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 10, 2025
Q2 2025
|
Selective Wealth Management, Inc.
|
BUY
|
- |
24+ 0.55% |
$2.84K - $3.24K
|
4.42K
$620K
|
|
|
Jul 30, 2025
Q2 2025
|
Tfb Advisors LLC
Overland Park, KS |
BUY
|
- |
21+ 0.5% |
$2.49K - $2.83K
|
4.23K
$593K
|
|
|
Jul 21, 2025
Q2 2025
|
Barrett & Company, Inc.
Providence, RI |
BUY
|
- |
20+ 0.59% |
$2.37K - $2.7K
|
3.43K
$480K
|
|
|
Jul 29, 2025
Q2 2025
|
Angeles Wealth Management, LLC
|
BUY
|
- |
20+ 1.88% |
$2.37K - $2.7K
|
1.09K
$152K
|
|
|
Jul 31, 2025
Q2 2025
|
Glass Jacobson Investment Advisors LLC
Owings Mills, MD |
BUY
|
- |
19+ 1.71% |
$2.25K - $2.56K
|
1.13K
$158K
|
|
|
Aug 04, 2025
Q2 2025
|
Hicks Capital Management LLC
Columbus, OH |
BUY
|
- |
18+ 0.14% |
$2.13K - $2.43K
|
12.6K
$1.77M
|
|
|
Jul 22, 2025
Q2 2025
|
Wealthcare Capital Partners, LLC
West Chester, PA |
BUY
|
- |
18+ 0.96% |
$2.13K - $2.43K
|
1.89K
$265K
|
|
|
Aug 04, 2025
Q2 2025
|
Sensible Money, LLC
Scottsdale, AZ |
BUY
|
- |
18+ 0.89% |
$2.13K - $2.43K
|
2.04K
$286K
|
|
|
Aug 06, 2025
Q2 2025
|
Summit Investment Advisors, Inc.
Hunt Valley, MD |
BUY
|
- |
18+ 0.93% |
$2.13K - $2.43K
|
1.96K
$274K
|
|
|
Jul 24, 2025
Q2 2025
|
Stiles Financial Services Inc
|
BUY
|
- |
17+ 0.6% |
$2.01K - $2.29K
|
2.84K
$397K
|
|
|
Aug 14, 2025
Q2 2025
|
Fc Advisory LLC
|
BUY
|
- |
17+ 0.59% |
$2.01K - $2.29K
|
2.89K
$405K
|
|
|
Aug 19, 2025
Q2 2025
|
Asset Dedication, LLC
|
BUY
|
- |
16+ 0.13% |
$1.89K - $2.16K
|
12.4K
$1.74M
|
|
|
Jul 24, 2025
Q2 2025
|
Trust CO Of Toledo Na
Holland, OH |
BUY
|
- |
16+ 0.31% |
$1.89K - $2.16K
|
5.14K
$720K
|
|
|
Aug 12, 2025
Q2 2025
|
Fiducient Advisors LLC
|
BUY
|
- |
16+ 0.14% |
$1.89K - $2.16K
|
11.7K
$1.65M
|
|
|
Aug 12, 2025
Q2 2025
|
Wealth Dimensions Group, Ltd.
|
BUY
|
- |
16+ 0.25% |
$1.89K - $2.16K
|
6.4K
$898K
|
|
|
Aug 12, 2025
Q2 2025
|
Retirement Planning CO Of New England, Inc.
Warwick, RI |
BUY
|
- |
16+ 0.17% |
$1.89K - $2.16K
|
9.5K
$1.33M
|
|
|
Jul 31, 2025
Q2 2025
|
United Community Bank
Greenville, SC |
BUY
|
- |
15+ 0.29% |
$1.78K - $2.02K
|
5.28K
$740K
|
|
|
Jul 29, 2025
Q2 2025
|
Chicago Partners Investment Group LLC
|
BUY
|
- |
15+ 0.08% |
$1.78K - $2.02K
|
18.8K
$2.63M
|
|
|
Jul 24, 2025
Q2 2025
|
Iron Financial, LLC
|
BUY
|
- |
15+ 0.65% |
$1.78K - $2.02K
|
2.32K
$325K
|
|
|
Aug 15, 2025
Q2 2025
|
Pacific Center For Financial Services
San Ramon, CA |
BUY
|
- |
15+ 0.69% |
$1.78K - $2.02K
|
2.18K
$305K
|
|
|
Jul 17, 2025
Q2 2025
|
Tabr Capital Management, LLC
Orange, CA |
BUY
|
- |
15+ 0.95% |
$1.78K - $2.02K
|
1.6K
$224K
|
|
|
Jul 18, 2025
Q2 2025
|
O'Rourke & Company, Inc
Boston, MA |
BUY
|
- |
15+ 0.18% |
$1.78K - $2.02K
|
8.5K
$1.19M
|
|
|
Jul 30, 2025
Q2 2025
|
Cornerstone Advisory, LLC
|
BUY
|
- |
14+ 0.58% |
$1.66K - $1.89K
|
2.44K
$342K
|
|
|
Jul 22, 2025
Q2 2025
|
Hubbell Strickland Wealth Management, LLC
|
BUY
|
- |
14+ 0.92% |
$1.66K - $1.89K
|
1.53K
$215K
|
|
|
Aug 14, 2025
Q2 2025
|
Fort Point Capital Partners LLC
San Francisco, CA |
BUY
|
- |
14+ 0.22% |
$1.66K - $1.89K
|
6.48K
$908K
|
|
|
Aug 06, 2025
Q2 2025
|
Kcm Investment Advisors LLC
Greenbrae, CA |
BUY
|
- |
14+ 0.03% |
$1.66K - $1.89K
|
52.8K
$7.4M
|
|
|
Jul 21, 2025
Q2 2025
|
Warner Financial, Inc
Bethesda, MD |
BUY
|
- |
13+ 0.21% |
$1.54K - $1.75K
|
6.13K
$860K
|
|
|
Aug 12, 2025
Q2 2025
|
Gm Advisory Group, Inc.
Melville, NY |
BUY
|
- |
13+ 0.58% |
$1.54K - $1.75K
|
2.25K
$315K
|
|
|
Jul 31, 2025
Q2 2025
|
Cva Family Office, LLC
|
BUY
|
- |
13+ 0.19% |
$1.54K - $1.75K
|
6.82K
$956K
|
|
|
Jul 25, 2025
Q2 2025
|
Concord Wealth Partners
|
BUY
|
- |
13+ 1.0% |
$1.54K - $1.75K
|
1.31K
$184K
|
|
|
Aug 14, 2025
Q2 2025
|
Garden State Investment Advisory Services LLC
Red Bank, NJ |
BUY
|
- |
13+ 0.81% |
$1.54K - $1.75K
|
1.62K
$228K
|
|
|
Jul 07, 2025
Q2 2025
|
Tru Wealth Advisors, LLC
|
BUY
|
- |
13+ 0.22% |
$1.54K - $1.75K
|
6K
$841K
|
|
|
Aug 13, 2025
Q2 2025
|
Transce3nd, LLC
Kyle, TX |
BUY
|
- |
12+ 600.0% |
$1.42K - $1.62K
|
14
$1.96K
|
|
|
Aug 07, 2025
Q2 2025
|
Kestra Private Wealth Services, LLC
|
BUY
|
- |
12+ 0.16% |
$1.42K - $1.62K
|
7.75K
$1.09M
|
|
|
Aug 14, 2025
Q2 2025
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
- |
12+ 0.1% |
$1.42K - $1.62K
|
12K
$1.68M
|
|
|
Jul 10, 2025
Q2 2025
|
Secure Asset Management, LLC
|
BUY
|
- |
12+ 0.36% |
$1.42K - $1.62K
|
3.35K
$470K
|
|
|
Jul 23, 2025
Q2 2025
|
Bellevue Asset Management, LLC
Bellevue, WA |
BUY
|
- |
12+ 0.29% |
$1.42K - $1.62K
|
4.21K
$591K
|
|
|
Aug 05, 2025
Q2 2025
|
Gps Wealth Strategies Group, LLC
|
BUY
|
- |
11+ 3.01% |
$1.3K - $1.48K
|
376
$52.7K
|
|
|
Aug 13, 2025
Q2 2025
|
Berkshire Asset Management LLC
Wilkes Barre, PA |
BUY
|
- |
11+ 0.06% |
$1.3K - $1.48K
|
19.7K
$2.77M
|
|
|
Jul 24, 2025
Q2 2025
|
Costello Asset Management, Inc
|
BUY
|
- |
11+ 0.8% |
$1.3K - $1.48K
|
1.39K
$195K
|
|
|
Aug 08, 2025
Q2 2025
|
Aj Advisors, LLC
Nashville, TN |
BUY
|
- |
11+ 0.69% |
$1.3K - $1.48K
|
1.59K
$223K
|
|
|
Aug 14, 2025
Q2 2025
|
Main Street Financial Solutions, LLC
|
BUY
|
- |
10+ 0.08% |
$1.18K - $1.35K
|
11.8K
$1.66M
|
|
|
Jul 09, 2025
Q2 2025
|
Thrive Wealth Management, LLC
|
BUY
|
- |
10+ 0.33% |
$1.18K - $1.35K
|
3.05K
$427K
|
|
|
Jul 29, 2025
Q2 2025
|
Wbh Advisory Inc
|
BUY
|
- |
9+ 0.08% |
$1.07K - $1.21K
|
11.4K
$1.6M
|
|
|
Aug 27, 2025
Q2 2025
|
Seneca Financial Advisors LLC
Rochester, NY |
BUY
|
- |
9+ 0.58% |
$1.07K - $1.21K
|
1.56K
$219K
|
|
|
Jul 18, 2025
Q2 2025
|
Vicus Capital
State College, PA |
BUY
|
- |
9+ 0.48% |
$1.07K - $1.21K
|
1.9K
$266K
|
|
|
Jul 30, 2025
Q2 2025
|
Klingman & Associates, LLC
|
BUY
|
- |
9+ 0.03% |
$1.07K - $1.21K
|
32.7K
$4.58M
|
|
|
Jul 17, 2025
Q2 2025
|
Grandview Asset Management LLC
|
BUY
|
- |
9+ 0.38% |
$1.07K - $1.21K
|
2.36K
$330K
|
|
|
Jul 25, 2025
Q2 2025
|
Investment Advisory Group, LLC
|
BUY
|
- |
8+ 0.06% |
$947 - $1.08K
|
13.6K
$1.91M
|
|
|
Jul 23, 2025
Q2 2025
|
Ignite Planners, LLC
|
BUY
|
- |
8+ 0.16% |
$947 - $1.08K
|
5.12K
$718K
|