Purchases and Sales Made in Q4 2024 in Ishares Emerging Markets Divid (DVYE)
This table provides information about the institutional ownership of Ishares Emerging Markets Divid (DVYE) during Q4 2024. The information is specifically focused on institutions that hold shares of ISHARES EMERGING MARKETS DIVID.
Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
---|---|---|---|---|---|---|---|
Feb 10, 2025
Q4 2024
|
Blume Capital Management, Inc.
Berkeley, CA |
BUY
|
- |
400New |
$10.2K - $11.9K
|
400
$10.9K
|
|
Jan 28, 2025
Q4 2024
|
Barrett & Company, Inc.
Providence, RI |
BUY
|
- |
374+ 1.86% |
$9.51K - $11.1K
|
20.5K
$556K
|
|
Jan 14, 2025
Q4 2024
|
Wolff Wiese Magana LLC
|
BUY
|
- |
357+ 32.57% |
$9.07K - $10.6K
|
1.45K
$39.5K
|
|
Feb 14, 2025
Q4 2024
|
Cresset Asset Management, LLC
Chicago, IL |
BUY
|
- |
300+ 1.85% |
$7.63K - $8.92K
|
16.5K
$448K
|
|
Feb 05, 2025
Q4 2024
|
Smartleaf Asset Management LLC
Boston, MA |
BUY
|
- |
258New |
$6.56K - $7.67K
|
258
$7.01K
|
|
Jan 27, 2025
Q4 2024
|
Financial Advocates Investment Management
Olympia, WA |
BUY
|
- |
252+ 1.45% |
$6.41K - $7.49K
|
17.6K
$478K
|
|
Feb 06, 2025
Q4 2024
|
Synergy Investment Management, LLC
Altamonte Springs, FL |
BUY
|
- |
151New |
$3.84K - $4.49K
|
151
$4.1K
|
|
Feb 05, 2025
Q4 2024
|
Noble Wealth Management Pbc
Greenwood Village, CO |
BUY
|
- |
110New |
$2.8K - $3.27K
|
110
$2.99K
|
|
Feb 12, 2025
Q4 2024
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
BUY
|
- |
105+ 0.41% |
$2.67K - $3.12K
|
25.5K
$693K
|
|
Feb 13, 2025
Q4 2024
|
Ae Wealth Management LLC
|
BUY
|
- |
59New |
$1.5K - $1.75K
|
59
$1.6K
|
|
Feb 07, 2025
Q4 2024
|
Cascade Financial Partners, LLC
San Diego, CA |
BUY
|
- |
4+ 0.01% |
$102 - $119
|
33.6K
$912K
|
|
Feb 07, 2025
Q4 2024
|
Redw Wealth LLC
|
BUY
|
- |
1+ 0.01% |
$25.4 - $29.7
|
10.7K
$292K
|
|
Jan 29, 2025
Q4 2024
|
Dhjj Financial Advisors, Ltd.
|
BUY
|
- |
1+ 20.0% |
$25.4 - $29.7
|
6
$163
|
|
Feb 13, 2025
Q4 2024
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
Feb 12, 2025
Q4 2024
|
Wells Fargo & Company
San Francisco, CA |
SELL
|
- |
-1- 0.01% |
$25.4 - $29.7
|
8.41K
$229K
|
|
Jan 24, 2025
Q4 2024
|
Gps Wealth Strategies Group, LLC
|
SELL
|
- |
-37- 48.68% |
$941 - $1.1K
|
39
$1.06K
|
|
Jan 24, 2025
Q4 2024
|
Abundance Wealth Counselors
|
SELL
|
- |
-45- 0.5% |
$1.14K - $1.34K
|
8.95K
$243K
|
|
Feb 11, 2025
Q4 2024
|
Whittier Trust CO
|
SELL
|
- |
-50- 8.42% |
$1.27K - $1.49K
|
544
$14.8K
|
|
Feb 07, 2025
Q4 2024
|
Wealthfront Advisers LLC
|
SELL
|
- |
-70- 0.27% |
$1.78K - $2.08K
|
26K
$705K
|
|
Feb 14, 2025
Q4 2024
|
Qube Research & Technologies LTD
London, X0 |
SELL
|
- |
-100- 71.94% |
$2.54K - $2.97K
|
39
$1.06K
|
|
Feb 04, 2025
Q4 2024
|
Cwm, LLC
|
SELL
|
- |
-150- 39.47% |
$3.81K - $4.46K
|
230
$6.25K
|
|
Feb 03, 2025
Q4 2024
|
Peregrine Asset Advisers, Inc.
Portland, OR |
SELL
|
- |
-286- 0.72% |
$7.27K - $8.51K
|
39.3K
$1.07M
|
|
Feb 13, 2025
Q4 2024
|
New Edge Advisors, LLC
New Orleans, LA |
SELL
|
- |
-577- 1.25% |
$14.7K - $17.2K
|
45.7K
$1.24M
|
|
Feb 14, 2025
Q4 2024
|
Ameriprise Financial Inc
Minneapolis, MN |
SELL
|
- |
-605- 2.28% |
$15.4K - $18K
|
25.9K
$704K
|
|
Feb 03, 2025
Q4 2024
|
Element Wealth, LLC
|
SELL
|
- |
-830- 14.93% |
$21.1K - $24.7K
|
4.73K
$129K
|
|
Feb 04, 2025
Q4 2024
|
Wharton Business Group, LLC
Malvern, PA |
SELL
|
- |
-920- 7.63% |
$23.4K - $27.4K
|
11.1K
$303K
|
|
Feb 11, 2025
Q4 2024
|
Optimum Investment Advisors
|
SELL
|
- |
-972- 8.49% |
$24.7K - $28.9K
|
10.5K
$285K
|
|
Feb 13, 2025
Q4 2024
|
Rockefeller Capital Management L.P.
New York, NY |
SELL
|
- |
-1K- 1.87% |
$25.4K - $29.7K
|
52.3K
$1.42M
|
|
Jan 31, 2025
Q4 2024
|
Sanctuary Advisors, LLC
Indianapolis, IN |
SELL
|
- |
-1.2K- 1.53% |
$30.6K - $35.8K
|
77.5K
$2.11M
|
|
Feb 06, 2025
Q4 2024
|
Assetmark, Inc
|
SELL
|
- |
-1.38K- 0.55% |
$35.2K - $41.1K
|
250K
$6.81M
|
|
Feb 07, 2025
Q4 2024
|
High Tower Advisors, LLC
Chicago, IL |
SELL
|
- |
-1.39K- 8.55% |
$35.3K - $41.3K
|
14.9K
$404K
|
|
Feb 10, 2025
Q4 2024
|
Axxcess Wealth Management, LLC
Carlsbad, CA |
SELL
|
- |
-1.63K- 10.96% |
$41.4K - $48.4K
|
13.2K
$360K
|
|
Feb 12, 2025
Q4 2024
|
Equitable Holdings, Inc.
New York, NY |
SELL
|
- |
-2.33K- 4.11% |
$59.1K - $69.1K
|
54.2K
$1.47M
|
|
Feb 11, 2025
Q4 2024
|
Lpl Financial LLC
Fort Mill, SC |
SELL
|
- |
-2.9K- 1.37% |
$73.8K - $86.3K
|
209K
$5.67M
|
|
Jan 31, 2025
Q4 2024
|
Raelipskie Partnership
Waterloo, A6 |
SELL
|
- |
-3.13K- 13.05% |
$79.4K - $92.9K
|
20.8K
$566K
|
|
Feb 13, 2025
Q4 2024
|
Cetera Investment Advisers
Schaumburg, IL |
SELL
|
- |
-3.3K- 3.09% |
$84K - $98.3K
|
104K
$2.82M
|
|
Feb 14, 2025
Q4 2024
|
Creative Planning
Overland Park, KS |
SELL
|
- |
-3.87K- 0.36% |
$98.4K - $115K
|
1.08M
$29.4M
|
|
Feb 07, 2025
Q4 2024
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-3.91K- 13.37% |
$99.3K - $116K
|
25.3K
$688K
|
|
Feb 14, 2025
Q4 2024
|
Iht Wealth Management, LLC
Chicago, IL |
SELL
|
- |
-4.37K- 30.73% |
$111K - $130K
|
9.84K
$267K
|
|
Feb 13, 2025
Q4 2024
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
SELL
|
- |
-4.42K- 6.36% |
$112K - $132K
|
65.2K
$1.77M
|
|
Feb 06, 2025
Q4 2024
|
Keybank National Association
|
SELL
|
- |
-5.8K- 0.79% |
$147K - $173K
|
732K
$19.9M
|
|
Feb 12, 2025
Q4 2024
|
Envestnet Asset Management Inc
|
SELL
|
- |
-6.07K- 3.19% |
$154K - $181K
|
185K
$5.02M
|
|
Jan 22, 2025
Q4 2024
|
Asset Dedication, LLC
|
SELL
|
- |
-6.13K- 35.17% |
$156K - $182K
|
11.3K
$307K
|
|
Feb 14, 2025
Q4 2024
|
Mercer Global Advisors Inc
Denver, CO |
SELL
|
- |
-6.94K- 3.08% |
$176K - $206K
|
218K
$5.93M
|
|
Jan 31, 2025
Q4 2024
|
Truist Financial Corp
|
SELL
|
- |
-7.74K- 9.78% |
$197K - $230K
|
71.4K
$1.94M
|
|
Feb 10, 2025
Q4 2024
|
Balboa Wealth Partners
Newport Beach, CA |
SELL
|
- |
-9.79K- 28.8% |
$249K - $291K
|
24.2K
$658K
|
|
Feb 10, 2025
Q4 2024
|
Thrivent Financial For Lutherans
Minneapolis, MN |
SELL
|
- |
-10.9K- 15.88% |
$277K - $324K
|
57.7K
$1.57M
|
|
Feb 14, 2025
Q4 2024
|
Royal Bank Of Canada
Toronto, A6 |
SELL
|
- |
-12.7K- 5.61% |
$323K - $378K
|
214K
$5.82M
|
|
Feb 12, 2025
Q4 2024
|
Jpmorgan Chase & CO
New York, NY |
SELL
|
- |
-17.6K- 23.29% |
$448K - $525K
|
58.1K
$1.58M
|
|
Feb 14, 2025
Q4 2024
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
SELL
|
- |
-32.9K- 52.15% |
$837K - $979K
|
30.2K
$821K
|