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 |
|---|---|---|---|---|---|---|---|
|
Jul 30, 2025
Q2 2025
|
Avion Wealth
The Woodlands, TX |
SELL
|
- |
-198- 9.1% |
$23.4K - $26.7K
|
1.98K
$269K
|
|
|
Aug 13, 2025
Q2 2025
|
Horizon Investments, LLC
Charlotte, NC |
SELL
|
- |
-200- 6.34% |
$23.7K - $27K
|
2.95K
$402K
|
|
|
Jul 30, 2025
Q2 2025
|
Clifford Swan Investment Counsel LLC
|
SELL
|
- |
-200- 7.9% |
$23.7K - $27K
|
2.33K
$318K
|
|
|
Aug 15, 2025
Q2 2025
|
Security National Bank Of So Dak
Sioux City, IA |
SELL
|
- |
-200- 2.73% |
$23.7K - $27K
|
7.13K
$970K
|
|
|
Jul 31, 2025
Q2 2025
|
Orion Capital Management LLC
|
SELL
|
- |
-200- 8.58% |
$23.7K - $27K
|
2.13K
$290K
|
|
|
Aug 06, 2025
Q2 2025
|
Bensler, LLC
Bellevue, WA |
SELL
|
- |
-202- 1.27% |
$23.9K - $27.2K
|
15.8K
$2.14M
|
|
|
Aug 06, 2025
Q2 2025
|
Hallmark Capital Management Inc
|
SELL
|
- |
-203- 49.88% |
$24K - $27.4K
|
204
$27.8K
|
|
|
Aug 14, 2025
Q2 2025
|
Warren Averett Asset Management, LLC
Birmingham, AL |
SELL
|
- |
-208- 1.07% |
$24.6K - $28.1K
|
19.3K
$2.63M
|
|
|
Jul 29, 2025
Q2 2025
|
Mezzasalma Advisors, LLC
|
SELL
|
- |
-214- 5.17% |
$25.3K - $28.9K
|
3.93K
$534K
|
|
|
Jul 10, 2025
Q2 2025
|
North Crest Asset Manangement, LLC
|
SELL
|
- |
-219- 1.84% |
$25.9K - $29.5K
|
11.7K
$1.59M
|
|
|
Jul 29, 2025
Q2 2025
|
Stratos Wealth Partners, Ltd.
|
SELL
|
- |
-222- 1.58% |
$26.3K - $29.9K
|
13.8K
$1.88M
|
|
|
Aug 01, 2025
Q2 2025
|
Zhang Financial LLC
|
SELL
|
- |
-224- 1.17% |
$26.5K - $30.2K
|
19K
$2.58M
|
|
|
Jul 11, 2025
Q2 2025
|
Rockwood Wealth Management, LLC
New Hope, PA |
SELL
|
- |
-235- 5.53% |
$27.8K - $31.7K
|
4.02K
$547K
|
|
|
Jul 25, 2025
Q2 2025
|
Total Clarity Wealth Management, Inc.
|
SELL
|
- |
-237- 6.56% |
$28.1K - $32K
|
3.38K
$460K
|
|
|
Aug 15, 2025
Q2 2025
|
Howland Capital Management LLC
|
SELL
|
- |
-239- 1.38% |
$28.3K - $32.2K
|
17.1K
$2.32M
|
|
|
Aug 14, 2025
Q2 2025
|
Glenview Trust CO
Louisville, KY |
SELL
|
- |
-244- 0.5% |
$28.9K - $32.9K
|
48.9K
$6.65M
|
|
|
Jul 21, 2025
Q2 2025
|
Empirical Financial Services, LLC D.B.A. Empirical Wealth Management
|
SELL
|
- |
-246- 9.35% |
$29.1K - $33.2K
|
2.39K
$325K
|
|
|
Jul 09, 2025
Q2 2025
|
Gilman Hill Asset Management, LLC
|
SELL
|
- |
-249- 10.56% |
$29.5K - $33.6K
|
2.11K
$287K
|
|
|
Aug 13, 2025
Q2 2025
|
Philadelphia Trust CO
Philadelphia, PA |
SELL
|
- |
-250- 9.57% |
$29.6K - $33.7K
|
2.36K
$322K
|
|
|
Aug 14, 2025
Q2 2025
|
Nikulski Financial, Inc.
|
SELL
|
- |
-250- 6.55% |
$29.6K - $33.7K
|
3.57K
$485K
|
|
|
Aug 07, 2025
Q2 2025
|
Central Trust CO
Jefferson City, MO |
SELL
|
- |
-265- 3.43% |
$31.4K - $35.7K
|
7.46K
$1.02M
|
|
|
Jul 18, 2025
Q2 2025
|
Provident Wealth Management, LLC
|
SELL
|
- |
-271- 7.47% |
$32.1K - $36.5K
|
3.36K
$457K
|
|
|
Jul 08, 2025
Q2 2025
|
Canandaigua National Bank & Trust CO
Canandaigua, NY |
SELL
|
- |
-279- 1.8% |
$33K - $37.6K
|
15.2K
$2.08M
|
|
|
Jul 17, 2025
Q2 2025
|
City Holding CO
|
SELL
|
- |
-285- 1.33% |
$33.7K - $38.4K
|
21.1K
$2.87M
|
|
|
Jul 29, 2025
Q2 2025
|
Regions Financial Corp
|
SELL
|
- |
-287- 2.07% |
$34K - $38.7K
|
13.6K
$1.85M
|
|
|
Jul 31, 2025
Q2 2025
|
Dodds Wealth, LLC
Greenwood Village, CO |
SELL
|
- |
-288- 3.67% |
$34.1K - $38.8K
|
7.56K
$1.03M
|
|
|
Jul 07, 2025
Q2 2025
|
Investors Research Corp
|
SELL
|
- |
-290- 6.11% |
$34.3K - $39.1K
|
4.46K
$607K
|
|
|
Jul 30, 2025
Q2 2025
|
Cornerstone Management, Inc.
Duluth, GA |
SELL
|
- |
-293- 0.84% |
$34.7K - $39.5K
|
34.8K
$4.73M
|
|
|
Jul 17, 2025
Q2 2025
|
Wolff Wiese Magana LLC
|
SELL
|
- |
-300- 1.29% |
$35.5K - $40.5K
|
23K
$3.14M
|
|
|
Jul 25, 2025
Q2 2025
|
Cypress Capital Group
|
SELL
|
- |
-300- 2.31% |
$35.5K - $40.5K
|
12.7K
$1.73M
|
|
|
Aug 14, 2025
Q2 2025
|
Matrix Private Capital Group LLC
New York, NY |
SELL
|
- |
-300- 27.45% |
$35.5K - $40.5K
|
793
$108K
|
|
|
Aug 04, 2025
Q2 2025
|
Gould Asset Management LLC
Claremont, CA |
SELL
|
- |
-303- 4.01% |
$35.9K - $40.9K
|
7.26K
$988K
|
|
|
Aug 07, 2025
Q2 2025
|
Lakeridge Wealth Management LLC
Mentor, OH |
SELL
|
- |
-305- 4.2% |
$36.1K - $41.1K
|
6.96K
$947K
|
|
|
Aug 14, 2025
Q2 2025
|
Financial Advisory Service, Inc.
|
SELL
|
- |
-313- 1.11% |
$37K - $42.2K
|
27.8K
$3.79M
|
|
|
Aug 14, 2025
Q2 2025
|
Trace Wealth Advisors, LLC
Los Angeles, CA |
SELL
|
- |
-320- 5.23% |
$37.9K - $43.2K
|
5.8K
$790K
|
|
|
Aug 13, 2025
Q2 2025
|
Level Four Advisory Services, LLC
Dallas, TX |
SELL
|
- |
-320- 1.75% |
$37.9K - $43.2K
|
18K
$2.45M
|
|
|
Jul 28, 2025
Q2 2025
|
Pettinga Financial Advisors, LLC
|
SELL
|
- |
-325- 17.11% |
$38.5K - $43.8K
|
1.58K
$214K
|
|
|
Aug 14, 2025
Q2 2025
|
City National Bank Of Florida /Msd
Miami, FL |
SELL
|
- |
-330- 12.73% |
$39.1K - $44.5K
|
2.26K
$308K
|
|
|
Aug 12, 2025
Q2 2025
|
Choate Investment Advisors
Boston, MA |
SELL
|
- |
-335- 5.75% |
$39.7K - $45.2K
|
5.49K
$747K
|
|
|
Aug 14, 2025
Q2 2025
|
Tcg Advisory Services, LLC
Austin, TX |
SELL
|
- |
-339- 7.08% |
$40.1K - $45.7K
|
4.45K
$605K
|
|
|
Aug 01, 2025
Q2 2025
|
First National Trust CO
|
SELL
|
- |
-340- 3.98% |
$40.2K - $45.9K
|
8.21K
$1.12M
|
|
|
Jul 23, 2025
Q2 2025
|
Richwood Investment Advisors, LLC
|
SELL
|
- |
-349- 2.94% |
$41.3K - $47.1K
|
11.5K
$1.57M
|
|
|
Jul 16, 2025
Q2 2025
|
St Germain D J CO Inc
Springfield, MA |
SELL
|
- |
-351- 18.05% |
$41.5K - $47.3K
|
1.59K
$217K
|
|
|
Aug 14, 2025
Q2 2025
|
Challenger Wealth Management
Aliso Viejo, CA |
SELL
|
- |
-355- 3.47% |
$42K - $47.9K
|
9.88K
$1.35M
|
|
|
Jul 18, 2025
Q2 2025
|
Institute For Wealth Management, Llc.
|
SELL
|
- |
-376- 18.74% |
$44.5K - $50.7K
|
1.63K
$222K
|
|
|
Jul 17, 2025
Q2 2025
|
Venture Visionary Partners LLC
|
SELL
|
- |
-378- 2.76% |
$44.7K - $51K
|
13.3K
$1.81M
|
|
|
Aug 12, 2025
Q2 2025
|
Integrated Advisors Network LLC
Palos Verdes Estates, CA |
SELL
|
- |
-381- 1.07% |
$45.1K - $51.4K
|
35.4K
$4.81M
|
|
|
Aug 04, 2025
Q2 2025
|
Hbk Sorce Advisory LLC
Erie, PA |
SELL
|
- |
-385- 1.78% |
$45.6K - $51.9K
|
21.2K
$2.88M
|
|
|
Aug 15, 2025
Q2 2025
|
Security National Bank Of Sioux City Iowa
Sioux City, IA |
SELL
|
- |
-390- 15.26% |
$46.2K - $52.6K
|
2.17K
$295K
|
|
|
Jul 29, 2025
Q2 2025
|
Lmg Wealth Partners, LLC
Shreveport, LA |
SELL
|
- |
-392- 1.04% |
$46.4K - $52.9K
|
37.3K
$5.08M
|