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 30, 2025
Q4 2024
|
Ronald Blue Trust, Inc.
Brentwood, TN |
SELL
|
- |
-337- 24.56% |
$43.7K - $48.3K
|
1.04K
$139K
|
|
|
Jan 30, 2025
Q4 2024
|
Wealth Plan Partners, LLC
Omaha, NE |
SELL
|
- |
-338- 5.72% |
$43.8K - $48.5K
|
5.57K
$747K
|
|
|
Jan 16, 2025
Q4 2024
|
Koshinski Asset Management, Inc.
|
SELL
|
- |
-340- 4.82% |
$44K - $48.8K
|
6.71K
$901K
|
|
|
Jan 17, 2025
Q4 2024
|
Daymark Wealth Partners, LLC
Cincinnati, OH |
SELL
|
- |
-341- 6.14% |
$44.2K - $48.9K
|
5.21K
$699K
|
|
|
Jan 24, 2025
Q4 2024
|
Cornerstone Management, Inc.
Duluth, GA |
SELL
|
- |
-341- 0.92% |
$44.2K - $48.9K
|
36.8K
$4.94M
|
|
|
Jan 14, 2025
Q4 2024
|
Cliftonlarsonallen Wealth Advisors, LLC
|
SELL
|
- |
-345- 1.82% |
$44.7K - $49.5K
|
18.6K
$2.5M
|
|
|
Jan 22, 2025
Q4 2024
|
Joseph P. Lucia & Associates, LLC
|
SELL
|
- |
-363- 1.08% |
$47K - $52.1K
|
33.1K
$4.44M
|
|
|
Jan 28, 2025
Q4 2024
|
Kestra Private Wealth Services, LLC
|
SELL
|
- |
-364- 4.87% |
$47.2K - $52.2K
|
7.11K
$954K
|
|
|
Jan 30, 2025
Q4 2024
|
Csenge Advisory Group
|
SELL
|
- |
-369- 1.94% |
$47.8K - $52.9K
|
18.6K
$2.5M
|
|
|
Jan 15, 2025
Q4 2024
|
Arthur M. Cohen & Associates, LLC
|
SELL
|
- |
-373- 7.58% |
$48.3K - $53.5K
|
4.55K
$610K
|
|
|
Jan 27, 2025
Q4 2024
|
Ledyard National Bank
|
SELL
|
- |
-375- 5.56% |
$48.6K - $53.8K
|
6.37K
$854K
|
|
|
Jan 21, 2025
Q4 2024
|
Patriot Investment Management Inc.
|
SELL
|
- |
-378- 2.91% |
$49K - $54.2K
|
12.6K
$1.69M
|
|
|
Jan 30, 2025
Q4 2024
|
Wbh Advisory Inc
|
SELL
|
- |
-391- 3.32% |
$50.7K - $56.1K
|
11.4K
$1.53M
|
|
|
Jan 13, 2025
Q4 2024
|
Thomasville National Bank
|
SELL
|
- |
-400- 5.44% |
$51.8K - $57.4K
|
6.95K
$932K
|
|
|
Jan 13, 2025
Q4 2024
|
Brookstone Capital Management
|
SELL
|
- |
-414- 13.48% |
$53.6K - $59.4K
|
2.66K
$357K
|
|
|
Jan 29, 2025
Q4 2024
|
Camden Capital, LLC
|
SELL
|
- |
-417- 8.64% |
$54K - $59.8K
|
4.41K
$591K
|
|
|
Feb 03, 2025
Q4 2024
|
Lane & Associates LLC
Moorestown, NJ |
SELL
|
- |
-428- 17.36% |
$55.4K - $61.4K
|
2.04K
$273K
|
|
|
Jan 13, 2025
Q4 2024
|
Pallas Capital Advisors LLC
Braintree, MA |
SELL
|
- |
-433- 2.27% |
$56.1K - $62.1K
|
18.7K
$2.51M
|
|
|
Feb 03, 2025
Q4 2024
|
Oxbow Advisors, LLC
Corpus Christi, TX |
SELL
|
- |
-433- 2.42% |
$56.1K - $62.1K
|
17.4K
$2.34M
|
|
|
Jan 16, 2025
Q4 2024
|
Murphy, Middleton, Hinkle & Parker, Inc.
|
SELL
|
- |
-434- 1.33% |
$56.2K - $62.2K
|
32.1K
$4.31M
|
|
|
Jan 24, 2025
Q4 2024
|
Dupree Financial Group, LLC
Lexington, KY |
SELL
|
- |
-440- 6.45% |
$57K - $63.1K
|
6.38K
$856K
|
|
|
Jan 13, 2025
Q4 2024
|
Signal Advisors Wealth, LLC
Detroit, MI |
SELL
|
- |
-462- 13.9% |
$59.9K - $66.3K
|
2.86K
$384K
|
|
|
Feb 03, 2025
Q4 2024
|
Capital Advisory Group Advisory Services, LLC
Bloomington, MN |
SELL
|
- |
-463- 2.16% |
$60K - $66.4K
|
20.9K
$2.81M
|
|
|
Jan 24, 2025
Q4 2024
|
Trust Point Inc.
La Crosse, WI |
SELL
|
- |
-465- 4.54% |
$60.2K - $66.7K
|
9.78K
$1.31M
|
|
|
Jan 10, 2025
Q4 2024
|
West Oak Capital, LLC
|
SELL
|
- |
-466- 71.69% |
$60.4K - $66.8K
|
184
$24.7K
|
|
|
Jan 23, 2025
Q4 2024
|
Calton & Associates, Inc.
|
SELL
|
- |
-489- 18.86% |
$63.3K - $70.1K
|
2.1K
$282K
|
|
|
Jan 27, 2025
Q4 2024
|
Mirae Asset Global Investments Co., Ltd.
|
SELL
|
- |
-500- 2.66% |
$64.8K - $71.7K
|
18.3K
$2.46M
|
|
|
Jan 16, 2025
Q4 2024
|
Breakwater Investment Management
Seattle, WA |
SELL
|
- |
-514- 24.81% |
$66.6K - $73.7K
|
1.56K
$209K
|
|
|
Jan 31, 2025
Q4 2024
|
Highview Capital Management LLC
|
SELL
|
- |
-520- 14.3% |
$67.4K - $74.6K
|
3.12K
$418K
|
|
|
Jan 17, 2025
Q4 2024
|
Janney Montgomery Scott LLC
|
SELL
|
- |
-542- 0.25% |
$70.2K - $77.7K
|
213K
$28.6M
|
|
|
Feb 04, 2025
Q4 2024
|
Sterling Investment Advisors, Ltd.
|
SELL
|
- |
-565- 0.85% |
$73.2K - $81K
|
66.1K
$8.87M
|
|
|
Jan 28, 2025
Q4 2024
|
Savant Capital, LLC
|
SELL
|
- |
-579- 5.16% |
$75K - $83K
|
10.7K
$1.43M
|
|
|
Jan 17, 2025
Q4 2024
|
Perfromance Wealth Partners, LLC
|
SELL
|
- |
-580- 5.55% |
$75.1K - $83.2K
|
9.87K
$1.32M
|
|
|
Jan 31, 2025
Q4 2024
|
Ntv Asset Management LLC
|
SELL
|
- |
-582- 0.52% |
$75.4K - $83.5K
|
112K
$15M
|
|
|
Jan 21, 2025
Q4 2024
|
First Citizens Bank & Trust CO
|
SELL
|
- |
-610- 2.45% |
$79K - $87.5K
|
24.3K
$3.26M
|
|
|
Jan 30, 2025
Q4 2024
|
Sheaff Brock Investment Advisors, LLC
|
SELL
|
- |
-617- 11.93% |
$79.9K - $88.5K
|
4.55K
$611K
|
|
|
Feb 05, 2025
Q4 2024
|
Kohmann Bosshard Financial Services, LLC
|
SELL
|
- |
-620- 6.3% |
$80.3K - $88.9K
|
9.22K
$1.24M
|
|
|
Jan 21, 2025
Q4 2024
|
Geneos Wealth Management Inc.
|
SELL
|
- |
-693- 2.51% |
$89.8K - $99.4K
|
26.9K
$3.61M
|
|
|
Jan 15, 2025
Q4 2024
|
Arkadios Wealth Advisors
|
SELL
|
- |
-698- 7.56% |
$90.4K - $100K
|
8.54K
$1.15M
|
|
|
Jan 23, 2025
Q4 2024
|
Highland Capital Management, LLC
|
SELL
|
- |
-795- 1.63% |
$103K - $114K
|
48.1K
$6.46M
|
|
|
Feb 04, 2025
Q4 2024
|
Nwam LLC
Mercer Island, WA |
SELL
|
- |
-801- 4.56% |
$104K - $115K
|
16.8K
$2.25M
|
|
|
Jan 30, 2025
Q4 2024
|
Allworth Financial LP
|
SELL
|
- |
-819- 3.39% |
$106K - $117K
|
23.3K
$3.13M
|
|
|
Jan 30, 2025
Q4 2024
|
Amarillo National Bank
|
SELL
|
- |
-842- 1.49% |
$109K - $121K
|
55.7K
$7.48M
|
|
|
Jan 28, 2025
Q4 2024
|
Bryn Mawr Trust CO
Bryn Mawr, PA |
SELL
|
- |
-849- 4.1% |
$110K - $122K
|
19.8K
$2.66M
|
|
|
Jan 13, 2025
Q4 2024
|
Peddock Capital Advisors, LLC
|
SELL
|
- |
-851- 17.36% |
$110K - $122K
|
4.05K
$544K
|
|
|
Jan 23, 2025
Q4 2024
|
Fifth Third Securities, Inc.
|
SELL
|
- |
-880- 3.76% |
$114K - $126K
|
22.5K
$3.02M
|
|
|
Jan 24, 2025
Q4 2024
|
Calamos Wealth Management LLC
|
SELL
|
- |
-900- 26.22% |
$117K - $129K
|
2.53K
$340K
|
|
|
Jan 17, 2025
Q4 2024
|
Yeomans Consulting Group, Inc.
Marietta, GA |
SELL
|
- |
-901- 4.74% |
$117K - $129K
|
18.1K
$2.43M
|
|
|
Jan 29, 2025
Q4 2024
|
Quent Capital, LLC
|
SELL
|
- |
-1.02K- 48.16% |
$132K - $147K
|
1.1K
$148K
|
|
|
Jan 29, 2025
Q4 2024
|
Catalyst Financial Partners LLC
Boston, MA |
SELL
|
- |
-1.05K- 18.95% |
$135K - $150K
|
4.47K
$600K
|