.28K
$459K
|
|
|
Jul 11, 2025
Q2 2025
|
Kaydan Wealth Management, Inc.
Fenton, MI |
SELL
|
- |
-147- 0.94% |
$17.4K - $19.8K
|
15.5K
$2.17M
|
|
|
Jul 23, 2025
Q2 2025
|
1 North Wealth Services LLC
Annapolis, MD |
SELL
|
- |
-148- 8.32% |
$17.5K - $20K
|
1.63K
$229K
|
|
|
Jul 15, 2025
Q2 2025
|
Octavia Wealth Advisors, LLC
|
SELL
|
- |
-150- 8.88% |
$17.8K - $20.2K
|
1.54K
$216K
|
|
|
Aug 05, 2025
Q2 2025
|
Carson Advisory Inc.
|
SELL
|
- |
-150- 6.95% |
$17.8K - $20.2K
|
2.01K
$282K
|
|
|
Aug 13, 2025
Q2 2025
|
Nicolet Bankshares Inc
Green Bay, WI |
SELL
|
- |
-150- 3.79% |
$17.8K - $20.2K
|
3.81K
$534K
|
|
|
Jul 29, 2025
Q2 2025
|
Private Trust CO Na
|
SELL
|
- |
-150- 1.76% |
$17.8K - $20.2K
|
8.37K
$1.17M
|
|
|
Aug 11, 2025
Q2 2025
|
Platform Technology Partners
|
SELL
|
- |
-154- 1.77% |
$18.2K - $20.8K
|
8.54K
$1.2M
|
|
|
Aug 13, 2025
Q2 2025
|
Capital Analysts, LLC
Fort Washington, PA |
SELL
|
- |
-157- 0.57% |
$18.6K - $21.2K
|
27.4K
$3.84M
|
|
|
Jul 07, 2025
Q2 2025
|
Salem Investment Counselors Inc
Winston Salem, NC |
SELL
|
- |
-160- 1.04% |
$18.9K - $21.6K
|
15.3K
$2.14M
|