Purchases and Sales Made in Q1 2025 in Ishares Tr (DVY)
This table provides information about the institutional ownership of Ishares Tr (DVY) during Q1 2025. 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 |
|---|---|---|---|---|---|---|---|
|
Apr 07, 2025
Q1 2025
|
Gamma Investing LLC
Foster City, CA |
BUY
|
- |
202K+ 87072.84% |
$26M - $27.9M
|
202K
$26.8M
|
|
|
Apr 04, 2025
Q1 2025
|
Webster Bank, N. A.
|
BUY
|
- |
11.2K+ 129.92% |
$1.43M - $1.54M
|
19.7K
$2.62M
|
|
|
Apr 07, 2025
Q1 2025
|
Goal Vest Advisory LLC
|
BUY
|
- |
5.78K+ 16.3% |
$743K - $798K
|
41.2K
$5.47M
|
|
|
Apr 08, 2025
Q1 2025
|
Ifg Advisors, LLC
|
BUY
|
- |
5.53K+ 5.08% |
$711K - $764K
|
114K
$15.2M
|
|
|
Apr 04, 2025
Q1 2025
|
Legacy Private Trust Co.
|
BUY
|
- |
3.22K+ 25.38% |
$414K - $444K
|
15.9K
$2.11M
|
|
|
Apr 07, 2025
Q1 2025
|
Advisor Net Financial, Inc
|
BUY
|
- |
1.29K+ 157.33% |
$165K - $178K
|
2.11K
$279K
|
|
|
Apr 03, 2025
Q1 2025
|
First Citizens Financial Corp
|
BUY
|
- |
531+ 5.87% |
$68.3K - $73.3K
|
9.57K
$1.27M
|
|
|
Apr 07, 2025
Q1 2025
|
Lowe Wealth Advisors, LLC
|
BUY
|
- |
350+ 52.47% |
$45K - $48.3K
|
1.02K
$135K
|
|
|
Apr 07, 2025
Q1 2025
|
Tompkins Financial Corp
|
BUY
|
- |
125+ 1.27% |
$16.1K - $17.3K
|
9.98K
$1.32M
|
|
|
Apr 04, 2025
Q1 2025
|
Sage Capital Advisors,Llc
|
BUY
|
- |
22+ 0.77% |
$2.83K - $3.04K
|
2.86K
$380K
|
|
|
Apr 03, 2025
Q1 2025
|
Insight Wealth Strategies, LLC
San Ramon, CA |
BUY
|
- |
17+ 0.51% |
$2.19K - $2.35K
|
3.37K
$447K
|
|
|
Apr 04, 2025
Q1 2025
|
Capital Market Strategies LLC
|
SELL
|
- |
-35- 1.22% |
$4.5K - $4.83K
|
2.83K
$376K
|
|
|
Apr 04, 2025
Q1 2025
|
Baring Financial LLC
Bellingham, WA |
SELL
|
- |
-216- 5.58% |
$27.8K - $29.8K
|
3.66K
$485K
|
|
|
Apr 07, 2025
Q1 2025
|
Fc Advisory LLC
|
SELL
|
- |
-671- 18.95% |
$86.3K - $92.7K
|
2.87K
$381K
|
|
|
Apr 01, 2025
Q1 2025
|
Massmutual Trust CO Fsb
|
SELL
|
- |
-1.12K- 34.46% |
$144K - $155K
|
2.13K
$283K
|
|
|
Apr 07, 2025
Q1 2025
|
Parallel Advisors, LLC
|
SELL
|
- |
-1.49K- 8.5% |
$192K - $206K
|
16K
$2.13M
|
|
|
Apr 07, 2025
Q1 2025
|
Welch Group, LLC
|
SELL
|
- |
-2.26K- 40.9% |
$290K - $311K
|
3.26K
$433K
|