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 13, 2025
Q4 2024
|
Winthrop Advisory Group LLC
|
BUY
|
- |
1.11K+ 14.29% |
$144K - $159K
|
8.89K
$1.19M
|
|
|
Jan 29, 2025
Q4 2024
|
Raab & Moskowitz Asset Management LLC
Chatham, NJ |
BUY
|
- |
1.07K+ 2.41% |
$138K - $153K
|
45.3K
$6.08M
|
|
|
Jan 24, 2025
Q4 2024
|
Kpp Advisory Services LLC
Louisville, KY |
BUY
|
- |
1.07K+ 63.66% |
$138K - $153K
|
2.74K
$367K
|
|
|
Jan 23, 2025
Q4 2024
|
Crews Bank & Trust
Port Charlotte, FL |
BUY
|
- |
1.04KNew |
$134K - $149K
|
1.04K
$139K
|
|
|
Jan 15, 2025
Q4 2024
|
Wealthcare Advisory Partners LLC
West Chester, PA |
BUY
|
- |
1.01K+ 3.82% |
$131K - $145K
|
27.6K
$3.7M
|
|
|
Jan 24, 2025
Q4 2024
|
Round Rock Advisors, LLC
|
BUY
|
- |
977+ 1.11% |
$127K - $140K
|
88.9K
$11.9M
|
|
|
Feb 05, 2025
Q4 2024
|
Ifg Advisors, LLC
|
BUY
|
- |
942+ 0.87% |
$122K - $135K
|
109K
$14.6M
|
|
|
Feb 03, 2025
Q4 2024
|
Concurrent Investment Advisors, LLC
Tampa, FL |
BUY
|
- |
882+ 16.99% |
$114K - $126K
|
6.07K
$815K
|
|
|
Jan 21, 2025
Q4 2024
|
Rockwood Wealth Management, LLC
New Hope, PA |
BUY
|
- |
862+ 45.42% |
$112K - $124K
|
2.76K
$370K
|
|
|
Jan 30, 2025
Q4 2024
|
J.W. Cole Advisors, Inc.
|
BUY
|
- |
852+ 2.63% |
$110K - $122K
|
33.3K
$4.47M
|
|
|
Jan 29, 2025
Q4 2024
|
Focus Financial Network, Inc.
Minneapolis, MN |
BUY
|
- |
777+ 8.36% |
$101K - $111K
|
10.1K
$1.35M
|
|
|
Jan 27, 2025
Q4 2024
|
Robertson Stephens Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
770+ 6.88% |
$99.8K - $110K
|
12K
$1.61M
|
|
|
Jan 15, 2025
Q4 2024
|
Moss Adams Wealth Advisors LLC
Seattle, WA |
BUY
|
- |
760+ 33.73% |
$98.5K - $109K
|
3.01K
$404K
|
|
|
Jan 24, 2025
Q4 2024
|
Journey Strategic Wealth LLC
Summit, NJ |
BUY
|
- |
754+ 29.12% |
$97.7K - $108K
|
3.34K
$449K
|
|
|
Jan 17, 2025
Q4 2024
|
Finley Financial, LLC
Las Vegas, NV |
BUY
|
- |
730New |
$94.6K - $105K
|
730
$98K
|
|
|
Feb 03, 2025
Q4 2024
|
Sigma Planning Corp
Ann Arbor, MI |
BUY
|
- |
706+ 2.82% |
$91.5K - $101K
|
25.7K
$3.45M
|
|
|
Jan 28, 2025
Q4 2024
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
BUY
|
- |
706+ 10.84% |
$91.5K - $101K
|
7.22K
$969K
|
|
|
Jan 27, 2025
Q4 2024
|
Syntegra Private Wealth Group, LLC
Chesterfield, MO |
BUY
|
- |
689+ 5.95% |
$89.3K - $98.8K
|
12.3K
$1.65M
|
|
|
Feb 04, 2025
Q4 2024
|
Oppenheimer & CO Inc
New York, NY |
BUY
|
- |
679+ 1.74% |
$88K - $97.4K
|
39.7K
$5.33M
|
|
|
Jan 23, 2025
Q4 2024
|
Litman Gregory Wealth Management LLC
|
BUY
|
- |
642+ 18.88% |
$83.2K - $92.1K
|
4.04K
$542K
|
|
|
Jan 17, 2025
Q4 2024
|
Simon Quick Advisors, LLC
|
BUY
|
- |
607+ 2.62% |
$78.6K - $87K
|
23.8K
$3.2M
|
|
|
Jan 29, 2025
Q4 2024
|
Pineridge Advisors LLC
St. Charles, MO |
BUY
|
- |
600New |
$77.7K - $86K
|
600
$80.5K
|
|
|
Feb 05, 2025
Q4 2024
|
Motco
|
BUY
|
- |
600+ 35.07% |
$77.7K - $86K
|
2.31K
$310K
|
|
|
Feb 03, 2025
Q4 2024
|
Wealthspire Advisors, LLC
New York, NY |
BUY
|
- |
548+ 0.77% |
$71K - $78.6K
|
71.5K
$9.59M
|
|
|
Jan 28, 2025
Q4 2024
|
Benedict Financial Advisors Inc
|
BUY
|
- |
540+ 28.45% |
$70K - $77.4K
|
2.44K
$327K
|
|
|
Jan 21, 2025
Q4 2024
|
Flagship Private Wealth, LLC
|
BUY
|
- |
525+ 29.3% |
$68K - $75.3K
|
2.32K
$311K
|
|
|
Jan 31, 2025
Q4 2024
|
D.A. Davidson & Co.
|
BUY
|
- |
524+ 3.03% |
$67.9K - $75.1K
|
17.8K
$2.39M
|
|
|
Jan 31, 2025
Q4 2024
|
Fedenia Advisers LLC
Madison, WI |
BUY
|
- |
514New |
$66.6K - $73.7K
|
514
$69K
|
|
|
Jan 31, 2025
Q4 2024
|
Fortis Group Advisors, LLC
Westwood, NJ |
BUY
|
- |
481+ 4.48% |
$62.3K - $69K
|
11.2K
$1.5M
|
|
|
Jan 13, 2025
Q4 2024
|
West Oak Capital, LLC
|
BUY
|
- |
466+ 253.26% |
$60.4K - $66.8K
|
650
$87.2K
|
|
|
Jan 24, 2025
Q4 2024
|
Financial Life Planners
Tempe, AZ |
BUY
|
- |
444New |
$57.5K - $63.7K
|
444
$59.6K
|
|
|
Jan 16, 2025
Q4 2024
|
Kaydan Wealth Management, Inc.
Fenton, MI |
BUY
|
- |
434+ 2.87% |
$56.2K - $62.2K
|
15.6K
$2.09M
|
|
|
Feb 05, 2025
Q4 2024
|
Qrg Capital Management, Inc.
Berwyn, PA |
BUY
|
- |
430+ 5.37% |
$55.7K - $61.7K
|
8.44K
$1.13M
|
|
|
Jan 23, 2025
Q4 2024
|
Cmg Global Holdings, LLC
|
BUY
|
- |
404+ 2.34% |
$52.3K - $57.9K
|
17.7K
$2.37M
|
|
|
Jan 28, 2025
Q4 2024
|
Newbridge Financial Services Group, Inc.
|
BUY
|
- |
393New |
$50.9K - $56.4K
|
393
$52.7K
|
|
|
Jan 23, 2025
Q4 2024
|
Busey Wealth Management
|
BUY
|
- |
385+ 11.22% |
$49.9K - $55.2K
|
3.82K
$512K
|
|
|
Jan 10, 2025
Q4 2024
|
Org Partners LLC
Roanoke, IN |
BUY
|
- |
375+ 331.86% |
$48.6K - $53.8K
|
488
$65.5K
|
|
|
Jan 15, 2025
Q4 2024
|
Procyon Advisors, LLC
|
BUY
|
- |
374+ 13.07% |
$48.5K - $53.6K
|
3.24K
$434K
|
|
|
Feb 03, 2025
Q4 2024
|
First Horizon Advisors, Inc.
|
BUY
|
- |
364+ 2.27% |
$47.2K - $52.2K
|
16.4K
$2.2M
|
|
|
Jan 29, 2025
Q4 2024
|
Powell Investment Advisors, LLC
|
BUY
|
- |
363+ 0.39% |
$47K - $52.1K
|
92.9K
$12.5M
|
|
|
Feb 03, 2025
Q4 2024
|
Marshall Investment Management, LLC
Littleton, CO |
BUY
|
- |
348New |
$45.1K - $49.9K
|
348
$46.7K
|
|
|
Jan 14, 2025
Q4 2024
|
Armstrong Advisory Group, Inc
Needham, MA |
BUY
|
- |
347+ 205.33% |
$45K - $49.8K
|
516
$69.2K
|
|
|
Jan 24, 2025
Q4 2024
|
Tempus Wealth Planning, LLC
|
BUY
|
- |
333+ 2.08% |
$43.1K - $47.8K
|
16.3K
$2.19M
|
|
|
Jan 30, 2025
Q4 2024
|
Valeo Financial Advisors, LLC
|
BUY
|
- |
330+ 1.69% |
$42.8K - $47.3K
|
19.8K
$2.66M
|
|
|
Jan 27, 2025
Q4 2024
|
Weaver Capital Management LLC
Suwanee, GA |
BUY
|
- |
325New |
$42.1K - $46.6K
|
325
$43.6K
|
|
|
Jan 27, 2025
Q4 2024
|
Jackson, Grant Investment Advisers, Inc.
|
BUY
|
- |
314+ 0.78% |
$40.7K - $45K
|
40.8K
$5.48M
|
|
|
Jan 17, 2025
Q4 2024
|
Cornerstone Wealth Management, LLC
|
BUY
|
- |
312+ 6.0% |
$40.4K - $44.7K
|
5.52K
$740K
|
|
|
Feb 03, 2025
Q4 2024
|
Bradley Foster & Sargent Inc
Hartford, CT |
BUY
|
- |
305+ 4.8% |
$39.5K - $43.7K
|
6.66K
$893K
|
|
|
Jan 13, 2025
Q4 2024
|
Trust CO Of Toledo Na
Holland, OH |
BUY
|
- |
300+ 6.23% |
$38.9K - $43K
|
5.12K
$687K
|
|
|
Feb 04, 2025
Q4 2024
|
Lgl Partners, LLC
West Conshohocken, PA |
BUY
|
- |
294+ 0.91% |
$38.1K - $42.2K
|
32.4K
$4.35M
|