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 08, 2025
Q2 2025
|
Flaharty Asset Management, LLC
|
SELL
|
- |
-1.55K- 8.23% |
$183K - $209K
|
17.3K
$2.35M
|
|
|
Jul 18, 2025
Q2 2025
|
First United Bank & Trust
|
SELL
|
- |
-1.56K- 2.55% |
$184K - $210K
|
59.5K
$8.1M
|
|
|
Jul 15, 2025
Q2 2025
|
North Star Investment Management Corp.
Chicago, IL |
SELL
|
- |
-1.58K- 1.98% |
$187K - $213K
|
78.3K
$10.7M
|
|
|
Aug 05, 2025
Q2 2025
|
Arrowroot Family Office, LLC
Marina Del Rey, CA |
SELL
|
- |
-1.58K- 35.52% |
$187K - $214K
|
2.88K
$391K
|
|
|
Aug 13, 2025
Q2 2025
|
M&T Bank Corp
|
SELL
|
- |
-1.6K- 0.68% |
$190K - $216K
|
233K
$31.7M
|
|
|
Jul 23, 2025
Q2 2025
|
Leo Wealth, LLC
Hurst, TX |
SELL
|
- |
-1.64K- 24.18% |
$194K - $221K
|
5.14K
$699K
|
|
|
Jul 09, 2025
Q2 2025
|
Graves Light Lenhart Wealth, Inc.
Harrisonburg, VA |
SELL
|
- |
-1.65K- 5.42% |
$195K - $222K
|
28.7K
$3.91M
|
|
|
Aug 08, 2025
Q2 2025
|
Sculati Wealth Management, LLC
Bloomfield Hills, MI |
SELL
|
- |
-1.72K- 19.73% |
$204K - $232K
|
7K
$952K
|
|
|
Jul 22, 2025
Q2 2025
|
Mascoma Wealth Management LLC
|
SELL
|
- |
-1.78K- 27.73% |
$210K - $240K
|
4.63K
$630K
|
|
|
Aug 07, 2025
Q2 2025
|
Resources Investment Advisors, Llc.
Overland Park, KS |
SELL
|
- |
-1.79K- 11.24% |
$212K - $242K
|
14.2K
$1.93M
|
|
|
Aug 14, 2025
Q2 2025
|
Integrated Wealth Concepts LLC
|
SELL
|
- |
-1.79K- 2.69% |
$212K - $242K
|
64.7K
$8.81M
|
|
|
Jul 15, 2025
Q2 2025
|
Evanson Asset Management, LLC
|
SELL
|
- |
-1.79K- 11.32% |
$212K - $242K
|
14K
$1.91M
|
|
|
Aug 14, 2025
Q2 2025
|
Stonebridge Capital Advisors LLC
St Paul, MN |
SELL
|
- |
-1.8K- 13.08% |
$213K - $242K
|
12K
$1.63M
|
|
|
Jul 14, 2025
Q2 2025
|
Signature Securities Group Corporation
|
SELL
|
- |
-1.82K- 8.34% |
$215K - $245K
|
20K
$2.72M
|
|
|
Jul 11, 2025
Q2 2025
|
Sowell Financial Services LLC
North Little Rock, AR |
SELL
|
- |
-1.99K- 9.84% |
$235K - $268K
|
18.2K
$2.48M
|
|
|
Jul 21, 2025
Q2 2025
|
Ntv Asset Management LLC
|
SELL
|
- |
-2.12K- 1.91% |
$250K - $285K
|
109K
$14.8M
|
|
|
Jul 25, 2025
Q2 2025
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
SELL
|
- |
-2.12K- 8.23% |
$250K - $285K
|
23.6K
$3.21M
|
|
|
Aug 14, 2025
Q2 2025
|
Mairs & Power Inc
St Paul, MN |
SELL
|
- |
-2.18K- 50.82% |
$257K - $293K
|
2.11K
$286K
|
|
|
Jul 17, 2025
Q2 2025
|
Global Trust Asset Management, LLC
|
SELL
|
- |
-2.23K- 16.94% |
$264K - $301K
|
10.9K
$1.49M
|
|
|
Aug 13, 2025
Q2 2025
|
Edgewood Management LLC
Greenwich, CT |
SELL
|
- |
-2.28K- 3.99% |
$270K - $308K
|
54.9K
$7.47M
|
|
|
Aug 11, 2025
Q2 2025
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
SELL
|
- |
-2.32K- 6.36% |
$275K - $313K
|
34.1K
$4.65M
|
|
|
Aug 12, 2025
Q2 2025
|
Bokf, Na
Tulsa, OK |
SELL
|
- |
-2.34K- 3.62% |
$276K - $315K
|
62.3K
$8.47M
|
|
|
Aug 04, 2025
Q2 2025
|
Atria Investments LLC
Charlotte, NC |
SELL
|
- |
-2.34K- 38.7% |
$277K - $315K
|
3.7K
$504K
|
|
|
Aug 04, 2025
Q2 2025
|
Atlas Private Wealth Advisors
Matawan, NJ |
SELL
|
- |
-2.35K- 13.71% |
$278K - $317K
|
14.8K
$2.01M
|
|
|
Aug 05, 2025
Q2 2025
|
Sigma Planning Corp
Ann Arbor, MI |
SELL
|
- |
-2.35K- 10.2% |
$279K - $317K
|
20.7K
$2.82M
|
|
|
Jul 29, 2025
Q2 2025
|
Stephens Inc
|
SELL
|
- |
-2.49K- 13.31% |
$295K - $336K
|
16.2K
$2.21M
|
|
|
Jul 28, 2025
Q2 2025
|
Cypress Wealth Services, LLC
|
SELL
|
- |
-2.62K- 12.3% |
$310K - $353K
|
18.7K
$2.54M
|
|
|
Aug 01, 2025
Q2 2025
|
Gwn Securities Inc.
Palm Beach Gardens, FL |
SELL
|
- |
-2.76K- 54.36% |
$327K - $372K
|
2.32K
$315K
|
|
|
Aug 11, 2025
Q2 2025
|
Cbiz Investment Advisory Services, LLC
|
SELL
|
- |
-2.77K- 29.51% |
$328K - $374K
|
6.63K
$902K
|
|
|
Aug 08, 2025
Q2 2025
|
Western Wealth Management, LLC
|
SELL
|
- |
-2.8K- 10.64% |
$331K - $377K
|
23.5K
$3.19M
|
|
|
Aug 04, 2025
Q2 2025
|
Linscomb & Williams, Inc.
Houston, TX |
SELL
|
- |
-2.88K- 4.07% |
$341K - $389K
|
68K
$9.26M
|
|
|
Aug 07, 2025
Q2 2025
|
Commerce Bank
Kansas City, MO |
SELL
|
- |
-2.94K- 1.02% |
$348K - $397K
|
285K
$38.8M
|
|
|
Jul 17, 2025
Q2 2025
|
Sound Income Strategies, LLC
|
SELL
|
- |
-3.06K- 19.21% |
$363K - $413K
|
12.9K
$1.75M
|
|
|
Jul 17, 2025
Q2 2025
|
Janney Montgomery Scott LLC
|
SELL
|
- |
-3.35K- 1.56% |
$396K - $451K
|
211K
$28.7M
|
|
|
Jul 21, 2025
Q2 2025
|
Yeomans Consulting Group, Inc.
Marietta, GA |
SELL
|
- |
-3.44K- 18.69% |
$407K - $464K
|
15K
$2.04M
|
|
|
Aug 13, 2025
Q2 2025
|
Baird Financial Group, Inc.
Milwaukee, WI |
SELL
|
- |
-3.46K- 1.57% |
$410K - $467K
|
217K
$29.5M
|
|
|
Aug 04, 2025
Q2 2025
|
Integrity Alliance, Llc.
Urbandale, IA |
SELL
|
- |
-3.48K- 52.57% |
$412K - $469K
|
3.14K
$427K
|
|
|
Jul 28, 2025
Q2 2025
|
Interchange Capital Partners, LLC
|
SELL
|
- |
-3.54K- 99.77% |
$419K - $477K
|
8
$1.09K
|
|
|
Jul 07, 2025
Q2 2025
|
First Citizens Financial Corp
|
SELL
|
- |
-3.59K- 37.51% |
$425K - $484K
|
5.98K
$814K
|
|
|
Aug 12, 2025
Q2 2025
|
Financial Advocates Investment Management
Olympia, WA |
SELL
|
- |
-3.66K- 28.07% |
$433K - $494K
|
9.39K
$1.28M
|
|
|
Aug 11, 2025
Q2 2025
|
Private Advisor Group, LLC
|
SELL
|
- |
-3.7K- 1.88% |
$438K - $499K
|
194K
$26.4M
|
|
|
Aug 14, 2025
Q2 2025
|
Sig Brokerage, LP
Bala Cynwyd, PA |
SELL
|
- |
-3.75K- 8.37% |
$444K - $506K
|
41.1K
$5.59M
|
|
|
Aug 05, 2025
Q2 2025
|
Smith Shellnut Wilson LLC
|
SELL
|
- |
-3.78K- 17.58% |
$447K - $509K
|
17.7K
$2.41M
|
|
|
Jul 28, 2025
Q2 2025
|
Ifg Advisors, LLC
|
SELL
|
- |
-3.81K- 3.33% |
$451K - $514K
|
111K
$15.1M
|
|
|
Jul 14, 2025
Q2 2025
|
Mechanics Bank Trust Department
|
SELL
|
- |
-3.84K- 8.77% |
$455K - $518K
|
39.9K
$5.44M
|
|
|
Jul 25, 2025
Q2 2025
|
Ellis Investment Partners, LLC
|
SELL
|
- |
-3.88K- 1.92% |
$460K - $524K
|
198K
$27M
|
|
|
Jul 18, 2025
Q2 2025
|
Soa Wealth Advisors, Llc.
|
SELL
|
- |
-3.89K- 5.29% |
$461K - $525K
|
69.7K
$9.49M
|
|
|
Aug 11, 2025
Q2 2025
|
Principal Securities, Inc.
Des Moines, IA |
SELL
|
- |
-3.92K- 23.45% |
$464K - $528K
|
12.8K
$1.74M
|
|
|
Aug 14, 2025
Q2 2025
|
Hrt Financial LP
New York, NY |
SELL
|
- |
-4.08K- 60.2% |
$483K - $551K
|
2.7K
$367K
|
|
|
Jul 30, 2025
Q2 2025
|
Wfa Asset Management Corp
Whitefish Bay, WI |
SELL
|
- |
-4.09K- 81.64% |
$484K - $552K
|
920
$125K
|