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 15, 2025
Q4 2024
|
Tompkins Financial Corp
|
SELL
|
- |
-1.07K- 9.78% |
$138K - $153K
|
9.85K
$1.32M
|
|
|
Feb 03, 2025
Q4 2024
|
Transcend Capital Advisors, LLC
|
SELL
|
- |
-1.17K- 5.69% |
$151K - $168K
|
19.4K
$2.6M
|
|
|
Jan 30, 2025
Q4 2024
|
Montag A & Associates Inc
Atlanta, GA |
SELL
|
- |
-1.17K- 36.63% |
$152K - $168K
|
2.03K
$272K
|
|
|
Jan 24, 2025
Q4 2024
|
Spire Wealth Management
|
SELL
|
- |
-1.2K- 20.85% |
$155K - $172K
|
4.54K
$610K
|
|
|
Jan 21, 2025
Q4 2024
|
Precedent Wealth Partners, LLC
Houston, TX |
SELL
|
- |
-1.2K- 9.74% |
$155K - $172K
|
11.1K
$1.49M
|
|
|
Jan 22, 2025
Q4 2024
|
Mayflower Financial Advisors, LLC
|
SELL
|
- |
-1.24K- 7.92% |
$160K - $177K
|
14.4K
$1.93M
|
|
|
Jan 31, 2025
Q4 2024
|
Atria Wealth Solutions, Inc.
New York, NY |
SELL
|
- |
-1.29K- 2.4% |
$168K - $185K
|
52.6K
$7.06M
|
|
|
Jan 21, 2025
Q4 2024
|
Mkt Advisors LLC
Escondido, CA |
SELL
|
- |
-1.33K- 14.72% |
$172K - $190K
|
7.69K
$1.03M
|
|
|
Jan 13, 2025
Q4 2024
|
Kwmg, LLC
|
SELL
|
- |
-1.33K- 1.33% |
$172K - $190K
|
98.2K
$13.2M
|
|
|
Jan 16, 2025
Q4 2024
|
Mechanics Bank Trust Department
|
SELL
|
- |
-1.42K- 3.3% |
$184K - $204K
|
41.7K
$5.6M
|
|
|
Jan 14, 2025
Q4 2024
|
Omega Financial Group, LLC
|
SELL
|
- |
-1.43K- 2.84% |
$185K - $205K
|
48.8K
$6.55M
|
|
|
Jan 15, 2025
Q4 2024
|
Merit Financial Group, LLC
|
SELL
|
- |
-1.47K- 25.73% |
$190K - $210K
|
4.23K
$568K
|
|
|
Feb 05, 2025
Q4 2024
|
Srs Capital Advisors, Inc.
Denver, CO |
SELL
|
- |
-1.5K- 4.98% |
$194K - $215K
|
28.6K
$3.83M
|
|
|
Jan 14, 2025
Q4 2024
|
Shulman De Meo Asset Management LLC
|
SELL
|
- |
-1.5K- 4.68% |
$194K - $215K
|
30.5K
$4.1M
|
|
|
Jan 13, 2025
Q4 2024
|
Capital Investment Advisors, LLC
|
SELL
|
- |
-1.55K- 1.21% |
$201K - $222K
|
126K
$16.9M
|
|
|
Jan 30, 2025
Q4 2024
|
Valmark Advisers, Inc.
|
SELL
|
- |
-1.56K- 0.97% |
$202K - $224K
|
160K
$21.4M
|
|
|
Jan 28, 2025
Q4 2024
|
Stephens Inc
|
SELL
|
- |
-1.57K- 7.7% |
$204K - $225K
|
18.8K
$2.53M
|
|
|
Jan 07, 2025
Q4 2024
|
Peoples Bank/Ks
Pratt, KS |
SELL
|
- |
-1.61K- 9.59% |
$209K - $231K
|
15.2K
$2.04M
|
|
|
Feb 03, 2025
Q4 2024
|
Florin Court Capital LLP
|
SELL
|
- |
-1.9K- 2.89% |
$246K - $272K
|
63.8K
$8.56M
|
|
|
Jan 17, 2025
Q4 2024
|
Global Trust Asset Management, LLC
|
SELL
|
- |
-2K- 9.91% |
$259K - $287K
|
18.2K
$2.44M
|
|
|
Jan 28, 2025
Q4 2024
|
Soa Wealth Advisors, Llc.
|
SELL
|
- |
-2.06K- 2.71% |
$266K - $295K
|
73.9K
$9.92M
|
|
|
Jan 28, 2025
Q4 2024
|
Howland Capital Management LLC
|
SELL
|
- |
-2.15K- 10.9% |
$278K - $308K
|
17.6K
$2.36M
|
|
|
Feb 04, 2025
Q4 2024
|
Wsfs Capital Management, LLC
Philadelphia, PA |
SELL
|
- |
-2.18K- 43.53% |
$283K - $313K
|
2.83K
$380K
|
|
|
Jan 23, 2025
Q4 2024
|
Mine & Arao Wealth Creation & Management, Llc.
Campbell, CA |
SELL
|
- |
-2.29K- 7.49% |
$296K - $328K
|
28.3K
$3.79M
|
|
|
Feb 05, 2025
Q4 2024
|
Flaharty Asset Management, LLC
|
SELL
|
- |
-2.32K- 9.72% |
$300K - $332K
|
21.5K
$2.89M
|
|
|
Jan 30, 2025
Q4 2024
|
Lee Financial CO
Dallas, TX |
SELL
|
- |
-2.32K- 3.61% |
$300K - $332K
|
61.8K
$8.29M
|
|
|
Jan 30, 2025
Q4 2024
|
Jfs Wealth Advisors, LLC
|
SELL
|
- |
-2.32K- 9.19% |
$301K - $333K
|
22.9K
$3.08M
|
|
|
Jan 17, 2025
Q4 2024
|
Mutual Advisors, LLC
Casper, WY |
SELL
|
- |
-2.39K- 3.69% |
$309K - $342K
|
62.4K
$8.37M
|
|
|
Feb 04, 2025
Q4 2024
|
White Lighthouse Investment Management Inc.
|
SELL
|
- |
-2.44K- 3.54% |
$316K - $350K
|
66.4K
$8.92M
|
|
|
Jan 31, 2025
Q4 2024
|
Wealth Quarterback LLC
Toms River, NJ |
SELL
|
- |
-2.58K- 8.89% |
$334K - $370K
|
26.4K
$3.55M
|
|
|
Jan 14, 2025
Q4 2024
|
Fifth Third Wealth Advisors LLC
Cincinnati, OH |
SELL
|
- |
-2.58K- 1.95% |
$334K - $370K
|
130K
$17.4M
|
|
|
Jan 16, 2025
Q4 2024
|
Ironwood Financial, LLC
|
SELL
|
- |
-2.71K- 6.96% |
$351K - $389K
|
36.2K
$4.86M
|
|
|
Jan 22, 2025
Q4 2024
|
Bensler, LLC
Bellevue, WA |
SELL
|
- |
-2.87K- 13.85% |
$372K - $412K
|
17.9K
$2.4M
|
|
|
Jan 23, 2025
Q4 2024
|
Verus Financial Partners, Inc.
|
SELL
|
- |
-2.94K- 4.68% |
$381K - $422K
|
59.9K
$8.04M
|
|
|
Jan 21, 2025
Q4 2024
|
Atlas Private Wealth Advisors
Matawan, NJ |
SELL
|
- |
-3.14K- 17.2% |
$407K - $451K
|
15.1K
$2.03M
|
|
|
Jan 13, 2025
Q4 2024
|
Miracle Mile Advisors, LLC
|
SELL
|
- |
-3.2K- 13.34% |
$415K - $459K
|
20.8K
$2.79M
|
|
|
Jan 29, 2025
Q4 2024
|
Balentine LLC
Atlanta, GA |
SELL
|
- |
-3.49K- 6.94% |
$452K - $500K
|
46.8K
$6.28M
|
|
|
Feb 04, 2025
Q4 2024
|
Asset Advisors Investment Management, LLC
|
SELL
|
- |
-3.52K- 4.67% |
$455K - $504K
|
71.8K
$9.63M
|
|
|
Jan 27, 2025
Q4 2024
|
Financial Advocates Investment Management
Olympia, WA |
SELL
|
- |
-3.78K- 21.91% |
$489K - $542K
|
13.5K
$1.81M
|
|
|
Jan 24, 2025
Q4 2024
|
Stock Yards Bank & Trust CO
Louisville, KY |
SELL
|
- |
-3.78K- 28.55% |
$490K - $542K
|
9.46K
$1.27M
|
|
|
Jan 23, 2025
Q4 2024
|
Cibc World Market Inc.
Toronto, A6 |
SELL
|
- |
-3.78K- 1.51% |
$490K - $542K
|
246K
$33M
|
|
|
Jan 21, 2025
Q4 2024
|
Dynamic Advisor Solutions LLC
|
SELL
|
- |
-3.84K- 63.36% |
$498K - $551K
|
2.22K
$298K
|
|
|
Jan 27, 2025
Q4 2024
|
Trilogy Capital Inc.
|
SELL
|
- |
-3.94K- 13.34% |
$510K - $565K
|
25.6K
$3.43M
|
|
|
Jan 28, 2025
Q4 2024
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
SELL
|
- |
-4.5K- 50.86% |
$583K - $645K
|
4.35K
$584K
|
|
|
Jan 17, 2025
Q4 2024
|
Traynor Capital Management, Inc.
|
SELL
|
- |
-5.5K- 22.32% |
$712K - $788K
|
19.1K
$2.57M
|
|
|
Jan 31, 2025
Q4 2024
|
Good Life Advisors, LLC
|
SELL
|
- |
-5.54K- 51.66% |
$718K - $795K
|
5.19K
$696K
|
|
|
Jan 31, 2025
Q4 2024
|
Sanctuary Advisors, LLC
Indianapolis, IN |
SELL
|
- |
-6.31K- 12.6% |
$818K - $905K
|
43.8K
$5.88M
|
|
|
Feb 03, 2025
Q4 2024
|
First National Bank & Trust CO Of Newtown
|
SELL
|
- |
-6.69K- 3.71% |
$867K - $960K
|
174K
$23.3M
|
|
|
Jan 24, 2025
Q4 2024
|
Davenport & CO LLC
|
SELL
|
- |
-6.7K- 11.83% |
$868K - $961K
|
49.9K
$6.7M
|
|
|
Jan 30, 2025
Q4 2024
|
Ellis Investment Partners, LLC
|
SELL
|
- |
-6.95K- 3.09% |
$900K - $997K
|
218K
$29.2M
|