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 27, 2025
Q4 2024
|
Country Club Bank
|
SELL
|
- |
-280- 3.42% |
$36.3K - $40.2K
|
7.9K
$1.03M
|
|
|
Jan 30, 2025
Q4 2024
|
Aveo Capital Partners, LLC
|
SELL
|
- |
-281- 11.38% |
$36.4K - $40.3K
|
2.19K
$285K
|
|
|
Jan 22, 2025
Q4 2024
|
Pfg Investments, LLC
Woodbury, NY |
SELL
|
- |
-282- 1.94% |
$36.5K - $40.4K
|
14.3K
$1.86M
|
|
|
Feb 14, 2025
Q4 2024
|
Fsa Wealth Management LLC
Needham, MA |
SELL
|
- |
-286- 10.73% |
$37.1K - $41K
|
2.38K
$310K
|
|
|
Jan 24, 2025
Q4 2024
|
Wfa Asset Management Corp
Whitefish Bay, WI |
SELL
|
- |
-289- 49.32% |
$37.4K - $41.4K
|
297
$38.7K
|
|
|
Jan 16, 2025
Q4 2024
|
Monterey Private Wealth, Inc.
|
SELL
|
- |
-295- 7.52% |
$38.2K - $42.3K
|
3.63K
$473K
|
|
|
Feb 13, 2025
Q4 2024
|
Federation Des Caisses Desjardins Du Quebec
Levis, A8 |
SELL
|
- |
-296- 1.82% |
$38.3K - $42.4K
|
16K
$2.08M
|
|
|
Feb 14, 2025
Q4 2024
|
Quadcap Wealth Management, LLC
Frisco, TX |
SELL
|
- |
-297- 5.02% |
$38.5K - $42.6K
|
5.61K
$732K
|
|
|
Feb 18, 2025
Q4 2024
|
Strait & Sound Wealth Management LLC
San Francisco, CA |
SELL
|
- |
-300- 4.31% |
$38.9K - $43K
|
6.66K
$868K
|
|
|
Feb 07, 2025
Q4 2024
|
Oak Harbor Wealth Partners, LLC
|
SELL
|
- |
-300- 4.44% |
$38.9K - $43K
|
6.46K
$842K
|
|
|
Feb 12, 2025
Q4 2024
|
C2 C Wealth Management, LLC
|
SELL
|
- |
-300- 12.24% |
$38.9K - $43K
|
2.15K
$280K
|
|
|
Jan 13, 2025
Q4 2024
|
Westmount Partners, LLC
Los Angeles, CA |
SELL
|
- |
-304- 10.07% |
$39.4K - $43.6K
|
2.71K
$354K
|
|
|
Feb 11, 2025
Q4 2024
|
Fine Mark National Bank & Trust
Fort Myers, FL |
SELL
|
- |
-310- 1.59% |
$40.2K - $44.5K
|
19.2K
$2.5M
|
|
|
Mar 12, 2025
Q4 2024
|
Centaurus Financial, Inc.
|
SELL
|
- |
-316- 6.56% |
$40.9K - $45.3K
|
4.5K
$587K
|
|
|
Jan 17, 2025
Q4 2024
|
Secure Asset Management, LLC
|
SELL
|
- |
-317- 7.72% |
$41.1K - $45.5K
|
3.79K
$494K
|
|
|
Feb 13, 2025
Q4 2024
|
Financial Network Wealth Advisors LLC
Murray, UT |
SELL
|
- |
-321- 31.2% |
$41.6K - $46K
|
708
$92.3K
|
|
|
Feb 07, 2025
Q4 2024
|
Bok Financial Private Wealth, Inc.
Denver, CO |
SELL
|
- |
-321- 2.86% |
$41.6K - $46K
|
10.9K
$1.42M
|
|
|
Jan 30, 2025
Q4 2024
|
Washington Trust CO
|
SELL
|
- |
-328- 2.14% |
$42.5K - $47K
|
15K
$1.96M
|
|
|
Feb 10, 2025
Q4 2024
|
Wintrust Investments LLC
Chicago, IL |
SELL
|
- |
-331- 59.32% |
$42.9K - $47.5K
|
227
$29.6K
|
|
|
Feb 04, 2025
Q4 2024
|
Pine Valley Investments LTD Liability CO
Marlton, NJ |
SELL
|
- |
-336- 12.98% |
$43.5K - $48.2K
|
2.25K
$294K
|
|
|
Jan 30, 2025
Q4 2024
|
Ronald Blue Trust, Inc.
Brentwood, TN |
SELL
|
- |
-337- 24.56% |
$43.7K - $48.3K
|
1.04K
$135K
|
|
|
Jan 30, 2025
Q4 2024
|
Wealth Plan Partners, LLC
Omaha, NE |
SELL
|
- |
-338- 5.72% |
$43.8K - $48.5K
|
5.57K
$726K
|
|
|
Jan 16, 2025
Q4 2024
|
Koshinski Asset Management, Inc.
|
SELL
|
- |
-340- 4.82% |
$44K - $48.8K
|
6.71K
$875K
|
|
|
Jan 17, 2025
Q4 2024
|
Daymark Wealth Partners, LLC
Cincinnati, OH |
SELL
|
- |
-341- 6.14% |
$44.2K - $48.9K
|
5.21K
$679K
|
|
|
Jan 24, 2025
Q4 2024
|
Cornerstone Management, Inc.
Duluth, GA |
SELL
|
- |
-341- 0.92% |
$44.2K - $48.9K
|
36.8K
$4.8M
|
|
|
Jan 14, 2025
Q4 2024
|
Cliftonlarsonallen Wealth Advisors, LLC
|
SELL
|
- |
-345- 1.82% |
$44.7K - $49.5K
|
18.6K
$2.42M
|
|
|
Feb 10, 2025
Q4 2024
|
Van Hulzen Asset Management, LLC
|
SELL
|
- |
-350- 18.26% |
$45.3K - $50.2K
|
1.57K
$204K
|
|
|
Feb 14, 2025
Q4 2024
|
High Falls Advisors, Inc
Rochester, NY |
SELL
|
- |
-352- 2.97% |
$45.6K - $50.5K
|
11.5K
$1.5M
|
|
|
Jan 22, 2025
Q4 2024
|
Joseph P. Lucia & Associates, LLC
|
SELL
|
- |
-363- 1.08% |
$47K - $52.1K
|
33.1K
$4.32M
|
|
|
Jan 28, 2025
Q4 2024
|
Kestra Private Wealth Services, LLC
|
SELL
|
- |
-364- 4.87% |
$47.2K - $52.2K
|
7.11K
$927K
|
|
|
Feb 10, 2025
Q4 2024
|
South State Corp
|
SELL
|
- |
-365- 6.03% |
$47.3K - $52.3K
|
5.69K
$742K
|
|
|
Jan 30, 2025
Q4 2024
|
Csenge Advisory Group
|
SELL
|
- |
-369- 1.94% |
$47.8K - $52.9K
|
18.6K
$2.43M
|
|
|
Feb 10, 2025
Q4 2024
|
Harbour Investments, Inc.
Madison, WI |
SELL
|
- |
-370- 4.27% |
$47.9K - $53.1K
|
8.3K
$1.08M
|
|
|
Jan 15, 2025
Q4 2024
|
Arthur M. Cohen & Associates, LLC
|
SELL
|
- |
-373- 7.58% |
$48.3K - $53.5K
|
4.55K
$593K
|
|
|
Jan 27, 2025
Q4 2024
|
Ledyard National Bank
|
SELL
|
- |
-375- 5.56% |
$48.6K - $53.8K
|
6.37K
$830K
|
|
|
Jan 21, 2025
Q4 2024
|
Patriot Investment Management Inc.
|
SELL
|
- |
-378- 2.91% |
$49K - $54.2K
|
12.6K
$1.64M
|
|
|
Jan 30, 2025
Q4 2024
|
Wbh Advisory Inc
|
SELL
|
- |
-391- 3.32% |
$50.7K - $56.1K
|
11.4K
$1.49M
|
|
|
Jan 13, 2025
Q4 2024
|
Thomasville National Bank
|
SELL
|
- |
-400- 5.44% |
$51.8K - $57.4K
|
6.95K
$905K
|
|
|
Jan 13, 2025
Q4 2024
|
Brookstone Capital Management
|
SELL
|
- |
-414- 13.48% |
$53.6K - $59.4K
|
2.66K
$346K
|
|
|
Jan 29, 2025
Q4 2024
|
Camden Capital, LLC
|
SELL
|
- |
-417- 8.64% |
$54K - $59.8K
|
4.41K
$574K
|
|
|
Feb 11, 2025
Q4 2024
|
Blue Pointe Capital Management, LLC
San Mateo, CA |
SELL
|
- |
-420- 8.82% |
$54.4K - $60.2K
|
4.34K
$566K
|
|
|
Feb 03, 2025
Q4 2024
|
Lane & Associates LLC
Moorestown, NJ |
SELL
|
- |
-428- 17.36% |
$55.4K - $61.4K
|
2.04K
$266K
|
|
|
Feb 03, 2025
Q4 2024
|
Oxbow Advisors, LLC
Corpus Christi, TX |
SELL
|
- |
-433- 2.42% |
$56.1K - $62.1K
|
17.4K
$2.27M
|
|
|
Jan 13, 2025
Q4 2024
|
Pallas Capital Advisors LLC
Braintree, MA |
SELL
|
- |
-433- 2.27% |
$56.1K - $62.1K
|
18.7K
$2.43M
|
|
|
Jan 16, 2025
Q4 2024
|
Murphy, Middleton, Hinkle & Parker, Inc.
|
SELL
|
- |
-434- 1.33% |
$56.2K - $62.2K
|
32.1K
$4.18M
|
|
|
Jan 24, 2025
Q4 2024
|
Dupree Financial Group, LLC
Lexington, KY |
SELL
|
- |
-440- 6.45% |
$57K - $63.1K
|
6.38K
$831K
|
|
|
Jan 13, 2025
Q4 2024
|
Signal Advisors Wealth, LLC
Detroit, MI |
SELL
|
- |
-462- 13.9% |
$59.9K - $66.3K
|
2.86K
$373K
|
|
|
Feb 03, 2025
Q4 2024
|
Capital Advisory Group Advisory Services, LLC
Bloomington, MN |
SELL
|
- |
-463- 2.16% |
$60K - $66.4K
|
20.9K
$2.73M
|
|
|
Jan 24, 2025
Q4 2024
|
Trust Point Inc.
La Crosse, WI |
SELL
|
- |
-465- 4.54% |
$60.2K - $66.7K
|
9.78K
$1.27M
|
|
|
Jan 10, 2025
Q4 2024
|
West Oak Capital, LLC
|
SELL
|
- |
-466- 71.69% |
$60.4K - $66.8K
|
184
$24K
|