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 13, 2025
Q2 2025
|
Scs Capital Management LLC
Boston, MA |
SELL
|
- |
-4.25K- 33.45% |
$503K - $573K
|
8.45K
$1.15M
|
|
|
Jul 10, 2025
Q2 2025
|
Ferguson Wellman Capital Management, Inc
|
SELL
|
- |
-4.33K- 11.74% |
$512K - $583K
|
32.5K
$4.43M
|
|
|
Aug 12, 2025
Q2 2025
|
Pathstone Holdings, LLC
Englewood, NJ |
SELL
|
- |
-4.33K- 6.44% |
$513K - $584K
|
63K
$8.57M
|
|
|
Aug 13, 2025
Q2 2025
|
Cerity Partners LLC
New York, NY |
SELL
|
- |
-5K- 3.64% |
$592K - $674K
|
132K
$18M
|
|
|
Jul 23, 2025
Q2 2025
|
Narwhal Capital Management
|
SELL
|
- |
-5.04K- 19.41% |
$596K - $679K
|
20.9K
$2.85M
|
|
|
Aug 14, 2025
Q2 2025
|
Core Cap Advisors, LLC
Southfield, MI |
SELL
|
- |
-5.23K- 51.5% |
$619K - $705K
|
4.92K
$670K
|
|
|
Jul 30, 2025
Q2 2025
|
Al Ti Global, Inc.
New York, NY |
SELL
|
- |
-5.4K- 4.81% |
$639K - $728K
|
107K
$14.5M
|
|
|
Aug 13, 2025
Q2 2025
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-5.77K- 1.91% |
$683K - $778K
|
297K
$40.4M
|
|
|
Jul 15, 2025
Q2 2025
|
Fifth Third Bancorp
|
SELL
|
- |
-5.89K- 2.15% |
$698K - $795K
|
268K
$36.4M
|
|
|
Jul 29, 2025
Q2 2025
|
Dale Q Rice Investment Management LTD
Vancouver, WA |
SELL
|
- |
-6.26K- 49.81% |
$741K - $844K
|
6.31K
$858K
|
|
|
Aug 13, 2025
Q2 2025
|
Northern Trust Corp
Chicago, IL |
SELL
|
- |
-6.68K- 0.22% |
$790K - $900K
|
3.09M
$420M
|
|
|
Jul 22, 2025
Q2 2025
|
Old National Bancorp
|
SELL
|
- |
-7.32K- 9.74% |
$866K - $987K
|
67.8K
$9.23M
|
|
|
Aug 08, 2025
Q2 2025
|
Thoroughbred Financial Services, LLC
|
SELL
|
- |
-7.37K- 28.95% |
$873K - $994K
|
18.1K
$2.46M
|
|
|
Jul 31, 2025
Q2 2025
|
Moment Partners, LLC
San Francisco, CA |
SELL
|
- |
-7.44K- 2.86% |
$880K - $1M
|
253K
$34.4M
|
|
|
Aug 14, 2025
Q2 2025
|
First Commonwealth Financial Corp
Indiana, PA |
SELL
|
- |
-8.2K- 34.73% |
$970K - $1.11M
|
15.4K
$2.1M
|
|
|
Jul 23, 2025
Q2 2025
|
Valmark Advisers, Inc.
|
SELL
|
- |
-8.34K- 5.25% |
$987K - $1.12M
|
151K
$20.5M
|
|
|
Jul 07, 2025
Q2 2025
|
St. Clair Advisors, LLC
Mayfield Hts, OH |
SELL
|
- |
-8.39K- 4.11% |
$993K - $1.13M
|
196K
$26.6M
|
|
|
Jul 21, 2025
Q2 2025
|
Ameritas Advisory Services, LLC
Lincoln, NE |
SELL
|
- |
-8.47K- 39.71% |
$1M - $1.14M
|
12.9K
$1.75M
|
|
|
Aug 13, 2025
Q2 2025
|
Northwestern Mutual Wealth Management CO
|
SELL
|
- |
-8.98K- 2.54% |
$1.06M - $1.21M
|
345K
$46.9M
|
|
|
Aug 13, 2025
Q2 2025
|
Comerica Bank
|
SELL
|
- |
-9.58K- 2.13% |
$1.13M - $1.29M
|
441K
$60M
|
|
|
Aug 08, 2025
Q2 2025
|
Omega Financial Group, LLC
|
SELL
|
- |
-9.99K- 21.74% |
$1.18M - $1.35M
|
35.9K
$4.89M
|
|
|
Aug 08, 2025
Q2 2025
|
Citizens Financial Group Inc
|
SELL
|
- |
-10.7K- 17.28% |
$1.27M - $1.44M
|
51.2K
$6.97M
|
|
|
Aug 08, 2025
Q2 2025
|
Fortis Group Advisors, LLC
Westwood, NJ |
SELL
|
- |
-10.8K- 52.98% |
$1.27M - $1.45M
|
9.55K
$1.3M
|
|
|
Aug 14, 2025
Q2 2025
|
Bank Of Hawaii
Honolulu, HI |
SELL
|
- |
-10.8K- 23.44% |
$1.28M - $1.45M
|
35.2K
$4.79M
|
|
|
Aug 12, 2025
Q2 2025
|
Stelac Advisory Services LLC
New York, NY |
SELL
|
- |
-11.8K- 23.11% |
$1.4M - $1.59M
|
39.3K
$5.35M
|
|
|
Aug 08, 2025
Q2 2025
|
Rockefeller Capital Management L.P.
New York, NY |
SELL
|
- |
-12.3K- 2.6% |
$1.45M - $1.65M
|
460K
$62.6M
|
|
|
Jul 25, 2025
Q2 2025
|
Sequoia Financial Advisors, LLC
|
SELL
|
- |
-13.1K- 21.29% |
$1.55M - $1.77M
|
48.4K
$6.59M
|
|
|
Jul 24, 2025
Q2 2025
|
Kc Investment Advisors, LLC
Wichita, KS |
SELL
|
- |
-13.4K- 39.23% |
$1.58M - $1.8M
|
20.7K
$2.82M
|
|
|
Jul 11, 2025
Q2 2025
|
Bouvel Investment Partners, LLC
|
SELL
|
- |
-17.1K- 87.97% |
$2.02M - $2.3M
|
2.34K
$318K
|
|
|
Aug 14, 2025
Q2 2025
|
Goldman Sachs Group Inc
New York, NY |
SELL
|
- |
-18.2K- 2.69% |
$2.16M - $2.46M
|
660K
$89.8M
|
|
|
Jul 24, 2025
Q2 2025
|
Blair William & CO
Chicago, IL |
SELL
|
- |
-18.7K- 11.91% |
$2.22M - $2.52M
|
138K
$18.8M
|
|
|
Aug 14, 2025
Q2 2025
|
Stifel Financial Corp
St. Louis, MO |
SELL
|
- |
-18.7K- 6.23% |
$2.22M - $2.52M
|
282K
$38.3M
|
|
|
Aug 06, 2025
Q2 2025
|
Commonwealth Equity Services, LLC
|
SELL
|
- |
-19K- 2.86% |
$2.25M - $2.56M
|
645K
$87.8M
|
|
|
Jul 30, 2025
Q2 2025
|
Gallagher Capital Advisors, LLC
Argyle, TX |
SELL
|
- |
-19.8K- 59.93% |
$2.34M - $2.66M
|
13.2K
$1.8M
|
|
|
Aug 05, 2025
Q2 2025
|
Bank Of Montreal
Toronto, A6 |
SELL
|
- |
-20K- 2.59% |
$2.37M - $2.7M
|
753K
$102M
|
|
|
Aug 11, 2025
Q2 2025
|
Thrivent Financial For Lutherans
Minneapolis, MN |
SELL
|
- |
-21.5K- 59.89% |
$2.54M - $2.89M
|
14.4K
$1.96M
|
|
|
Jul 22, 2025
Q2 2025
|
Prime Capital Investment Advisors, LLC
Overland Park, KS |
SELL
|
- |
-24.2K- 33.58% |
$2.87M - $3.26M
|
47.9K
$6.52M
|
|
|
Jul 29, 2025
Q2 2025
|
International Assets Investment Management, LLC
Orlando, FL |
SELL
|
- |
-25.3K- 65.49% |
$3M - $3.41M
|
13.3K
$1.82M
|
|
|
Aug 05, 2025
Q2 2025
|
Mma Asset Management LLC
New York, NY |
SELL
|
- |
-26.9K- 87.93% |
$3.19M - $3.63M
|
3.7K
$503K
|
|
|
Jul 25, 2025
Q2 2025
|
Atria Wealth Solutions, Inc.
New York, NY |
SELL
|
- |
-27.9K- 69.48% |
$3.3M - $3.76M
|
12.3K
$1.67M
|
|
|
Aug 14, 2025
Q2 2025
|
Ameriprise Financial Inc
Minneapolis, MN |
SELL
|
- |
-34.9K- 7.18% |
$4.13M - $4.7M
|
451K
$61.4M
|
|
|
Aug 14, 2025
Q2 2025
|
Kovitz Investment Group Partners, LLC
|
SELL
|
- |
-34.9K- 48.7% |
$4.13M - $4.7M
|
36.7K
$5M
|
|
|
Jul 18, 2025
Q2 2025
|
Trilogy Capital Inc.
|
SELL
|
- |
-36.5K- 91.07% |
$4.32M - $4.92M
|
3.58K
$487K
|
|
|
Aug 14, 2025
Q2 2025
|
Ieq Capital, LLC
|
SELL
|
- |
-40.1K- 66.26% |
$4.74M - $5.4M
|
20.4K
$2.78M
|
|
|
Aug 08, 2025
Q2 2025
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
SELL
|
- |
-47.7K- 1.26% |
$5.64M - $6.43M
|
3.75M
$510M
|
|
|
Aug 06, 2025
Q2 2025
|
Florin Court Capital LLP
|
SELL
|
- |
-49.6K- 40.23% |
$5.87M - $6.69M
|
73.7K
$10M
|
|
|
Jul 10, 2025
Q2 2025
|
Exchange Traded Concepts, LLC
|
SELL
|
- |
-56.2K- 91.39% |
$6.65M - $7.58M
|
5.3K
$721K
|
|
|
Jul 23, 2025
Q2 2025
|
Kingswood Wealth Advisors, LLC
San Diego, CA |
SELL
|
- |
-68.2K- 54.54% |
$8.07M - $9.19M
|
56.8K
$7.73M
|
|
|
Aug 14, 2025
Q2 2025
|
Ubs Group Ag
|
SELL
|
- |
-71.1K- 6.34% |
$8.41M - $9.58M
|
1.05M
$143M
|
|
|
Aug 15, 2025
Q2 2025
|
Morgan Stanley
New York, NY |
SELL
|
- |
-82.5K- 1.29% |
$9.76M - $11.1M
|
6.3M
$857M
|