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 28, 2025
Q2 2025
|
Ritholtz Wealth Management
|
SELL
|
- |
-396- 15.75% |
$46.9K - $53.4K
|
2.12K
$288K
|
|
|
Jul 09, 2025
Q2 2025
|
Blodgett Wealth Advisors, LLC
|
SELL
|
- |
-400- 3.79% |
$47.3K - $53.9K
|
10.2K
$1.38M
|
|
|
Jul 08, 2025
Q2 2025
|
Legacy Private Trust Co.
|
SELL
|
- |
-400- 2.52% |
$47.3K - $53.9K
|
15.5K
$2.11M
|
|
|
Jul 16, 2025
Q2 2025
|
American National Bank
|
SELL
|
- |
-400- 7.14% |
$47.3K - $53.9K
|
5.2K
$708K
|
|
|
Jul 31, 2025
Q2 2025
|
Lee Danner & Bass Inc
|
SELL
|
- |
-400- 11.96% |
$47.3K - $53.9K
|
2.95K
$401K
|
|
|
Jul 23, 2025
Q2 2025
|
Nbt Bank N A
|
SELL
|
- |
-410- 26.74% |
$48.5K - $55.3K
|
1.12K
$153K
|
|
|
Aug 08, 2025
Q2 2025
|
Mv Capital Management, Inc.
|
SELL
|
- |
-412- 1.22% |
$48.8K - $55.6K
|
33.4K
$4.54M
|
|
|
Aug 13, 2025
Q2 2025
|
Congress Wealth Management LLC
Boston, MA |
SELL
|
- |
-414- 0.29% |
$49K - $55.8K
|
144K
$19.6M
|
|
|
Aug 12, 2025
Q2 2025
|
Tradition Wealth Management, LLC
|
SELL
|
- |
-417- 1.18% |
$49.4K - $56.2K
|
34.9K
$4.74M
|
|
|
Jul 23, 2025
Q2 2025
|
Sax Wealth Advisors, LLC
Parsippany, NJ |
SELL
|
- |
-419- 2.24% |
$49.6K - $56.5K
|
18.3K
$2.49M
|
|
|
Jul 15, 2025
Q2 2025
|
Patriot Investment Management Inc.
|
SELL
|
- |
-431- 3.45% |
$51K - $58.1K
|
12.1K
$1.64M
|
|
|
Jul 15, 2025
Q2 2025
|
Perigon Wealth Management, LLC
San Francisco, CA |
SELL
|
- |
-437- 3.8% |
$51.7K - $58.9K
|
11.1K
$1.51M
|
|
|
Jul 17, 2025
Q2 2025
|
Fort Washington Investment Advisors Inc
|
SELL
|
- |
-440- 5.01% |
$52.1K - $59.3K
|
8.35K
$1.14M
|
|
|
Jul 29, 2025
Q2 2025
|
Morgan Dempsey Capital Management LLC
Menomonee Falls, WI |
SELL
|
- |
-446- 85.6% |
$52.8K - $60.1K
|
75
$10.2K
|
|
|
Aug 13, 2025
Q2 2025
|
Russell Investments Group, Ltd.
|
SELL
|
- |
-470- 26.33% |
$55.6K - $63.4K
|
1.32K
$179K
|
|
|
Jul 17, 2025
Q2 2025
|
Pfg Investments, LLC
Woodbury, NY |
SELL
|
- |
-471- 3.54% |
$55.8K - $63.5K
|
12.8K
$1.75M
|
|
|
Aug 13, 2025
Q2 2025
|
Vertex Planning Partners, LLC
Downers Grove, IL |
SELL
|
- |
-474- 4.36% |
$56.1K - $63.9K
|
10.4K
$1.41M
|
|
|
Aug 14, 2025
Q2 2025
|
Snowden Capital Advisors LLC
New York, NY |
SELL
|
- |
-474- 2.27% |
$56.1K - $63.9K
|
20.4K
$2.78M
|
|
|
Jul 21, 2025
Q2 2025
|
Asset Advisors Investment Management, LLC
|
SELL
|
- |
-475- 0.73% |
$56.2K - $64.1K
|
64.9K
$8.84M
|
|
|
Jul 22, 2025
Q2 2025
|
Belpointe Asset Management LLC
|
SELL
|
- |
-480- 4.69% |
$56.8K - $64.7K
|
9.75K
$1.33M
|
|
|
Jul 08, 2025
Q2 2025
|
Webster Bank, N. A.
|
SELL
|
- |
-480- 2.43% |
$56.8K - $64.7K
|
19.3K
$2.62M
|
|
|
Jul 16, 2025
Q2 2025
|
Essex Financial Services, Inc.
|
SELL
|
- |
-481- 2.13% |
$56.9K - $64.9K
|
22.1K
$3.01M
|
|
|
Jul 11, 2025
Q2 2025
|
Capital Advantage, Inc.
|
SELL
|
- |
-487- 6.24% |
$57.6K - $65.7K
|
7.32K
$996K
|
|
|
Aug 12, 2025
Q2 2025
|
Farmers National Bank
Danville, KY |
SELL
|
- |
-497- 4.79% |
$58.8K - $67K
|
9.87K
$1.34M
|
|
|
Aug 13, 2025
Q2 2025
|
Core First Bank & Trust
Topeka, KS |
SELL
|
- |
-500- 21.94% |
$59.2K - $67.4K
|
1.78K
$242K
|
|
|
Jul 17, 2025
Q2 2025
|
Fifth Third Securities, Inc.
|
SELL
|
- |
-501- 2.01% |
$59.3K - $67.6K
|
24.5K
$3.33M
|
|
|
Jul 29, 2025
Q2 2025
|
Oxbow Advisors, LLC
Corpus Christi, TX |
SELL
|
- |
-508- 3.19% |
$60.1K - $68.5K
|
15.4K
$2.09M
|
|
|
Jul 30, 2025
Q2 2025
|
Retirement Planning Group
|
SELL
|
- |
-509- 7.73% |
$60.3K - $68.6K
|
6.08K
$827K
|
|
|
Aug 12, 2025
Q2 2025
|
Srs Capital Advisors, Inc.
Denver, CO |
SELL
|
- |
-513- 1.88% |
$60.7K - $69.2K
|
26.7K
$3.64M
|
|
|
Aug 04, 2025
Q2 2025
|
Bay Colony Advisory Group, Inc D
|
SELL
|
- |
-513- 3.03% |
$60.7K - $69.2K
|
16.4K
$2.23M
|
|
|
Aug 06, 2025
Q2 2025
|
Modera Wealth Management, LLC
|
SELL
|
- |
-515- 8.26% |
$61K - $69.5K
|
5.72K
$779K
|
|
|
Jul 30, 2025
Q2 2025
|
Fogel Capital Management, Inc.
Stuart, FL |
SELL
|
- |
-525- 18.29% |
$62.1K - $70.8K
|
2.35K
$319K
|
|
|
Aug 11, 2025
Q2 2025
|
Citigroup Inc
|
SELL
|
- |
-537- 3.61% |
$63.6K - $72.4K
|
14.4K
$1.95M
|
|
|
Aug 13, 2025
Q2 2025
|
Wellspring Financial Advisors, LLC
Cleveland, OH |
SELL
|
- |
-559- 7.57% |
$66.2K - $75.4K
|
6.83K
$929K
|
|
|
Jul 15, 2025
Q2 2025
|
Signet Financial Management, LLC
Parsippany, NJ |
SELL
|
- |
-562- 6.74% |
$66.5K - $75.8K
|
7.78K
$1.06M
|
|
|
Aug 14, 2025
Q2 2025
|
Allred Capital Management, LLC
Dallas, TX |
SELL
|
- |
-564- 25.67% |
$66.8K - $76.1K
|
1.63K
$222K
|
|
|
Jul 22, 2025
Q2 2025
|
Beacon Financial Advisory LLC
|
SELL
|
- |
-586- 7.44% |
$69.4K - $79K
|
7.29K
$992K
|
|
|
Aug 06, 2025
Q2 2025
|
Sterling Capital Management LLC
Charlotte, NC |
SELL
|
- |
-589- 41.45% |
$69.7K - $79.4K
|
832
$113K
|
|
|
Jul 16, 2025
Q2 2025
|
Cahaba Wealth Management, Inc.
|
SELL
|
- |
-597- 13.17% |
$70.7K - $80.5K
|
3.94K
$536K
|
|
|
Jul 16, 2025
Q2 2025
|
Tempus Wealth Planning, LLC
|
SELL
|
- |
-636- 3.85% |
$75.3K - $85.8K
|
15.9K
$2.16M
|
|
|
Aug 12, 2025
Q2 2025
|
Osborne Partners Capital Management, LLC
|
SELL
|
- |
-661- 4.47% |
$78.2K - $89.1K
|
14.1K
$1.92M
|
|
|
Jul 31, 2025
Q2 2025
|
Darden Wealth Group Inc
Ann Arbor, MI |
SELL
|
- |
-677- 4.01% |
$80.1K - $91.3K
|
16.2K
$2.21M
|
|
|
Aug 06, 2025
Q2 2025
|
Savant Capital, LLC
|
SELL
|
- |
-688- 6.21% |
$81.4K - $92.8K
|
10.4K
$1.41M
|
|
|
Aug 11, 2025
Q2 2025
|
Great Lakes Advisors, LLC
Chicago, IL |
SELL
|
- |
-691- 30.97% |
$81.8K - $93.2K
|
1.54K
$210K
|
|
|
Aug 07, 2025
Q2 2025
|
Nwam LLC
Mercer Island, WA |
SELL
|
- |
-698- 6.61% |
$82.6K - $94.1K
|
9.87K
$1.34M
|
|
|
Jul 10, 2025
Q2 2025
|
High Net Worth Advisory Group LLC
Naples, FL |
SELL
|
- |
-704- 3.11% |
$83.3K - $94.9K
|
22K
$2.99M
|
|
|
Jul 22, 2025
Q2 2025
|
Highland Capital Management, LLC
|
SELL
|
- |
-720- 1.49% |
$85.2K - $97.1K
|
47.6K
$6.48M
|
|
|
Jul 28, 2025
Q2 2025
|
Perfromance Wealth Partners, LLC
|
SELL
|
- |
-731- 7.88% |
$86.5K - $98.6K
|
8.55K
$1.16M
|
|
|
Jul 16, 2025
Q2 2025
|
Amarillo National Bank
|
SELL
|
- |
-735- 1.32% |
$87K - $99.1K
|
55K
$7.48M
|
|
|
Jul 24, 2025
Q2 2025
|
Eastern Bank
|
SELL
|
- |
-740- 10.19% |
$87.6K - $99.8K
|
6.52K
$888K
|