Purchases and Sales Made in Q4 2024 in Ishares Tr (DVY)

DVY Quotes by TradingView

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 13, 2025 Q4 2024
Operose Advisors LLC

Milwaukee, WI
BUY
 -
98
+ 0.44%
$12.7K - $14.1K
22.2K $2.94M
Jan 27, 2025 Q4 2024
Fusion Family Wealth LLC

BUY
 -
98
+ 2.15%
$12.7K - $14.1K
4.66K $619K
Jan 16, 2025 Q4 2024
Sugar Maple Asset Management, LLC

Sister Bay, WI
BUY
 -
98
New
$12.7K - $14.1K
98 $13K
Jan 30, 2025 Q4 2024
Nations Financial Group Inc,

Cedar Rapids, IA
BUY
 -
98
+ 2.35%
$12.7K - $14.1K
4.26K $565K
Jan 23, 2025 Q4 2024
Chicago Partners Investment Group LLC

BUY
 -
95
+ 0.69%
$12.3K - $13.6K
13.9K $1.85M
Jan 17, 2025 Q4 2024
Magnus Financial Group LLC

New York, NY
BUY
 -
94
+ 0.6%
$12.2K - $13.5K
15.9K $2.11M
Jan 28, 2025 Q4 2024
Apollon Financial, LLC

Mount Pleasant, SC
BUY
 -
90
+ 1.18%
$11.7K - $12.9K
7.71K $1.02M
Jan 29, 2025 Q4 2024
Pathway Financial Advisers, LLC

Auburn, IN
BUY
 -
90
+ 1.45%
$11.7K - $12.9K
6.32K $839K
Feb 12, 2025 Q4 2024
Blair William & CO

Chicago, IL
BUY
 -
90
+ 0.06%
$11.7K - $12.9K
149K $19.7M
Jan 14, 2025 Q4 2024
Ritholtz Wealth Management

BUY
 -
86
+ 3.21%
$11.1K - $12.3K
2.76K $367K
Feb 03, 2025 Q4 2024
Unionview, LLC

Seattle, WA
BUY
 -
83
+ 0.74%
$10.8K - $11.9K
11.2K $1.49M
Feb 21, 2025 Q4 2024
Vermillion Wealth Management, Inc.

Rosemount, MN
BUY
 -
81
New
$10.5K - $11.6K
81 $10.8K
Feb 14, 2025 Q4 2024
Bellwether Advisors, LLC

BUY
 -
77
New
$9.98K - $11K
77 $10.2K
Feb 18, 2025 Q4 2024
Cornerstone Advisory, LLC

BUY
 -
76
+ 3.11%
$9.85K - $10.9K
2.52K $334K
Jan 24, 2025 Q4 2024
Richardson Financial Services Inc.

Medway, MA
BUY
 -
75
+ 17.9%
$9.72K - $10.8K
494 $65.6K
Jan 13, 2025 Q4 2024
David J Yvars Group

BUY
 -
74
+ 0.78%
$9.59K - $10.6K
9.52K $1.26M
Feb 14, 2025 Q4 2024
Benjamin Edwards Inc

Clayton, MO
BUY
 -
73
+ 0.66%
$9.46K - $10.5K
11.1K $1.48M
Feb 13, 2025 Q4 2024
Synovus Financial Corp

Columbus, GA
BUY
 -
69
+ 0.03%
$8.94K - $9.9K
214K $28.4M
Feb 11, 2025 Q4 2024
1620 Investment Advisors, Inc.

Plymouth, MA
BUY
 -
67
+ 27.24%
$8.68K - $9.61K
313 $41.5K
Feb 11, 2025 Q4 2024
Marietta Investment Partners LLC

Milwaukee, WI
BUY
 -
65
+ 0.68%
$8.42K - $9.32K
9.67K $1.28M
Jan 22, 2025 Q4 2024
Mc Kinley Carter Wealth Services, Inc.

BUY
 -
64
+ 3.49%
$8.29K - $9.18K
1.9K $252K
Feb 06, 2025 Q4 2024
Smithfield Trust CO

Pittsburgh, PA
BUY
 -
63
+ 0.12%
$8.16K - $9.03K
52.8K $7.01M
Jan 22, 2025 Q4 2024
Cornerstone Wealth Group, LLC

BUY
 -
62
+ 0.73%
$8.03K - $8.89K
8.57K $1.14M
Feb 14, 2025 Q4 2024
Guardian Wealth Advisors, LLC

Raleigh, NC
BUY
 -
61
+ 0.7%
$7.9K - $8.75K
8.82K $1.17M
Feb 11, 2025 Q4 2024
Samalin Investment Counsel, LLC

Chappaqua, NY
BUY
 -
60
+ 1.59%
$7.77K - $8.6K
3.84K $510K
Feb 03, 2025 Q4 2024
Wealth Bridge Capital Management, LLC

Westerville, OH
BUY
 -
58
+ 0.38%
$7.51K - $8.32K
15.4K $2.05M
Jan 22, 2025 Q4 2024
Patriot Financial Group Insurance Agency, LLC

BUY
 -
57
+ 2.14%
$7.38K - $8.17K
2.72K $360K
Jan 10, 2025 Q4 2024
St Germain D J CO Inc

Springfield, MA
BUY
 -
57
+ 3.14%
$7.38K - $8.17K
1.87K $248K
Jan 31, 2025 Q4 2024
Kestra Investment Management, LLC

Austin, TX
BUY
 -
54
New
$7K - $7.74K
54 $7.17K
Jan 28, 2025 Q4 2024
Comprehensive Financial Planning, Inc./Pa

East Petersburg, PA
BUY
 -
53
New
$6.87K - $7.6K
53 $7.04K
Feb 06, 2025 Q4 2024
Exencial Wealth Advisors, LLC

Oklahoma City, OK
BUY
 -
53
+ 1.2%
$6.87K - $7.6K
4.45K $591K
Jan 22, 2025 Q4 2024
Next Level Private LLC

Harrison, NY
BUY
 -
53
+ 0.75%
$6.87K - $7.6K
7.14K $948K
Feb 13, 2025 Q4 2024
Colonial Trust Advisors

Spartanburg, SC
BUY
 -
52
+ 2.72%
$6.74K - $7.46K
1.96K $261K
Jan 16, 2025 Q4 2024
Grove Bank & Trust

BUY
 -
50
+ 39.68%
$6.48K - $7.17K
176 $23.4K
Jan 27, 2025 Q4 2024
Vision Capital Management, Inc.

Portland, OR
BUY
 -
50
+ 1.64%
$6.48K - $7.17K
3.1K $411K
Feb 07, 2025 Q4 2024
Farther Finance Advisors, LLC

San Francisco, CA
BUY
 -
48
+ 3.82%
$6.22K - $6.88K
1.3K $173K
Feb 10, 2025 Q4 2024
Fox Hill Wealth Management

Dedham, MA
BUY
 -
48
+ 0.43%
$6.22K - $6.88K
11.1K $1.47M
Feb 13, 2025 Q4 2024
Strategies Wealth Advisors, LLC

Grand Rapids, MI
BUY
 -
46
+ 1.01%
$5.96K - $6.6K
4.59K $609K
Jan 29, 2025 Q4 2024
Viewpoint Capital Management LLC

Seattle, WA
BUY
 -
45
+ 0.47%
$5.83K - $6.45K
9.66K $1.28M
Jan 31, 2025 Q4 2024
Cra Financial Services, LLC

BUY
 -
42
+ 0.45%
$5.44K - $6.02K
9.28K $1.23M
Feb 14, 2025 Q4 2024
Iconiq Capital, LLC

San Francisco, CA
BUY
 -
42
+ 0.68%
$5.44K - $6.02K
6.22K $825K
Feb 12, 2025 Q4 2024
Islay Capital Management, LLC

Lubbock, TX
BUY
 -
39
+ 0.48%
$5.05K - $5.59K
8.12K $1.08M
Feb 06, 2025 Q4 2024
Wood Trust Financial Corp

BUY
 -
37
+ 1.59%
$4.79K - $5.31K
2.37K $314K
Feb 06, 2025 Q4 2024
Wealth Advisory Solutions, LLC

BUY
 -
35
+ 2.2%
$4.53K - $5.02K
1.63K $216K
Jan 22, 2025 Q4 2024
Waypoint Wealth Counsel

Atlanta, GA
BUY
 -
34
+ 0.34%
$4.4K - $4.88K
10.1K $1.34M
Jan 30, 2025 Q4 2024
Kanawha Capital Management LLC

BUY
 -
34
+ 0.63%
$4.4K - $4.88K
5.45K $723K
Jan 27, 2025 Q4 2024
Leo Wealth, LLC

Hurst, TX
BUY
 -
33
+ 0.49%
$4.28K - $4.73K
6.75K $896K
Feb 13, 2025 Q4 2024
Cahaba Wealth Management, Inc.

BUY
 -
32
+ 0.71%
$4.15K - $4.59K
4.51K $599K
Jan 14, 2025 Q4 2024
Sea Crest Wealth Management, LLC

Purchase, NY
BUY
 -
31
+ 0.83%
$4.02K - $4.45K
3.75K $497K

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