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 30, 2025
Q4 2024
|
Howard Wealth Management, LLC
Madison, CT |
BUY
|
- |
2+ 0.12% |
$259 - $287
|
1.6K
$209K
|
|
|
Jan 23, 2025
Q4 2024
|
Capital Investment Advisory Services, LLC
|
BUY
|
- |
1+ 0.04% |
$130 - $143
|
2.24K
$292K
|
|
|
Feb 04, 2025
Q4 2024
|
Transcendent Capital Group LLC
Edmond, OK |
BUY
|
- |
1+ 0.71% |
$130 - $143
|
142
$18.5K
|
|
|
Jan 29, 2025
Q4 2024
|
Tfc Financial Management
|
BUY
|
- |
1+ 0.74% |
$130 - $143
|
136
$17.7K
|
|
|
Jan 29, 2025
Q4 2024
|
Soltis Investment Advisors LLC
St. George, UT |
BUY
|
- |
1+ 0.04% |
$130 - $143
|
2.62K
$342K
|
|
|
Feb 13, 2025
Q4 2024
|
Wellspring Financial Advisors, LLC
Cleveland, OH |
BUY
|
- |
1+ 0.01% |
$130 - $143
|
7.38K
$962K
|
|
|
Jan 15, 2025
Q4 2024
|
Relyea Zuckerberg Hanson LLC
|
BUY
|
- |
1+ 0.06% |
$130 - $143
|
1.71K
$223K
|
|
|
Feb 03, 2025
Q4 2024
|
Able Wealth Management LLC
Lakewood, NJ |
BUY
|
- |
1+ 0.02% |
$130 - $143
|
6.36K
$828K
|
|
|
Jan 21, 2025
Q4 2024
|
Pflug Koory, LLC
|
BUY
|
- |
1+ 0.03% |
$130 - $143
|
2.91K
$380K
|
|
|
Jan 24, 2025
Q4 2024
|
One Wealth Advisors, LLC
San Francisco, CA |
SELL
|
- |
-1- -0.0% |
$130 - $143
|
31.2K
$4.07M
|
|
|
Jan 13, 2025
Q4 2024
|
Breakwater Capital Group
Paramus, NJ |
SELL
|
- |
-1- 0.03% |
$130 - $143
|
3.4K
$443K
|
|
|
Jan 28, 2025
Q4 2024
|
Archer Investment Corp
|
SELL
|
- |
-2- 0.03% |
$259 - $287
|
7.76K
$1.01M
|
|
|
Feb 13, 2025
Q4 2024
|
Capital Group Private Client Services, Inc.
Los Angeles, CA |
SELL
|
- |
-2- 0.03% |
$259 - $287
|
6.6K
$860K
|
|
|
Jan 16, 2025
Q4 2024
|
Courage Miller Partners, LLC
|
SELL
|
- |
-3- 0.14% |
$389 - $430
|
2.18K
$284K
|
|
|
Jan 29, 2025
Q4 2024
|
Latitude Advisors, LLC
|
SELL
|
- |
-5- 0.29% |
$648 - $717
|
1.71K
$223K
|
|
|
Jan 28, 2025
Q4 2024
|
Sageworth Trust CO
|
SELL
|
- |
-7- 0.11% |
$907 - $1K
|
6.55K
$854K
|
|
|
Jan 16, 2025
Q4 2024
|
Access Financial Services, Inc.
|
SELL
|
- |
-7- 0.3% |
$907 - $1K
|
2.32K
$302K
|
|
|
Feb 06, 2025
Q4 2024
|
Keystone Wealth Services, LLC
|
SELL
|
- |
-7- 0.15% |
$907 - $1K
|
4.65K
$606K
|
|
|
Jan 07, 2025
Q4 2024
|
Bangor Savings Bank
Bangor, ME |
SELL
|
- |
-8- 0.22% |
$1.04K - $1.15K
|
3.61K
$470K
|
|
|
Jan 10, 2025
Q4 2024
|
Org Wealth Partners, LLC
Dallas, TX |
SELL
|
- |
-9- 3.41% |
$1.17K - $1.29K
|
255
$33.2K
|
|
|
Feb 07, 2025
Q4 2024
|
Dearborn Partners LLC
|
SELL
|
- |
-10- 0.22% |
$1.3K - $1.43K
|
4.48K
$584K
|
|
|
Feb 07, 2025
Q4 2024
|
M. Kulyk & Associates, LLC
|
SELL
|
- |
-11- 0.21% |
$1.43K - $1.58K
|
5.19K
$676K
|
|
|
Feb 06, 2025
Q4 2024
|
Resolute Wealth Strategies, LLC
Jackson, MS |
SELL
|
- |
-12- 0.2% |
$1.55K - $1.72K
|
6.12K
$798K
|
|
|
Feb 13, 2025
Q4 2024
|
Darden Wealth Group Inc
Ann Arbor, MI |
SELL
|
- |
-14- 0.09% |
$1.81K - $2.01K
|
16.1K
$2.1M
|
|
|
Jan 23, 2025
Q4 2024
|
Total Clarity Wealth Management, Inc.
|
SELL
|
- |
-15- 0.41% |
$1.94K - $2.15K
|
3.62K
$471K
|
|
|
Jan 31, 2025
Q4 2024
|
Venturi Wealth Management, LLC
Austin, TX |
SELL
|
- |
-16- 0.31% |
$2.07K - $2.29K
|
5.07K
$661K
|
|
|
Feb 06, 2025
Q4 2024
|
Meridian Wealth Management, LLC
|
SELL
|
- |
-17- 0.2% |
$2.2K - $2.44K
|
8.45K
$1.1M
|
|
|
Feb 10, 2025
Q4 2024
|
First National Trust CO
|
SELL
|
- |
-17- 0.18% |
$2.2K - $2.44K
|
9.57K
$1.25M
|
|
|
Jan 22, 2025
Q4 2024
|
Fulton Breakefield Broenniman LLC
|
SELL
|
- |
-19- 0.12% |
$2.46K - $2.72K
|
15.3K
$2M
|
|
|
Feb 06, 2025
Q4 2024
|
Welch & Forbes LLC
|
SELL
|
- |
-20- 0.19% |
$2.59K - $2.87K
|
10.8K
$1.4M
|
|
|
Feb 14, 2025
Q4 2024
|
Fiduciary Trust CO
Boston, MA |
SELL
|
- |
-20- 0.15% |
$2.59K - $2.87K
|
13K
$1.69M
|
|
|
Feb 13, 2025
Q4 2024
|
Philadelphia Trust CO
Philadelphia, PA |
SELL
|
- |
-20- 0.76% |
$2.59K - $2.87K
|
2.61K
$341K
|
|
|
Jan 30, 2025
Q4 2024
|
Salomon & Ludwin, LLC
|
SELL
|
- |
-20- 4.96% |
$2.59K - $2.87K
|
383
$49.9K
|
|
|
Feb 12, 2025
Q4 2024
|
Thoroughbred Financial Services, LLC
|
SELL
|
- |
-24- 0.09% |
$3.11K - $3.44K
|
25.4K
$3.31M
|
|
|
Jan 27, 2025
Q4 2024
|
Money Concepts Capital Corp
|
SELL
|
- |
-24- 1.03% |
$3.11K - $3.44K
|
2.31K
$302K
|
|
|
Jan 17, 2025
Q4 2024
|
Davis Capital Management
Jacksonville, FL |
SELL
|
- |
-26- 3.28% |
$3.37K - $3.73K
|
767
$100K
|
|
|
Feb 13, 2025
Q4 2024
|
Optivise Advisory Services LLC
Franklin, TN |
SELL
|
- |
-28- 0.37% |
$3.63K - $4.02K
|
7.54K
$983K
|
|
|
Feb 04, 2025
Q4 2024
|
Advisor Os, LLC
|
SELL
|
- |
-29- 1.18% |
$3.76K - $4.16K
|
2.43K
$317K
|
|
|
Jan 16, 2025
Q4 2024
|
Harbor Investment Advisory, LLC
|
SELL
|
- |
-30- 0.24% |
$3.89K - $4.3K
|
12.5K
$1.63M
|
|
|
Jan 27, 2025
Q4 2024
|
Vaughan & CO Securities, Inc.
|
SELL
|
- |
-30- 0.32% |
$3.89K - $4.3K
|
9.24K
$1.2M
|
|
|
Feb 13, 2025
Q4 2024
|
Carson Advisory Inc.
|
SELL
|
- |
-32- 1.85% |
$4.15K - $4.59K
|
1.7K
$221K
|
|
|
Jan 21, 2025
Q4 2024
|
Lex Aurum Advisors, LLC
|
SELL
|
- |
-34- 0.85% |
$4.4K - $4.88K
|
3.99K
$520K
|
|
|
Feb 12, 2025
Q4 2024
|
Providence Capital Advisors, LLC
Charlotte, NC |
SELL
|
- |
-34- 1.23% |
$4.4K - $4.88K
|
2.72K
$355K
|
|
|
Jan 29, 2025
Q4 2024
|
Tfb Advisors LLC
Overland Park, KS |
SELL
|
- |
-34- 0.81% |
$4.4K - $4.88K
|
4.18K
$545K
|
|
|
Feb 03, 2025
Q4 2024
|
Peregrine Asset Advisers, Inc.
Portland, OR |
SELL
|
- |
-36- 0.22% |
$4.66K - $5.16K
|
16.3K
$2.12M
|
|
|
Jan 17, 2025
Q4 2024
|
Montecito Bank & Trust
|
SELL
|
- |
-37- 0.76% |
$4.79K - $5.31K
|
4.81K
$627K
|
|
|
Jan 13, 2025
Q4 2024
|
Bar Harbor Wealth Management
Concord, NH |
SELL
|
- |
-38- 0.51% |
$4.92K - $5.45K
|
7.45K
$971K
|
|
|
Feb 06, 2025
Q4 2024
|
Verdence Capital Advisors LLC
Hunt Valley, MD |
SELL
|
- |
-38- 0.36% |
$4.92K - $5.45K
|
10.4K
$1.36M
|
|
|
Jan 17, 2025
Q4 2024
|
Xml Financial, LLC
|
SELL
|
- |
-39- 0.36% |
$5.05K - $5.59K
|
10.9K
$1.43M
|
|
|
Feb 04, 2025
Q4 2024
|
Schnieders Capital Management LLC
|
SELL
|
- |
-40- 1.04% |
$5.18K - $5.74K
|
3.81K
$496K
|