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 |
|---|---|---|---|---|---|---|---|
|
Aug 04, 2025
Q2 2025
|
Bay Colony Advisory Group, Inc D
|
SELL
|
- |
-513- 3.03% |
$60.7K - $69.2K
|
16.4K
$2.3M
|
|
|
Aug 12, 2025
Q2 2025
|
Srs Capital Advisors, Inc.
Denver, CO |
SELL
|
- |
-513- 1.88% |
$60.7K - $69.2K
|
26.7K
$3.75M
|
|
|
Aug 06, 2025
Q2 2025
|
Modera Wealth Management, LLC
|
SELL
|
- |
-515- 8.26% |
$61K - $69.5K
|
5.72K
$802K
|
|
|
Jul 30, 2025
Q2 2025
|
Fogel Capital Management, Inc.
Stuart, FL |
SELL
|
- |
-525- 18.29% |
$62.1K - $70.8K
|
2.35K
$329K
|
|
|
Aug 11, 2025
Q2 2025
|
Citigroup Inc
|
SELL
|
- |
-537- 3.61% |
$63.6K - $72.4K
|
14.4K
$2.01M
|
|
|
Aug 18, 2025
Q2 2025
|
Old North State Trust, LLC
Greensboro, NC |
SELL
|
- |
-545- 5.8% |
$64.5K - $73.5K
|
8.85K
$1.24M
|
|
|
Aug 13, 2025
Q2 2025
|
Wellspring Financial Advisors, LLC
Cleveland, OH |
SELL
|
- |
-559- 7.57% |
$66.2K - $75.4K
|
6.83K
$957K
|
|
|
Jul 15, 2025
Q2 2025
|
Signet Financial Management, LLC
Parsippany, NJ |
SELL
|
- |
-562- 6.74% |
$66.5K - $75.8K
|
7.78K
$1.09M
|
|
|
Aug 14, 2025
Q2 2025
|
Allred Capital Management, LLC
Dallas, TX |
SELL
|
- |
-564- 25.67% |
$66.8K - $76.1K
|
1.63K
$229K
|
|
|
Jul 22, 2025
Q2 2025
|
Beacon Financial Advisory LLC
|
SELL
|
- |
-586- 7.44% |
$69.4K - $79K
|
7.29K
$1.02M
|
|
|
Aug 06, 2025
Q2 2025
|
Sterling Capital Management LLC
Charlotte, NC |
SELL
|
- |
-589- 41.45% |
$69.7K - $79.4K
|
832
$117K
|
|
|
Jul 16, 2025
Q2 2025
|
Cahaba Wealth Management, Inc.
|
SELL
|
- |
-597- 13.17% |
$70.7K - $80.5K
|
3.94K
$552K
|
|
|
Oct 08, 2025
Q2 2025
|
Simon Quick Advisors, LLC
|
SELL
|
- |
-617- 2.56% |
$73K - $83.2K
|
23.5K
$3.29M
|
|
|
Jul 16, 2025
Q2 2025
|
Tempus Wealth Planning, LLC
|
SELL
|
- |
-636- 3.85% |
$75.3K - $85.8K
|
15.9K
$2.23M
|
|
|
Aug 12, 2025
Q2 2025
|
Osborne Partners Capital Management, LLC
|
SELL
|
- |
-661- 4.47% |
$78.2K - $89.1K
|
14.1K
$1.98M
|
|
|
Jul 31, 2025
Q2 2025
|
Darden Wealth Group Inc
Ann Arbor, MI |
SELL
|
- |
-677- 4.01% |
$80.1K - $91.3K
|
16.2K
$2.27M
|
|
|
Aug 06, 2025
Q2 2025
|
Savant Capital, LLC
|
SELL
|
- |
-688- 6.21% |
$81.4K - $92.8K
|
10.4K
$1.46M
|
|
|
Aug 11, 2025
Q2 2025
|
Great Lakes Advisors, LLC
Chicago, IL |
SELL
|
- |
-691- 30.97% |
$81.8K - $93.2K
|
1.54K
$216K
|
|
|
Aug 07, 2025
Q2 2025
|
Nwam LLC
Mercer Island, WA |
SELL
|
- |
-698- 6.61% |
$82.6K - $94.1K
|
9.87K
$1.38M
|
|
|
Jul 10, 2025
Q2 2025
|
High Net Worth Advisory Group LLC
Naples, FL |
SELL
|
- |
-704- 3.11% |
$83.3K - $94.9K
|
22K
$3.08M
|
|
|
Jul 22, 2025
Q2 2025
|
Highland Capital Management, LLC
|
SELL
|
- |
-720- 1.49% |
$85.2K - $97.1K
|
47.6K
$6.67M
|
|
|
Jul 28, 2025
Q2 2025
|
Perfromance Wealth Partners, LLC
|
SELL
|
- |
-731- 7.88% |
$86.5K - $98.6K
|
8.55K
$1.2M
|
|
|
Jul 16, 2025
Q2 2025
|
Amarillo National Bank
|
SELL
|
- |
-735- 1.32% |
$87K - $99.1K
|
55K
$7.71M
|
|
|
Jul 24, 2025
Q2 2025
|
Eastern Bank
|
SELL
|
- |
-740- 10.19% |
$87.6K - $99.8K
|
6.52K
$914K
|
|
|
Aug 12, 2025
Q2 2025
|
Creative One Wealth, LLC
Overland Park, KS |
SELL
|
- |
-746- 6.14% |
$88.3K - $101K
|
11.4K
$1.6M
|
|
|
Jul 16, 2025
Q2 2025
|
Tci Wealth Advisors, Inc.
|
SELL
|
- |
-747- 7.47% |
$88.4K - $101K
|
9.25K
$1.3M
|
|
|
Jul 14, 2025
Q2 2025
|
Kfg Wealth Management, LLC
Granger, IN |
SELL
|
- |
-750- 14.88% |
$88.8K - $101K
|
4.29K
$602K
|
|
|
Aug 14, 2025
Q2 2025
|
Granite Fo LLC
Bedford, NH |
SELL
|
- |
-750- 2.56% |
$88.8K - $101K
|
28.6K
$4.01M
|
|
|
Aug 12, 2025
Q2 2025
|
Founders Financial Alliance, LLC
Raleigh, NC |
SELL
|
- |
-765- 34.58% |
$90.6K - $103K
|
1.45K
$203K
|
|
|
Aug 08, 2025
Q2 2025
|
Smithfield Trust CO
Pittsburgh, PA |
SELL
|
- |
-790- 1.5% |
$93.5K - $107K
|
51.8K
$7.27M
|
|
|
Aug 13, 2025
Q2 2025
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
SELL
|
- |
-795- 0.83% |
$94.1K - $107K
|
94.9K
$13.3M
|
|
|
Jul 25, 2025
Q2 2025
|
Concurrent Investment Advisors, LLC
Tampa, FL |
SELL
|
- |
-812- 9.93% |
$96.1K - $110K
|
7.37K
$1.03M
|
|
|
Aug 12, 2025
Q2 2025
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
SELL
|
- |
-817- 13.39% |
$96.7K - $110K
|
5.29K
$741K
|
|
|
Aug 12, 2025
Q2 2025
|
Choreo, LLC
Minneapolis, MN |
SELL
|
- |
-821- 8.24% |
$97.2K - $111K
|
9.14K
$1.28M
|
|
|
Aug 11, 2025
Q2 2025
|
Strategic Wealth Partners, Ltd.
Independence, OH |
SELL
|
- |
-830- 20.27% |
$98.2K - $112K
|
3.26K
$458K
|
|
|
Aug 06, 2025
Q2 2025
|
Rialto Wealth Management, LLC
Syracuse, NY |
SELL
|
- |
-845- 43.74% |
$100K - $114K
|
1.09K
$152K
|
|
|
Aug 06, 2025
Q2 2025
|
Wedbush Securities Inc
|
SELL
|
- |
-858- 1.66% |
$102K - $116K
|
50.9K
$7.13M
|
|
|
Jul 21, 2025
Q2 2025
|
Ameriflex Group, Inc.
Las Vegas, NV |
SELL
|
- |
-864- 16.27% |
$102K - $117K
|
4.45K
$624K
|
|
|
Jul 25, 2025
Q2 2025
|
Spc Financial, Inc.
|
SELL
|
- |
-872- 2.04% |
$103K - $118K
|
41.9K
$5.88M
|
|
|
Aug 04, 2025
Q2 2025
|
Joseph P. Lucia & Associates, LLC
|
SELL
|
- |
-877- 2.68% |
$104K - $118K
|
31.8K
$4.47M
|
|
|
Aug 04, 2025
Q2 2025
|
Flagship Harbor Advisors, LLC
|
SELL
|
- |
-913- 6.25% |
$108K - $123K
|
13.7K
$1.92M
|
|
|
Jul 11, 2025
Q2 2025
|
Busey Wealth Management
|
SELL
|
- |
-920- 24.1% |
$109K - $124K
|
2.9K
$406K
|
|
|
Aug 04, 2025
Q2 2025
|
Assetmark, Inc
|
SELL
|
- |
-926- 0.41% |
$110K - $125K
|
223K
$31.3M
|
|
|
Aug 13, 2025
Q2 2025
|
Haverford Trust CO
Radnor, PA |
SELL
|
- |
-936- 4.49% |
$111K - $126K
|
19.9K
$2.79M
|
|
|
Jul 16, 2025
Q2 2025
|
Beaumont Financial Advisors, LLC
Needham, DE |
SELL
|
- |
-951- 1.52% |
$113K - $128K
|
61.8K
$8.67M
|
|
|
Oct 20, 2025
Q2 2025
|
Quest 10 Wealth Builders, Inc.
Fuquay Varina, VA |
SELL
|
- |
-955- 17.42% |
$113K - $129K
|
4.53K
$635K
|
|
|
Jul 25, 2025
Q2 2025
|
Inman Jager Wealth Management, LLC
Hattiesburg, MS |
SELL
|
- |
-966- 3.42% |
$114K - $130K
|
27.3K
$3.82M
|
|
|
Aug 14, 2025
Q2 2025
|
Cibc World Market Inc.
Toronto, A6 |
SELL
|
- |
-969- 0.33% |
$115K - $131K
|
289K
$40.5M
|
|
|
Jul 30, 2025
Q2 2025
|
Cullen/Frost Bankers, Inc.
|
SELL
|
- |
-1.01K- 0.88% |
$119K - $136K
|
113K
$15.9M
|
|
|
Jul 16, 2025
Q2 2025
|
Dakota Wealth Management
|
SELL
|
- |
-1.02K- 10.19% |
$120K - $137K
|
8.94K
$1.25M
|