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
|
Creative One Wealth, LLC
Overland Park, KS |
SELL
|
- |
-746- 6.14% |
$88.3K - $101K
|
11.4K
$1.55M
|
|
|
Jul 16, 2025
Q2 2025
|
Tci Wealth Advisors, Inc.
|
SELL
|
- |
-747- 7.47% |
$88.4K - $101K
|
9.25K
$1.26M
|
|
|
Jul 14, 2025
Q2 2025
|
Kfg Wealth Management, LLC
Granger, IN |
SELL
|
- |
-750- 14.88% |
$88.8K - $101K
|
4.29K
$584K
|
|
|
Aug 14, 2025
Q2 2025
|
Granite Fo LLC
Bedford, NH |
SELL
|
- |
-750- 2.56% |
$88.8K - $101K
|
28.6K
$3.89M
|
|
|
Aug 12, 2025
Q2 2025
|
Founders Financial Alliance, LLC
Raleigh, NC |
SELL
|
- |
-765- 34.58% |
$90.6K - $103K
|
1.45K
$197K
|
|
|
Aug 08, 2025
Q2 2025
|
Smithfield Trust CO
Pittsburgh, PA |
SELL
|
- |
-790- 1.5% |
$93.5K - $107K
|
51.8K
$7.06M
|
|
|
Aug 13, 2025
Q2 2025
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
SELL
|
- |
-795- 0.83% |
$94.1K - $107K
|
94.9K
$12.9M
|
|
|
Jul 25, 2025
Q2 2025
|
Concurrent Investment Advisors, LLC
Tampa, FL |
SELL
|
- |
-812- 9.93% |
$96.1K - $110K
|
7.37K
$1M
|
|
|
Aug 12, 2025
Q2 2025
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
SELL
|
- |
-817- 13.39% |
$96.7K - $110K
|
5.29K
$719K
|
|
|
Aug 12, 2025
Q2 2025
|
Choreo, LLC
Minneapolis, MN |
SELL
|
- |
-821- 8.24% |
$97.2K - $111K
|
9.14K
$1.24M
|
|
|
Aug 11, 2025
Q2 2025
|
Strategic Wealth Partners, Ltd.
Independence, OH |
SELL
|
- |
-830- 20.27% |
$98.2K - $112K
|
3.26K
$444K
|
|
|
Aug 06, 2025
Q2 2025
|
Rialto Wealth Management, LLC
Syracuse, NY |
SELL
|
- |
-845- 43.74% |
$100K - $114K
|
1.09K
$148K
|
|
|
Aug 06, 2025
Q2 2025
|
Wedbush Securities Inc
|
SELL
|
- |
-858- 1.66% |
$102K - $116K
|
50.9K
$6.92M
|
|
|
Jul 21, 2025
Q2 2025
|
Ameriflex Group, Inc.
Las Vegas, NV |
SELL
|
- |
-864- 16.27% |
$102K - $117K
|
4.45K
$605K
|
|
|
Jul 25, 2025
Q2 2025
|
Spc Financial, Inc.
|
SELL
|
- |
-872- 2.04% |
$103K - $118K
|
41.9K
$5.71M
|
|
|
Aug 04, 2025
Q2 2025
|
Joseph P. Lucia & Associates, LLC
|
SELL
|
- |
-877- 2.68% |
$104K - $118K
|
31.8K
$4.33M
|
|
|
Aug 04, 2025
Q2 2025
|
Flagship Harbor Advisors, LLC
|
SELL
|
- |
-913- 6.25% |
$108K - $123K
|
13.7K
$1.86M
|
|
|
Jul 11, 2025
Q2 2025
|
Busey Wealth Management
|
SELL
|
- |
-920- 24.1% |
$109K - $124K
|
2.9K
$394K
|
|
|
Aug 04, 2025
Q2 2025
|
Assetmark, Inc
|
SELL
|
- |
-926- 0.41% |
$110K - $125K
|
223K
$30.4M
|
|
|
Aug 13, 2025
Q2 2025
|
Haverford Trust CO
Radnor, PA |
SELL
|
- |
-936- 4.49% |
$111K - $126K
|
19.9K
$2.71M
|
|
|
Jul 16, 2025
Q2 2025
|
Beaumont Financial Advisors, LLC
Needham, DE |
SELL
|
- |
-951- 1.52% |
$113K - $128K
|
61.8K
$8.41M
|
|
|
Jul 25, 2025
Q2 2025
|
Inman Jager Wealth Management, LLC
Hattiesburg, MS |
SELL
|
- |
-966- 3.42% |
$114K - $130K
|
27.3K
$3.71M
|
|
|
Aug 14, 2025
Q2 2025
|
Cibc World Market Inc.
Toronto, A6 |
SELL
|
- |
-969- 0.33% |
$115K - $131K
|
289K
$39.3M
|
|
|
Jul 30, 2025
Q2 2025
|
Cullen/Frost Bankers, Inc.
|
SELL
|
- |
-1.01K- 0.88% |
$119K - $136K
|
113K
$15.4M
|
|
|
Jul 16, 2025
Q2 2025
|
Dakota Wealth Management
|
SELL
|
- |
-1.02K- 10.19% |
$120K - $137K
|
8.94K
$1.22M
|
|
|
Jul 30, 2025
Q2 2025
|
Sonata Capital Group Inc
|
SELL
|
- |
-1.02K- 4.06% |
$120K - $137K
|
24K
$3.27M
|
|
|
Jul 24, 2025
Q2 2025
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
SELL
|
- |
-1.05K- 10.64% |
$125K - $142K
|
8.85K
$1.2M
|
|
|
Jul 22, 2025
Q2 2025
|
Wealthcare Advisory Partners LLC
West Chester, PA |
SELL
|
- |
-1.06K- 3.85% |
$125K - $143K
|
26.4K
$3.6M
|
|
|
Jul 24, 2025
Q2 2025
|
Lee Financial CO
Dallas, TX |
SELL
|
- |
-1.1K- 1.9% |
$130K - $148K
|
56.6K
$7.7M
|
|
|
Aug 05, 2025
Q2 2025
|
Hunter Associates Investment Management LLC
Pittsburgh, PA |
SELL
|
- |
-1.1K- 28.94% |
$130K - $148K
|
2.7K
$368K
|
|
|
Jul 31, 2025
Q2 2025
|
Bip Wealth, LLC
Atlanta, GA |
SELL
|
- |
-1.11K- 19.46% |
$131K - $149K
|
4.57K
$622K
|
|
|
Aug 11, 2025
Q2 2025
|
Landaas & CO
Milwaukee, WI |
SELL
|
- |
-1.16K- 3.05% |
$137K - $156K
|
36.9K
$5.02M
|
|
|
Aug 12, 2025
Q2 2025
|
Flputnam Investment Management CO
Portland, ME |
SELL
|
- |
-1.19K- 25.96% |
$141K - $160K
|
3.39K
$461K
|
|
|
Aug 11, 2025
Q2 2025
|
Fine Mark National Bank & Trust
Fort Myers, FL |
SELL
|
- |
-1.2K- 6.01% |
$142K - $162K
|
18.8K
$2.55M
|
|
|
Jul 01, 2025
Q2 2025
|
Harbor Investment Advisory, LLC
|
SELL
|
- |
-1.22K- 9.63% |
$144K - $164K
|
11.4K
$1.55M
|
|
|
Jul 14, 2025
Q2 2025
|
Able Financial Group, LLC
Scottsdale, AZ |
SELL
|
- |
-1.24K- 37.7% |
$146K - $167K
|
2.04K
$278K
|
|
|
Aug 04, 2025
Q2 2025
|
Ledyard National Bank
|
SELL
|
- |
-1.25K- 20.39% |
$148K - $169K
|
4.88K
$664K
|
|
|
Jul 17, 2025
Q2 2025
|
Alpine Bank Wealth Management
Grand Junction, CO |
SELL
|
- |
-1.25K- 31.25% |
$148K - $169K
|
2.75K
$374K
|
|
|
Aug 07, 2025
Q2 2025
|
Traynor Capital Management, Inc.
|
SELL
|
- |
-1.3K- 7.68% |
$154K - $176K
|
15.7K
$2.13M
|
|
|
Jul 31, 2025
Q2 2025
|
Cambridge Investment Research Advisors, Inc.
|
SELL
|
- |
-1.32K- 0.83% |
$156K - $178K
|
157K
$21.3M
|
|
|
Aug 13, 2025
Q2 2025
|
Sumitomo Mitsui Financial Group, Inc.
Tokyo, M0 |
SELL
|
- |
-1.32K- 20.7% |
$157K - $178K
|
5.07K
$690K
|
|
|
Aug 12, 2025
Q2 2025
|
Maia Wealth LLC
Denver, CO |
SELL
|
- |
-1.35K- 41.91% |
$160K - $182K
|
1.87K
$255K
|
|
|
Aug 05, 2025
Q2 2025
|
Harel Insurance Investments & Financial Services Ltd.
|
SELL
|
- |
-1.35K- 63.44% |
$160K - $182K
|
778
$106K
|
|
|
Aug 13, 2025
Q2 2025
|
Fiduciary Trust CO
Boston, MA |
SELL
|
- |
-1.38K- 10.41% |
$163K - $185K
|
11.8K
$1.61M
|
|
|
Jul 15, 2025
Q2 2025
|
Northside Capital Management, LLC
|
SELL
|
- |
-1.38K- 0.2% |
$164K - $187K
|
684K
$93M
|
|
|
Aug 07, 2025
Q2 2025
|
M. Kulyk & Associates, LLC
|
SELL
|
- |
-1.4K- 29.31% |
$165K - $188K
|
3.37K
$459K
|
|
|
Jul 23, 2025
Q2 2025
|
Venturi Wealth Management, LLC
Austin, TX |
SELL
|
- |
-1.45K- 14.2% |
$171K - $195K
|
8.75K
$1.19M
|
|
|
Aug 07, 2025
Q2 2025
|
Fidelis Capital Partners, LLC
Tampa, FL |
SELL
|
- |
-1.45K- 9.09% |
$172K - $196K
|
14.5K
$1.97M
|
|
|
Aug 13, 2025
Q2 2025
|
Virtue Capital Management, LLC
Brentwood, TN |
SELL
|
- |
-1.46K- 19.71% |
$173K - $197K
|
5.96K
$810K
|
|
|
Aug 14, 2025
Q2 2025
|
Mendel Capital Management LLC
|
SELL
|
- |
-1.46K- 3.79% |
$173K - $197K
|
37.1K
$5.05M
|