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 21, 2025
Q4 2024
|
Grimes & Company, Inc.
|
BUY
|
- |
293+ 3.23% |
$38K - $42K
|
9.35K
$1.26M
|
|
|
Jan 28, 2025
Q4 2024
|
Coastal Investment Advisors, Inc.
Wilmington, DE |
BUY
|
- |
284+ 7.45% |
$36.8K - $40.7K
|
4.1K
$550K
|
|
|
Jan 30, 2025
Q4 2024
|
Roxbury Financial LLC
Mount Arlington, NJ |
BUY
|
- |
263New |
$34.1K - $37.7K
|
263
$35.3K
|
|
|
Jan 21, 2025
Q4 2024
|
Rfg Advisory, LLC
Birmingham, AL |
BUY
|
- |
263+ 12.01% |
$34.1K - $37.7K
|
2.45K
$329K
|
|
|
Jan 28, 2025
Q4 2024
|
Joel Isaacson & Co., LLC
|
BUY
|
- |
258+ 1.13% |
$33.4K - $37K
|
23.1K
$3.1M
|
|
|
Jan 27, 2025
Q4 2024
|
Beacon Financial Advisory LLC
|
BUY
|
- |
258+ 3.33% |
$33.4K - $37K
|
8K
$1.07M
|
|
|
Jan 31, 2025
Q4 2024
|
Creative Capital Management Investments LLC
San Diego, CA |
BUY
|
- |
252New |
$32.6K - $36.1K
|
252
$33.8K
|
|
|
Jan 21, 2025
Q4 2024
|
Regatta Capital Group, LLC
El Segundo, CA |
BUY
|
- |
250+ 6.73% |
$32.4K - $35.9K
|
3.97K
$532K
|
|
|
Jan 22, 2025
Q4 2024
|
Charter Oak Capital Management, LLC
|
BUY
|
- |
249+ 15.24% |
$32.3K - $35.7K
|
1.88K
$253K
|
|
|
Jan 13, 2025
Q4 2024
|
Graves Light Lenhart Wealth, Inc.
Harrisonburg, VA |
BUY
|
- |
224+ 0.74% |
$29K - $32.1K
|
30.7K
$4.11M
|
|
|
Jan 16, 2025
Q4 2024
|
Tudor Financial Inc.
Dayton, OH |
BUY
|
- |
222+ 9.27% |
$28.8K - $31.8K
|
2.62K
$351K
|
|
|
Jan 28, 2025
Q4 2024
|
Sensible Money, LLC
Scottsdale, AZ |
BUY
|
- |
220+ 12.31% |
$28.5K - $31.6K
|
2.01K
$269K
|
|
|
Jan 27, 2025
Q4 2024
|
Summit Wealth Partners, LLC
Orlando, FL |
BUY
|
- |
205+ 1.51% |
$26.6K - $29.4K
|
13.8K
$1.85M
|
|
|
Feb 05, 2025
Q4 2024
|
Cape Investment Advisory, Inc.
Mcdonough, GA |
BUY
|
- |
200+ 40.0% |
$25.9K - $28.7K
|
700
$93.9K
|
|
|
Jan 17, 2025
Q4 2024
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
BUY
|
- |
200+ 3.57% |
$25.9K - $28.7K
|
5.8K
$779K
|
|
|
Jan 23, 2025
Q4 2024
|
Hanson & Doremus Investment Management
|
BUY
|
- |
195+ 20.92% |
$25.3K - $28K
|
1.13K
$151K
|
|
|
Jan 14, 2025
Q4 2024
|
Smith Anglin Financial, LLC
|
BUY
|
- |
193+ 1.39% |
$25K - $27.7K
|
14.1K
$1.89M
|
|
|
Jan 21, 2025
Q4 2024
|
Crescent Grove Advisors, LLC
|
BUY
|
- |
187+ 1.24% |
$24.2K - $26.8K
|
15.2K
$2.04M
|
|
|
Feb 04, 2025
Q4 2024
|
Weinberger Asset Management, Inc
Los Angeles, CA |
BUY
|
- |
185+ 1.03% |
$24K - $26.5K
|
18.1K
$2.43M
|
|
|
Jan 29, 2025
Q4 2024
|
Mill Creek Capital Advisors, LLC
Conshohocken, PA |
BUY
|
- |
165+ 0.74% |
$21.4K - $23.7K
|
22.5K
$3.02M
|
|
|
Jan 22, 2025
Q4 2024
|
Cornell Pochily Investment Advisors, Inc.
|
BUY
|
- |
152+ 1.11% |
$19.7K - $21.8K
|
13.8K
$1.85M
|
|
|
Jan 14, 2025
Q4 2024
|
Thurston, Springer, Miller, Herd & Titak, Inc.
Indianapolis, IN |
BUY
|
- |
150+ 340.91% |
$19.4K - $21.5K
|
194
$26K
|
|
|
Jan 23, 2025
Q4 2024
|
Gfs Advisors, LLC
|
BUY
|
- |
148+ 3.93% |
$19.2K - $21.2K
|
3.92K
$526K
|
|
|
Jan 22, 2025
Q4 2024
|
Gateway Wealth Partners, LLC
Appleton, WI |
BUY
|
- |
143+ 8.09% |
$18.5K - $20.5K
|
1.91K
$256K
|
|
|
Jan 21, 2025
Q4 2024
|
Juncture Wealth Strategies, LLC
|
BUY
|
- |
138+ 2.75% |
$17.9K - $19.8K
|
5.15K
$691K
|
|
|
Jan 17, 2025
Q4 2024
|
Beaumont Financial Advisors, LLC
Needham, DE |
BUY
|
- |
138+ 0.22% |
$17.9K - $19.8K
|
62.8K
$8.43M
|
|
|
Jan 13, 2025
Q4 2024
|
Gainplan LLC
Bloomfield Hills, MI |
BUY
|
- |
136+ 4.74% |
$17.6K - $19.5K
|
3.01K
$403K
|
|
|
Jan 13, 2025
Q4 2024
|
Signet Financial Management, LLC
Parsippany, NJ |
BUY
|
- |
128+ 1.51% |
$16.6K - $18.4K
|
8.6K
$1.15M
|
|
|
Jan 14, 2025
Q4 2024
|
Edge Wealth Management LLC
|
BUY
|
- |
125+ 1.15% |
$16.2K - $17.9K
|
11K
$1.47M
|
|
|
Feb 05, 2025
Q4 2024
|
Private Trust CO Na
|
BUY
|
- |
121+ 1.51% |
$15.7K - $17.4K
|
8.14K
$1.09M
|
|
|
Jan 13, 2025
Q4 2024
|
Kades & Cheifetz LLC
Berwyn, PA |
BUY
|
- |
109+ 1.72% |
$14.1K - $15.6K
|
6.45K
$866K
|
|
|
Jan 29, 2025
Q4 2024
|
Jmac Enterprises LLC
|
BUY
|
- |
104+ 0.61% |
$13.5K - $14.9K
|
17.1K
$2.3M
|
|
|
Jan 29, 2025
Q4 2024
|
Sonata Capital Group Inc
|
BUY
|
- |
101+ 0.4% |
$13.1K - $14.5K
|
25.5K
$3.43M
|
|
|
Jan 14, 2025
Q4 2024
|
Park Avenue Securities LLC
|
BUY
|
- |
101+ 1.17% |
$13.1K - $14.5K
|
8.72K
$1.17M
|
|
|
Jan 30, 2025
Q4 2024
|
Nations Financial Group Inc,
Cedar Rapids, IA |
BUY
|
- |
98+ 2.35% |
$12.7K - $14.1K
|
4.26K
$572K
|
|
|
Jan 16, 2025
Q4 2024
|
Sugar Maple Asset Management, LLC
Sister Bay, WI |
BUY
|
- |
98New |
$12.7K - $14.1K
|
98
$13.2K
|
|
|
Jan 27, 2025
Q4 2024
|
Fusion Family Wealth LLC
|
BUY
|
- |
98+ 2.15% |
$12.7K - $14.1K
|
4.66K
$626K
|
|
|
Jan 23, 2025
Q4 2024
|
Chicago Partners Investment Group LLC
|
BUY
|
- |
95+ 0.69% |
$12.3K - $13.6K
|
13.9K
$1.87M
|
|
|
Jan 17, 2025
Q4 2024
|
Magnus Financial Group LLC
New York, NY |
BUY
|
- |
94+ 0.6% |
$12.2K - $13.5K
|
15.9K
$2.13M
|
|
|
Jan 29, 2025
Q4 2024
|
Pathway Financial Advisers, LLC
Auburn, IN |
BUY
|
- |
90+ 1.45% |
$11.7K - $12.9K
|
6.32K
$848K
|
|
|
Jan 28, 2025
Q4 2024
|
Apollon Financial, LLC
Mount Pleasant, SC |
BUY
|
- |
90+ 1.18% |
$11.7K - $12.9K
|
7.71K
$1.04M
|
|
|
Jan 14, 2025
Q4 2024
|
Ritholtz Wealth Management
|
BUY
|
- |
86+ 3.21% |
$11.1K - $12.3K
|
2.76K
$371K
|
|
|
Feb 03, 2025
Q4 2024
|
Unionview, LLC
Seattle, WA |
BUY
|
- |
83+ 0.74% |
$10.8K - $11.9K
|
11.2K
$1.51M
|
|
|
Jan 24, 2025
Q4 2024
|
Richardson Financial Services Inc.
Medway, MA |
BUY
|
- |
75+ 17.9% |
$9.72K - $10.8K
|
494
$66.3K
|
|
|
Jan 13, 2025
Q4 2024
|
David J Yvars Group
|
BUY
|
- |
74+ 0.78% |
$9.59K - $10.6K
|
9.52K
$1.28M
|
|
|
Jan 22, 2025
Q4 2024
|
Mc Kinley Carter Wealth Services, Inc.
|
BUY
|
- |
64+ 3.49% |
$8.29K - $9.18K
|
1.9K
$255K
|
|
|
Jan 22, 2025
Q4 2024
|
Cornerstone Wealth Group, LLC
|
BUY
|
- |
62+ 0.73% |
$8.03K - $8.89K
|
8.57K
$1.15M
|
|
|
Feb 03, 2025
Q4 2024
|
Wealth Bridge Capital Management, LLC
Westerville, OH |
BUY
|
- |
58+ 0.38% |
$7.51K - $8.32K
|
15.4K
$2.07M
|
|
|
Jan 10, 2025
Q4 2024
|
St Germain D J CO Inc
Springfield, MA |
BUY
|
- |
57+ 3.14% |
$7.38K - $8.17K
|
1.87K
$251K
|
|
|
Jan 22, 2025
Q4 2024
|
Patriot Financial Group Insurance Agency, LLC
|
BUY
|
- |
57+ 2.14% |
$7.38K - $8.17K
|
2.72K
$364K
|