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
|
Schnieders Capital Management LLC
|
SELL
|
- |
-40- 1.04% |
$5.18K - $5.74K
|
3.81K
$511K
|
|
|
Jan 13, 2025
Q4 2024
|
180 Wealth Advisors, LLC
|
SELL
|
- |
-41- 1.16% |
$5.31K - $5.88K
|
3.5K
$470K
|
|
|
Feb 03, 2025
Q4 2024
|
Arbor Investment Advisors, LLC
|
SELL
|
- |
-41- 1.47% |
$5.31K - $5.88K
|
2.76K
$370K
|
|
|
Jan 17, 2025
Q4 2024
|
Wesbanco Bank Inc
|
SELL
|
- |
-44- 0.28% |
$5.7K - $6.31K
|
15.4K
$2.07M
|
|
|
Jan 27, 2025
Q4 2024
|
Tyche Wealth Partners LLC
Plano, TX |
SELL
|
- |
-49- 0.48% |
$6.35K - $7.03K
|
10.2K
$1.37M
|
|
|
Feb 05, 2025
Q4 2024
|
Private Capital Management LLC
|
SELL
|
- |
-50- 2.38% |
$6.48K - $7.17K
|
2.05K
$276K
|
|
|
Jan 23, 2025
Q4 2024
|
Evermay Wealth Management LLC
Arlington, VA |
SELL
|
- |
-50- 1.0% |
$6.48K - $7.17K
|
4.97K
$666K
|
|
|
Jan 24, 2025
Q4 2024
|
Valley National Advisers Inc
|
SELL
|
- |
-50- 2.58% |
$6.48K - $7.17K
|
1.89K
$254K
|
|
|
Jan 16, 2025
Q4 2024
|
Zhang Financial LLC
|
SELL
|
- |
-51- 0.27% |
$6.61K - $7.31K
|
19.2K
$2.57M
|
|
|
Jan 22, 2025
Q4 2024
|
Capital Asset Advisory Services LLC
Haslett, MI |
SELL
|
- |
-52- 0.75% |
$6.74K - $7.46K
|
6.92K
$929K
|
|
|
Jan 07, 2025
Q4 2024
|
Weaver Consulting Group
|
SELL
|
- |
-53- 1.22% |
$6.87K - $7.6K
|
4.29K
$576K
|
|
|
Jan 24, 2025
Q4 2024
|
Greenleaf Trust
Kalamazoo, MI |
SELL
|
- |
-57- 1.1% |
$7.38K - $8.17K
|
5.11K
$686K
|
|
|
Jan 14, 2025
Q4 2024
|
West Coast Financial LLC
|
SELL
|
- |
-59- 2.62% |
$7.64K - $8.46K
|
2.2K
$295K
|
|
|
Feb 03, 2025
Q4 2024
|
Lmg Wealth Partners, LLC
Shreveport, LA |
SELL
|
- |
-61- 0.16% |
$7.9K - $8.75K
|
38.2K
$5.13M
|
|
|
Jan 21, 2025
Q4 2024
|
Smith Chas P & Associates Pa Cpas
|
SELL
|
- |
-70- 1.87% |
$9.07K - $10K
|
3.67K
$493K
|
|
|
Jan 07, 2025
Q4 2024
|
Rise Advisors, LLC
|
SELL
|
- |
-70- 4.2% |
$9.07K - $10K
|
1.6K
$214K
|
|
|
Jan 14, 2025
Q4 2024
|
American National Bank
|
SELL
|
- |
-70- 1.23% |
$9.07K - $10K
|
5.6K
$752K
|
|
|
Jan 22, 2025
Q4 2024
|
United Asset Strategies, Inc.
Garden City, NY |
SELL
|
- |
-73- 4.38% |
$9.46K - $10.5K
|
1.59K
$214K
|
|
|
Jan 14, 2025
Q4 2024
|
Essex Savings Bank
|
SELL
|
- |
-74- 2.4% |
$9.59K - $10.6K
|
3.01K
$404K
|
|
|
Jan 16, 2025
Q4 2024
|
Union Savings Bank
Litchfield, CT |
SELL
|
- |
-74- 0.55% |
$9.59K - $10.6K
|
13.3K
$1.79M
|
|
|
Jan 16, 2025
Q4 2024
|
City Holding CO
|
SELL
|
- |
-74- 0.34% |
$9.59K - $10.6K
|
21.8K
$2.92M
|
|
|
Feb 04, 2025
Q4 2024
|
New Edge Wealth, LLC
Pittsburgh, PA |
SELL
|
- |
-74- 0.46% |
$9.59K - $10.6K
|
16.1K
$2.16M
|
|
|
Jan 23, 2025
Q4 2024
|
American Institute For Advanced Investment Management, LLP
|
SELL
|
- |
-75- 3.32% |
$9.72K - $10.8K
|
2.18K
$293K
|
|
|
Jan 14, 2025
Q4 2024
|
Henrickson Nauta Wealth Advisors, Inc.
Belmont, MI |
SELL
|
- |
-75- 2.57% |
$9.72K - $10.8K
|
2.84K
$381K
|
|
|
Jan 14, 2025
Q4 2024
|
Carnegie Capital Asset Management, LLC
|
SELL
|
- |
-75- 0.6% |
$9.72K - $10.8K
|
12.3K
$1.66M
|
|
|
Jan 08, 2025
Q4 2024
|
Watts Gwilliam & Co., LLC
Gilbert, AZ |
SELL
|
- |
-79- 0.66% |
$10.2K - $11.3K
|
11.9K
$1.59M
|
|
|
Jan 31, 2025
Q4 2024
|
Sterling Financial Planning, Inc.
|
SELL
|
- |
-83- 4.12% |
$10.8K - $11.9K
|
1.93K
$260K
|
|
|
Jan 27, 2025
Q4 2024
|
Nvwm, LLC
|
SELL
|
- |
-84- 5.62% |
$10.9K - $12K
|
1.41K
$189K
|
|
|
Jan 30, 2025
Q4 2024
|
Rogco, LP
Claremore, OK |
SELL
|
- |
-84- 2.29% |
$10.9K - $12K
|
3.59K
$482K
|
|
|
Jan 28, 2025
Q4 2024
|
Ferguson Wellman Capital Management, Inc
|
SELL
|
- |
-86- 0.23% |
$11.1K - $12.3K
|
36.6K
$4.92M
|
|
|
Jan 22, 2025
Q4 2024
|
Parsons Capital Management Inc
|
SELL
|
- |
-86- 2.67% |
$11.1K - $12.3K
|
3.14K
$421K
|
|
|
Feb 04, 2025
Q4 2024
|
Crestwood Advisors Group LLC
|
SELL
|
- |
-90- 1.85% |
$11.7K - $12.9K
|
4.77K
$640K
|
|
|
Jan 31, 2025
Q4 2024
|
Semus Wealth Partners LLC
Boca Raton, FL |
SELL
|
- |
-95- 4.76% |
$12.3K - $13.6K
|
1.9K
$255K
|
|
|
Feb 04, 2025
Q4 2024
|
Provident Wealth Management, LLC
|
SELL
|
- |
-95- 2.44% |
$12.3K - $13.6K
|
3.81K
$511K
|
|
|
Jan 30, 2025
Q4 2024
|
Vicus Capital
State College, PA |
SELL
|
- |
-98- 4.95% |
$12.7K - $14.1K
|
1.88K
$252K
|
|
|
Feb 05, 2025
Q4 2024
|
Plante Moran Financial Advisors, LLC
|
SELL
|
- |
-100- 3.81% |
$13K - $14.3K
|
2.52K
$339K
|
|
|
Jan 22, 2025
Q4 2024
|
Town & Country Bank & Trust CO Dba First Bankers Trust CO
|
SELL
|
- |
-100- 5.08% |
$13K - $14.3K
|
1.87K
$251K
|
|
|
Feb 03, 2025
Q4 2024
|
Jmg Financial Group, Ltd.
|
SELL
|
- |
-106- 0.93% |
$13.7K - $15.2K
|
11.3K
$1.52M
|
|
|
Jan 13, 2025
Q4 2024
|
Advisor Net Financial, Inc
|
SELL
|
- |
-108- 11.66% |
$14K - $15.5K
|
818
$110K
|
|
|
Jan 24, 2025
Q4 2024
|
Commonwealth Financial Services, LLC
Parkersburg, WV |
SELL
|
- |
-109- 4.12% |
$14.1K - $15.6K
|
2.54K
$340K
|
|
|
Jan 14, 2025
Q4 2024
|
Sterling Investment Advisors LLC
|
SELL
|
- |
-110- 5.95% |
$14.3K - $15.8K
|
1.74K
$233K
|
|
|
Jan 14, 2025
Q4 2024
|
Twele Capital Management, Inc.
|
SELL
|
- |
-115- 3.6% |
$14.9K - $16.5K
|
3.08K
$413K
|
|
|
Jan 23, 2025
Q4 2024
|
Old Second National Bank Of Aurora
|
SELL
|
- |
-117- 8.26% |
$15.2K - $16.8K
|
1.3K
$174K
|
|
|
Jan 21, 2025
Q4 2024
|
Embree Financial Group
Chicago, IL |
SELL
|
- |
-119- 1.37% |
$15.4K - $17.1K
|
8.58K
$1.15M
|
|
|
Jan 07, 2025
Q4 2024
|
Fc Advisory LLC
|
SELL
|
- |
-119- 3.25% |
$15.4K - $17.1K
|
3.54K
$475K
|
|
|
Jan 15, 2025
Q4 2024
|
Hb Wealth Management, LLC
|
SELL
|
- |
-121- 0.22% |
$15.7K - $17.4K
|
54K
$7.24M
|
|
|
Jan 06, 2025
Q4 2024
|
Canandaigua National Bank & Trust CO
Canandaigua, NY |
SELL
|
- |
-122- 0.8% |
$15.8K - $17.5K
|
15.1K
$2.03M
|
|
|
Jan 23, 2025
Q4 2024
|
Hunter Associates Investment Management LLC
Pittsburgh, PA |
SELL
|
- |
-125- 2.79% |
$16.2K - $17.9K
|
4.35K
$584K
|
|
|
Jan 21, 2025
Q4 2024
|
Southland Equity Partners LLC
Wildwood, MO |
SELL
|
- |
-129- 6.45% |
$16.7K - $18.5K
|
1.87K
$251K
|
|
|
Jan 31, 2025
Q4 2024
|
Global Retirement Partners, LLC
|
SELL
|
- |
-129- 3.05% |
$16.7K - $18.5K
|
4.1K
$551K
|