Purchases and Sales Made in Q4 2024 in Blackrock ETF Tr U S Equity Fa (DYNF)
This table provides information about the institutional ownership of Blackrock ETF Tr U S Equity Fa (DYNF) during Q4 2024. The information is specifically focused on institutions that hold shares of BLACKROCK ETF TR U S EQUITY FA.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Jan 23, 2025
Q4 2024
|
Clear Creek Financial Management, LLC
|
BUY
|
- |
2.91K+ 6.96% |
$143K - $155K
|
44.8K
$2.64M
|
|
|
Jan 03, 2025
Q4 2024
|
First Citizens Financial Corp
|
BUY
|
- |
2.91K+ 12.48% |
$142K - $155K
|
26.2K
$1.55M
|
|
|
Jan 27, 2025
Q4 2024
|
Lion Street Advisors, LLC
|
BUY
|
- |
2.71K+ 36.26% |
$133K - $144K
|
10.2K
$600K
|
|
|
Feb 12, 2025
Q4 2024
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
BUY
|
- |
2.65K+ 6.35% |
$130K - $141K
|
44.4K
$2.62M
|
|
|
Jan 31, 2025
Q4 2024
|
Kestra Investment Management, LLC
Austin, TX |
BUY
|
- |
2.64KNew |
$129K - $141K
|
2.64K
$156K
|
|
|
Jan 22, 2025
Q4 2024
|
W Advisors, LLC
Germantown, TN |
BUY
|
- |
2.63K+ 7.1% |
$129K - $140K
|
39.6K
$2.34M
|
|
|
Feb 14, 2025
Q4 2024
|
Redwood Investment Management, LLC
Scottsdale, AZ |
BUY
|
- |
2.51K+ 4.46% |
$123K - $134K
|
58.9K
$3.48M
|
|
|
Jan 27, 2025
Q4 2024
|
Summit Wealth Partners, LLC
Orlando, FL |
BUY
|
- |
2.51K+ 43.91% |
$123K - $134K
|
8.21K
$485K
|
|
|
Jan 15, 2025
Q4 2024
|
Arkadios Wealth Advisors
|
BUY
|
- |
2.45K+ 10.95% |
$120K - $130K
|
24.8K
$1.46M
|
|
|
Jan 27, 2025
Q4 2024
|
Robertson Stephens Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
2.44K+ 2.91% |
$120K - $130K
|
86.4K
$5.1M
|
|
|
Jan 23, 2025
Q4 2024
|
Rhs Financial, LLC
|
BUY
|
- |
2.43K+ 11.0% |
$119K - $130K
|
24.5K
$1.45M
|
|
|
Feb 14, 2025
Q4 2024
|
Gen Wealth Partners Inc
Zeeland, MI |
BUY
|
- |
2.39K+ 1.74% |
$117K - $127K
|
140K
$8.26M
|
|
|
Jan 22, 2025
Q4 2024
|
Two West Capital Advisors LLC
Overland Park, KS |
BUY
|
- |
2.25K+ 19.74% |
$110K - $120K
|
13.7K
$806K
|
|
|
Feb 03, 2025
Q4 2024
|
Concurrent Investment Advisors, LLC
Tampa, FL |
BUY
|
- |
2.2K+ 2.1% |
$108K - $118K
|
107K
$6.32M
|
|
|
Feb 14, 2025
Q4 2024
|
Keebeck Wealth Management, LLC
Chicago, IL |
BUY
|
- |
2.19K+ 1.32% |
$108K - $117K
|
169K
$9.98M
|
|
|
Feb 11, 2025
Q4 2024
|
Mosley Wealth Management
Anaheim, CA |
BUY
|
- |
2.15K+ 3.32% |
$105K - $115K
|
66.9K
$3.95M
|
|
|
Jan 28, 2025
Q4 2024
|
Visionary Horizons, LLC
Knoxville, TN |
BUY
|
- |
2.14K+ 22.72% |
$105K - $114K
|
11.6K
$683K
|
|
|
Jan 28, 2025
Q4 2024
|
Quotient Wealth Partners, LLC
Houston, TX |
BUY
|
- |
2.14K+ 7.16% |
$105K - $114K
|
32K
$1.89M
|
|
|
Feb 10, 2025
Q4 2024
|
Van Hulzen Asset Management, LLC
|
BUY
|
- |
2.13KNew |
$104K - $114K
|
2.13K
$126K
|
|
|
Jan 17, 2025
Q4 2024
|
Aspire Private Capital, LLC
|
BUY
|
- |
2.1K+ 6.28% |
$103K - $112K
|
35.6K
$2.1M
|
|
|
Feb 14, 2025
Q4 2024
|
Gallagher Fiduciary Advisors, LLC
Rolling Meadows, IL |
BUY
|
- |
2.09K+ 22.19% |
$102K - $111K
|
11.5K
$678K
|
|
|
Mar 12, 2025
Q4 2024
|
Centaurus Financial, Inc.
|
BUY
|
- |
2.05K+ 6.44% |
$101K - $109K
|
33.9K
$2M
|
|
|
Feb 04, 2025
Q4 2024
|
Millington Financial Advisors, LLC
Naperville, IL |
BUY
|
- |
2.02K+ 2.94% |
$98.8K - $108K
|
70.6K
$4.17M
|
|
|
Feb 13, 2025
Q4 2024
|
Quest 10 Wealth Builders, Inc.
Fuquay Varina, VA |
BUY
|
- |
1.99KNew |
$97.8K - $106K
|
1.99K
$118K
|
|
|
Jan 17, 2025
Q4 2024
|
Magnus Financial Group LLC
New York, NY |
BUY
|
- |
1.99K+ 14.98% |
$97.7K - $106K
|
15.3K
$903K
|
|
|
Feb 12, 2025
Q4 2024
|
Vertex Planning Partners, LLC
Downers Grove, IL |
BUY
|
- |
1.94K+ 1.16% |
$95.3K - $104K
|
169K
$9.97M
|
|
|
Feb 11, 2025
Q4 2024
|
Axim Planning & Wealth
Dayton, OH |
BUY
|
- |
1.91K+ 36.58% |
$93.8K - $102K
|
7.14K
$422K
|
|
|
Feb 18, 2025
Q4 2024
|
Sunbelt Securities, Inc.
Houston, TX |
BUY
|
- |
1.87K+ 28.03% |
$91.6K - $99.7K
|
8.53K
$504K
|
|
|
Jan 24, 2025
Q4 2024
|
Davenport & CO LLC
|
BUY
|
- |
1.82K+ 25.4% |
$89.4K - $97.3K
|
9K
$531K
|
|
|
Jan 22, 2025
Q4 2024
|
Gateway Wealth Partners, LLC
Appleton, WI |
BUY
|
- |
1.71K+ 2.4% |
$83.8K - $91.2K
|
72.8K
$4.3M
|
|
|
Feb 12, 2025
Q4 2024
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
BUY
|
- |
1.47KNew |
$72.1K - $78.5K
|
1.47K
$86.8K
|
|
|
Jan 24, 2025
Q4 2024
|
Mather Group, Llc.
Chicago, IL |
BUY
|
- |
1.42K+ 5.36% |
$69.5K - $75.7K
|
27.9K
$1.64M
|
|
|
Jan 22, 2025
Q4 2024
|
Kingswood Wealth Advisors, LLC
San Diego, CA |
BUY
|
- |
1.38K+ 10.62% |
$67.7K - $73.6K
|
14.4K
$848K
|
|
|
Jan 31, 2025
Q4 2024
|
D.A. Davidson & Co.
|
BUY
|
- |
1.31K+ 9.45% |
$64.4K - $70K
|
15.2K
$897K
|
|
|
Jan 30, 2025
Q4 2024
|
Aveo Capital Partners, LLC
|
BUY
|
- |
1.19K+ 12.15% |
$58.1K - $63.2K
|
10.9K
$646K
|
|
|
Jan 13, 2025
Q4 2024
|
Psi Advisors, LLC
|
BUY
|
- |
1.15KNew |
$56.4K - $61.4K
|
1.15K
$67.9K
|
|
|
Jan 24, 2025
Q4 2024
|
Spire Wealth Management
|
BUY
|
- |
1.15K+ 1.85% |
$56.3K - $61.3K
|
63.3K
$3.74M
|
|
|
Feb 14, 2025
Q4 2024
|
Life Plan Investment Advisors, Inc.
Raleigh, NC |
BUY
|
- |
1.12K+ 2.68% |
$54.9K - $59.8K
|
43K
$2.53M
|
|
|
Feb 03, 2025
Q4 2024
|
Wealthgarden F.S. LLC
El Segundo, CA |
BUY
|
- |
1.07K+ 1.94% |
$52.7K - $57.3K
|
56.4K
$3.33M
|
|
|
Feb 04, 2025
Q4 2024
|
Commonwealth Retirement Investments LLC
Richmond, VA |
BUY
|
- |
1.02K+ 2.06% |
$49.9K - $54.3K
|
50.5K
$2.98M
|
|
|
Jan 21, 2025
Q4 2024
|
Sound Income Strategies, LLC
|
BUY
|
- |
890+ 4.91% |
$43.6K - $47.5K
|
19K
$1.12M
|
|
|
Feb 03, 2025
Q4 2024
|
Theory Financial LLC
Fort Collins, CO |
BUY
|
- |
879+ 1.07% |
$43.1K - $46.9K
|
83.2K
$4.91M
|
|
|
Jan 30, 2025
Q4 2024
|
Jfs Wealth Advisors, LLC
|
BUY
|
- |
876+ 2.02% |
$43K - $46.7K
|
44.2K
$2.61M
|
|
|
Jan 29, 2025
Q4 2024
|
New Republic Capital, LLC
Charlotte, NC |
BUY
|
- |
870+ 9.78% |
$42.7K - $46.4K
|
9.77K
$576K
|
|
|
Jan 21, 2025
Q4 2024
|
Geneos Wealth Management Inc.
|
BUY
|
- |
865+ 238.29% |
$42.4K - $46.1K
|
1.23K
$72.5K
|
|
|
Jan 30, 2025
Q4 2024
|
Roxbury Financial LLC
Mount Arlington, NJ |
BUY
|
- |
862New |
$42.3K - $46K
|
862
$50.9K
|
|
|
Feb 14, 2025
Q4 2024
|
Betterment LLC
New York, NY |
BUY
|
- |
840+ 2.1% |
$41.2K - $44.8K
|
40.8K
$2.41M
|
|
|
Jan 24, 2025
Q4 2024
|
Gps Wealth Strategies Group, LLC
|
BUY
|
- |
834New |
$40.9K - $44.5K
|
834
$49.2K
|
|
|
Jan 22, 2025
Q4 2024
|
Hutchens & Kramer Investment Management Group, LLC
Carmel, IN |
BUY
|
- |
814+ 2.49% |
$39.9K - $43.4K
|
33.5K
$1.98M
|
|
|
Feb 07, 2025
Q4 2024
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
BUY
|
- |
753+ 14.91% |
$36.9K - $40.2K
|
5.8K
$342K
|