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 31, 2025
Q2 2025
|
Ashton Thomas Private Wealth, LLC
Scottsdale, AZ |
BUY
|
- |
6.73K+ 40.39% |
$796K - $907K
|
23.4K
$3.18M
|
|
|
Aug 13, 2025
Q2 2025
|
Johnson Financial Group, Inc.
Racine, WI |
BUY
|
- |
6.71K+ 120.32% |
$794K - $905K
|
12.3K
$1.67M
|
|
|
Jul 22, 2025
Q2 2025
|
Davenport & CO LLC
|
BUY
|
- |
6.5K+ 10.08% |
$769K - $877K
|
71K
$9.66M
|
|
|
Aug 15, 2025
Q2 2025
|
Equitable Holdings, Inc.
New York, NY |
BUY
|
- |
6.34K+ 6.53% |
$750K - $855K
|
103K
$14.1M
|
|
|
Aug 14, 2025
Q2 2025
|
Prelude Capital Management, LLC
New York, NY |
BUY
|
- |
6.31KNew |
$747K - $852K
|
6.31K
$859K
|
|
|
Aug 08, 2025
Q2 2025
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
6.27K+ 5.99% |
$742K - $845K
|
111K
$15.1M
|
|
|
Aug 14, 2025
Q2 2025
|
Aqr Capital Management LLC
Greenwich, CT |
BUY
|
- |
6.23K+ 49.09% |
$737K - $840K
|
18.9K
$2.57M
|
|
|
Aug 04, 2025
Q2 2025
|
Ifg Advisory, LLC
|
BUY
|
- |
5.67K+ 15.21% |
$671K - $764K
|
42.9K
$5.84M
|
|
|
Aug 13, 2025
Q2 2025
|
Trustmark National Bank Trust Department
Jackson, MS |
BUY
|
- |
5.55K+ 4.61% |
$657K - $749K
|
126K
$17.2M
|
|
|
Jul 18, 2025
Q2 2025
|
Naples Global Advisors, LLC
Naples, FL |
BUY
|
- |
5KNew |
$592K - $675K
|
5K
$681K
|
|
|
Aug 06, 2025
Q2 2025
|
Atlas Legacy Advisors, LLC
Los Angeles, CA |
BUY
|
- |
4.99K+ 118.21% |
$591K - $673K
|
9.21K
$1.25M
|
|
|
Aug 13, 2025
Q2 2025
|
Svb Wealth LLC
Boston, MA |
BUY
|
- |
4.81KNew |
$569K - $648K
|
4.81K
$654K
|
|
|
Jul 22, 2025
Q2 2025
|
Woodmont Investment Counsel LLC
Nashville, TN |
BUY
|
- |
4.74K+ 118.11% |
$561K - $639K
|
8.76K
$1.19M
|
|
|
Aug 14, 2025
Q2 2025
|
Old Mission Capital LLC
|
BUY
|
- |
4.72KNew |
$559K - $637K
|
4.72K
$643K
|
|
|
Jul 25, 2025
Q2 2025
|
Gw Henssler & Associates LTD
|
BUY
|
- |
4.72K+ 4.05% |
$558K - $636K
|
121K
$16.5M
|
|
|
Jul 30, 2025
Q2 2025
|
Principle Wealth Partners LLC
|
BUY
|
- |
4.67K+ 12.15% |
$552K - $629K
|
43.1K
$5.86M
|
|
|
Aug 07, 2025
Q2 2025
|
Rathbones Group PLC
Liverpool, X0 |
BUY
|
- |
4.63K+ 11.2% |
$548K - $625K
|
46K
$6.26M
|
|
|
Jul 24, 2025
Q2 2025
|
Callan Family Office, LLC
Radnor, PA |
BUY
|
- |
4.5K+ 12.98% |
$533K - $607K
|
39.2K
$5.33M
|
|
|
Aug 01, 2025
Q2 2025
|
James Investment Research Inc
|
BUY
|
- |
4.43KNew |
$524K - $598K
|
4.43K
$603K
|
|
|
Jul 22, 2025
Q2 2025
|
Merit Financial Group, LLC
|
BUY
|
- |
4.32K+ 153.23% |
$511K - $582K
|
7.14K
$971K
|
|
|
Jul 25, 2025
Q2 2025
|
Cwm, LLC
|
BUY
|
- |
4.28K+ 8.97% |
$507K - $577K
|
52K
$7.07M
|
|
|
Aug 01, 2025
Q2 2025
|
Goal Vest Advisory LLC
|
BUY
|
- |
4.27K+ 10.34% |
$505K - $575K
|
45.5K
$6.19M
|
|
|
Jul 15, 2025
Q2 2025
|
Charter Capital Management, Llc\De
Brookfield, WI |
BUY
|
- |
4.11KNew |
$487K - $555K
|
4.11K
$560K
|
|
|
Jul 29, 2025
Q2 2025
|
Cmg Global Holdings, LLC
|
BUY
|
- |
3.97K+ 21.91% |
$470K - $536K
|
22.1K
$3.01M
|
|
|
Aug 13, 2025
Q2 2025
|
Raab & Moskowitz Asset Management LLC
Chatham, NJ |
BUY
|
- |
3.89K+ 6.99% |
$461K - $525K
|
59.6K
$8.11M
|
|
|
Aug 08, 2025
Q2 2025
|
Parker Investment Management, LLC
|
BUY
|
- |
3.85KNew |
$456K - $519K
|
3.85K
$524K
|
|
|
Aug 13, 2025
Q2 2025
|
Crescent Grove Advisors, LLC
|
BUY
|
- |
3.83K+ 24.42% |
$453K - $516K
|
19.5K
$2.65M
|
|
|
Aug 08, 2025
Q2 2025
|
Thrive Capital Management, LLC
Fort Washington, PA |
BUY
|
- |
3.8KNew |
$449K - $512K
|
3.8K
$517K
|
|
|
Aug 13, 2025
Q2 2025
|
Cresset Asset Management, LLC
Chicago, IL |
BUY
|
- |
3.79K+ 4.35% |
$449K - $512K
|
91.1K
$12.4M
|
|
|
Jul 30, 2025
Q2 2025
|
D.A. Davidson & Co.
|
BUY
|
- |
3.6K+ 16.91% |
$426K - $485K
|
24.9K
$3.39M
|
|
|
Aug 01, 2025
Q2 2025
|
Y Intercept (Hong Kong) LTD
|
BUY
|
- |
3.58K+ 191.5% |
$424K - $483K
|
5.45K
$742K
|
|
|
Jul 31, 2025
Q2 2025
|
Interchange Capital Partners, LLC
|
BUY
|
- |
3.54K+ 44187.5% |
$418K - $477K
|
3.54K
$482K
|
|
|
Aug 07, 2025
Q2 2025
|
Allworth Financial LP
|
BUY
|
- |
3.52K+ 14.67% |
$417K - $475K
|
27.5K
$3.74M
|
|
|
Jul 31, 2025
Q2 2025
|
Oppenheimer & CO Inc
New York, NY |
BUY
|
- |
3.49K+ 8.65% |
$413K - $471K
|
43.8K
$5.97M
|
|
|
Jul 14, 2025
Q2 2025
|
Gunma Bank,Ltd.
|
BUY
|
- |
3.48K+ 6.48% |
$411K - $469K
|
57.1K
$7.77M
|
|
|
Aug 06, 2025
Q2 2025
|
Nvwm, LLC
|
BUY
|
- |
3.44K+ 239.15% |
$407K - $464K
|
4.88K
$664K
|
|
|
Jul 21, 2025
Q2 2025
|
Ascent Group, LLC
|
BUY
|
- |
3.29KNew |
$389K - $443K
|
3.29K
$447K
|
|
|
Jul 16, 2025
Q2 2025
|
Cove Private Wealth, LLC
Oyster Bay Cove, NY |
BUY
|
- |
3.25K+ 64.61% |
$385K - $438K
|
8.28K
$1.13M
|
|
|
Aug 05, 2025
Q2 2025
|
Connable Office Inc
|
BUY
|
- |
3.15KNew |
$373K - $425K
|
3.15K
$429K
|
|
|
Jul 31, 2025
Q2 2025
|
Wealthfront Advisers LLC
|
BUY
|
- |
3.13K+ 16.91% |
$371K - $423K
|
21.7K
$2.95M
|
|
|
Jul 17, 2025
Q2 2025
|
Paradigm Financial Partners, LLC
|
BUY
|
- |
3.12K+ 65.53% |
$369K - $421K
|
7.88K
$1.07M
|
|
|
Jul 29, 2025
Q2 2025
|
Primoris Wealth Advisors, LLC
|
BUY
|
- |
3.05KNew |
$361K - $411K
|
3.05K
$415K
|
|
|
Aug 08, 2025
Q2 2025
|
Schwarz Dygos Wheeler Investment Advisors LLC
Minneapolis, MN |
BUY
|
- |
3.04K+ 2.8% |
$359K - $409K
|
111K
$15.2M
|
|
|
Aug 01, 2025
Q2 2025
|
Taylor Financial Group, Inc.
Roanoke, VA |
BUY
|
- |
2.98K+ 12.72% |
$353K - $402K
|
26.4K
$3.6M
|
|
|
Jul 22, 2025
Q2 2025
|
Valeo Financial Advisors, LLC
|
BUY
|
- |
2.97K+ 14.4% |
$351K - $400K
|
23.6K
$3.21M
|
|
|
Jul 30, 2025
Q2 2025
|
White Lighthouse Investment Management Inc.
|
BUY
|
- |
2.94K+ 4.59% |
$348K - $396K
|
66.9K
$9.11M
|
|
|
Aug 14, 2025
Q2 2025
|
Two Sigma Securities, LLC
New York, NY |
BUY
|
- |
2.87K+ 89.17% |
$340K - $388K
|
6.1K
$830K
|
|
|
Jul 24, 2025
Q2 2025
|
First Fiduciary Investment Counsel, Inc.
|
BUY
|
- |
2.87KNew |
$340K - $387K
|
2.87K
$391K
|
|
|
Jul 07, 2025
Q2 2025
|
Wesbanco Bank Inc
|
BUY
|
- |
2.87K+ 18.94% |
$339K - $386K
|
18K
$2.45M
|
|
|
Aug 08, 2025
Q2 2025
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
2.85K+ 0.74% |
$337K - $384K
|
388K
$52.8M
|