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
|
Sabal Trust CO
|
SELL
|
- |
-130- 4.13% |
$16.8K - $18.6K
|
3.02K
$405K
|
|
|
Jan 29, 2025
Q4 2024
|
Armor Investment Advisors, LLC
|
SELL
|
- |
-131- 4.31% |
$17K - $18.8K
|
2.91K
$391K
|
|
|
Jan 14, 2025
Q4 2024
|
Signal Point Asset Management, LLC
|
SELL
|
- |
-132- 1.46% |
$17.1K - $18.9K
|
8.88K
$1.19M
|
|
|
Jan 22, 2025
Q4 2024
|
Perigon Wealth Management, LLC
San Francisco, CA |
SELL
|
- |
-133- 1.31% |
$17.2K - $19.1K
|
10.1K
$1.35M
|
|
|
Jan 07, 2025
Q4 2024
|
Cva Family Office, LLC
|
SELL
|
- |
-136- 1.95% |
$17.6K - $19.5K
|
6.85K
$919K
|
|
|
Jan 28, 2025
Q4 2024
|
Dodds Wealth, LLC
Greenwood Village, CO |
SELL
|
- |
-139- 1.75% |
$18K - $19.9K
|
7.8K
$1.05M
|
|
|
Jan 31, 2025
Q4 2024
|
Key F Inancial Inc
|
SELL
|
- |
-139- 15.39% |
$18K - $19.9K
|
764
$103K
|
|
|
Jan 23, 2025
Q4 2024
|
Dumont & Blake Investment Advisors LLC
|
SELL
|
- |
-142- 0.21% |
$18.4K - $20.4K
|
66.2K
$8.88M
|
|
|
Jan 21, 2025
Q4 2024
|
Flagship Harbor Advisors, LLC
|
SELL
|
- |
-142- 0.95% |
$18.4K - $20.4K
|
14.8K
$1.99M
|
|
|
Feb 04, 2025
Q4 2024
|
Simmons Bank
|
SELL
|
- |
-147- 1.17% |
$19K - $21.1K
|
12.5K
$1.67M
|
|
|
Jan 24, 2025
Q4 2024
|
Osborne Partners Capital Management, LLC
|
SELL
|
- |
-150- 0.99% |
$19.4K - $21.5K
|
15.1K
$2.02M
|
|
|
Jan 22, 2025
Q4 2024
|
Webster Bank, N. A.
|
SELL
|
- |
-150- 1.72% |
$19.4K - $21.5K
|
8.58K
$1.15M
|
|
|
Jan 17, 2025
Q4 2024
|
Madrona Financial Services, LLC
|
SELL
|
- |
-156- 3.9% |
$20.2K - $22.4K
|
3.84K
$516K
|
|
|
Jan 29, 2025
Q4 2024
|
Castle Wealth Management LLC
|
SELL
|
- |
-158- 6.87% |
$20.5K - $22.7K
|
2.14K
$287K
|
|
|
Jan 31, 2025
Q4 2024
|
Burke & Herbert Bank & Trust CO
|
SELL
|
- |
-159- 0.38% |
$20.6K - $22.8K
|
42.2K
$5.66M
|
|
|
Feb 04, 2025
Q4 2024
|
Trifecta Capital Advisors, LLC
Northbrook, IL |
SELL
|
- |
-165- 1.15% |
$21.4K - $23.7K
|
14.2K
$1.91M
|
|
|
Jan 28, 2025
Q4 2024
|
Golden State Wealth Management, LLC
Santa Ana, CA |
SELL
|
- |
-166- 8.84% |
$21.5K - $23.8K
|
1.71K
$230K
|
|
|
Feb 03, 2025
Q4 2024
|
Capital Investment Counsel, Inc
|
SELL
|
- |
-170- 10.77% |
$22K - $24.4K
|
1.41K
$189K
|
|
|
Jan 16, 2025
Q4 2024
|
Atomi Financial Group, Inc.
Irvine, CA |
SELL
|
- |
-171- 5.06% |
$22.2K - $24.5K
|
3.21K
$430K
|
|
|
Jan 13, 2025
Q4 2024
|
Greenfield Savings Bank
|
SELL
|
- |
-171- 3.31% |
$22.2K - $24.5K
|
4.99K
$670K
|
|
|
Jan 14, 2025
Q4 2024
|
Pinnacle Bancorp, Inc.
|
SELL
|
- |
-175- 1.46% |
$22.7K - $25.1K
|
11.8K
$1.58M
|
|
|
Feb 03, 2025
Q4 2024
|
Investors Asset Management Of Georgia Inc
|
SELL
|
- |
-175- 7.65% |
$22.7K - $25.1K
|
2.11K
$284K
|
|
|
Jan 28, 2025
Q4 2024
|
Fonville Wealth Management LLC
Richmond, VA |
SELL
|
- |
-176- 3.8% |
$22.8K - $25.2K
|
4.45K
$598K
|
|
|
Jan 28, 2025
Q4 2024
|
Blb&B Advisors, LLC
|
SELL
|
- |
-177- 6.7% |
$22.9K - $25.4K
|
2.47K
$331K
|
|
|
Feb 03, 2025
Q4 2024
|
Citizens National Bank Trust Department
|
SELL
|
- |
-185- 2.12% |
$24K - $26.5K
|
8.52K
$1.14M
|
|
|
Jan 30, 2025
Q4 2024
|
Cap Wealth Advisors, LLC
|
SELL
|
- |
-186- 3.67% |
$24.1K - $26.7K
|
4.88K
$655K
|
|
|
Jan 28, 2025
Q4 2024
|
Stiles Financial Services Inc
|
SELL
|
- |
-191- 6.07% |
$24.7K - $27.4K
|
2.96K
$397K
|
|
|
Jan 17, 2025
Q4 2024
|
Bartlett & Co. Wealth Management LLC
Cincinnati, OH |
SELL
|
- |
-193- 2.56% |
$25K - $27.7K
|
7.36K
$987K
|
|
|
Jan 21, 2025
Q4 2024
|
Kfg Wealth Management, LLC
Granger, IN |
SELL
|
- |
-194- 3.66% |
$25.1K - $27.8K
|
5.1K
$685K
|
|
|
Jan 22, 2025
Q4 2024
|
Ronald Blue Trust, Inc.
Brentwood, TN |
SELL
|
- |
-195- 12.44% |
$25.3K - $28K
|
1.37K
$184K
|
|
|
Jan 17, 2025
Q4 2024
|
Melfa Wealth Management, LLC
Westborough, MA |
SELL
|
- |
-200- 9.52% |
$25.9K - $28.7K
|
1.9K
$255K
|
|
|
Jan 17, 2025
Q4 2024
|
Investment Advisory Group, LLC
|
SELL
|
- |
-203- 1.45% |
$26.3K - $29.1K
|
13.8K
$1.85M
|
|
|
Jan 23, 2025
Q4 2024
|
Integris Wealth Management, LLC
Monterey, CA |
SELL
|
- |
-208- 5.3% |
$26.9K - $29.8K
|
3.72K
$499K
|
|
|
Jan 24, 2025
Q4 2024
|
Gw Henssler & Associates LTD
|
SELL
|
- |
-218- 0.22% |
$28.2K - $31.3K
|
97K
$13M
|
|
|
Jan 21, 2025
Q4 2024
|
Neumann Capital Management, LLC
|
SELL
|
- |
-219- 5.42% |
$28.4K - $31.4K
|
3.82K
$513K
|
|
|
Jan 22, 2025
Q4 2024
|
Foundations Investment Advisors, LLC
|
SELL
|
- |
-235- 1.38% |
$30.4K - $33.7K
|
16.8K
$2.25M
|
|
|
Jan 14, 2025
Q4 2024
|
Wolff Wiese Magana LLC
|
SELL
|
- |
-248- 1.05% |
$32.1K - $35.6K
|
23.4K
$3.14M
|
|
|
Jan 22, 2025
Q4 2024
|
Piscataqua Savings Bank
|
SELL
|
- |
-250- 12.14% |
$32.4K - $35.9K
|
1.81K
$243K
|
|
|
Jan 23, 2025
Q4 2024
|
Legacy Trust
Grand Rapids, MI |
SELL
|
- |
-250- 3.26% |
$32.4K - $35.9K
|
7.43K
$997K
|
|
|
Jan 29, 2025
Q4 2024
|
Bristlecone Advisors, LLC
|
SELL
|
- |
-255- 11.88% |
$33K - $36.6K
|
1.89K
$254K
|
|
|
Jan 30, 2025
Q4 2024
|
Principal Securities, Inc.
Des Moines, IA |
SELL
|
- |
-277- 1.63% |
$35.9K - $39.7K
|
16.7K
$2.24M
|
|
|
Jan 27, 2025
Q4 2024
|
Country Club Bank
|
SELL
|
- |
-280- 3.42% |
$36.3K - $40.2K
|
7.9K
$1.06M
|
|
|
Jan 30, 2025
Q4 2024
|
Aveo Capital Partners, LLC
|
SELL
|
- |
-281- 11.38% |
$36.4K - $40.3K
|
2.19K
$294K
|
|
|
Jan 22, 2025
Q4 2024
|
Pfg Investments, LLC
Woodbury, NY |
SELL
|
- |
-282- 1.94% |
$36.5K - $40.4K
|
14.3K
$1.91M
|
|
|
Jan 24, 2025
Q4 2024
|
Wfa Asset Management Corp
Whitefish Bay, WI |
SELL
|
- |
-289- 49.32% |
$37.4K - $41.4K
|
297
$39.9K
|
|
|
Jan 16, 2025
Q4 2024
|
Monterey Private Wealth, Inc.
|
SELL
|
- |
-295- 7.52% |
$38.2K - $42.3K
|
3.63K
$487K
|
|
|
Jan 13, 2025
Q4 2024
|
Westmount Partners, LLC
Los Angeles, CA |
SELL
|
- |
-304- 10.07% |
$39.4K - $43.6K
|
2.71K
$364K
|
|
|
Jan 17, 2025
Q4 2024
|
Secure Asset Management, LLC
|
SELL
|
- |
-317- 7.72% |
$41.1K - $45.5K
|
3.79K
$508K
|
|
|
Jan 30, 2025
Q4 2024
|
Washington Trust CO
|
SELL
|
- |
-328- 2.14% |
$42.5K - $47K
|
15K
$2.02M
|
|
|
Feb 04, 2025
Q4 2024
|
Pine Valley Investments LTD Liability CO
Marlton, NJ |
SELL
|
- |
-336- 12.98% |
$43.5K - $48.2K
|
2.25K
$302K
|