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 14, 2025
Q2 2025
|
Iht Wealth Management, LLC
Chicago, IL |
SELL
|
- |
-3- 0.04% |
$355 - $405
|
8.21K
$1.12M
|
|
|
Aug 14, 2025
Q2 2025
|
High Falls Advisors, Inc
Rochester, NY |
SELL
|
- |
-4- 0.04% |
$473 - $539
|
11K
$1.5M
|
|
|
Jul 24, 2025
Q2 2025
|
Kfa Private Wealth Group, LLC
|
SELL
|
- |
-4- 0.2% |
$473 - $539
|
1.99K
$271K
|
|
|
Jul 17, 2025
Q2 2025
|
Albion Financial Group
|
SELL
|
- |
-5- 0.02% |
$592 - $674
|
33K
$4.49M
|
|
|
Aug 07, 2025
Q2 2025
|
Samalin Investment Counsel, LLC
Chappaqua, NY |
SELL
|
- |
-6- 0.15% |
$710 - $809
|
3.95K
$537K
|
|
|
Jul 30, 2025
Q2 2025
|
Exencial Wealth Advisors, LLC
Oklahoma City, OK |
SELL
|
- |
-6- 0.17% |
$710 - $809
|
3.51K
$478K
|
|
|
Aug 08, 2025
Q2 2025
|
Good Life Advisors, LLC
|
SELL
|
- |
-9- 0.18% |
$1.07K - $1.21K
|
5.11K
$695K
|
|
|
Jul 15, 2025
Q2 2025
|
Missouri Trust & Investment CO
Springfield, MO |
SELL
|
- |
-10- 0.78% |
$1.18K - $1.35K
|
1.27K
$173K
|
|
|
Jul 28, 2025
Q2 2025
|
Sterling Financial Planning, Inc.
|
SELL
|
- |
-12- 0.62% |
$1.42K - $1.62K
|
1.92K
$262K
|
|
|
Aug 11, 2025
Q2 2025
|
Alterna Wealth Management, Inc
Houston, TX |
SELL
|
- |
-12- 0.15% |
$1.42K - $1.62K
|
7.96K
$1.08M
|
|
|
Jul 29, 2025
Q2 2025
|
Signature Estate & Investment Advisors LLC
|
SELL
|
- |
-15- 0.28% |
$1.78K - $2.02K
|
5.37K
$731K
|
|
|
Jul 29, 2025
Q2 2025
|
Salomon & Ludwin, LLC
|
SELL
|
- |
-15- 3.92% |
$1.78K - $2.02K
|
368
$50.1K
|
|
|
Jul 23, 2025
Q2 2025
|
Friedenthal Financial
|
SELL
|
- |
-15- 2.62% |
$1.78K - $2.02K
|
557
$75.8K
|
|
|
Aug 12, 2025
Q2 2025
|
Mystic Asset Management, Inc.
Warwick, RI |
SELL
|
- |
-15- 0.61% |
$1.78K - $2.02K
|
2.46K
$335K
|
|
|
Jul 11, 2025
Q2 2025
|
Essex Savings Bank
|
SELL
|
- |
-15- 0.51% |
$1.78K - $2.02K
|
2.95K
$401K
|
|
|
Jul 31, 2025
Q2 2025
|
Strait & Sound Wealth Management LLC
San Francisco, CA |
SELL
|
- |
-16- 0.24% |
$1.89K - $2.16K
|
6.65K
$905K
|
|
|
Jul 28, 2025
Q2 2025
|
Ifc Advisors LLC
Los Angeles, CA |
SELL
|
- |
-17- 0.09% |
$2.01K - $2.29K
|
19.2K
$2.61M
|
|
|
Jul 17, 2025
Q2 2025
|
Lex Aurum Advisors, LLC
|
SELL
|
- |
-17- 0.43% |
$2.01K - $2.29K
|
3.98K
$541K
|
|
|
Aug 06, 2025
Q2 2025
|
Adviser Investments LLC
|
SELL
|
- |
-18- 0.16% |
$2.13K - $2.43K
|
11K
$1.49M
|
|
|
Aug 05, 2025
Q2 2025
|
Tiaa Trust, National Association
Charlotte, NC |
SELL
|
- |
-19- 0.15% |
$2.25K - $2.56K
|
12.3K
$1.67M
|
|
|
Aug 05, 2025
Q2 2025
|
Obermeyer Wood Investment Counsel, Lllp
Aspen, CO |
SELL
|
- |
-20- 0.71% |
$2.37K - $2.7K
|
2.8K
$381K
|
|
|
Aug 07, 2025
Q2 2025
|
Northwest Bancshares, Inc.
Warren, PA |
SELL
|
- |
-22- 0.89% |
$2.6K - $2.97K
|
2.45K
$334K
|
|
|
Jul 08, 2025
Q2 2025
|
Heartwood Wealth Advisors LLC
|
SELL
|
- |
-23- 0.52% |
$2.72K - $3.1K
|
4.41K
$600K
|
|
|
Jul 16, 2025
Q2 2025
|
Mkt Advisors LLC
Escondido, CA |
SELL
|
- |
-24- 0.31% |
$2.84K - $3.24K
|
7.66K
$1.04M
|
|
|
Aug 13, 2025
Q2 2025
|
Capital Group Private Client Services, Inc.
Los Angeles, CA |
SELL
|
- |
-24- 0.37% |
$2.84K - $3.24K
|
6.44K
$876K
|
|
|
Aug 08, 2025
Q2 2025
|
Capital Investment Advisory Services, LLC
|
SELL
|
- |
-24- 1.07% |
$2.84K - $3.24K
|
2.22K
$302K
|
|
|
Jul 18, 2025
Q2 2025
|
Bartlett & Co. Wealth Management LLC
Cincinnati, OH |
SELL
|
- |
-25- 0.42% |
$2.96K - $3.37K
|
5.91K
$804K
|
|
|
Jul 18, 2025
Q2 2025
|
Heritage Financial Services, LLC
|
SELL
|
- |
-25- 1.2% |
$2.96K - $3.37K
|
2.06K
$281K
|
|
|
Jul 08, 2025
Q2 2025
|
Chemistry Wealth Management LLC
New York, NY |
SELL
|
- |
-28- 1.66% |
$3.31K - $3.78K
|
1.66K
$226K
|
|
|
Aug 07, 2025
Q2 2025
|
Addison Advisors LLC
|
SELL
|
- |
-30- 16.48% |
$3.55K - $4.05K
|
152
$20.7K
|
|
|
Aug 07, 2025
Q2 2025
|
1620 Investment Advisors, Inc.
Plymouth, MA |
SELL
|
- |
-30- 9.58% |
$3.55K - $4.05K
|
283
$38.5K
|
|
|
Aug 04, 2025
Q2 2025
|
Bristlecone Advisors, LLC
|
SELL
|
- |
-30- 1.63% |
$3.55K - $4.05K
|
1.81K
$246K
|
|
|
Aug 15, 2025
Q2 2025
|
First Heartland Consultants, Inc.
|
SELL
|
- |
-31- 1.25% |
$3.67K - $4.18K
|
2.46K
$334K
|
|
|
Aug 13, 2025
Q2 2025
|
Financial Freedom, LLC
Cincinnati, OH |
SELL
|
- |
-31- 11.11% |
$3.67K - $4.18K
|
248
$33.8K
|
|
|
Jul 07, 2025
Q2 2025
|
Capital Asset Advisory Services LLC
Haslett, MI |
SELL
|
- |
-33- 0.47% |
$3.91K - $4.45K
|
7.05K
$960K
|
|
|
Aug 04, 2025
Q2 2025
|
Savvy Advisors, Inc.
New York, NY |
SELL
|
- |
-33- 0.62% |
$3.91K - $4.45K
|
5.26K
$716K
|
|
|
Aug 12, 2025
Q2 2025
|
Wambolt & Associates, LLC
|
SELL
|
- |
-33- 0.73% |
$3.91K - $4.45K
|
4.48K
$610K
|
|
|
Jul 28, 2025
Q2 2025
|
Axxcess Wealth Management, LLC
Carlsbad, CA |
SELL
|
- |
-33- 0.47% |
$3.91K - $4.45K
|
7.05K
$960K
|
|
|
Aug 13, 2025
Q2 2025
|
Colonial Trust CO / Sc
Spartanburg, SC |
SELL
|
- |
-34- 1.35% |
$4.02K - $4.59K
|
2.49K
$339K
|
|
|
Jul 11, 2025
Q2 2025
|
Trust CO Of Virginia
|
SELL
|
- |
-35- 2.03% |
$4.14K - $4.72K
|
1.69K
$230K
|
|
|
Aug 14, 2025
Q2 2025
|
Murphy & Mullick Capital Management Corp
Smithtown, NY |
SELL
|
- |
-36- 10.53% |
$4.26K - $4.85K
|
306
$41.6K
|
|
|
Jul 23, 2025
Q2 2025
|
Fulton Breakefield Broenniman LLC
|
SELL
|
- |
-37- 0.52% |
$4.38K - $4.99K
|
7.04K
$958K
|
|
|
Aug 14, 2025
Q2 2025
|
Camden Capital, LLC
|
SELL
|
- |
-38- 1.36% |
$4.5K - $5.12K
|
2.76K
$375K
|
|
|
Jul 17, 2025
Q2 2025
|
Xml Financial, LLC
|
SELL
|
- |
-38- 0.39% |
$4.5K - $5.12K
|
9.78K
$1.33M
|
|
|
Jul 21, 2025
Q2 2025
|
Dhjj Financial Advisors, Ltd.
|
SELL
|
- |
-38- 10.7% |
$4.5K - $5.12K
|
317
$43.1K
|
|
|
Aug 08, 2025
Q2 2025
|
Union Savings Bank
Litchfield, CT |
SELL
|
- |
-39- 0.29% |
$4.62K - $5.26K
|
13.2K
$1.8M
|
|
|
Jul 24, 2025
Q2 2025
|
Capital Advisors, Ltd. LLC
|
SELL
|
- |
-40- 0.45% |
$4.73K - $5.39K
|
8.86K
$1.21M
|
|
|
Aug 14, 2025
Q2 2025
|
Mgb Wealth Management, LLC
Addison, TX |
SELL
|
- |
-41- 0.87% |
$4.85K - $5.53K
|
4.67K
$636K
|
|
|
Jul 15, 2025
Q2 2025
|
Shulman De Meo Asset Management LLC
|
SELL
|
- |
-41- 0.13% |
$4.85K - $5.53K
|
30.3K
$4.13M
|
|
|
Aug 04, 2025
Q2 2025
|
Daymark Wealth Partners, LLC
Cincinnati, OH |
SELL
|
- |
-41- 0.81% |
$4.85K - $5.53K
|
5.05K
$687K
|