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 04, 2025
Q4 2024
|
Wsfs Capital Management, LLC
Philadelphia, PA |
SELL
|
- |
-2.18K- 43.53% |
$283K - $313K
|
2.83K
$369K
|
|
|
Jan 23, 2025
Q4 2024
|
Mine & Arao Wealth Creation & Management, Llc.
Campbell, CA |
SELL
|
- |
-2.29K- 7.49% |
$296K - $328K
|
28.3K
$3.68M
|
|
|
Feb 05, 2025
Q4 2024
|
Flaharty Asset Management, LLC
|
SELL
|
- |
-2.32K- 9.72% |
$300K - $332K
|
21.5K
$2.8M
|
|
|
Jan 30, 2025
Q4 2024
|
Lee Financial CO
Dallas, TX |
SELL
|
- |
-2.32K- 3.61% |
$300K - $332K
|
61.8K
$8.05M
|
|
|
Feb 12, 2025
Q4 2024
|
Intrust Bank Na
Wichita, KS |
SELL
|
- |
-2.32K- 24.68% |
$300K - $332K
|
7.07K
$921K
|
|
|
Feb 14, 2025
Q4 2024
|
Green Square Capital Advisors LLC
|
SELL
|
- |
-2.32K- 41.87% |
$300K - $333K
|
3.22K
$420K
|
|
|
Jan 30, 2025
Q4 2024
|
Jfs Wealth Advisors, LLC
|
SELL
|
- |
-2.32K- 9.19% |
$301K - $333K
|
22.9K
$2.99M
|
|
|
Jan 17, 2025
Q4 2024
|
Mutual Advisors, LLC
Casper, WY |
SELL
|
- |
-2.39K- 3.69% |
$309K - $342K
|
62.4K
$8.13M
|
|
|
Feb 04, 2025
Q4 2024
|
White Lighthouse Investment Management Inc.
|
SELL
|
- |
-2.44K- 3.54% |
$316K - $350K
|
66.4K
$8.66M
|
|
|
Feb 14, 2025
Q4 2024
|
Ifg Advisory, LLC
|
SELL
|
- |
-2.56K- 6.71% |
$332K - $367K
|
35.6K
$4.64M
|
|
|
Jan 31, 2025
Q4 2024
|
Wealth Quarterback LLC
Toms River, NJ |
SELL
|
- |
-2.58K- 8.89% |
$334K - $370K
|
26.4K
$3.44M
|
|
|
Jan 14, 2025
Q4 2024
|
Fifth Third Wealth Advisors LLC
Cincinnati, OH |
SELL
|
- |
-2.58K- 1.95% |
$334K - $370K
|
130K
$16.9M
|
|
|
Jan 16, 2025
Q4 2024
|
Ironwood Financial, LLC
|
SELL
|
- |
-2.71K- 6.96% |
$351K - $389K
|
36.2K
$4.72M
|
|
|
Jan 22, 2025
Q4 2024
|
Bensler, LLC
Bellevue, WA |
SELL
|
- |
-2.87K- 13.85% |
$372K - $412K
|
17.9K
$2.33M
|
|
|
Feb 13, 2025
Q4 2024
|
Caerus Investment Advisors, LLC
|
SELL
|
- |
-2.88K- 13.55% |
$372K - $412K
|
18.3K
$2.39M
|
|
|
Jan 23, 2025
Q4 2024
|
Verus Financial Partners, Inc.
|
SELL
|
- |
-2.94K- 4.68% |
$381K - $422K
|
59.9K
$7.81M
|
|
|
Feb 10, 2025
Q4 2024
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
SELL
|
- |
-3.07K- 9.39% |
$398K - $441K
|
29.6K
$3.86M
|
|
|
Jan 21, 2025
Q4 2024
|
Atlas Private Wealth Advisors
Matawan, NJ |
SELL
|
- |
-3.14K- 17.2% |
$407K - $451K
|
15.1K
$1.97M
|
|
|
Jan 13, 2025
Q4 2024
|
Miracle Mile Advisors, LLC
|
SELL
|
- |
-3.2K- 13.34% |
$415K - $459K
|
20.8K
$2.71M
|
|
|
Jan 29, 2025
Q4 2024
|
Balentine LLC
Atlanta, GA |
SELL
|
- |
-3.49K- 6.94% |
$452K - $500K
|
46.8K
$6.1M
|
|
|
Feb 04, 2025
Q4 2024
|
Asset Advisors Investment Management, LLC
|
SELL
|
- |
-3.52K- 4.67% |
$455K - $504K
|
71.8K
$9.36M
|
|
|
Feb 10, 2025
Q4 2024
|
Ci Private Wealth, LLC
Miami, FL |
SELL
|
- |
-3.52K- 3.37% |
$456K - $505K
|
101K
$13.2M
|
|
|
Jan 27, 2025
Q4 2024
|
Financial Advocates Investment Management
Olympia, WA |
SELL
|
- |
-3.78K- 21.91% |
$489K - $542K
|
13.5K
$1.75M
|
|
|
Jan 24, 2025
Q4 2024
|
Stock Yards Bank & Trust CO
Louisville, KY |
SELL
|
- |
-3.78K- 28.55% |
$490K - $542K
|
9.46K
$1.23M
|
|
|
Jan 23, 2025
Q4 2024
|
Cibc World Market Inc.
Toronto, A6 |
SELL
|
- |
-3.78K- 1.51% |
$490K - $542K
|
246K
$32.1M
|
|
|
Jan 21, 2025
Q4 2024
|
Dynamic Advisor Solutions LLC
|
SELL
|
- |
-3.84K- 63.36% |
$498K - $551K
|
2.22K
$289K
|
|
|
Jan 27, 2025
Q4 2024
|
Trilogy Capital Inc.
|
SELL
|
- |
-3.94K- 13.34% |
$510K - $565K
|
25.6K
$3.33M
|
|
|
Feb 12, 2025
Q4 2024
|
1 North Wealth Services LLC
Annapolis, MD |
SELL
|
- |
-4.09K- 69.29% |
$529K - $586K
|
1.81K
$236K
|
|
|
Feb 13, 2025
Q4 2024
|
Peapack Gladstone Financial Corp
Bedminster, NJ |
SELL
|
- |
-4.14K- 18.66% |
$537K - $594K
|
18.1K
$2.35M
|
|
|
Feb 14, 2025
Q4 2024
|
Deutsche Bank Ag\
Frankfurt Am Main, 2M |
SELL
|
- |
-4.33K- 27.59% |
$561K - $621K
|
11.4K
$1.48M
|
|
|
Jan 28, 2025
Q4 2024
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
SELL
|
- |
-4.5K- 50.86% |
$583K - $645K
|
4.35K
$567K
|
|
|
Feb 06, 2025
Q4 2024
|
Callan Family Office, LLC
Radnor, PA |
SELL
|
- |
-4.5K- 11.52% |
$583K - $645K
|
34.6K
$4.51M
|
|
|
Feb 12, 2025
Q4 2024
|
Franklin Resources Inc
San Mateo, CA |
SELL
|
- |
-4.51K- 3.02% |
$584K - $646K
|
145K
$18.9M
|
|
|
Feb 11, 2025
Q4 2024
|
Northwestern Mutual Wealth Management CO
|
SELL
|
- |
-4.62K- 1.18% |
$599K - $663K
|
386K
$50.3M
|
|
|
Feb 06, 2025
Q4 2024
|
Assetmark, Inc
|
SELL
|
- |
-4.64K- 1.97% |
$602K - $666K
|
231K
$30.1M
|
|
|
Feb 14, 2025
Q4 2024
|
Squarepoint Ops LLC
New York, NY |
SELL
|
- |
-4.8K- 65.0% |
$621K - $688K
|
2.58K
$337K
|
|
|
Jan 17, 2025
Q4 2024
|
Traynor Capital Management, Inc.
|
SELL
|
- |
-5.5K- 22.32% |
$712K - $788K
|
19.1K
$2.49M
|
|
|
Jan 31, 2025
Q4 2024
|
Good Life Advisors, LLC
|
SELL
|
- |
-5.54K- 51.66% |
$718K - $795K
|
5.19K
$676K
|
|
|
Jan 31, 2025
Q4 2024
|
Sanctuary Advisors, LLC
Indianapolis, IN |
SELL
|
- |
-6.31K- 12.6% |
$818K - $905K
|
43.8K
$5.71M
|
|
|
Feb 03, 2025
Q4 2024
|
First National Bank & Trust CO Of Newtown
|
SELL
|
- |
-6.69K- 3.71% |
$867K - $960K
|
174K
$22.6M
|
|
|
Jan 24, 2025
Q4 2024
|
Davenport & CO LLC
|
SELL
|
- |
-6.7K- 11.83% |
$868K - $961K
|
49.9K
$6.5M
|
|
|
Feb 14, 2025
Q4 2024
|
Creative Planning
Overland Park, KS |
SELL
|
- |
-6.87K- 2.43% |
$890K - $986K
|
276K
$36M
|
|
|
Jan 30, 2025
Q4 2024
|
Ellis Investment Partners, LLC
|
SELL
|
- |
-6.95K- 3.09% |
$900K - $997K
|
218K
$28.4M
|
|
|
Feb 13, 2025
Q4 2024
|
Fernwood Investment Management, LLC
Quincy, MA |
SELL
|
- |
-7.35K- 46.35% |
$952K - $1.05M
|
8.5K
$1.11M
|
|
|
Feb 10, 2025
Q4 2024
|
Argent Advisors, Inc.
Monroe, LA |
SELL
|
- |
-7.6K- 24.89% |
$985K - $1.09M
|
22.9K
$2.99M
|
|
|
Jan 28, 2025
Q4 2024
|
Gunma Bank,Ltd.
|
SELL
|
- |
-8K- 14.04% |
$1.04M - $1.15M
|
49K
$6.39M
|
|
|
Feb 14, 2025
Q4 2024
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
SELL
|
- |
-9.09K- 53.99% |
$1.18M - $1.3M
|
7.75K
$1.01M
|
|
|
Jan 21, 2025
Q4 2024
|
Fifth Third Bancorp
|
SELL
|
- |
-11K- 3.67% |
$1.42M - $1.57M
|
288K
$37.6M
|
|
|
Jan 15, 2025
Q4 2024
|
Householder Group Estate & Retirement Specialist, LLC
|
SELL
|
- |
-11.3K- 99.16% |
$1.46M - $1.62M
|
95
$12.4K
|
|
|
Feb 14, 2025
Q4 2024
|
Mercer Global Advisors Inc
Denver, CO |
SELL
|
- |
-11.6K- 6.25% |
$1.5M - $1.66M
|
174K
$22.7M
|