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 13, 2025
Q2 2025
|
Denver Wealth Management, Inc.
Greenwood Village, CO |
SELL
|
- |
-41- 1.97% |
$4.85K - $5.53K
|
2.05K
$278K
|
|
|
Jul 21, 2025
Q2 2025
|
Warwick Investment Management, Inc.
|
SELL
|
- |
-44- 0.9% |
$5.21K - $5.93K
|
4.85K
$660K
|
|
|
Aug 11, 2025
Q2 2025
|
Regal Investment Advisors LLC
Kentwood, MI |
SELL
|
- |
-44- 0.38% |
$5.21K - $5.93K
|
11.4K
$1.56M
|
|
|
Jul 07, 2025
Q2 2025
|
Greenfield Savings Bank
|
SELL
|
- |
-45- 0.9% |
$5.33K - $6.07K
|
4.95K
$673K
|
|
|
Jul 02, 2025
Q2 2025
|
Capital Market Strategies LLC
|
SELL
|
- |
-46- 1.63% |
$5.45K - $6.2K
|
2.78K
$379K
|
|
|
Jul 29, 2025
Q2 2025
|
Arbor Investment Advisors, LLC
|
SELL
|
- |
-46- 1.99% |
$5.45K - $6.2K
|
2.27K
$308K
|
|
|
Jul 21, 2025
Q2 2025
|
Pflug Koory, LLC
|
SELL
|
- |
-50- 1.73% |
$5.92K - $6.74K
|
2.85K
$388K
|
|
|
Aug 13, 2025
Q2 2025
|
Ever Source Wealth Advisors, LLC
|
SELL
|
- |
-50- 10.37% |
$5.92K - $6.74K
|
432
$58.8K
|
|
|
Jul 29, 2025
Q2 2025
|
Dumont & Blake Investment Advisors LLC
|
SELL
|
- |
-50- 0.08% |
$5.92K - $6.74K
|
65.8K
$8.96M
|
|
|
Aug 14, 2025
Q2 2025
|
Ausdal Financial Partners, Inc.
Davenport, IA |
SELL
|
- |
-52- 1.03% |
$6.16K - $7.01K
|
5.01K
$681K
|
|
|
Aug 08, 2025
Q2 2025
|
Islay Capital Management, LLC
Lubbock, TX |
SELL
|
- |
-55- 0.7% |
$6.51K - $7.42K
|
7.84K
$1.07M
|
|
|
Aug 04, 2025
Q2 2025
|
Creative Financial Designs Inc
|
SELL
|
- |
-59- 7.96% |
$6.98K - $7.96K
|
682
$92.8K
|
|
|
Aug 08, 2025
Q2 2025
|
Advisors Capital Management, LLC
Ridgewood, NJ |
SELL
|
- |
-60- 3.24% |
$7.1K - $8.09K
|
1.79K
$243K
|
|
|
Aug 13, 2025
Q2 2025
|
River Wealth Advisors LLC
Camp Hill, PA |
SELL
|
- |
-62- 1.08% |
$7.34K - $8.36K
|
5.67K
$772K
|
|
|
Jul 09, 2025
Q2 2025
|
Westmount Partners, LLC
Los Angeles, CA |
SELL
|
- |
-62- 2.63% |
$7.34K - $8.36K
|
2.3K
$313K
|
|
|
Aug 08, 2025
Q2 2025
|
Anb Bank
Denver, CO |
SELL
|
- |
-62- 1.46% |
$7.34K - $8.36K
|
4.17K
$568K
|
|
|
Jul 29, 2025
Q2 2025
|
Kanawha Capital Management LLC
|
SELL
|
- |
-62- 0.82% |
$7.34K - $8.36K
|
7.53K
$1.03M
|
|
|
Aug 07, 2025
Q2 2025
|
Meeder Advisory Services, Inc.
Dublin, OH |
SELL
|
- |
-63- 2.38% |
$7.46K - $8.5K
|
2.59K
$352K
|
|
|
Aug 12, 2025
Q2 2025
|
Armor Investment Advisors, LLC
|
SELL
|
- |
-64- 2.23% |
$7.58K - $8.63K
|
2.81K
$383K
|
|
|
Aug 07, 2025
Q2 2025
|
Sound View Wealth Advisors Group, LLC
|
SELL
|
- |
-66- 0.65% |
$7.81K - $8.9K
|
10.1K
$1.38M
|
|
|
Aug 14, 2025
Q2 2025
|
Helium Advisors LLC
Everett, WA |
SELL
|
- |
-67- 0.98% |
$7.93K - $9.04K
|
6.77K
$921K
|
|
|
Jul 09, 2025
Q2 2025
|
Focus Financial Network, Inc.
Minneapolis, MN |
SELL
|
- |
-68- 0.68% |
$8.05K - $9.17K
|
9.9K
$1.35M
|
|
|
Jul 23, 2025
Q2 2025
|
Msh Capital Advisors LLC
Scottsdale, AZ |
SELL
|
- |
-71- 0.55% |
$8.4K - $9.58K
|
12.8K
$1.74M
|
|
|
Jul 23, 2025
Q2 2025
|
Gainplan LLC
Bloomfield Hills, MI |
SELL
|
- |
-74- 2.77% |
$8.76K - $9.98K
|
2.59K
$353K
|
|
|
Aug 06, 2025
Q2 2025
|
Parkside Financial Bank & Trust
|
SELL
|
- |
-74- 4.36% |
$8.76K - $9.98K
|
1.62K
$221K
|
|
|
Jul 08, 2025
Q2 2025
|
Northstar Advisory Group, LLC
|
SELL
|
- |
-76- 4.51% |
$9K - $10.2K
|
1.61K
$219K
|
|
|
Aug 08, 2025
Q2 2025
|
Meridian Wealth Management, LLC
|
SELL
|
- |
-76- 0.86% |
$9K - $10.2K
|
8.81K
$1.2M
|
|
|
Jul 09, 2025
Q2 2025
|
Wolff Financial Management LLC
|
SELL
|
- |
-77- 0.85% |
$9.11K - $10.4K
|
8.95K
$1.22M
|
|
|
Jul 30, 2025
Q2 2025
|
First Citizens Bank & Trust CO
|
SELL
|
- |
-86- 0.36% |
$10.2K - $11.6K
|
23.5K
$3.2M
|
|
|
Aug 01, 2025
Q2 2025
|
Providence First Trust CO
|
SELL
|
- |
-88- 0.45% |
$10.4K - $11.9K
|
19.3K
$2.62M
|
|
|
Aug 05, 2025
Q2 2025
|
Prosperity Consulting Group, LLC
|
SELL
|
- |
-88- 0.99% |
$10.4K - $11.9K
|
8.8K
$1.2M
|
|
|
Jul 17, 2025
Q2 2025
|
Pmg Wealth Management, Inc.
Hawthorn Woods, IL |
SELL
|
- |
-94- 3.35% |
$11.1K - $12.7K
|
2.71K
$369K
|
|
|
Jul 07, 2025
Q2 2025
|
Bangor Savings Bank
Bangor, ME |
SELL
|
- |
-94- 2.61% |
$11.1K - $12.7K
|
3.51K
$477K
|
|
|
Aug 14, 2025
Q2 2025
|
Benjamin Edwards Inc
Clayton, MO |
SELL
|
- |
-95- 0.86% |
$11.2K - $12.8K
|
10.9K
$1.49M
|
|
|
Jul 14, 2025
Q2 2025
|
Occidental Asset Management, LLC
|
SELL
|
- |
-99- 1.04% |
$11.7K - $13.4K
|
9.4K
$1.28M
|
|
|
Aug 01, 2025
Q2 2025
|
Biltmore Family Office, LLC
|
SELL
|
- |
-100- 3.75% |
$11.8K - $13.5K
|
2.57K
$349K
|
|
|
Jul 11, 2025
Q2 2025
|
Thomasville National Bank
|
SELL
|
- |
-100- 1.5% |
$11.8K - $13.5K
|
6.58K
$895K
|
|
|
Jul 30, 2025
Q2 2025
|
Journey Advisory Group, LLC
|
SELL
|
- |
-100- 1.03% |
$11.8K - $13.5K
|
9.62K
$1.31M
|
|
|
Jul 29, 2025
Q2 2025
|
Schnieders Capital Management LLC
|
SELL
|
- |
-100- 2.63% |
$11.8K - $13.5K
|
3.71K
$505K
|
|
|
Jul 09, 2025
Q2 2025
|
Breakwater Capital Group
Paramus, NJ |
SELL
|
- |
-101- 2.56% |
$12K - $13.6K
|
3.85K
$524K
|
|
|
Aug 14, 2025
Q2 2025
|
Iconiq Capital, LLC
San Francisco, CA |
SELL
|
- |
-108- 1.73% |
$12.8K - $14.6K
|
6.14K
$836K
|
|
|
Aug 01, 2025
Q2 2025
|
Capital Investment Counsel, LLC
Denver, CO |
SELL
|
- |
-110- 5.01% |
$13K - $14.8K
|
2.09K
$284K
|
|
|
Aug 12, 2025
Q2 2025
|
Coldstream Capital Management Inc
|
SELL
|
- |
-110- 0.71% |
$13K - $14.8K
|
15.4K
$2.1M
|
|
|
Jul 11, 2025
Q2 2025
|
Kapstone Financial Advisors LLC
Dayton, OH |
SELL
|
- |
-112- 0.51% |
$13.3K - $15.1K
|
22K
$3M
|
|
|
Aug 14, 2025
Q2 2025
|
Money Concepts Capital Corp
|
SELL
|
- |
-113- 5.02% |
$13.4K - $15.2K
|
2.14K
$291K
|
|
|
Aug 11, 2025
Q2 2025
|
Pinnacle Financial Group, LLC
|
SELL
|
- |
-114- 0.18% |
$13.5K - $15.4K
|
64.2K
$8.74M
|
|
|
Aug 14, 2025
Q2 2025
|
Fidelity D & D Bancorp Inc
Dunmore, PA |
SELL
|
- |
-115- 6.65% |
$13.6K - $15.5K
|
1.61K
$220K
|
|
|
Aug 13, 2025
Q2 2025
|
Gateway Wealth Partners, LLC
Appleton, WI |
SELL
|
- |
-115- 5.83% |
$13.6K - $15.5K
|
1.86K
$253K
|
|
|
Jul 29, 2025
Q2 2025
|
Evermay Wealth Management LLC
Arlington, VA |
SELL
|
- |
-116- 2.37% |
$13.7K - $15.6K
|
4.79K
$652K
|
|
|
Jul 15, 2025
Q2 2025
|
Sheets Smith Wealth Management
|
SELL
|
- |
-118- 1.61% |
$14K - $15.9K
|
7.23K
$984K
|