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 05, 2025
Q2 2025
|
Sigma Planning Corp
Ann Arbor, MI |
SELL
|
- |
-2.35K- 10.2% |
$279K - $317K
|
20.7K
$2.9M
|
|
|
Jul 29, 2025
Q2 2025
|
Stephens Inc
|
SELL
|
- |
-2.49K- 13.31% |
$295K - $336K
|
16.2K
$2.27M
|
|
|
Jul 28, 2025
Q2 2025
|
Cypress Wealth Services, LLC
|
SELL
|
- |
-2.62K- 12.3% |
$310K - $353K
|
18.7K
$2.62M
|
|
|
Aug 01, 2025
Q2 2025
|
Gwn Securities Inc.
Palm Beach Gardens, FL |
SELL
|
- |
-2.76K- 54.36% |
$327K - $372K
|
2.32K
$325K
|
|
|
Aug 11, 2025
Q2 2025
|
Cbiz Investment Advisory Services, LLC
|
SELL
|
- |
-2.77K- 29.51% |
$328K - $374K
|
6.63K
$929K
|
|
|
Aug 08, 2025
Q2 2025
|
Western Wealth Management, LLC
|
SELL
|
- |
-2.8K- 10.64% |
$331K - $377K
|
23.5K
$3.29M
|
|
|
Aug 04, 2025
Q2 2025
|
Linscomb & Williams, Inc.
Houston, TX |
SELL
|
- |
-2.88K- 4.07% |
$341K - $389K
|
68K
$9.54M
|
|
|
Aug 07, 2025
Q2 2025
|
Commerce Bank
Kansas City, MO |
SELL
|
- |
-2.94K- 1.02% |
$348K - $397K
|
285K
$40M
|
|
|
Jul 17, 2025
Q2 2025
|
Sound Income Strategies, LLC
|
SELL
|
- |
-3.06K- 19.21% |
$363K - $413K
|
12.9K
$1.81M
|
|
|
Jul 17, 2025
Q2 2025
|
Janney Montgomery Scott LLC
|
SELL
|
- |
-3.35K- 1.56% |
$396K - $451K
|
211K
$29.6M
|
|
|
Jul 21, 2025
Q2 2025
|
Yeomans Consulting Group, Inc.
Marietta, GA |
SELL
|
- |
-3.44K- 18.69% |
$407K - $464K
|
15K
$2.1M
|
|
|
Aug 13, 2025
Q2 2025
|
Baird Financial Group, Inc.
Milwaukee, WI |
SELL
|
- |
-3.46K- 1.57% |
$410K - $467K
|
217K
$30.4M
|
|
|
Aug 04, 2025
Q2 2025
|
Integrity Alliance, Llc.
Urbandale, IA |
SELL
|
- |
-3.48K- 52.57% |
$412K - $469K
|
3.14K
$440K
|
|
|
Jul 28, 2025
Q2 2025
|
Interchange Capital Partners, LLC
|
SELL
|
- |
-3.54K- 99.77% |
$419K - $477K
|
8
$1.12K
|
|
|
Jul 07, 2025
Q2 2025
|
First Citizens Financial Corp
|
SELL
|
- |
-3.59K- 37.51% |
$425K - $484K
|
5.98K
$839K
|
|
|
Aug 12, 2025
Q2 2025
|
Financial Advocates Investment Management
Olympia, WA |
SELL
|
- |
-3.66K- 28.07% |
$433K - $494K
|
9.39K
$1.32M
|
|
|
Aug 11, 2025
Q2 2025
|
Private Advisor Group, LLC
|
SELL
|
- |
-3.7K- 1.88% |
$438K - $499K
|
194K
$27.2M
|
|
|
Aug 14, 2025
Q2 2025
|
Sig Brokerage, LP
Bala Cynwyd, PA |
SELL
|
- |
-3.75K- 8.37% |
$444K - $506K
|
41.1K
$5.76M
|
|
|
Aug 05, 2025
Q2 2025
|
Smith Shellnut Wilson LLC
|
SELL
|
- |
-3.78K- 17.58% |
$447K - $509K
|
17.7K
$2.48M
|
|
|
Jul 28, 2025
Q2 2025
|
Ifg Advisors, LLC
|
SELL
|
- |
-3.81K- 3.33% |
$451K - $514K
|
111K
$15.5M
|
|
|
Jul 14, 2025
Q2 2025
|
Mechanics Bank Trust Department
|
SELL
|
- |
-3.84K- 8.77% |
$455K - $518K
|
39.9K
$5.6M
|
|
|
Jul 25, 2025
Q2 2025
|
Ellis Investment Partners, LLC
|
SELL
|
- |
-3.88K- 1.92% |
$460K - $524K
|
198K
$27.8M
|
|
|
Jul 18, 2025
Q2 2025
|
Soa Wealth Advisors, Llc.
|
SELL
|
- |
-3.89K- 5.29% |
$461K - $525K
|
69.7K
$9.77M
|
|
|
Aug 11, 2025
Q2 2025
|
Principal Securities, Inc.
Des Moines, IA |
SELL
|
- |
-3.92K- 23.45% |
$464K - $528K
|
12.8K
$1.79M
|
|
|
Aug 14, 2025
Q2 2025
|
Hrt Financial LP
New York, NY |
SELL
|
- |
-4.08K- 60.2% |
$483K - $551K
|
2.7K
$378K
|
|
|
Jul 30, 2025
Q2 2025
|
Wfa Asset Management Corp
Whitefish Bay, WI |
SELL
|
- |
-4.09K- 81.64% |
$484K - $552K
|
920
$129K
|
|
|
Aug 19, 2025
Q2 2025
|
National Asset Management, Inc.
Boca Raton, FL |
SELL
|
- |
-4.24K- 31.03% |
$502K - $572K
|
9.43K
$1.32M
|
|
|
Aug 13, 2025
Q2 2025
|
Scs Capital Management LLC
Boston, MA |
SELL
|
- |
-4.25K- 33.45% |
$503K - $573K
|
8.45K
$1.18M
|
|
|
Jul 10, 2025
Q2 2025
|
Ferguson Wellman Capital Management, Inc
|
SELL
|
- |
-4.33K- 11.74% |
$512K - $583K
|
32.5K
$4.56M
|
|
|
Aug 12, 2025
Q2 2025
|
Pathstone Holdings, LLC
Englewood, NJ |
SELL
|
- |
-4.33K- 6.44% |
$513K - $584K
|
63K
$8.83M
|
|
|
Aug 13, 2025
Q2 2025
|
Cerity Partners LLC
New York, NY |
SELL
|
- |
-5K- 3.64% |
$592K - $674K
|
132K
$18.6M
|
|
|
Jul 23, 2025
Q2 2025
|
Narwhal Capital Management
|
SELL
|
- |
-5.04K- 19.41% |
$596K - $679K
|
20.9K
$2.93M
|
|
|
Aug 14, 2025
Q2 2025
|
Core Cap Advisors, LLC
Southfield, MI |
SELL
|
- |
-5.23K- 51.5% |
$619K - $705K
|
4.92K
$690K
|
|
|
Jul 30, 2025
Q2 2025
|
Al Ti Global, Inc.
New York, NY |
SELL
|
- |
-5.4K- 4.81% |
$639K - $728K
|
107K
$15M
|
|
|
Aug 13, 2025
Q2 2025
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-5.77K- 1.91% |
$683K - $778K
|
297K
$41.6M
|
|
|
Jul 15, 2025
Q2 2025
|
Fifth Third Bancorp
|
SELL
|
- |
-5.89K- 2.15% |
$698K - $795K
|
268K
$37.5M
|
|
|
Jul 29, 2025
Q2 2025
|
Dale Q Rice Investment Management LTD
Vancouver, WA |
SELL
|
- |
-6.26K- 49.81% |
$741K - $844K
|
6.31K
$884K
|
|
|
Aug 13, 2025
Q2 2025
|
Northern Trust Corp
Chicago, IL |
SELL
|
- |
-6.68K- 0.22% |
$790K - $900K
|
3.09M
$433M
|
|
|
Jul 22, 2025
Q2 2025
|
Old National Bancorp
|
SELL
|
- |
-7.32K- 9.74% |
$866K - $987K
|
67.8K
$9.51M
|
|
|
Aug 08, 2025
Q2 2025
|
Thoroughbred Financial Services, LLC
|
SELL
|
- |
-7.37K- 28.95% |
$873K - $994K
|
18.1K
$2.54M
|
|
|
Jul 31, 2025
Q2 2025
|
Moment Partners, LLC
San Francisco, CA |
SELL
|
- |
-7.44K- 2.86% |
$880K - $1M
|
253K
$35.5M
|
|
|
Sep 26, 2025
Q2 2025
|
Ci Private Wealth, LLC
Miami, FL |
SELL
|
- |
-8.17K- 8.35% |
$966K - $1.1M
|
89.6K
$12.6M
|
|
|
Aug 14, 2025
Q2 2025
|
First Commonwealth Financial Corp
Indiana, PA |
SELL
|
- |
-8.2K- 34.73% |
$970K - $1.11M
|
15.4K
$2.16M
|
|
|
Jul 23, 2025
Q2 2025
|
Valmark Advisers, Inc.
|
SELL
|
- |
-8.34K- 5.25% |
$987K - $1.12M
|
151K
$21.1M
|
|
|
Jul 07, 2025
Q2 2025
|
St. Clair Advisors, LLC
Mayfield Hts, OH |
SELL
|
- |
-8.39K- 4.11% |
$993K - $1.13M
|
196K
$27.4M
|
|
|
Jul 21, 2025
Q2 2025
|
Ameritas Advisory Services, LLC
Lincoln, NE |
SELL
|
- |
-8.47K- 39.71% |
$1M - $1.14M
|
12.9K
$1.8M
|
|
|
Aug 13, 2025
Q2 2025
|
Northwestern Mutual Wealth Management CO
|
SELL
|
- |
-8.98K- 2.54% |
$1.06M - $1.21M
|
345K
$48.4M
|
|
|
Aug 13, 2025
Q2 2025
|
Comerica Bank
|
SELL
|
- |
-9.58K- 2.13% |
$1.13M - $1.29M
|
441K
$61.8M
|
|
|
Aug 08, 2025
Q2 2025
|
Omega Financial Group, LLC
|
SELL
|
- |
-9.99K- 21.74% |
$1.18M - $1.35M
|
35.9K
$5.04M
|
|
|
Aug 08, 2025
Q2 2025
|
Citizens Financial Group Inc
|
SELL
|
- |
-10.7K- 17.28% |
$1.27M - $1.44M
|
51.2K
$7.18M
|