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 11, 2025
Q4 2024
|
Whittier Trust CO
|
SELL
|
- |
-480- 4.41% |
$62.2K - $68.8K
|
10.4K
$1.36M
|
|
|
Jan 23, 2025
Q4 2024
|
Calton & Associates, Inc.
|
SELL
|
- |
-489- 18.86% |
$63.3K - $70.1K
|
2.1K
$274K
|
|
|
Feb 14, 2025
Q4 2024
|
Epg Wealth Management LLC
Atlanta, GA |
SELL
|
- |
-497- 41.31% |
$64.4K - $71.3K
|
706
$92K
|
|
|
Feb 11, 2025
Q4 2024
|
Moneta Group Investment Advisors LLC
St Louis, MO |
SELL
|
- |
-497- 0.56% |
$64.4K - $71.3K
|
87.5K
$11.4M
|
|
|
Feb 11, 2025
Q4 2024
|
Optimum Investment Advisors
|
SELL
|
- |
-499- 12.61% |
$64.6K - $71.6K
|
3.46K
$451K
|
|
|
Jan 27, 2025
Q4 2024
|
Mirae Asset Global Investments Co., Ltd.
|
SELL
|
- |
-500- 2.66% |
$64.8K - $71.7K
|
18.3K
$2.39M
|
|
|
Feb 11, 2025
Q4 2024
|
Wambolt & Associates, LLC
|
SELL
|
- |
-505- 9.52% |
$65.4K - $72.4K
|
4.8K
$625K
|
|
|
Jan 16, 2025
Q4 2024
|
Breakwater Investment Management
Seattle, WA |
SELL
|
- |
-514- 24.81% |
$66.6K - $73.7K
|
1.56K
$203K
|
|
|
Jan 31, 2025
Q4 2024
|
Highview Capital Management LLC
|
SELL
|
- |
-520- 14.3% |
$67.4K - $74.6K
|
3.12K
$406K
|
|
|
Jan 17, 2025
Q4 2024
|
Janney Montgomery Scott LLC
|
SELL
|
- |
-542- 0.25% |
$70.2K - $77.7K
|
213K
$27.8M
|
|
|
Feb 13, 2025
Q4 2024
|
Rmb Capital Management, LLC
|
SELL
|
- |
-547- 2.93% |
$70.9K - $78.4K
|
18.1K
$2.36M
|
|
|
Feb 04, 2025
Q4 2024
|
Sterling Investment Advisors, Ltd.
|
SELL
|
- |
-565- 0.85% |
$73.2K - $81K
|
66.1K
$8.61M
|
|
|
Feb 13, 2025
Q4 2024
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
SELL
|
- |
-579- 1.44% |
$75K - $83K
|
39.6K
$5.16M
|
|
|
Jan 28, 2025
Q4 2024
|
Savant Capital, LLC
|
SELL
|
- |
-579- 5.16% |
$75K - $83K
|
10.7K
$1.39M
|
|
|
Jan 17, 2025
Q4 2024
|
Perfromance Wealth Partners, LLC
|
SELL
|
- |
-580- 5.55% |
$75.1K - $83.2K
|
9.87K
$1.29M
|
|
|
Jan 31, 2025
Q4 2024
|
Ntv Asset Management LLC
|
SELL
|
- |
-582- 0.52% |
$75.4K - $83.5K
|
112K
$14.6M
|
|
|
Feb 11, 2025
Q4 2024
|
Richwood Investment Advisors, LLC
|
SELL
|
- |
-585- 4.69% |
$75.8K - $83.9K
|
11.9K
$1.55M
|
|
|
Jan 21, 2025
Q4 2024
|
First Citizens Bank & Trust CO
|
SELL
|
- |
-610- 2.45% |
$79K - $87.5K
|
24.3K
$3.16M
|
|
|
Jan 30, 2025
Q4 2024
|
Sheaff Brock Investment Advisors, LLC
|
SELL
|
- |
-617- 11.93% |
$79.9K - $88.5K
|
4.55K
$593K
|
|
|
Feb 05, 2025
Q4 2024
|
Kohmann Bosshard Financial Services, LLC
|
SELL
|
- |
-620- 6.3% |
$80.3K - $88.9K
|
9.22K
$1.2M
|
|
|
Feb 06, 2025
Q4 2024
|
One Capital Management, LLC
Westlake Village, CA |
SELL
|
- |
-625- 21.6% |
$81K - $89.6K
|
2.27K
$296K
|
|
|
Feb 14, 2025
Q4 2024
|
Keel Point, LLC
Huntsville, AL |
SELL
|
- |
-669- 6.04% |
$86.7K - $95.9K
|
10.4K
$1.36M
|
|
|
Jan 21, 2025
Q4 2024
|
Geneos Wealth Management Inc.
|
SELL
|
- |
-693- 2.51% |
$89.8K - $99.4K
|
26.9K
$3.5M
|
|
|
Jan 15, 2025
Q4 2024
|
Arkadios Wealth Advisors
|
SELL
|
- |
-698- 7.56% |
$90.4K - $100K
|
8.54K
$1.11M
|
|
|
Feb 10, 2025
Q4 2024
|
Mascoma Wealth Management LLC
|
SELL
|
- |
-705- 6.08% |
$91.3K - $101K
|
10.9K
$1.42M
|
|
|
Feb 26, 2025
Q4 2024
|
Virtue Capital Management, LLC
Brentwood, TN |
SELL
|
- |
-722- 9.4% |
$93.5K - $104K
|
6.96K
$907K
|
|
|
Feb 13, 2025
Q4 2024
|
Prospera Financial Services Inc
|
SELL
|
- |
-735- 2.42% |
$95.2K - $105K
|
29.6K
$3.86M
|
|
|
Feb 07, 2025
Q4 2024
|
Johnson Investment Counsel Inc
Cincinnati, OH |
SELL
|
- |
-739- 2.78% |
$95.7K - $106K
|
25.9K
$3.37M
|
|
|
Feb 12, 2025
Q4 2024
|
Kiely Wealth Advisory Group, Inc.
Oak Ridge, NC |
SELL
|
- |
-760- 29.02% |
$98.5K - $109K
|
1.86K
$242K
|
|
|
Feb 10, 2025
Q4 2024
|
Carret Asset Management, LLC
|
SELL
|
- |
-780- 1.6% |
$101K - $112K
|
48.1K
$6.27M
|
|
|
Jan 23, 2025
Q4 2024
|
Highland Capital Management, LLC
|
SELL
|
- |
-795- 1.63% |
$103K - $114K
|
48.1K
$6.27M
|
|
|
Feb 04, 2025
Q4 2024
|
Nwam LLC
Mercer Island, WA |
SELL
|
- |
-801- 4.56% |
$104K - $115K
|
16.8K
$2.19M
|
|
|
Feb 10, 2025
Q4 2024
|
Eldridge Investment Advisors, Inc.
Manchester, NH |
SELL
|
- |
-803- 6.7% |
$104K - $115K
|
11.2K
$1.46M
|
|
|
Feb 12, 2025
Q4 2024
|
Prime Capital Investment Advisors, LLC
Overland Park, KS |
SELL
|
- |
-807- 1.44% |
$105K - $116K
|
55.1K
$7.18M
|
|
|
Jan 30, 2025
Q4 2024
|
Allworth Financial LP
|
SELL
|
- |
-819- 3.39% |
$106K - $117K
|
23.3K
$3.04M
|
|
|
Feb 07, 2025
Q4 2024
|
Camden National Bank
Camden, ME |
SELL
|
- |
-822- 15.87% |
$106K - $118K
|
4.36K
$568K
|
|
|
Feb 06, 2025
Q4 2024
|
Kapstone Financial Advisors LLC
Dayton, OH |
SELL
|
- |
-834- 3.62% |
$108K - $120K
|
22.2K
$2.89M
|
|
|
Feb 14, 2025
Q4 2024
|
Financial Advisory Service, Inc.
|
SELL
|
- |
-835- 2.8% |
$108K - $120K
|
29K
$3.78M
|
|
|
Jan 30, 2025
Q4 2024
|
Amarillo National Bank
|
SELL
|
- |
-842- 1.49% |
$109K - $121K
|
55.7K
$7.26M
|
|
|
Jan 28, 2025
Q4 2024
|
Bryn Mawr Trust CO
Bryn Mawr, PA |
SELL
|
- |
-849- 4.1% |
$110K - $122K
|
19.8K
$2.59M
|
|
|
Jan 13, 2025
Q4 2024
|
Peddock Capital Advisors, LLC
|
SELL
|
- |
-851- 17.36% |
$110K - $122K
|
4.05K
$528K
|
|
|
Feb 14, 2025
Q4 2024
|
Pinnacle Associates LTD
|
SELL
|
- |
-855- 2.57% |
$111K - $123K
|
32.5K
$4.23M
|
|
|
Jan 23, 2025
Q4 2024
|
Fifth Third Securities, Inc.
|
SELL
|
- |
-880- 3.76% |
$114K - $126K
|
22.5K
$2.94M
|
|
|
Jan 24, 2025
Q4 2024
|
Calamos Wealth Management LLC
|
SELL
|
- |
-900- 26.22% |
$117K - $129K
|
2.53K
$330K
|
|
|
Jan 17, 2025
Q4 2024
|
Yeomans Consulting Group, Inc.
Marietta, GA |
SELL
|
- |
-901- 4.74% |
$117K - $129K
|
18.1K
$2.36M
|
|
|
Feb 10, 2025
Q4 2024
|
Thrivent Financial For Lutherans
Minneapolis, MN |
SELL
|
- |
-911- 2.68% |
$118K - $131K
|
33.1K
$4.31M
|
|
|
Feb 13, 2025
Q4 2024
|
Main Street Financial Solutions, LLC
|
SELL
|
- |
-913- 6.62% |
$118K - $131K
|
12.9K
$1.68M
|
|
|
Feb 10, 2025
Q4 2024
|
Phillips Financial Management, LLC
|
SELL
|
- |
-961- 37.05% |
$124K - $138K
|
1.63K
$213K
|
|
|
Feb 13, 2025
Q4 2024
|
Sumitomo Mitsui Financial Group, Inc.
Tokyo, M0 |
SELL
|
- |
-966- 13.0% |
$125K - $139K
|
6.46K
$843K
|
|
|
Feb 06, 2025
Q4 2024
|
Berkshire Asset Management LLC
Wilkes Barre, PA |
SELL
|
- |
-989- 4.75% |
$128K - $142K
|
19.8K
$2.59M
|