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 31, 2025
Q4 2024
|
Kestra Investment Management, LLC
Austin, TX |
BUY
|
- |
54New |
$7K - $7.74K
|
54
$7.25K
|
|
|
Jan 22, 2025
Q4 2024
|
Next Level Private LLC
Harrison, NY |
BUY
|
- |
53+ 0.75% |
$6.87K - $7.6K
|
7.14K
$958K
|
|
|
Jan 28, 2025
Q4 2024
|
Comprehensive Financial Planning, Inc./Pa
East Petersburg, PA |
BUY
|
- |
53New |
$6.87K - $7.6K
|
53
$7.11K
|
|
|
Jan 27, 2025
Q4 2024
|
Vision Capital Management, Inc.
Portland, OR |
BUY
|
- |
50+ 1.64% |
$6.48K - $7.17K
|
3.1K
$416K
|
|
|
Jan 16, 2025
Q4 2024
|
Grove Bank & Trust
|
BUY
|
- |
50+ 39.68% |
$6.48K - $7.17K
|
176
$23.6K
|
|
|
Jan 29, 2025
Q4 2024
|
Viewpoint Capital Management LLC
Seattle, WA |
BUY
|
- |
45+ 0.47% |
$5.83K - $6.45K
|
9.66K
$1.3M
|
|
|
Jan 31, 2025
Q4 2024
|
Cra Financial Services, LLC
|
BUY
|
- |
42+ 0.45% |
$5.44K - $6.02K
|
9.28K
$1.24M
|
|
|
Jan 22, 2025
Q4 2024
|
Waypoint Wealth Counsel
Atlanta, GA |
BUY
|
- |
34+ 0.34% |
$4.4K - $4.88K
|
10.1K
$1.36M
|
|
|
Jan 30, 2025
Q4 2024
|
Kanawha Capital Management LLC
|
BUY
|
- |
34+ 0.63% |
$4.4K - $4.88K
|
5.45K
$731K
|
|
|
Jan 27, 2025
Q4 2024
|
Leo Wealth, LLC
Hurst, TX |
BUY
|
- |
33+ 0.49% |
$4.28K - $4.73K
|
6.75K
$906K
|
|
|
Jan 24, 2025
Q4 2024
|
Pb Mares Wealth Management LLC
|
BUY
|
- |
31+ 1.12% |
$4.02K - $4.45K
|
2.79K
$375K
|
|
|
Jan 14, 2025
Q4 2024
|
Sea Crest Wealth Management, LLC
Purchase, NY |
BUY
|
- |
31+ 0.83% |
$4.02K - $4.45K
|
3.75K
$503K
|
|
|
Jan 16, 2025
Q4 2024
|
Thrive Wealth Management, LLC
|
BUY
|
- |
30+ 1.0% |
$3.89K - $4.3K
|
3.03K
$406K
|
|
|
Jan 24, 2025
Q4 2024
|
Mather Group, Llc.
Chicago, IL |
BUY
|
- |
30+ 1.08% |
$3.89K - $4.3K
|
2.8K
$375K
|
|
|
Feb 04, 2025
Q4 2024
|
Birchcreek Wealth Management, LLC
Miami Township, OH |
BUY
|
- |
29+ 0.74% |
$3.76K - $4.16K
|
3.94K
$529K
|
|
|
Jan 10, 2025
Q4 2024
|
Sage Capital Advisors,Llc
|
BUY
|
- |
29+ 1.03% |
$3.76K - $4.16K
|
2.84K
$381K
|
|
|
Jan 14, 2025
Q4 2024
|
Peoples Financial Services Corp.
|
BUY
|
- |
29+ 4.35% |
$3.76K - $4.16K
|
696
$93.4K
|
|
|
Jan 29, 2025
Q4 2024
|
Stonebridge Financial Group, LLC
Wormleysburg, PA |
BUY
|
- |
28New |
$3.63K - $4.02K
|
28
$3.76K
|
|
|
Jan 27, 2025
Q4 2024
|
Measured Wealth Private Client Group, LLC
|
BUY
|
- |
27+ 1.35% |
$3.5K - $3.87K
|
2.03K
$273K
|
|
|
Jan 29, 2025
Q4 2024
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
BUY
|
- |
26+ 0.19% |
$3.37K - $3.73K
|
13.6K
$1.83M
|
|
|
Jan 15, 2025
Q4 2024
|
Selective Wealth Management, Inc.
|
BUY
|
- |
25+ 0.57% |
$3.24K - $3.59K
|
4.38K
$587K
|
|
|
Jan 10, 2025
Q4 2024
|
Rmr Wealth Builders
|
BUY
|
- |
25+ 0.98% |
$3.24K - $3.59K
|
2.56K
$344K
|
|
|
Feb 03, 2025
Q4 2024
|
Compass Planning Associates Inc
Greenfield, MA |
BUY
|
- |
25New |
$3.24K - $3.59K
|
25
$3.35K
|
|
|
Jan 06, 2025
Q4 2024
|
Insight Wealth Strategies, LLC
San Ramon, CA |
BUY
|
- |
24+ 0.72% |
$3.11K - $3.44K
|
3.35K
$450K
|
|
|
Jan 15, 2025
Q4 2024
|
Sax Wealth Advisors, LLC
Parsippany, NJ |
BUY
|
- |
23+ 0.15% |
$2.98K - $3.3K
|
15.8K
$2.12M
|
|
|
Jan 28, 2025
Q4 2024
|
Barrett & Company, Inc.
Providence, RI |
BUY
|
- |
22+ 0.65% |
$2.85K - $3.16K
|
3.39K
$455K
|
|
|
Jan 28, 2025
Q4 2024
|
Lodestar Private Asset Management LLC
Alamo, CA |
BUY
|
- |
21+ 0.42% |
$2.72K - $3.01K
|
5.06K
$679K
|
|
|
Jan 29, 2025
Q4 2024
|
Augustine Asset Management Inc
|
BUY
|
- |
21+ 1.0% |
$2.72K - $3.01K
|
2.12K
$284K
|
|
|
Jan 23, 2025
Q4 2024
|
Country Trust Bank
|
BUY
|
- |
17+ 2.17% |
$2.2K - $2.44K
|
802
$108K
|
|
|
Jan 21, 2025
Q4 2024
|
Wolff Financial Management LLC
|
BUY
|
- |
15+ 0.17% |
$1.94K - $2.15K
|
9.07K
$1.22M
|
|
|
Jan 21, 2025
Q4 2024
|
High Net Worth Advisory Group LLC
Naples, FL |
BUY
|
- |
15+ 0.06% |
$1.94K - $2.15K
|
23.2K
$3.11M
|
|
|
Jan 28, 2025
Q4 2024
|
Santori & Peters, Inc.
|
BUY
|
- |
15+ 0.99% |
$1.94K - $2.15K
|
1.54K
$206K
|
|
|
Jan 23, 2025
Q4 2024
|
Synergy Asset Management, LLC
Bellevue, WA |
BUY
|
- |
15New |
$1.94K - $2.15K
|
15
$2.01K
|
|
|
Jan 14, 2025
Q4 2024
|
Northside Capital Management, LLC
|
BUY
|
- |
14+ 0.0% |
$1.81K - $2.01K
|
681K
$91.5M
|
|
|
Jan 22, 2025
Q4 2024
|
Iron Financial, LLC
|
BUY
|
- |
14+ 0.61% |
$1.81K - $2.01K
|
2.29K
$307K
|
|
|
Jan 22, 2025
Q4 2024
|
Denver Wealth Management, Inc.
Greenwood Village, CO |
BUY
|
- |
13+ 0.65% |
$1.68K - $1.86K
|
2K
$269K
|
|
|
Jan 15, 2025
Q4 2024
|
Tru Wealth Advisors, LLC
|
BUY
|
- |
13+ 0.22% |
$1.68K - $1.86K
|
5.98K
$802K
|
|
|
Jan 23, 2025
Q4 2024
|
Concord Wealth Partners
|
BUY
|
- |
13+ 1.02% |
$1.68K - $1.86K
|
1.29K
$173K
|
|
|
Jan 22, 2025
Q4 2024
|
Warner Financial, Inc
Bethesda, MD |
BUY
|
- |
12+ 0.2% |
$1.55K - $1.72K
|
6.11K
$820K
|
|
|
Jan 16, 2025
Q4 2024
|
Evanson Asset Management, LLC
|
BUY
|
- |
10+ 0.06% |
$1.3K - $1.43K
|
16.3K
$2.19M
|
|
|
Jan 22, 2025
Q4 2024
|
Northwest Financial Advisors
Herndon, VA |
BUY
|
- |
9+ 0.34% |
$1.17K - $1.29K
|
2.68K
$360K
|
|
|
Jan 27, 2025
Q4 2024
|
Insight Advisors, LLC
Newtown, PA |
BUY
|
- |
9+ 0.43% |
$1.17K - $1.29K
|
2.08K
$279K
|
|
|
Jan 13, 2025
Q4 2024
|
Grassi Investment Management
|
BUY
|
- |
9+ 0.27% |
$1.17K - $1.29K
|
3.32K
$446K
|
|
|
Jan 31, 2025
Q4 2024
|
Sns Financial Group, LLC
|
BUY
|
- |
9+ 0.45% |
$1.17K - $1.29K
|
2.02K
$271K
|
|
|
Jan 17, 2025
Q4 2024
|
Sheets Smith Wealth Management
|
BUY
|
- |
8+ 0.11% |
$1.04K - $1.15K
|
7.34K
$985K
|
|
|
Jan 15, 2025
Q4 2024
|
Tcp Asset Management, LLC
Columbus, OH |
BUY
|
- |
8+ 0.16% |
$1.04K - $1.15K
|
5.05K
$678K
|
|
|
Jan 21, 2025
Q4 2024
|
Navis Wealth Advisors, LLC
Rye Brook, NY |
BUY
|
- |
7+ 0.2% |
$907 - $1K
|
3.5K
$470K
|
|
|
Jan 27, 2025
Q4 2024
|
Crewe Advisors LLC
|
BUY
|
- |
7+ 0.62% |
$907 - $1K
|
1.13K
$152K
|
|
|
Jan 15, 2025
Q4 2024
|
Sar Wealth Management Group, LLC
Atlanta, GA |
BUY
|
- |
6+ 0.36% |
$777 - $860
|
1.67K
$223K
|
|
|
Jan 31, 2025
Q4 2024
|
Fagan Associates, Inc.
|
BUY
|
- |
6+ 0.1% |
$777 - $860
|
6.08K
$816K
|