Purchases and Sales Made in Q4 2024 in Ishares Tr (DVY)
This table provides information about the institutional ownership of Ishares Tr (DVY) during Q4 2024. 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 |
|---|---|---|---|---|---|---|---|
|
Jan 28, 2025
Q4 2024
|
Miller Howard Investments Inc
|
BUY
|
- |
393K+ 369.53% |
$50.9M - $56.3M
|
499K
$67M
|
|
|
Jan 31, 2025
Q4 2024
|
Private Advisor Group, LLC
|
BUY
|
- |
186K+ 93.99% |
$24.1M - $26.7M
|
384K
$51.5M
|
|
|
Jan 16, 2025
Q4 2024
|
Gilman Hill Asset Management, LLC
|
BUY
|
- |
151K+ 1439.12% |
$19.5M - $21.6M
|
161K
$21.7M
|
|
|
Feb 05, 2025
Q4 2024
|
Gw&K Investment Management, LLC
Boston, MA |
BUY
|
- |
44.9K+ 1916.95% |
$5.82M - $6.44M
|
47.2K
$6.34M
|
|
|
Jan 31, 2025
Q4 2024
|
Truist Financial Corp
|
BUY
|
- |
44.5K+ 3.87% |
$5.77M - $6.38M
|
1.2M
$160M
|
|
|
Jan 27, 2025
Q4 2024
|
Stratos Wealth Partners, Ltd.
|
BUY
|
- |
29.5K+ 76.87% |
$3.82M - $4.23M
|
67.8K
$9.1M
|
|
|
Jan 27, 2025
Q4 2024
|
Inman Jager Wealth Management, LLC
Hattiesburg, MS |
BUY
|
- |
29.4KNew |
$3.81M - $4.21M
|
29.4K
$3.94M
|
|
|
Feb 03, 2025
Q4 2024
|
Pinnacle Financial Partners Inc
|
BUY
|
- |
28.7K+ 41.92% |
$3.71M - $4.11M
|
97K
$13M
|
|
|
Jan 13, 2025
Q4 2024
|
Ewg Elevate Inc.
|
BUY
|
- |
24.5KNew |
$3.18M - $3.51M
|
24.5K
$3.29M
|
|
|
Feb 03, 2025
Q4 2024
|
Wealth Alliance
Mellville, NY |
BUY
|
- |
24KNew |
$3.1M - $3.44M
|
24K
$3.22M
|
|
|
Jan 23, 2025
Q4 2024
|
Old National Bancorp
|
BUY
|
- |
23.5K+ 37.19% |
$3.04M - $3.37M
|
86.6K
$11.6M
|
|
|
Jan 22, 2025
Q4 2024
|
Kingswood Wealth Advisors, LLC
San Diego, CA |
BUY
|
- |
22.8K+ 111.5% |
$2.96M - $3.27M
|
43.3K
$5.81M
|
|
|
Feb 05, 2025
Q4 2024
|
Svb Wealth LLC
Boston, MA |
BUY
|
- |
21.9KNew |
$2.83M - $3.14M
|
21.9K
$2.93M
|
|
|
Feb 04, 2025
Q4 2024
|
Ifp Advisors, Inc
|
BUY
|
- |
21.1K+ 122.03% |
$2.74M - $3.03M
|
38.4K
$5.16M
|
|
|
Feb 05, 2025
Q4 2024
|
Morgan Dempsey Capital Management LLC
Menomonee Falls, WI |
BUY
|
- |
21.1KNew |
$2.73M - $3.02M
|
21.1K
$2.83M
|
|
|
Jan 14, 2025
Q4 2024
|
Sanders Morris Harris LLC
|
BUY
|
- |
20.2KNew |
$2.62M - $2.9M
|
20.2K
$2.72M
|
|
|
Jan 27, 2025
Q4 2024
|
Bleakley Financial Group, LLC
Fairfield, NJ |
BUY
|
- |
15.9K+ 352.69% |
$2.06M - $2.28M
|
20.4K
$2.74M
|
|
|
Jan 29, 2025
Q4 2024
|
Principle Wealth Partners LLC
|
BUY
|
- |
14.2K+ 48.38% |
$1.84M - $2.04M
|
43.6K
$5.85M
|
|
|
Jan 13, 2025
Q4 2024
|
Dale Q Rice Investment Management LTD
Vancouver, WA |
BUY
|
- |
12.6KNew |
$1.63M - $1.8M
|
12.6K
$1.69M
|
|
|
Feb 05, 2025
Q4 2024
|
Adg Wealth Management Group, LLC
Metairie, LA |
BUY
|
- |
8.75KNew |
$1.13M - $1.26M
|
8.75K
$1.17M
|
|
|
Jan 29, 2025
Q4 2024
|
Essex Financial Services, Inc.
|
BUY
|
- |
8.57K+ 38.58% |
$1.11M - $1.23M
|
30.8K
$4.13M
|
|
|
Jan 27, 2025
Q4 2024
|
Greenwood Capital Associates LLC
Greenwood, SC |
BUY
|
- |
8.32KNew |
$1.08M - $1.19M
|
8.32K
$1.12M
|
|
|
Jan 17, 2025
Q4 2024
|
Goal Vest Advisory LLC
|
BUY
|
- |
8.12K+ 29.72% |
$1.05M - $1.17M
|
35.5K
$4.76M
|
|
|
Jan 13, 2025
Q4 2024
|
Marcum Wealth, LLC
|
BUY
|
- |
8.06KNew |
$1.04M - $1.16M
|
8.06K
$1.08M
|
|
|
Jan 17, 2025
Q4 2024
|
Dakota Wealth Management
|
BUY
|
- |
7.77K+ 77.69% |
$1.01M - $1.11M
|
17.8K
$2.38M
|
|
|
Feb 05, 2025
Q4 2024
|
Providence First Trust CO
|
BUY
|
- |
7.24K+ 54.26% |
$938K - $1.04M
|
20.6K
$2.76M
|
|
|
Feb 04, 2025
Q4 2024
|
Y Intercept (Hong Kong) LTD
|
BUY
|
- |
6.83KNew |
$885K - $980K
|
6.83K
$917K
|
|
|
Jan 14, 2025
Q4 2024
|
Bouvel Investment Partners, LLC
|
BUY
|
- |
6.83K+ 35.2% |
$885K - $979K
|
26.2K
$3.52M
|
|
|
Jan 24, 2025
Q4 2024
|
Independence Bank Of Kentucky
|
BUY
|
- |
6.36K+ 71.82% |
$824K - $912K
|
15.2K
$2.04M
|
|
|
Jan 23, 2025
Q4 2024
|
Heck Capital Advisors, LLC
Rhinelander, WI |
BUY
|
- |
5.64KNew |
$731K - $809K
|
5.64K
$757K
|
|
|
Jan 15, 2025
Q4 2024
|
Ameritas Advisory Services, LLC
Lincoln, NE |
BUY
|
- |
5.61K+ 30.3% |
$726K - $804K
|
24.1K
$3.24M
|
|
|
Jan 14, 2025
Q4 2024
|
Flywheel Private Wealth LLC
Los Altos, CA |
BUY
|
- |
5.29KNew |
$686K - $759K
|
5.29K
$710K
|
|
|
Jan 27, 2025
Q4 2024
|
Rik Saylor Financial, Inc.
Fairfield, OH |
BUY
|
- |
5.14KNew |
$666K - $737K
|
5.14K
$690K
|
|
|
Jan 08, 2025
Q4 2024
|
Fulton Bank, N.A.
|
BUY
|
- |
4.57K+ 20.42% |
$592K - $655K
|
26.9K
$3.61M
|
|
|
Jan 31, 2025
Q4 2024
|
Ieq Capital, LLC
|
BUY
|
- |
4.42K+ 14.4% |
$573K - $634K
|
35.1K
$4.71M
|
|
|
Jan 15, 2025
Q4 2024
|
Astoria Portfolio Advisors Llc.
|
BUY
|
- |
4.29KNew |
$556K - $615K
|
4.29K
$576K
|
|
|
Feb 03, 2025
Q4 2024
|
Nicholson Wealth Management Group, LLC
Charlestown, SC |
BUY
|
- |
4.27KNew |
$554K - $613K
|
4.27K
$573K
|
|
|
Jan 31, 2025
Q4 2024
|
Atlas Legacy Advisors, LLC
Los Angeles, CA |
BUY
|
- |
4.22KNew |
$547K - $605K
|
4.22K
$567K
|
|
|
Jan 28, 2025
Q4 2024
|
Mezzasalma Advisors, LLC
|
BUY
|
- |
4.12KNew |
$533K - $590K
|
4.12K
$552K
|
|
|
Jan 23, 2025
Q4 2024
|
Baring Financial LLC
Bellingham, WA |
BUY
|
- |
3.87KNew |
$502K - $555K
|
3.87K
$520K
|
|
|
Jan 29, 2025
Q4 2024
|
Wright Fund Management, LLC
Santa Monica, CA |
BUY
|
- |
3.64KNew |
$472K - $522K
|
3.64K
$488K
|
|
|
Jan 23, 2025
Q4 2024
|
Fsa Investment Group, LLC
Pensacola, FL |
BUY
|
- |
3.53KNew |
$457K - $506K
|
3.53K
$474K
|
|
|
Jan 10, 2025
Q4 2024
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
3.29K+ 2.15% |
$427K - $472K
|
157K
$21M
|
|
|
Feb 04, 2025
Q4 2024
|
Cwm, LLC
|
BUY
|
- |
3.25K+ 10.31% |
$421K - $466K
|
34.8K
$4.67M
|
|
|
Jan 29, 2025
Q4 2024
|
Sovran Advisors, LLC
San Diego, CA |
BUY
|
- |
3.11KNew |
$403K - $446K
|
3.11K
$417K
|
|
|
Feb 03, 2025
Q4 2024
|
Centricity Wealth Management, LLC
Westerville, OH |
BUY
|
- |
3.1KNew |
$401K - $444K
|
3.1K
$416K
|
|
|
Jan 21, 2025
Q4 2024
|
Cx Institutional
|
BUY
|
- |
3.08K+ 11.18% |
$399K - $442K
|
30.6K
$4.11M
|
|
|
Jan 30, 2025
Q4 2024
|
Little House Capital LLC
Braintree, MA |
BUY
|
- |
3.05KNew |
$395K - $437K
|
3.05K
$409K
|
|
|
Feb 04, 2025
Q4 2024
|
Edge Capital Group, LLC
|
BUY
|
- |
3.01K+ 22.61% |
$390K - $431K
|
16.3K
$2.19M
|
|
|
Jan 31, 2025
Q4 2024
|
Bank Of Jackson Hole Trust
Jackson, WY |
BUY
|
- |
2.93KNew |
$379K - $419K
|
2.93K
$393K
|