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 |
|---|---|---|---|---|---|---|---|
|
May 13, 2025
Q1 2025
|
Soltis Investment Advisors LLC
St. George, UT |
SELL
|
- |
-220- 8.39% |
$28.3K - $30.4K
|
2.4K
$314K
|
|
|
Apr 17, 2025
Q1 2025
|
Grimes & Company, Inc.
|
SELL
|
- |
-221- 2.36% |
$28.4K - $30.5K
|
9.13K
$1.19M
|
|
|
May 12, 2025
Q1 2025
|
Fox Hill Wealth Management
Dedham, MA |
SELL
|
- |
-223- 2.01% |
$28.7K - $30.8K
|
10.9K
$1.42M
|
|
|
Apr 09, 2025
Q1 2025
|
Planned Solutions, Inc.
|
SELL
|
- |
-226- 2.29% |
$29.1K - $31.2K
|
9.65K
$1.26M
|
|
|
Apr 23, 2025
Q1 2025
|
Alpine Bank Wealth Management
Grand Junction, CO |
SELL
|
- |
-227- 5.37% |
$29.2K - $31.3K
|
4K
$523K
|
|
|
Apr 14, 2025
Q1 2025
|
Park Avenue Securities LLC
|
SELL
|
- |
-234- 2.68% |
$30.1K - $32.3K
|
8.48K
$1.11M
|
|
|
Apr 22, 2025
Q1 2025
|
Ledyard National Bank
|
SELL
|
- |
-235- 3.69% |
$30.2K - $32.5K
|
6.13K
$801K
|
|
|
Apr 29, 2025
Q1 2025
|
Dupree Financial Group, LLC
Lexington, KY |
SELL
|
- |
-235- 3.68% |
$30.2K - $32.5K
|
6.14K
$803K
|
|
|
May 05, 2025
Q1 2025
|
Peregrine Asset Advisers, Inc.
Portland, OR |
SELL
|
- |
-240- 1.48% |
$30.9K - $33.1K
|
16K
$2.09M
|
|
|
Apr 22, 2025
Q1 2025
|
Flagship Harbor Advisors, LLC
|
SELL
|
- |
-241- 1.62% |
$31K - $33.3K
|
14.6K
$1.91M
|
|
|
May 09, 2025
Q1 2025
|
Wealth Plan Partners, LLC
Omaha, NE |
SELL
|
- |
-245- 4.4% |
$31.5K - $33.8K
|
5.32K
$695K
|
|
|
May 15, 2025
Q1 2025
|
Fsa Wealth Management LLC
Needham, MA |
SELL
|
- |
-247- 10.38% |
$31.8K - $34.1K
|
2.13K
$279K
|
|
|
Apr 16, 2025
Q1 2025
|
Ritholtz Wealth Management
|
SELL
|
- |
-250- 9.04% |
$32.1K - $34.5K
|
2.51K
$328K
|
|
|
May 14, 2025
Q1 2025
|
Pks Advisory Services, LLC
Albany, NY |
SELL
|
- |
-252- 0.88% |
$32.4K - $34.8K
|
28.4K
$3.72M
|
|
|
May 08, 2025
Q1 2025
|
Howland Capital Management LLC
|
SELL
|
- |
-252- 1.43% |
$32.4K - $34.8K
|
17.3K
$2.26M
|
|
|
Apr 21, 2025
Q1 2025
|
Grandview Asset Management LLC
|
SELL
|
- |
-252- 9.69% |
$32.4K - $34.8K
|
2.35K
$307K
|
|
|
Apr 28, 2025
Q1 2025
|
Capital Investment Counsel, Inc
|
SELL
|
- |
-256- 18.18% |
$32.9K - $35.4K
|
1.15K
$151K
|
|
|
Apr 14, 2025
Q1 2025
|
Signet Financial Management, LLC
Parsippany, NJ |
SELL
|
- |
-256- 2.98% |
$32.9K - $35.4K
|
8.34K
$1.09M
|
|
|
May 01, 2025
Q1 2025
|
Nikulski Financial, Inc.
|
SELL
|
- |
-261- 6.4% |
$33.6K - $36K
|
3.82K
$499K
|
|
|
Apr 16, 2025
Q1 2025
|
Pps&V Asset Management Consultants, Inc.
Portage, MI |
SELL
|
- |
-261- 6.17% |
$33.6K - $36K
|
3.97K
$519K
|
|
|
Apr 09, 2025
Q1 2025
|
Graves Light Lenhart Wealth, Inc.
Harrisonburg, VA |
SELL
|
- |
-262- 0.85% |
$33.7K - $36.2K
|
30.4K
$3.97M
|
|
|
Apr 14, 2025
Q1 2025
|
Wesbanco Bank Inc
|
SELL
|
- |
-269- 1.75% |
$34.6K - $37.1K
|
15.1K
$1.98M
|
|
|
Apr 16, 2025
Q1 2025
|
Thomasville National Bank
|
SELL
|
- |
-269- 3.87% |
$34.6K - $37.1K
|
6.68K
$872K
|
|
|
Apr 08, 2025
Q1 2025
|
Dumont & Blake Investment Advisors LLC
|
SELL
|
- |
-270- 0.41% |
$34.7K - $37.3K
|
65.9K
$8.61M
|
|
|
Apr 24, 2025
Q1 2025
|
Wealth Bridge Capital Management, LLC
Westerville, OH |
SELL
|
- |
-270- 1.75% |
$34.7K - $37.3K
|
15.1K
$1.98M
|
|
|
Apr 21, 2025
Q1 2025
|
Osborne Partners Capital Management, LLC
|
SELL
|
- |
-275- 1.83% |
$35.4K - $38K
|
14.8K
$1.93M
|
|
|
May 13, 2025
Q1 2025
|
Invenio Wealth Partners LLC
Coral Gables, FL |
SELL
|
- |
-280- 2.75% |
$36K - $38.7K
|
9.9K
$1.29M
|
|
|
Apr 14, 2025
Q1 2025
|
Flagship Private Wealth, LLC
|
SELL
|
- |
-281- 12.13% |
$36.1K - $38.8K
|
2.04K
$266K
|
|
|
May 09, 2025
Q1 2025
|
Wambolt & Associates, LLC
|
SELL
|
- |
-283- 5.9% |
$36.4K - $39.1K
|
4.52K
$590K
|
|
|
May 13, 2025
Q1 2025
|
Epg Wealth Management LLC
Atlanta, GA |
SELL
|
- |
-293- 41.5% |
$37.7K - $40.5K
|
413
$54K
|
|
|
May 13, 2025
Q1 2025
|
Russell Investments Group, Ltd.
|
SELL
|
- |
-297- 14.27% |
$38.2K - $41K
|
1.79K
$233K
|
|
|
May 01, 2025
Q1 2025
|
Gould Asset Management LLC
Claremont, CA |
SELL
|
- |
-297- 3.78% |
$38.2K - $41K
|
7.56K
$988K
|
|
|
May 15, 2025
Q1 2025
|
Tcg Advisory Services, LLC
Austin, TX |
SELL
|
- |
-298- 5.86% |
$38.3K - $41.2K
|
4.79K
$625K
|
|
|
May 12, 2025
Q1 2025
|
First American Trust, Fsb
|
SELL
|
- |
-298- 0.92% |
$38.3K - $41.2K
|
32K
$4.18M
|
|
|
Apr 15, 2025
Q1 2025
|
Transform Wealth, LLC
|
SELL
|
- |
-299- 3.98% |
$38.4K - $41.3K
|
7.21K
$942K
|
|
|
Apr 23, 2025
Q1 2025
|
C2 C Wealth Management, LLC
|
SELL
|
- |
-300- 13.95% |
$38.6K - $41.4K
|
1.85K
$242K
|
|
|
Apr 29, 2025
Q1 2025
|
Vaughan & CO Securities, Inc.
|
SELL
|
- |
-300- 3.25% |
$38.6K - $41.4K
|
8.94K
$1.17M
|
|
|
Apr 25, 2025
Q1 2025
|
Altus Wealth Group LLC
Colorado Springs, CO |
SELL
|
- |
-301- 13.46% |
$38.7K - $41.6K
|
1.94K
$253K
|
|
|
Apr 10, 2025
Q1 2025
|
Arthur M. Cohen & Associates, LLC
|
SELL
|
- |
-326- 7.17% |
$41.9K - $45K
|
4.22K
$552K
|
|
|
May 08, 2025
Q1 2025
|
Bryn Mawr Trust CO
Bryn Mawr, PA |
SELL
|
- |
-327- 1.65% |
$42K - $45.2K
|
19.5K
$2.55M
|
|
|
May 08, 2025
Q1 2025
|
Eastern Bank
|
SELL
|
- |
-327- 4.31% |
$42K - $45.2K
|
7.26K
$949K
|
|
|
May 12, 2025
Q1 2025
|
Regal Investment Advisors LLC
Kentwood, MI |
SELL
|
- |
-330- 2.79% |
$42.4K - $45.6K
|
11.5K
$1.5M
|
|
|
May 13, 2025
Q1 2025
|
Bradley Foster & Sargent Inc
Hartford, CT |
SELL
|
- |
-333- 5.0% |
$42.8K - $46K
|
6.32K
$826K
|
|
|
Apr 10, 2025
Q1 2025
|
Gainplan LLC
Bloomfield Hills, MI |
SELL
|
- |
-338- 11.25% |
$43.5K - $46.7K
|
2.67K
$348K
|
|
|
May 12, 2025
Q1 2025
|
Centerpoint Advisors, LLC
|
SELL
|
- |
-341- 66.73% |
$43.8K - $47.1K
|
170
$22.2K
|
|
|
May 02, 2025
Q1 2025
|
Bip Wealth, LLC
Atlanta, GA |
SELL
|
- |
-350- 5.81% |
$45K - $48.3K
|
5.68K
$742K
|
|
|
May 07, 2025
Q1 2025
|
Sheaff Brock Investment Advisors, LLC
|
SELL
|
- |
-350- 7.69% |
$45K - $48.3K
|
4.2K
$549K
|
|
|
Apr 14, 2025
Q1 2025
|
Soa Wealth Advisors, Llc.
|
SELL
|
- |
-351- 0.47% |
$45.1K - $48.5K
|
73.6K
$9.61M
|
|
|
Apr 28, 2025
Q1 2025
|
First Horizon Advisors, Inc.
|
SELL
|
- |
-353- 2.15% |
$45.4K - $48.7K
|
16.1K
$2.1M
|
|
|
May 01, 2025
Q1 2025
|
Westmount Partners, LLC
Los Angeles, CA |
SELL
|
- |
-354- 13.04% |
$45.5K - $48.9K
|
2.36K
$308K
|