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
|
Camden National Bank
Camden, ME |
SELL
|
- |
-120- 3.14% |
$14.2K - $16.2K
|
3.7K
$504K
|
|
|
Aug 13, 2025
Q2 2025
|
Kayne Anderson Rudnick Investment Management LLC
Los Angeles, CA |
SELL
|
- |
-122- 0.45% |
$14.4K - $16.5K
|
27.1K
$3.69M
|
|
|
Aug 14, 2025
Q2 2025
|
Atomi Financial Group, Inc.
Irvine, CA |
SELL
|
- |
-124- 4.37% |
$14.7K - $16.7K
|
2.71K
$369K
|
|
|
Jul 25, 2025
Q2 2025
|
Carbahal Olsen Financial Services Group, LLC
Davis, CA |
SELL
|
- |
-124- 0.9% |
$14.7K - $16.7K
|
13.7K
$1.87M
|
|
|
Aug 14, 2025
Q2 2025
|
Dearborn Partners LLC
|
SELL
|
- |
-125- 2.76% |
$14.8K - $16.9K
|
4.41K
$600K
|
|
|
Jul 29, 2025
Q2 2025
|
Cap Wealth Advisors, LLC
|
SELL
|
- |
-127- 2.61% |
$15K - $17.1K
|
4.73K
$644K
|
|
|
Jul 10, 2025
Q2 2025
|
Weinberger Asset Management, Inc
Los Angeles, CA |
SELL
|
- |
-130- 0.73% |
$15.4K - $17.5K
|
17.6K
$2.39M
|
|
|
Aug 04, 2025
Q2 2025
|
Spire Wealth Management
|
SELL
|
- |
-130- 2.83% |
$15.4K - $17.5K
|
4.47K
$608K
|
|
|
Jul 30, 2025
Q2 2025
|
Dupree Financial Group, LLC
Lexington, KY |
SELL
|
- |
-131- 2.13% |
$15.5K - $17.7K
|
6.01K
$818K
|
|
|
Aug 04, 2025
Q2 2025
|
Hills Bank & Trust CO
|
SELL
|
- |
-131- 7.01% |
$15.5K - $17.7K
|
1.74K
$237K
|
|
|
Jul 25, 2025
Q2 2025
|
Hazlett, Burt & Watson, Inc.
|
SELL
|
- |
-132- 0.66% |
$15.6K - $17.8K
|
19.8K
$2.7M
|
|
|
Jul 16, 2025
Q2 2025
|
Augustine Asset Management Inc
|
SELL
|
- |
-132- 6.19% |
$15.6K - $17.8K
|
2K
$272K
|
|
|
Jul 21, 2025
Q2 2025
|
First National Bank & Trust CO Of Newtown
|
SELL
|
- |
-134- 0.08% |
$15.9K - $18.1K
|
172K
$23.4M
|
|
|
Jul 23, 2025
Q2 2025
|
Citizens National Bank Trust Department
|
SELL
|
- |
-135- 1.57% |
$16K - $18.2K
|
8.49K
$1.16M
|
|
|
Aug 06, 2025
Q2 2025
|
Golden State Wealth Management, LLC
Santa Ana, CA |
SELL
|
- |
-135- 7.94% |
$16K - $18.2K
|
1.57K
$213K
|
|
|
Aug 07, 2025
Q2 2025
|
Fonville Wealth Management LLC
Richmond, VA |
SELL
|
- |
-137- 2.88% |
$16.2K - $18.5K
|
4.63K
$630K
|
|
|
Jul 14, 2025
Q2 2025
|
Baring Financial LLC
Bellingham, WA |
SELL
|
- |
-139- 3.8% |
$16.5K - $18.7K
|
3.52K
$479K
|
|
|
Jul 21, 2025
Q2 2025
|
Old Second National Bank Of Aurora
|
SELL
|
- |
-140- 11.2% |
$16.6K - $18.9K
|
1.11K
$151K
|
|
|
Jul 30, 2025
Q2 2025
|
Smith Thornton Advisors LLC
Huntsville, AL |
SELL
|
- |
-143- 4.18% |
$16.9K - $19.3K
|
3.28K
$446K
|
|
|
Jul 11, 2025
Q2 2025
|
Kaydan Wealth Management, Inc.
Fenton, MI |
SELL
|
- |
-147- 0.94% |
$17.4K - $19.8K
|
15.5K
$2.1M
|
|
|
Jul 23, 2025
Q2 2025
|
1 North Wealth Services LLC
Annapolis, MD |
SELL
|
- |
-148- 8.32% |
$17.5K - $20K
|
1.63K
$222K
|
|
|
Aug 13, 2025
Q2 2025
|
Nicolet Bankshares Inc
Green Bay, WI |
SELL
|
- |
-150- 3.79% |
$17.8K - $20.2K
|
3.81K
$519K
|
|
|
Jul 15, 2025
Q2 2025
|
Octavia Wealth Advisors, LLC
|
SELL
|
- |
-150- 8.88% |
$17.8K - $20.2K
|
1.54K
$210K
|
|
|
Jul 29, 2025
Q2 2025
|
Private Trust CO Na
|
SELL
|
- |
-150- 1.76% |
$17.8K - $20.2K
|
8.37K
$1.14M
|
|
|
Aug 05, 2025
Q2 2025
|
Carson Advisory Inc.
|
SELL
|
- |
-150- 6.95% |
$17.8K - $20.2K
|
2.01K
$273K
|
|
|
Aug 11, 2025
Q2 2025
|
Platform Technology Partners
|
SELL
|
- |
-154- 1.77% |
$18.2K - $20.8K
|
8.54K
$1.16M
|
|
|
Aug 13, 2025
Q2 2025
|
Capital Analysts, LLC
Fort Washington, PA |
SELL
|
- |
-157- 0.57% |
$18.6K - $21.2K
|
27.4K
$3.73M
|
|
|
Jul 07, 2025
Q2 2025
|
Salem Investment Counselors Inc
Winston Salem, NC |
SELL
|
- |
-160- 1.04% |
$18.9K - $21.6K
|
15.3K
$2.08M
|
|
|
Jul 21, 2025
Q2 2025
|
Grassi Investment Management
|
SELL
|
- |
-161- 4.84% |
$19.1K - $21.7K
|
3.17K
$431K
|
|
|
Jul 10, 2025
Q2 2025
|
Wedmont Private Capital
|
SELL
|
- |
-166- 5.99% |
$19.6K - $22.4K
|
2.61K
$355K
|
|
|
Jul 07, 2025
Q2 2025
|
Twele Capital Management, Inc.
|
SELL
|
- |
-169- 5.52% |
$20K - $22.8K
|
2.89K
$394K
|
|
|
Jul 09, 2025
Q2 2025
|
Dynamic Advisor Solutions LLC
|
SELL
|
- |
-172- 7.1% |
$20.4K - $23.2K
|
2.25K
$306K
|
|
|
Aug 14, 2025
Q2 2025
|
Federation Des Caisses Desjardins Du Quebec
Levis, A8 |
SELL
|
- |
-174- 1.1% |
$20.6K - $23.5K
|
15.6K
$2.12M
|
|
|
Jul 30, 2025
Q2 2025
|
Pittenger & Anderson Inc
|
SELL
|
- |
-175- 25.62% |
$20.7K - $23.6K
|
508
$69.1K
|
|
|
Jul 15, 2025
Q2 2025
|
Main Street Group, LTD
Glen Allen, VA |
SELL
|
- |
-175- 35.5% |
$20.7K - $23.6K
|
318
$43.3K
|
|
|
Jul 09, 2025
Q2 2025
|
Byrne Asset Management LLC
|
SELL
|
- |
-175- 35.0% |
$20.7K - $23.6K
|
325
$44.2K
|
|
|
Jul 10, 2025
Q2 2025
|
Rockland Trust CO
|
SELL
|
- |
-175- 6.47% |
$20.7K - $23.6K
|
2.53K
$344K
|
|
|
Aug 13, 2025
Q2 2025
|
Moneco Advisors, LLC
Fairfield, CT |
SELL
|
- |
-177- 9.76% |
$21K - $23.9K
|
1.64K
$223K
|
|
|
Jul 28, 2025
Q2 2025
|
Patten & Patten Inc
|
SELL
|
- |
-181- 2.49% |
$21.4K - $24.4K
|
7.1K
$966K
|
|
|
Jul 28, 2025
Q2 2025
|
Cornerstone Wealth Group, LLC
|
SELL
|
- |
-182- 2.44% |
$21.5K - $24.5K
|
7.29K
$992K
|
|
|
Jul 08, 2025
Q2 2025
|
Nbc Securities, Inc.
Birmingham, AL |
SELL
|
- |
-184- 1.33% |
$21.8K - $24.8K
|
13.6K
$1.85M
|
|
|
Jul 30, 2025
Q2 2025
|
Syntegra Private Wealth Group, LLC
Chesterfield, MO |
SELL
|
- |
-187- 1.58% |
$22.1K - $25.2K
|
11.7K
$1.59M
|
|
|
Aug 11, 2025
Q2 2025
|
Semus Wealth Partners LLC
Boca Raton, FL |
SELL
|
- |
-187- 9.77% |
$22.1K - $25.2K
|
1.73K
$235K
|
|
|
Jul 28, 2025
Q2 2025
|
Rfg Advisory, LLC
Birmingham, AL |
SELL
|
- |
-188- 7.62% |
$22.3K - $25.4K
|
2.28K
$310K
|
|
|
Jul 28, 2025
Q2 2025
|
Rik Saylor Financial, Inc.
Fairfield, OH |
SELL
|
- |
-188- 3.64% |
$22.3K - $25.4K
|
4.97K
$677K
|
|
|
Aug 14, 2025
Q2 2025
|
Peapack Gladstone Financial Corp
Bedminster, NJ |
SELL
|
- |
-188- 1.08% |
$22.3K - $25.4K
|
17.2K
$2.34M
|
|
|
Aug 12, 2025
Q2 2025
|
Quadcap Wealth Management, LLC
Frisco, TX |
SELL
|
- |
-194- 3.51% |
$23K - $26.2K
|
5.34K
$726K
|
|
|
Jul 31, 2025
Q2 2025
|
Richards, Merrill & Peterson, Inc.
Spokane, WA |
SELL
|
- |
-196- 49.49% |
$23.2K - $26.4K
|
200
$27.2K
|
|
|
Aug 13, 2025
Q2 2025
|
Stone X Group Inc.
|
SELL
|
- |
-197- 6.61% |
$23.3K - $26.6K
|
2.78K
$379K
|
|
|
Jul 31, 2025
Q2 2025
|
Optimum Investment Advisors
|
SELL
|
- |
-198- 5.87% |
$23.4K - $26.7K
|
3.17K
$432K
|