Purchases and Sales Made in Q2 2025 in Ishares Tr (DVY)
This table provides information about the institutional ownership of Ishares Tr (DVY) during Q2 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 |
|---|---|---|---|---|---|---|---|
|
Aug 12, 2025
Q2 2025
|
Laurel Wealth Advisors LLC
Charlotte, NC |
BUY
|
- |
1.88M+ 13158.87% |
$223M - $254M
|
1.9M
$258M
|
|
|
Jul 10, 2025
Q2 2025
|
Kingstone Capital Partners Texas, LLC
Frisco, TX |
BUY
|
- |
1.47MNew |
$174M - $199M
|
1.47M
$200M
|
|
|
Jul 17, 2025
Q2 2025
|
Capital Investment Advisors, LLC
|
BUY
|
- |
122KNew |
$14.5M - $16.5M
|
122K
$16.6M
|
|
|
Aug 12, 2025
Q2 2025
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
84.6K+ 5.24% |
$10M - $11.4M
|
1.7M
$231M
|
|
|
Jul 17, 2025
Q2 2025
|
Hb Wealth Management, LLC
|
BUY
|
- |
73.1K+ 129.74% |
$8.65M - $9.86M
|
129K
$17.6M
|
|
|
Jul 31, 2025
Q2 2025
|
Envestnet Asset Management Inc
|
BUY
|
- |
58K+ 3.73% |
$6.86M - $7.82M
|
1.61M
$219M
|
|
|
Aug 13, 2025
Q2 2025
|
Capula Management LTD
Grand Cayman, E9 |
BUY
|
- |
43.3KNew |
$5.13M - $5.84M
|
43.3K
$5.89M
|
|
|
Jul 29, 2025
Q2 2025
|
Ballast, Inc.
|
BUY
|
- |
31.8KNew |
$3.77M - $4.29M
|
31.8K
$4.33M
|
|
|
Aug 01, 2025
Q2 2025
|
Howard Capital Management Inc.
|
BUY
|
- |
26.8K+ 2.72% |
$3.18M - $3.62M
|
1.01M
$138M
|
|
|
Aug 08, 2025
Q2 2025
|
Gts Securities LLC
New York, NY |
BUY
|
- |
21.4KNew |
$2.53M - $2.88M
|
21.4K
$2.91M
|
|
|
Aug 01, 2025
Q2 2025
|
Bessemer Group Inc
Woodbridge, NJ |
BUY
|
- |
20.9K+ 162.01% |
$2.47M - $2.82M
|
33.8K
$4.6M
|
|
|
Aug 13, 2025
Q2 2025
|
Lido Advisors, LLC
Los Angeles, CA |
BUY
|
- |
19.3K+ 21.92% |
$2.28M - $2.6M
|
107K
$14.6M
|
|
|
Aug 07, 2025
Q2 2025
|
Midwest Trust CO
Overland Park, KS |
BUY
|
- |
18.3KNew |
$2.17M - $2.47M
|
18.3K
$2.5M
|
|
|
Aug 12, 2025
Q2 2025
|
Charles Schwab Investment Management Inc
San Francisco, CA |
BUY
|
- |
18K+ 18.27% |
$2.13M - $2.42M
|
116K
$15.8M
|
|
|
Aug 13, 2025
Q2 2025
|
Diametric Capital, LP
Boston, MA |
BUY
|
- |
16.1KNew |
$1.91M - $2.18M
|
16.1K
$2.2M
|
|
|
Jul 18, 2025
Q2 2025
|
Truist Financial Corp
|
BUY
|
- |
15.8K+ 1.37% |
$1.87M - $2.13M
|
1.17M
$159M
|
|
|
Jul 23, 2025
Q2 2025
|
Us Bancorp \De\
|
BUY
|
- |
15K+ 1.34% |
$1.78M - $2.03M
|
1.14M
$155M
|
|
|
Aug 11, 2025
Q2 2025
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
14.6K+ 4.87% |
$1.72M - $1.96M
|
314K
$42.7M
|
|
|
Aug 07, 2025
Q2 2025
|
Lom Asset Management LTD
Hamilton, |
BUY
|
- |
13.3KNew |
$1.57M - $1.79M
|
13.3K
$1.81M
|
|
|
Aug 01, 2025
Q2 2025
|
Yukon Wealth Management, Inc.
Overland Park, KS |
BUY
|
- |
13K+ 8.17% |
$1.54M - $1.76M
|
172K
$23.5M
|
|
|
Jul 29, 2025
Q2 2025
|
West Tower Group, LLC
Richmond, VA |
BUY
|
- |
13KNew |
$1.54M - $1.75M
|
13K
$1.77M
|
|
|
Aug 13, 2025
Q2 2025
|
Mario Gabelli
Gamco Investors, Inc. Et Al | Rye, Ny
|
BUY
|
- |
11.5K+ 230.16% |
$1.36M - $1.55M
|
16.5K
$2.25M
|
|
|
Jul 29, 2025
Q2 2025
|
Arcus Capital Partners, LLC
|
BUY
|
- |
11.1K+ 6.79% |
$1.31M - $1.49M
|
174K
$23.7M
|
|
|
Aug 13, 2025
Q2 2025
|
Natixis Advisors, L.P.
Boston, MA |
BUY
|
- |
10.9KNew |
$1.29M - $1.47M
|
10.9K
$1.48M
|
|
|
Aug 13, 2025
Q2 2025
|
Flow Traders U.S. LLC
New York, NY |
BUY
|
- |
10.6KNew |
$1.25M - $1.43M
|
10.6K
$1.44M
|
|
|
Aug 12, 2025
Q2 2025
|
J.W. Cole Advisors, Inc.
|
BUY
|
- |
9.37K+ 27.63% |
$1.11M - $1.26M
|
43.3K
$5.89M
|
|
|
Aug 05, 2025
Q2 2025
|
Huntington National Bank
Columbus, OH |
BUY
|
- |
9.34K+ 3.31% |
$1.11M - $1.26M
|
292K
$39.7M
|
|
|
Aug 08, 2025
Q2 2025
|
Creative Planning
Overland Park, KS |
BUY
|
- |
9.16K+ 3.12% |
$1.08M - $1.23M
|
303K
$41.2M
|
|
|
Jul 10, 2025
Q2 2025
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
8.92K+ 4.45% |
$1.06M - $1.2M
|
209K
$28.5M
|
|
|
Aug 13, 2025
Q2 2025
|
Jones Financial Companies Lllp
|
BUY
|
- |
8.31K+ 42.66% |
$984K - $1.12M
|
27.8K
$3.78M
|
|
|
Jul 15, 2025
Q2 2025
|
Td Private Client Wealth LLC
New York, NY |
BUY
|
- |
7.88K+ 15.08% |
$933K - $1.06M
|
60.2K
$8.19M
|
|
|
Jul 21, 2025
Q2 2025
|
Greenwood Capital Associates LLC
Greenwood, SC |
BUY
|
- |
7.65KNew |
$906K - $1.03M
|
7.65K
$1.04M
|
|
|
Jul 22, 2025
Q2 2025
|
Miracle Mile Advisors, LLC
|
BUY
|
- |
7.53K+ 44.03% |
$892K - $1.02M
|
24.6K
$3.35M
|
|
|
Aug 12, 2025
Q2 2025
|
Franklin Resources Inc
San Mateo, CA |
BUY
|
- |
7.26K+ 4.87% |
$859K - $978K
|
156K
$21.3M
|
|
|
Jul 25, 2025
Q2 2025
|
Almanack Investment Partners, Llc.
Wayne, PA |
BUY
|
- |
6.89KNew |
$815K - $929K
|
6.89K
$938K
|
|
|
Jul 31, 2025
Q2 2025
|
Ashton Thomas Private Wealth, LLC
Scottsdale, AZ |
BUY
|
- |
6.73K+ 40.39% |
$796K - $907K
|
23.4K
$3.18M
|
|
|
Aug 13, 2025
Q2 2025
|
Johnson Financial Group, Inc.
Racine, WI |
BUY
|
- |
6.71K+ 120.32% |
$794K - $905K
|
12.3K
$1.67M
|
|
|
Jul 22, 2025
Q2 2025
|
Davenport & CO LLC
|
BUY
|
- |
6.5K+ 10.08% |
$769K - $877K
|
71K
$9.66M
|
|
|
Aug 08, 2025
Q2 2025
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
6.27K+ 5.99% |
$742K - $845K
|
111K
$15.1M
|
|
|
Aug 04, 2025
Q2 2025
|
Ifg Advisory, LLC
|
BUY
|
- |
5.67K+ 15.21% |
$671K - $764K
|
42.9K
$5.84M
|
|
|
Aug 13, 2025
Q2 2025
|
Trustmark National Bank Trust Department
Jackson, MS |
BUY
|
- |
5.55K+ 4.61% |
$657K - $749K
|
126K
$17.2M
|
|
|
Jul 18, 2025
Q2 2025
|
Naples Global Advisors, LLC
Naples, FL |
BUY
|
- |
5KNew |
$592K - $675K
|
5K
$681K
|
|
|
Aug 06, 2025
Q2 2025
|
Atlas Legacy Advisors, LLC
Los Angeles, CA |
BUY
|
- |
4.99K+ 118.21% |
$591K - $673K
|
9.21K
$1.25M
|
|
|
Jul 22, 2025
Q2 2025
|
Woodmont Investment Counsel LLC
Nashville, TN |
BUY
|
- |
4.74K+ 118.11% |
$561K - $639K
|
8.76K
$1.19M
|
|
|
Jul 25, 2025
Q2 2025
|
Gw Henssler & Associates LTD
|
BUY
|
- |
4.72K+ 4.05% |
$558K - $636K
|
121K
$16.5M
|
|
|
Jul 30, 2025
Q2 2025
|
Principle Wealth Partners LLC
|
BUY
|
- |
4.67K+ 12.15% |
$552K - $629K
|
43.1K
$5.86M
|
|
|
Aug 07, 2025
Q2 2025
|
Rathbones Group PLC
Liverpool, X0 |
BUY
|
- |
4.63K+ 11.2% |
$548K - $625K
|
46K
$6.26M
|
|
|
Jul 24, 2025
Q2 2025
|
Callan Family Office, LLC
Radnor, PA |
BUY
|
- |
4.5K+ 12.98% |
$533K - $607K
|
39.2K
$5.33M
|
|
|
Aug 01, 2025
Q2 2025
|
James Investment Research Inc
|
BUY
|
- |
4.43KNew |
$524K - $598K
|
4.43K
$603K
|
|
|
Jul 22, 2025
Q2 2025
|
Merit Financial Group, LLC
|
BUY
|
- |
4.32K+ 153.23% |
$511K - $582K
|
7.14K
$971K
|