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 |
|---|---|---|---|---|---|---|---|
|
Feb 13, 2025
Q4 2024
|
Obermeyer Wood Investment Counsel, Lllp
Aspen, CO |
BUY
|
- |
15+ 0.53% |
$1.94K - $2.15K
|
2.83K
$397K
|
|
|
Jan 21, 2025
Q4 2024
|
High Net Worth Advisory Group LLC
Naples, FL |
BUY
|
- |
15+ 0.06% |
$1.94K - $2.15K
|
23.2K
$3.25M
|
|
|
Jan 23, 2025
Q4 2024
|
Synergy Asset Management, LLC
Bellevue, WA |
BUY
|
- |
15New |
$1.94K - $2.15K
|
15
$2.1K
|
|
|
Feb 27, 2025
Q4 2024
|
Able Financial Group, LLC
Scottsdale, AZ |
BUY
|
- |
14+ 0.43% |
$1.81K - $2.01K
|
3.28K
$459K
|
|
|
Jan 22, 2025
Q4 2024
|
Iron Financial, LLC
|
BUY
|
- |
14+ 0.61% |
$1.81K - $2.01K
|
2.29K
$321K
|
|
|
Feb 07, 2025
Q4 2024
|
Sound View Wealth Advisors Group, LLC
|
BUY
|
- |
14+ 0.13% |
$1.81K - $2.01K
|
10.7K
$1.5M
|
|
|
Jan 14, 2025
Q4 2024
|
Northside Capital Management, LLC
|
BUY
|
- |
14+ 0.0% |
$1.81K - $2.01K
|
681K
$95.6M
|
|
|
Jan 22, 2025
Q4 2024
|
Denver Wealth Management, Inc.
Greenwood Village, CO |
BUY
|
- |
13+ 0.65% |
$1.68K - $1.86K
|
2K
$281K
|
|
|
Feb 07, 2025
Q4 2024
|
Larson Financial Group LLC
|
BUY
|
- |
13+ 1.0% |
$1.68K - $1.86K
|
1.31K
$184K
|
|
|
Jan 15, 2025
Q4 2024
|
Tru Wealth Advisors, LLC
|
BUY
|
- |
13+ 0.22% |
$1.68K - $1.86K
|
5.98K
$838K
|
|
|
Jan 23, 2025
Q4 2024
|
Concord Wealth Partners
|
BUY
|
- |
13+ 1.02% |
$1.68K - $1.86K
|
1.29K
$181K
|
|
|
Jan 22, 2025
Q4 2024
|
Warner Financial, Inc
Bethesda, MD |
BUY
|
- |
12+ 0.2% |
$1.55K - $1.72K
|
6.11K
$857K
|
|
|
Feb 06, 2025
Q4 2024
|
Alley Investment Management Company, LLC
|
BUY
|
- |
12+ 0.22% |
$1.55K - $1.72K
|
5.58K
$782K
|
|
|
Feb 13, 2025
Q4 2024
|
Glass Jacobson Investment Advisors LLC
Owings Mills, MD |
BUY
|
- |
11+ 1.0% |
$1.43K - $1.58K
|
1.11K
$155K
|
|
|
Jan 16, 2025
Q4 2024
|
Evanson Asset Management, LLC
|
BUY
|
- |
10+ 0.06% |
$1.3K - $1.43K
|
16.3K
$2.29M
|
|
|
Aug 27, 2025
Q4 2024
|
Seneca Financial Advisors LLC
Rochester, NY |
BUY
|
- |
10+ 0.65% |
$1.3K - $1.43K
|
1.55K
$217K
|
|
|
Jan 22, 2025
Q4 2024
|
Northwest Financial Advisors
Herndon, VA |
BUY
|
- |
9+ 0.34% |
$1.17K - $1.29K
|
2.68K
$376K
|
|
|
Jan 13, 2025
Q4 2024
|
Grassi Investment Management
|
BUY
|
- |
9+ 0.27% |
$1.17K - $1.29K
|
3.32K
$466K
|
|
|
Feb 06, 2025
Q4 2024
|
Mainstream Capital Management LLC
Los Angeles, CA |
BUY
|
- |
9New |
$1.17K - $1.29K
|
9
$1.26K
|
|
|
Feb 13, 2025
Q4 2024
|
Townsquare Capital LLC
|
BUY
|
- |
9+ 0.17% |
$1.17K - $1.29K
|
5.17K
$725K
|
|
|
Feb 13, 2025
Q4 2024
|
Fiducient Advisors LLC
|
BUY
|
- |
9+ 0.08% |
$1.17K - $1.29K
|
11.8K
$1.66M
|
|
|
Jan 27, 2025
Q4 2024
|
Insight Advisors, LLC
Newtown, PA |
BUY
|
- |
9+ 0.43% |
$1.17K - $1.29K
|
2.08K
$292K
|
|
|
Jan 31, 2025
Q4 2024
|
Sns Financial Group, LLC
|
BUY
|
- |
9+ 0.45% |
$1.17K - $1.29K
|
2.02K
$283K
|
|
|
Jan 15, 2025
Q4 2024
|
Tcp Asset Management, LLC
Columbus, OH |
BUY
|
- |
8+ 0.16% |
$1.04K - $1.15K
|
5.05K
$708K
|
|
|
Jan 17, 2025
Q4 2024
|
Sheets Smith Wealth Management
|
BUY
|
- |
8+ 0.11% |
$1.04K - $1.15K
|
7.34K
$1.03M
|
|
|
Jan 27, 2025
Q4 2024
|
Crewe Advisors LLC
|
BUY
|
- |
7+ 0.62% |
$907 - $1K
|
1.13K
$159K
|
|
|
Jan 21, 2025
Q4 2024
|
Navis Wealth Advisors, LLC
Rye Brook, NY |
BUY
|
- |
7+ 0.2% |
$907 - $1K
|
3.5K
$491K
|
|
|
Feb 06, 2025
Q4 2024
|
Bellevue Asset Management, LLC
Bellevue, WA |
BUY
|
- |
6+ 0.17% |
$777 - $860
|
3.62K
$508K
|
|
|
Jan 15, 2025
Q4 2024
|
Sar Wealth Management Group, LLC
Atlanta, GA |
BUY
|
- |
6+ 0.36% |
$777 - $860
|
1.67K
$233K
|
|
|
Jan 31, 2025
Q4 2024
|
Fagan Associates, Inc.
|
BUY
|
- |
6+ 0.1% |
$777 - $860
|
6.08K
$852K
|
|
|
Aug 29, 2025
Q4 2024
|
Darwin Advisors, LLC
|
BUY
|
- |
6New |
$777 - $860
|
6
$841
|
|
|
Feb 06, 2025
Q4 2024
|
Investment Partners, Ltd.
|
BUY
|
- |
6+ 0.17% |
$777 - $860
|
3.46K
$485K
|
|
|
Aug 15, 2025
Q4 2024
|
Darwin Advisors, LLC
|
BUY
|
- |
6New |
$777 - $860
|
6
$841
|
|
|
Jan 31, 2025
Q4 2024
|
Pasadena Private Wealth, LLC
Pasadena, CA |
BUY
|
- |
5+ 0.3% |
$648 - $717
|
1.65K
$231K
|
|
|
Feb 14, 2025
Q4 2024
|
Koesten, Hirschmann & Crabtree, Inc.
Overland Park, KS |
BUY
|
- |
5+ 2.04% |
$648 - $717
|
250
$35.1K
|
|
|
Feb 14, 2025
Q4 2024
|
Toronto Dominion Bank
Toronto, Ontario, A6 |
BUY
|
- |
5New |
$648 - $717
|
5
$701
|
|
|
Jan 29, 2025
Q4 2024
|
Capital Advisors Inc
|
BUY
|
- |
5+ 0.25% |
$648 - $717
|
2.04K
$286K
|
|
|
Feb 11, 2025
Q4 2024
|
Sandy Spring Bank
|
BUY
|
- |
5+ 0.17% |
$648 - $717
|
2.91K
$407K
|
|
|
Jan 21, 2025
Q4 2024
|
Jamison Private Wealth Management, Inc.
Milton, GA |
BUY
|
- |
4+ 0.13% |
$518 - $574
|
3.08K
$431K
|
|
|
Jan 13, 2025
Q4 2024
|
Northstar Advisory Group, LLC
|
BUY
|
- |
4+ 0.23% |
$518 - $574
|
1.72K
$241K
|
|
|
Feb 13, 2025
Q4 2024
|
Anchor Investment Management, LLC
Columbia, SC |
BUY
|
- |
4+ 0.23% |
$518 - $574
|
1.72K
$241K
|
|
|
Feb 06, 2025
Q4 2024
|
Strategic Family Wealth Counselors, L.L.C.
Fairfield, NJ |
BUY
|
- |
4+ 0.16% |
$518 - $574
|
2.47K
$346K
|
|
|
Feb 06, 2025
Q4 2024
|
Mayport, LLC
|
BUY
|
- |
4+ 0.11% |
$518 - $574
|
3.72K
$521K
|
|
|
Jan 23, 2025
Q4 2024
|
Tci Wealth Advisors, Inc.
|
BUY
|
- |
3+ 0.03% |
$389 - $430
|
10.1K
$1.42M
|
|
|
Jan 27, 2025
Q4 2024
|
Ghp Investment Advisors, Inc.
Denver, CO |
BUY
|
- |
3+ 0.47% |
$389 - $430
|
648
$90.9K
|
|
|
Jan 17, 2025
Q4 2024
|
Traphagen Investment Advisors LLC
Oradell, NJ |
BUY
|
- |
3+ 0.18% |
$389 - $430
|
1.7K
$238K
|
|
|
Jan 29, 2025
Q4 2024
|
Avidian Wealth Solutions, LLC
|
BUY
|
- |
3+ 0.14% |
$389 - $430
|
2.09K
$292K
|
|
|
Feb 10, 2025
Q4 2024
|
Clearstead Advisors, LLC
Cleveland, OH |
BUY
|
- |
3+ 0.01% |
$389 - $430
|
33.4K
$4.68M
|
|
|
Feb 07, 2025
Q4 2024
|
Fairfield Financial Advisors, LTD
Wellesley, MA |
BUY
|
- |
3+ 0.77% |
$389 - $430
|
394
$55.2K
|
|
|
Jan 24, 2025
Q4 2024
|
Red Tortoise LLC
Atlanta, GA |
BUY
|
- |
3+ 0.08% |
$389 - $430
|
3.63K
$509K
|