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 05, 2025
Q4 2024
|
Private Capital Management LLC
|
SELL
|
- |
-50- 2.38% |
$6.48K - $7.17K
|
2.05K
$258K
|
|
|
Jan 24, 2025
Q4 2024
|
Valley National Advisers Inc
|
SELL
|
- |
-50- 2.58% |
$6.48K - $7.17K
|
1.89K
$238K
|
|
|
Jan 23, 2025
Q4 2024
|
Evermay Wealth Management LLC
Arlington, VA |
SELL
|
- |
-50- 1.0% |
$6.48K - $7.17K
|
4.97K
$625K
|
|
|
Jan 16, 2025
Q4 2024
|
Zhang Financial LLC
|
SELL
|
- |
-51- 0.27% |
$6.61K - $7.31K
|
19.2K
$2.41M
|
|
|
Feb 12, 2025
Q4 2024
|
Vertex Planning Partners, LLC
Downers Grove, IL |
SELL
|
- |
-51- 0.46% |
$6.61K - $7.31K
|
11.1K
$1.39M
|
|
|
Jan 22, 2025
Q4 2024
|
Capital Asset Advisory Services LLC
Haslett, MI |
SELL
|
- |
-52- 0.75% |
$6.74K - $7.46K
|
6.92K
$871K
|
|
|
Jan 07, 2025
Q4 2024
|
Weaver Consulting Group
|
SELL
|
- |
-53- 1.22% |
$6.87K - $7.6K
|
4.29K
$540K
|
|
|
Feb 18, 2025
Q4 2024
|
Connecticut Wealth Management, LLC
|
SELL
|
- |
-53- 2.05% |
$6.87K - $7.6K
|
2.53K
$318K
|
|
|
Feb 12, 2025
Q4 2024
|
Portland Global Advisors LLC
|
SELL
|
- |
-55- 1.14% |
$7.13K - $7.89K
|
4.75K
$598K
|
|
|
Feb 11, 2025
Q4 2024
|
Palisade Asset Management, LLC
|
SELL
|
- |
-57- 1.81% |
$7.38K - $8.17K
|
3.1K
$390K
|
|
|
Jan 24, 2025
Q4 2024
|
Greenleaf Trust
Kalamazoo, MI |
SELL
|
- |
-57- 1.1% |
$7.38K - $8.17K
|
5.11K
$644K
|
|
|
Feb 14, 2025
Q4 2024
|
Strategic Wealth Partners, Ltd.
Independence, OH |
SELL
|
- |
-59- 1.42% |
$7.64K - $8.46K
|
4.09K
$515K
|
|
|
Jan 14, 2025
Q4 2024
|
West Coast Financial LLC
|
SELL
|
- |
-59- 2.62% |
$7.64K - $8.46K
|
2.2K
$277K
|
|
|
Feb 11, 2025
Q4 2024
|
Signature Estate & Investment Advisors LLC
|
SELL
|
- |
-61- 1.13% |
$7.9K - $8.75K
|
5.33K
$671K
|
|
|
Feb 03, 2025
Q4 2024
|
Lmg Wealth Partners, LLC
Shreveport, LA |
SELL
|
- |
-61- 0.16% |
$7.9K - $8.75K
|
38.2K
$4.81M
|
|
|
Feb 10, 2025
Q4 2024
|
Associated Banc Corp
Green Bay, WI |
SELL
|
- |
-66- 0.86% |
$8.55K - $9.47K
|
7.64K
$961K
|
|
|
Feb 14, 2025
Q4 2024
|
Snowden Capital Advisors LLC
New York, NY |
SELL
|
- |
-69- 0.33% |
$8.94K - $9.9K
|
20.9K
$2.63M
|
|
|
Jan 07, 2025
Q4 2024
|
Rise Advisors, LLC
|
SELL
|
- |
-70- 4.2% |
$9.07K - $10K
|
1.6K
$201K
|
|
|
Jan 21, 2025
Q4 2024
|
Smith Chas P & Associates Pa Cpas
|
SELL
|
- |
-70- 1.87% |
$9.07K - $10K
|
3.67K
$462K
|
|
|
Jan 14, 2025
Q4 2024
|
American National Bank
|
SELL
|
- |
-70- 1.23% |
$9.07K - $10K
|
5.6K
$705K
|
|
|
Feb 18, 2025
Q4 2024
|
Retirement Planning Group
|
SELL
|
- |
-73- 1.07% |
$9.46K - $10.5K
|
6.77K
$851K
|
|
|
Jan 22, 2025
Q4 2024
|
United Asset Strategies, Inc.
Garden City, NY |
SELL
|
- |
-73- 4.38% |
$9.46K - $10.5K
|
1.59K
$200K
|
|
|
Feb 13, 2025
Q4 2024
|
Allred Capital Management, LLC
Dallas, TX |
SELL
|
- |
-73- 3.22% |
$9.46K - $10.5K
|
2.2K
$277K
|
|
|
Feb 04, 2025
Q4 2024
|
New Edge Wealth, LLC
Pittsburgh, PA |
SELL
|
- |
-74- 0.46% |
$9.59K - $10.6K
|
16.1K
$2.03M
|
|
|
Jan 14, 2025
Q4 2024
|
Essex Savings Bank
|
SELL
|
- |
-74- 2.4% |
$9.59K - $10.6K
|
3.01K
$379K
|
|
|
Jan 16, 2025
Q4 2024
|
City Holding CO
|
SELL
|
- |
-74- 0.34% |
$9.59K - $10.6K
|
21.8K
$2.74M
|
|
|
Jan 16, 2025
Q4 2024
|
Union Savings Bank
Litchfield, CT |
SELL
|
- |
-74- 0.55% |
$9.59K - $10.6K
|
13.3K
$1.68M
|
|
|
Jan 23, 2025
Q4 2024
|
American Institute For Advanced Investment Management, LLP
|
SELL
|
- |
-75- 3.32% |
$9.72K - $10.8K
|
2.18K
$275K
|
|
|
Jan 14, 2025
Q4 2024
|
Carnegie Capital Asset Management, LLC
|
SELL
|
- |
-75- 0.6% |
$9.72K - $10.8K
|
12.3K
$1.55M
|
|
|
Jan 14, 2025
Q4 2024
|
Henrickson Nauta Wealth Advisors, Inc.
Belmont, MI |
SELL
|
- |
-75- 2.57% |
$9.72K - $10.8K
|
2.84K
$357K
|
|
|
Feb 13, 2025
Q4 2024
|
Belpointe Asset Management LLC
|
SELL
|
- |
-76- 0.75% |
$9.85K - $10.9K
|
10.1K
$1.27M
|
|
|
Jan 08, 2025
Q4 2024
|
Watts Gwilliam & Co., LLC
Gilbert, AZ |
SELL
|
- |
-79- 0.66% |
$10.2K - $11.3K
|
11.9K
$1.49M
|
|
|
Feb 07, 2025
Q4 2024
|
O'Dell Group, LLC
Cincinnati, OH |
SELL
|
- |
-80- 2.79% |
$10.4K - $11.5K
|
2.79K
$351K
|
|
|
Jan 31, 2025
Q4 2024
|
Sterling Financial Planning, Inc.
|
SELL
|
- |
-83- 4.12% |
$10.8K - $11.9K
|
1.93K
$243K
|
|
|
Jan 27, 2025
Q4 2024
|
Nvwm, LLC
|
SELL
|
- |
-84- 5.62% |
$10.9K - $12K
|
1.41K
$178K
|
|
|
Jan 30, 2025
Q4 2024
|
Rogco, LP
Claremore, OK |
SELL
|
- |
-84- 2.29% |
$10.9K - $12K
|
3.59K
$452K
|
|
|
Jan 28, 2025
Q4 2024
|
Ferguson Wellman Capital Management, Inc
|
SELL
|
- |
-86- 0.23% |
$11.1K - $12.3K
|
36.6K
$4.61M
|
|
|
Jan 22, 2025
Q4 2024
|
Parsons Capital Management Inc
|
SELL
|
- |
-86- 2.67% |
$11.1K - $12.3K
|
3.14K
$395K
|
|
|
Feb 04, 2025
Q4 2024
|
Crestwood Advisors Group LLC
|
SELL
|
- |
-90- 1.85% |
$11.7K - $12.9K
|
4.77K
$600K
|
|
|
Feb 10, 2025
Q4 2024
|
Retirement Planning CO Of New England, Inc.
Warwick, RI |
SELL
|
- |
-92- 0.96% |
$11.9K - $13.2K
|
9.48K
$1.19M
|
|
|
Feb 12, 2025
Q4 2024
|
Af Advisors, Inc.
|
SELL
|
- |
-94- 3.14% |
$12.2K - $13.5K
|
2.9K
$365K
|
|
|
Jan 31, 2025
Q4 2024
|
Semus Wealth Partners LLC
Boca Raton, FL |
SELL
|
- |
-95- 4.76% |
$12.3K - $13.6K
|
1.9K
$239K
|
|
|
Feb 04, 2025
Q4 2024
|
Provident Wealth Management, LLC
|
SELL
|
- |
-95- 2.44% |
$12.3K - $13.6K
|
3.81K
$479K
|
|
|
Jan 30, 2025
Q4 2024
|
Vicus Capital
State College, PA |
SELL
|
- |
-98- 4.95% |
$12.7K - $14.1K
|
1.88K
$237K
|
|
|
Feb 10, 2025
Q4 2024
|
Patten & Patten Inc
|
SELL
|
- |
-98- 1.33% |
$12.7K - $14.1K
|
7.28K
$917K
|
|
|
Feb 06, 2025
Q4 2024
|
Gryphon Financial Partners LLC
|
SELL
|
- |
-100- 0.59% |
$13K - $14.3K
|
17K
$2.13M
|
|
|
Feb 05, 2025
Q4 2024
|
Plante Moran Financial Advisors, LLC
|
SELL
|
- |
-100- 3.81% |
$13K - $14.3K
|
2.52K
$318K
|
|
|
Feb 13, 2025
Q4 2024
|
Azimuth Capital Investment Management LLC
Bloomfield Hills, MI |
SELL
|
- |
-100- 5.37% |
$13K - $14.3K
|
1.76K
$222K
|
|
|
Jan 22, 2025
Q4 2024
|
Town & Country Bank & Trust CO Dba First Bankers Trust CO
|
SELL
|
- |
-100- 5.08% |
$13K - $14.3K
|
1.87K
$235K
|
|
|
Mar 10, 2025
Q4 2024
|
Old North State Trust, LLC
Greensboro, NC |
SELL
|
- |
-105- 1.11% |
$13.6K - $15.1K
|
9.39K
$1.18M
|