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 14, 2025
Q2 2025
|
Ncm Capital Management, LLC
Ramsey, NJ |
BUY
|
- |
61+ 0.46% |
$7.22K - $8.23K
|
13.2K
$1.85M
|
|
|
Jul 25, 2025
Q2 2025
|
Gfs Advisors, LLC
|
BUY
|
- |
60+ 1.52% |
$7.1K - $8.09K
|
4K
$560K
|
|
|
Aug 14, 2025
Q2 2025
|
Aprio Wealth Management, LLC
|
BUY
|
- |
55+ 0.76% |
$6.51K - $7.42K
|
7.29K
$1.02M
|
|
|
Jul 30, 2025
Q2 2025
|
Fusion Family Wealth LLC
|
BUY
|
- |
54+ 1.16% |
$6.39K - $7.28K
|
4.72K
$662K
|
|
|
Jul 22, 2025
Q2 2025
|
Viewpoint Capital Management LLC
Seattle, WA |
BUY
|
- |
54+ 0.56% |
$6.39K - $7.28K
|
9.77K
$1.37M
|
|
|
Aug 14, 2025
Q2 2025
|
Freedom Financial Partners LLC
Oakdale, MN |
BUY
|
- |
53+ 0.57% |
$6.27K - $7.15K
|
9.31K
$1.3M
|
|
|
Aug 13, 2025
Q2 2025
|
Navis Wealth Advisors, LLC
Rye Brook, NY |
BUY
|
- |
53+ 1.51% |
$6.27K - $7.15K
|
3.56K
$499K
|
|
|
Jul 17, 2025
Q2 2025
|
Smith Anglin Financial, LLC
|
BUY
|
- |
52+ 0.37% |
$6.16K - $7.01K
|
14.1K
$1.98M
|
|
|
Aug 07, 2025
Q2 2025
|
Sbi Securities Co., Ltd.
Tokyo, M0 |
BUY
|
- |
51+ 0.23% |
$6.04K - $6.88K
|
21.9K
$3.07M
|
|
|
Jul 08, 2025
Q2 2025
|
Juncture Wealth Strategies, LLC
|
BUY
|
- |
51+ 1.01% |
$6.04K - $6.88K
|
5.09K
$714K
|
|
|
Jul 17, 2025
Q2 2025
|
Sonora Investment Management Group, LLC
Tucson, AZ |
BUY
|
- |
50+ 1.78% |
$5.92K - $6.74K
|
2.86K
$401K
|
|
|
Jul 16, 2025
Q2 2025
|
Stillwater Capital Advisors, LLC
|
BUY
|
- |
50+ 2.54% |
$5.92K - $6.74K
|
2.02K
$283K
|
|
|
Jul 31, 2025
Q2 2025
|
Resonant Capital Advisors, LLC
|
BUY
|
- |
50+ 0.71% |
$5.92K - $6.74K
|
7.06K
$989K
|
|
|
Jul 16, 2025
Q2 2025
|
Strategic Investment Solutions, Inc. /Il
Orland Park, IL |
BUY
|
- |
50New |
$5.92K - $6.74K
|
50
$7.01K
|
|
|
Jul 25, 2025
Q2 2025
|
Johnson Investment Counsel Inc
Cincinnati, OH |
BUY
|
- |
49+ 0.18% |
$5.8K - $6.61K
|
27.1K
$3.8M
|
|
|
Aug 11, 2025
Q2 2025
|
Aptus Capital Advisors, LLC
|
BUY
|
- |
48+ 0.52% |
$5.68K - $6.47K
|
9.3K
$1.3M
|
|
|
Aug 13, 2025
Q2 2025
|
Benedict Financial Advisors Inc
|
BUY
|
- |
46+ 1.76% |
$5.45K - $6.2K
|
2.67K
$374K
|
|
|
Jul 21, 2025
Q2 2025
|
My Personal Cfo, LLC
|
BUY
|
- |
46+ 0.21% |
$5.45K - $6.2K
|
21.9K
$3.07M
|
|
|
Aug 14, 2025
Q2 2025
|
Keel Point, LLC
Huntsville, AL |
BUY
|
- |
45+ 0.46% |
$5.33K - $6.07K
|
9.91K
$1.39M
|
|
|
Aug 14, 2025
Q2 2025
|
Aspen Grove Capital, LLC
Avon, CO |
BUY
|
- |
45+ 0.71% |
$5.33K - $6.07K
|
6.43K
$901K
|
|
|
Jul 29, 2025
Q2 2025
|
Princeton Global Asset Management LLC
|
BUY
|
- |
45+ 180.0% |
$5.33K - $6.07K
|
70
$9.81K
|
|
|
Jul 14, 2025
Q2 2025
|
Wealth Advisory Solutions, LLC
|
BUY
|
- |
44+ 2.74% |
$5.21K - $5.93K
|
1.65K
$231K
|
|
|
Aug 08, 2025
Q2 2025
|
Strategies Wealth Advisors, LLC
Grand Rapids, MI |
BUY
|
- |
44+ 0.95% |
$5.21K - $5.93K
|
4.68K
$657K
|
|
|
Jul 16, 2025
Q2 2025
|
Kerntke Otto Mc Glone Wealth Management Group
Appleton, WI |
BUY
|
- |
43+ 2.81% |
$5.09K - $5.8K
|
1.57K
$221K
|
|
|
Jul 16, 2025
Q2 2025
|
Crowley Wealth Management, Inc.
Wilmington, DE |
BUY
|
- |
38+ 4.31% |
$4.5K - $5.12K
|
920
$129K
|
|
|
Jul 24, 2025
Q2 2025
|
Robertson Stephens Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
37+ 0.28% |
$4.38K - $4.99K
|
13K
$1.83M
|
|
|
Aug 06, 2025
Q2 2025
|
Founders Financial Securities LLC
|
BUY
|
- |
37+ 0.22% |
$4.38K - $4.99K
|
16.7K
$2.35M
|
|
|
Jul 22, 2025
Q2 2025
|
Grimes & Company, Inc.
|
BUY
|
- |
36+ 0.39% |
$4.26K - $4.85K
|
9.17K
$1.29M
|
|
|
Jul 24, 2025
Q2 2025
|
M1 Capital Management LLC
Bloomfield Hills, MI |
BUY
|
- |
35+ 0.61% |
$4.14K - $4.72K
|
5.75K
$806K
|
|
|
Aug 08, 2025
Q2 2025
|
Accredited Investors Inc.
|
BUY
|
- |
35+ 0.41% |
$4.14K - $4.72K
|
8.6K
$1.21M
|
|
|
Jul 30, 2025
Q2 2025
|
Fsa Investment Group, LLC
Pensacola, FL |
BUY
|
- |
34+ 0.96% |
$4.02K - $4.59K
|
3.59K
$503K
|
|
|
Jul 18, 2025
Q2 2025
|
Pb Mares Wealth Management LLC
|
BUY
|
- |
34+ 1.22% |
$4.02K - $4.59K
|
2.83K
$397K
|
|
|
Aug 12, 2025
Q2 2025
|
Jaffetilchin Investment Partners, LLC
Tampa, FL |
BUY
|
- |
33+ 0.81% |
$3.91K - $4.45K
|
4.1K
$575K
|
|
|
Aug 13, 2025
Q2 2025
|
Neuberger Berman Group LLC
New York, NY |
BUY
|
- |
32+ 1.77% |
$3.79K - $4.32K
|
1.84K
$259K
|
|
|
Jul 25, 2025
Q2 2025
|
Waypoint Wealth Counsel
Atlanta, GA |
BUY
|
- |
32+ 0.32% |
$3.79K - $4.32K
|
10.2K
$1.43M
|
|
|
Jul 22, 2025
Q2 2025
|
Coastal Investment Advisors, Inc.
Wilmington, DE |
BUY
|
- |
31+ 0.77% |
$3.67K - $4.18K
|
4.05K
$568K
|
|
|
Aug 12, 2025
Q2 2025
|
Mount Yale Investment Advisors, LLC
|
BUY
|
- |
30New |
$3.55K - $4.05K
|
30
$4.21K
|
|
|
Aug 07, 2025
Q2 2025
|
Argent Advisors, Inc.
Monroe, LA |
BUY
|
- |
30+ 0.13% |
$3.55K - $4.05K
|
23.8K
$3.34M
|
|
|
Aug 12, 2025
Q2 2025
|
Calton & Associates, Inc.
|
BUY
|
- |
29+ 1.12% |
$3.43K - $3.91K
|
2.61K
$366K
|
|
|
Aug 13, 2025
Q2 2025
|
Summit Financial, LLC
Parsippany, NJ |
BUY
|
- |
29+ 0.84% |
$3.43K - $3.91K
|
3.5K
$490K
|
|
|
Aug 07, 2025
Q2 2025
|
New England Private Wealth Advisors LLC
Wellesley, MA |
BUY
|
- |
29+ 0.58% |
$3.43K - $3.91K
|
4.99K
$700K
|
|
|
Aug 14, 2025
Q2 2025
|
Great Valley Advisor Group, Inc.
|
BUY
|
- |
28+ 0.59% |
$3.31K - $3.78K
|
4.74K
$665K
|
|
|
Jul 07, 2025
Q2 2025
|
Insight Wealth Strategies, LLC
San Ramon, CA |
BUY
|
- |
28+ 0.83% |
$3.31K - $3.78K
|
3.4K
$476K
|
|
|
Aug 13, 2025
Q2 2025
|
Balanced Wealth Group LLC
Westlake, OH |
BUY
|
- |
28+ 0.98% |
$3.31K - $3.78K
|
2.89K
$405K
|
|
|
Aug 14, 2025
Q2 2025
|
Mission Creek Capital Partners, Inc.
San Francisco, CA |
BUY
|
- |
28+ 0.23% |
$3.31K - $3.78K
|
12.2K
$1.71M
|
|
|
Aug 05, 2025
Q2 2025
|
Sage Capital Management, LLC
Stockton, NJ |
BUY
|
- |
28+ 0.84% |
$3.31K - $3.78K
|
3.35K
$470K
|
|
|
Jul 03, 2025
Q2 2025
|
Sage Capital Advisors,Llc
|
BUY
|
- |
27+ 0.94% |
$3.2K - $3.64K
|
2.89K
$405K
|
|
|
Jul 17, 2025
Q2 2025
|
Melfa Wealth Management, LLC
Westborough, MA |
BUY
|
- |
25+ 1.32% |
$2.96K - $3.37K
|
1.93K
$270K
|
|
|
Jul 29, 2025
Q2 2025
|
Planned Solutions, Inc.
|
BUY
|
- |
25+ 0.26% |
$2.96K - $3.37K
|
9.67K
$1.36M
|
|
|
Jul 11, 2025
Q2 2025
|
Arthur M. Cohen & Associates, LLC
|
BUY
|
- |
24+ 0.57% |
$2.84K - $3.24K
|
4.25K
$595K
|