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
|
|
|
Aug 14, 2025
Q2 2025
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
784K+ 34.45% |
$92.8M - $106M
|
3.06M
$417M
|
|
|
Aug 14, 2025
Q2 2025
|
Glenmede Investment Management, LP
Philadelphia, PA |
BUY
|
- |
244KNew |
$28.9M - $32.9M
|
244K
$33.2M
|
|
|
Aug 14, 2025
Q2 2025
|
Brinker Capital Investments, LLC
|
BUY
|
- |
152K+ 526.05% |
$18M - $20.6M
|
181K
$24.7M
|
|
|
Jul 17, 2025
Q2 2025
|
Capital Investment Advisors, LLC
|
BUY
|
- |
122KNew |
$14.5M - $16.5M
|
122K
$16.6M
|
|
|
Aug 14, 2025
Q2 2025
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
105K+ 2.88% |
$12.5M - $14.2M
|
3.76M
$512M
|
|
|
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 14, 2025
Q2 2025
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
53K+ 157.23% |
$6.27M - $7.14M
|
86.6K
$11.8M
|
|
|
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 14, 2025
Q2 2025
|
Kestra Advisory Services, LLC
|
BUY
|
- |
20.3K+ 18.87% |
$2.4M - $2.74M
|
128K
$17.4M
|
|
|
Aug 13, 2025
Q2 2025
|
Lido Advisors, LLC
Los Angeles, CA |
BUY
|
- |
19.3K+ 21.92% |
$2.28M - $2.6M
|
107K
$14.6M
|
|
|
Aug 14, 2025
Q2 2025
|
Tower Research Capital LLC (Trc)
New York, NY |
BUY
|
- |
18.8K+ 110717.65% |
$2.23M - $2.54M
|
18.8K
$2.56M
|
|
|
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 14, 2025
Q2 2025
|
Vivaldi Capital Management LP
Chicago, IL |
BUY
|
- |
14.9K+ 47.44% |
$1.76M - $2.01M
|
46.3K
$6.3M
|
|
|
Aug 11, 2025
Q2 2025
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
14.6K+ 4.87% |
$1.72M - $1.96M
|
314K
$42.7M
|
|
|
Aug 14, 2025
Q2 2025
|
Mariner, LLC
Overland Park, KS |
BUY
|
- |
14.4K+ 3.8% |
$1.7M - $1.94M
|
393K
$53.5M
|
|
|
Aug 14, 2025
Q2 2025
|
Summit Trail Advisors, LLC
New York, NY |
BUY
|
- |
14.3KNew |
$1.69M - $1.92M
|
14.3K
$1.94M
|
|
|
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 14, 2025
Q2 2025
|
Wiley Bros. Aintree Capital, LLC
|
BUY
|
- |
12.4K+ 10.24% |
$1.47M - $1.67M
|
133K
$18.2M
|
|
|
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 14, 2025
Q2 2025
|
Sunbelt Securities, Inc.
Houston, TX |
BUY
|
- |
10.1K+ 161.57% |
$1.19M - $1.36M
|
16.3K
$2.22M
|
|
|
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 14, 2025
Q2 2025
|
Pinnacle Family Advisors, LLC
Springfield, MO |
BUY
|
- |
9.34K+ 57.25% |
$1.11M - $1.26M
|
25.7K
$3.49M
|
|
|
Aug 08, 2025
Q2 2025
|
Creative Planning
Overland Park, KS |
BUY
|
- |
9.16K+ 3.12% |
$1.08M - $1.23M
|
303K
$41.2M
|
|
|
Aug 14, 2025
Q2 2025
|
Logan Stone Capital, LLC
Chicago, IL |
BUY
|
- |
9.15K+ 96.89% |
$1.08M - $1.23M
|
18.6K
$2.53M
|
|
|
Jul 10, 2025
Q2 2025
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
8.92K+ 4.45% |
$1.06M - $1.2M
|
209K
$28.5M
|
|
|
Aug 14, 2025
Q2 2025
|
Quantinno Capital Management LP
New York, NY |
BUY
|
- |
8.48K+ 52.78% |
$1M - $1.14M
|
24.5K
$3.34M
|
|
|
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
|