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 03, 2025
Q4 2024
|
Jmg Financial Group, Ltd.
|
SELL
|
- |
-106- 0.93% |
$13.7K - $15.2K
|
11.3K
$1.5M
|
|
|
Feb 12, 2025
Q4 2024
|
Treynor Bancshares, Inc.
|
SELL
|
- |
-107- 6.29% |
$13.9K - $15.3K
|
1.59K
$212K
|
|
|
Jan 13, 2025
Q4 2024
|
Advisor Net Financial, Inc
|
SELL
|
- |
-108- 11.66% |
$14K - $15.5K
|
818
$109K
|
|
|
Jan 24, 2025
Q4 2024
|
Commonwealth Financial Services, LLC
Parkersburg, WV |
SELL
|
- |
-109- 4.12% |
$14.1K - $15.6K
|
2.54K
$337K
|
|
|
Feb 14, 2025
Q4 2024
|
Coppell Advisory Solutions LLC
Coppell, TX |
SELL
|
- |
-110- 6.65% |
$14.3K - $15.8K
|
1.54K
$205K
|
|
|
Jan 14, 2025
Q4 2024
|
Sterling Investment Advisors LLC
|
SELL
|
- |
-110- 5.95% |
$14.3K - $15.8K
|
1.74K
$231K
|
|
|
Feb 13, 2025
Q4 2024
|
Neuberger Berman Group LLC
New York, NY |
SELL
|
- |
-114- 5.62% |
$14.8K - $16.3K
|
1.92K
$254K
|
|
|
Jan 14, 2025
Q4 2024
|
Twele Capital Management, Inc.
|
SELL
|
- |
-115- 3.6% |
$14.9K - $16.5K
|
3.08K
$409K
|
|
|
Jan 23, 2025
Q4 2024
|
Old Second National Bank Of Aurora
|
SELL
|
- |
-117- 8.26% |
$15.2K - $16.8K
|
1.3K
$173K
|
|
|
Feb 07, 2025
Q4 2024
|
Davis R M Inc
Portland, ME |
SELL
|
- |
-118- 3.93% |
$15.3K - $16.9K
|
2.88K
$382K
|
|
|
Jan 07, 2025
Q4 2024
|
Fc Advisory LLC
|
SELL
|
- |
-119- 3.25% |
$15.4K - $17.1K
|
3.54K
$470K
|
|
|
Jan 21, 2025
Q4 2024
|
Embree Financial Group
Chicago, IL |
SELL
|
- |
-119- 1.37% |
$15.4K - $17.1K
|
8.58K
$1.14M
|
|
|
Jan 15, 2025
Q4 2024
|
Hb Wealth Management, LLC
|
SELL
|
- |
-121- 0.22% |
$15.7K - $17.4K
|
54K
$7.16M
|
|
|
Jan 06, 2025
Q4 2024
|
Canandaigua National Bank & Trust CO
Canandaigua, NY |
SELL
|
- |
-122- 0.8% |
$15.8K - $17.5K
|
15.1K
$2.01M
|
|
|
Jan 23, 2025
Q4 2024
|
Hunter Associates Investment Management LLC
Pittsburgh, PA |
SELL
|
- |
-125- 2.79% |
$16.2K - $17.9K
|
4.35K
$578K
|
|
|
Jan 31, 2025
Q4 2024
|
Global Retirement Partners, LLC
|
SELL
|
- |
-129- 3.05% |
$16.7K - $18.5K
|
4.1K
$545K
|
|
|
Jan 21, 2025
Q4 2024
|
Southland Equity Partners LLC
Wildwood, MO |
SELL
|
- |
-129- 6.45% |
$16.7K - $18.5K
|
1.87K
$248K
|
|
|
Feb 04, 2025
Q4 2024
|
Sabal Trust CO
|
SELL
|
- |
-130- 4.13% |
$16.8K - $18.6K
|
3.02K
$400K
|
|
|
Jan 29, 2025
Q4 2024
|
Armor Investment Advisors, LLC
|
SELL
|
- |
-131- 4.31% |
$17K - $18.8K
|
2.91K
$386K
|
|
|
Jan 14, 2025
Q4 2024
|
Signal Point Asset Management, LLC
|
SELL
|
- |
-132- 1.46% |
$17.1K - $18.9K
|
8.88K
$1.18M
|
|
|
Jan 22, 2025
Q4 2024
|
Perigon Wealth Management, LLC
San Francisco, CA |
SELL
|
- |
-133- 1.31% |
$17.2K - $19.1K
|
10.1K
$1.33M
|
|
|
Jan 07, 2025
Q4 2024
|
Cva Family Office, LLC
|
SELL
|
- |
-136- 1.95% |
$17.6K - $19.5K
|
6.85K
$909K
|
|
|
Feb 07, 2025
Q4 2024
|
Investors Research Corp
|
SELL
|
- |
-136- 2.78% |
$17.6K - $19.5K
|
4.75K
$630K
|
|
|
Jan 28, 2025
Q4 2024
|
Dodds Wealth, LLC
Greenwood Village, CO |
SELL
|
- |
-139- 1.75% |
$18K - $19.9K
|
7.8K
$1.04M
|
|
|
Jan 31, 2025
Q4 2024
|
Key F Inancial Inc
|
SELL
|
- |
-139- 15.39% |
$18K - $19.9K
|
764
$101K
|
|
|
Feb 26, 2025
Q4 2024
|
Carolinas Wealth Consulting LLC
Charlotte, NC |
SELL
|
- |
-140- 4.23% |
$18.1K - $20.1K
|
3.17K
$421K
|
|
|
Jan 21, 2025
Q4 2024
|
Flagship Harbor Advisors, LLC
|
SELL
|
- |
-142- 0.95% |
$18.4K - $20.4K
|
14.8K
$1.97M
|
|
|
Jan 23, 2025
Q4 2024
|
Dumont & Blake Investment Advisors LLC
|
SELL
|
- |
-142- 0.21% |
$18.4K - $20.4K
|
66.2K
$8.78M
|
|
|
Feb 14, 2025
Q4 2024
|
Ancora Advisors, LLC
Cleveland, OH |
SELL
|
- |
-143- 9.69% |
$18.5K - $20.5K
|
1.33K
$177K
|
|
|
Feb 24, 2025
Q4 2024
|
Great Valley Advisor Group, Inc.
|
SELL
|
- |
-144- 2.94% |
$18.7K - $20.7K
|
4.75K
$630K
|
|
|
Feb 12, 2025
Q4 2024
|
Mv Capital Management, Inc.
|
SELL
|
- |
-147- 0.43% |
$19K - $21.1K
|
33.9K
$4.5M
|
|
|
Feb 04, 2025
Q4 2024
|
Simmons Bank
|
SELL
|
- |
-147- 1.17% |
$19K - $21.1K
|
12.5K
$1.66M
|
|
|
Jan 22, 2025
Q4 2024
|
Webster Bank, N. A.
|
SELL
|
- |
-150- 1.72% |
$19.4K - $21.5K
|
8.58K
$1.14M
|
|
|
Jan 24, 2025
Q4 2024
|
Osborne Partners Capital Management, LLC
|
SELL
|
- |
-150- 0.99% |
$19.4K - $21.5K
|
15.1K
$2M
|
|
|
Feb 10, 2025
Q4 2024
|
Evoke Wealth, LLC
|
SELL
|
- |
-150- 1.09% |
$19.4K - $21.5K
|
13.6K
$1.81M
|
|
|
Feb 10, 2025
Q4 2024
|
Slate Stone Wealth, LLC
|
SELL
|
- |
-151- 4.52% |
$19.6K - $21.7K
|
3.19K
$424K
|
|
|
Feb 18, 2025
Q4 2024
|
Sunbelt Securities, Inc.
Houston, TX |
SELL
|
- |
-151- 0.92% |
$19.6K - $21.7K
|
16.3K
$2.16M
|
|
|
Feb 13, 2025
Q4 2024
|
Wealth Dimensions Group, Ltd.
|
SELL
|
- |
-151- 2.3% |
$19.6K - $21.7K
|
6.42K
$853K
|
|
|
Jan 17, 2025
Q4 2024
|
Madrona Financial Services, LLC
|
SELL
|
- |
-156- 3.9% |
$20.2K - $22.4K
|
3.84K
$510K
|
|
|
Jan 29, 2025
Q4 2024
|
Castle Wealth Management LLC
|
SELL
|
- |
-158- 6.87% |
$20.5K - $22.7K
|
2.14K
$284K
|
|
|
Jan 31, 2025
Q4 2024
|
Burke & Herbert Bank & Trust CO
|
SELL
|
- |
-159- 0.38% |
$20.6K - $22.8K
|
42.2K
$5.6M
|
|
|
Feb 11, 2025
Q4 2024
|
Financial Counselors Inc
|
SELL
|
- |
-160- 0.72% |
$20.7K - $22.9K
|
22.1K
$2.93M
|
|
|
Feb 13, 2025
Q4 2024
|
Cadence Bank
Tupelo, MS |
SELL
|
- |
-164- 2.09% |
$21.2K - $23.5K
|
7.68K
$1.02M
|
|
|
Feb 04, 2025
Q4 2024
|
Trifecta Capital Advisors, LLC
Northbrook, IL |
SELL
|
- |
-165- 1.15% |
$21.4K - $23.7K
|
14.2K
$1.89M
|
|
|
Jan 28, 2025
Q4 2024
|
Golden State Wealth Management, LLC
Santa Ana, CA |
SELL
|
- |
-166- 8.84% |
$21.5K - $23.8K
|
1.71K
$227K
|
|
|
Feb 14, 2025
Q4 2024
|
Coldstream Capital Management Inc
|
SELL
|
- |
-167- 1.16% |
$21.6K - $23.9K
|
14.3K
$1.9M
|
|
|
Feb 11, 2025
Q4 2024
|
Interchange Capital Partners, LLC
|
SELL
|
- |
-168- 4.47% |
$21.8K - $24.1K
|
3.59K
$477K
|
|
|
Feb 03, 2025
Q4 2024
|
Capital Investment Counsel, Inc
|
SELL
|
- |
-170- 10.77% |
$22K - $24.4K
|
1.41K
$187K
|
|
|
Jan 13, 2025
Q4 2024
|
Greenfield Savings Bank
|
SELL
|
- |
-171- 3.31% |
$22.2K - $24.5K
|
4.99K
$663K
|
|
|
Jan 16, 2025
Q4 2024
|
Atomi Financial Group, Inc.
Irvine, CA |
SELL
|
- |
-171- 5.06% |
$22.2K - $24.5K
|
3.21K
$426K
|