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 31, 2025
Q4 2024
|
Sns Financial Group, LLC
|
BUY
|
- |
9+ 0.45% |
$1.17K - $1.29K
|
2.02K
$268K
|
|
|
Feb 06, 2025
Q4 2024
|
Mainstream Capital Management LLC
Los Angeles, CA |
BUY
|
- |
9New |
$1.17K - $1.29K
|
9
$1.19K
|
|
|
Jan 27, 2025
Q4 2024
|
Insight Advisors, LLC
Newtown, PA |
BUY
|
- |
9+ 0.43% |
$1.17K - $1.29K
|
2.08K
$276K
|
|
|
Feb 13, 2025
Q4 2024
|
Townsquare Capital LLC
|
BUY
|
- |
9+ 0.17% |
$1.17K - $1.29K
|
5.17K
$686K
|
|
|
Jan 13, 2025
Q4 2024
|
Grassi Investment Management
|
BUY
|
- |
9+ 0.27% |
$1.17K - $1.29K
|
3.32K
$441K
|
|
|
Feb 13, 2025
Q4 2024
|
Fiducient Advisors LLC
|
BUY
|
- |
9+ 0.08% |
$1.17K - $1.29K
|
11.8K
$1.57M
|
|
|
Jan 22, 2025
Q4 2024
|
Northwest Financial Advisors
Herndon, VA |
BUY
|
- |
9+ 0.34% |
$1.17K - $1.29K
|
2.68K
$356K
|
|
|
Jan 15, 2025
Q4 2024
|
Tcp Asset Management, LLC
Columbus, OH |
BUY
|
- |
8+ 0.16% |
$1.04K - $1.15K
|
5.05K
$670K
|
|
|
Jan 17, 2025
Q4 2024
|
Sheets Smith Wealth Management
|
BUY
|
- |
8+ 0.11% |
$1.04K - $1.15K
|
7.34K
$975K
|
|
|
Jan 21, 2025
Q4 2024
|
Navis Wealth Advisors, LLC
Rye Brook, NY |
BUY
|
- |
7+ 0.2% |
$907 - $1K
|
3.5K
$464K
|
|
|
Jan 27, 2025
Q4 2024
|
Crewe Advisors LLC
|
BUY
|
- |
7+ 0.62% |
$907 - $1K
|
1.13K
$150K
|
|
|
Jan 15, 2025
Q4 2024
|
Sar Wealth Management Group, LLC
Atlanta, GA |
BUY
|
- |
6+ 0.36% |
$777 - $860
|
1.67K
$221K
|
|
|
Jan 31, 2025
Q4 2024
|
Fagan Associates, Inc.
|
BUY
|
- |
6+ 0.1% |
$777 - $860
|
6.08K
$807K
|
|
|
Feb 06, 2025
Q4 2024
|
Investment Partners, Ltd.
|
BUY
|
- |
6+ 0.17% |
$777 - $860
|
3.46K
$459K
|
|
|
Feb 06, 2025
Q4 2024
|
Bellevue Asset Management, LLC
Bellevue, WA |
BUY
|
- |
6+ 0.17% |
$777 - $860
|
3.62K
$481K
|
|
|
Jan 29, 2025
Q4 2024
|
Capital Advisors Inc
|
BUY
|
- |
5+ 0.25% |
$648 - $717
|
2.04K
$271K
|
|
|
Feb 14, 2025
Q4 2024
|
Toronto Dominion Bank
Toronto, Ontario, A6 |
BUY
|
- |
5New |
$648 - $717
|
5
$664
|
|
|
Feb 11, 2025
Q4 2024
|
Sandy Spring Bank
|
BUY
|
- |
5+ 0.17% |
$648 - $717
|
2.91K
$386K
|
|
|
Feb 14, 2025
Q4 2024
|
Koesten, Hirschmann & Crabtree, Inc.
Overland Park, KS |
BUY
|
- |
5+ 2.04% |
$648 - $717
|
250
$33.2K
|
|
|
Jan 31, 2025
Q4 2024
|
Pasadena Private Wealth, LLC
Pasadena, CA |
BUY
|
- |
5+ 0.3% |
$648 - $717
|
1.65K
$218K
|
|
|
Feb 06, 2025
Q4 2024
|
Strategic Family Wealth Counselors, L.L.C.
Fairfield, NJ |
BUY
|
- |
4+ 0.16% |
$518 - $574
|
2.47K
$327K
|
|
|
Feb 06, 2025
Q4 2024
|
Mayport, LLC
|
BUY
|
- |
4+ 0.11% |
$518 - $574
|
3.72K
$493K
|
|
|
Jan 21, 2025
Q4 2024
|
Jamison Private Wealth Management, Inc.
Milton, GA |
BUY
|
- |
4+ 0.13% |
$518 - $574
|
3.08K
$408K
|
|
|
Jan 13, 2025
Q4 2024
|
Northstar Advisory Group, LLC
|
BUY
|
- |
4+ 0.23% |
$518 - $574
|
1.72K
$228K
|
|
|
Feb 13, 2025
Q4 2024
|
Anchor Investment Management, LLC
Columbia, SC |
BUY
|
- |
4+ 0.23% |
$518 - $574
|
1.72K
$228K
|
|
|
Jan 24, 2025
Q4 2024
|
Red Tortoise LLC
Atlanta, GA |
BUY
|
- |
3+ 0.08% |
$389 - $430
|
3.63K
$482K
|
|
|
Jan 23, 2025
Q4 2024
|
Tci Wealth Advisors, Inc.
|
BUY
|
- |
3+ 0.03% |
$389 - $430
|
10.1K
$1.34M
|
|
|
Jan 29, 2025
Q4 2024
|
Avidian Wealth Solutions, LLC
|
BUY
|
- |
3+ 0.14% |
$389 - $430
|
2.09K
$277K
|
|
|
Jan 17, 2025
Q4 2024
|
Traphagen Investment Advisors LLC
Oradell, NJ |
BUY
|
- |
3+ 0.18% |
$389 - $430
|
1.7K
$226K
|
|
|
Feb 07, 2025
Q4 2024
|
Fairfield Financial Advisors, LTD
Wellesley, MA |
BUY
|
- |
3+ 0.77% |
$389 - $430
|
394
$52.3K
|
|
|
Jan 30, 2025
Q4 2024
|
American Financial Advisors, LLC
|
BUY
|
- |
3+ 0.16% |
$389 - $430
|
1.83K
$243K
|
|
|
Feb 10, 2025
Q4 2024
|
Clearstead Advisors, LLC
Cleveland, OH |
BUY
|
- |
3+ 0.01% |
$389 - $430
|
33.4K
$4.43M
|
|
|
Jan 27, 2025
Q4 2024
|
Ghp Investment Advisors, Inc.
Denver, CO |
BUY
|
- |
3+ 0.47% |
$389 - $430
|
648
$86K
|
|
|
Jan 15, 2025
Q4 2024
|
Long View Wealth Management
Atlanta, GA |
BUY
|
- |
2+ 0.07% |
$259 - $287
|
2.68K
$356K
|
|
|
Jan 28, 2025
Q4 2024
|
Zrc Wealth Management, LLC
Santa Rosa, CA |
BUY
|
- |
2+ 0.43% |
$259 - $287
|
464
$61.6K
|
|
|
Feb 12, 2025
Q4 2024
|
Creekmur Asset Management LLC
Morton, IL |
BUY
|
- |
2+ 0.34% |
$259 - $287
|
595
$79K
|
|
|
Jan 15, 2025
Q4 2024
|
Trust CO Of Vermont
|
BUY
|
- |
2+ 0.06% |
$259 - $287
|
3.11K
$413K
|
|
|
Jan 24, 2025
Q4 2024
|
Riggs Asset Managment Co. Inc.
|
BUY
|
- |
2+ 1.38% |
$259 - $287
|
147
$19.5K
|
|
|
Jan 29, 2025
Q4 2024
|
Fairman Group, LLC
Chesterbrook, PA |
BUY
|
- |
2+ 0.54% |
$259 - $287
|
375
$49.8K
|
|
|
Feb 10, 2025
Q4 2024
|
Rakuten Securities, Inc.
Tokyo, M0 |
BUY
|
- |
2New |
$259 - $287
|
2
$265
|
|
|
Jan 30, 2025
Q4 2024
|
Beacon Capital Management, LLC
|
BUY
|
- |
2+ 0.81% |
$259 - $287
|
249
$33.1K
|
|
|
Feb 13, 2025
Q4 2024
|
Transce3nd, LLC
Kyle, TX |
BUY
|
- |
2New |
$259 - $287
|
2
$265
|
|
|
Jan 30, 2025
Q4 2024
|
Howard Wealth Management, LLC
Madison, CT |
BUY
|
- |
2+ 0.12% |
$259 - $287
|
1.6K
$213K
|
|
|
Jan 24, 2025
Q4 2024
|
Gps Wealth Strategies Group, LLC
|
BUY
|
- |
2+ 0.56% |
$259 - $287
|
356
$47.3K
|
|
|
Jan 10, 2025
Q4 2024
|
Sugarloaf Wealth Management, LLC
|
BUY
|
- |
2+ 0.02% |
$259 - $287
|
10.5K
$1.4M
|
|
|
Feb 13, 2025
Q4 2024
|
Wellspring Financial Advisors, LLC
Cleveland, OH |
BUY
|
- |
1+ 0.01% |
$130 - $143
|
7.38K
$980K
|
|
|
Jan 15, 2025
Q4 2024
|
Relyea Zuckerberg Hanson LLC
|
BUY
|
- |
1+ 0.06% |
$130 - $143
|
1.71K
$227K
|
|
|
Jan 29, 2025
Q4 2024
|
Soltis Investment Advisors LLC
St. George, UT |
BUY
|
- |
1+ 0.04% |
$130 - $143
|
2.62K
$348K
|
|
|
Feb 03, 2025
Q4 2024
|
Able Wealth Management LLC
Lakewood, NJ |
BUY
|
- |
1+ 0.02% |
$130 - $143
|
6.36K
$844K
|
|
|
Jan 29, 2025
Q4 2024
|
Tfc Financial Management
|
BUY
|
- |
1+ 0.74% |
$130 - $143
|
136
$18.1K
|