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 15, 2025
Q2 2025
|
Kwmg, LLC
|
BUY
|
- |
1.59K+ 1.6% |
$188K - $214K
|
101K
$13.7M
|
|
|
Jul 18, 2025
Q2 2025
|
Centricity Wealth Management, LLC
Westerville, OH |
BUY
|
- |
1.58K+ 51.02% |
$187K - $213K
|
4.68K
$637K
|
|
|
Aug 12, 2025
Q2 2025
|
Umpqua Bank
Lake Oswego, OR |
BUY
|
- |
1.57KNew |
$186K - $212K
|
1.57K
$214K
|
|
|
Jul 22, 2025
Q2 2025
|
Confluence Wealth Services, Inc.
Mcmurray, PA |
BUY
|
- |
1.56KNew |
$185K - $210K
|
1.56K
$212K
|
|
|
Aug 13, 2025
Q2 2025
|
Pgim Custom Harvest LLC
Newark, NJ |
BUY
|
- |
1.54KNew |
$182K - $207K
|
1.54K
$209K
|
|
|
Aug 06, 2025
Q2 2025
|
Prospera Financial Services Inc
|
BUY
|
- |
1.52K+ 5.08% |
$180K - $205K
|
31.5K
$4.28M
|
|
|
Aug 11, 2025
Q2 2025
|
New Edge Wealth, LLC
Pittsburgh, PA |
BUY
|
- |
1.52K+ 9.22% |
$180K - $205K
|
18K
$2.45M
|
|
|
Aug 04, 2025
Q2 2025
|
Creekmur Asset Management LLC
Morton, IL |
BUY
|
- |
1.5K+ 112.73% |
$177K - $202K
|
2.83K
$384K
|
|
|
Aug 07, 2025
Q2 2025
|
Wealth Quarterback LLC
Toms River, NJ |
BUY
|
- |
1.49K+ 4.46% |
$177K - $201K
|
34.9K
$4.76M
|
|
|
Aug 14, 2025
Q2 2025
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
BUY
|
- |
1.48K+ 92.8% |
$176K - $200K
|
3.08K
$419K
|
|
|
Jul 21, 2025
Q2 2025
|
Oak Hill Wealth Advisors, LLC
Lansdowne, VA |
BUY
|
- |
1.48KNew |
$175K - $199K
|
1.48K
$201K
|
|
|
Aug 12, 2025
Q2 2025
|
Gitterman Wealth Management, LLC
|
BUY
|
- |
1.43KNew |
$169K - $193K
|
1.43K
$195K
|
|
|
Aug 08, 2025
Q2 2025
|
Clearstead Advisors, LLC
Cleveland, OH |
BUY
|
- |
1.41K+ 3.99% |
$166K - $189K
|
36.7K
$4.99M
|
|
|
Jul 18, 2025
Q2 2025
|
Cliftonlarsonallen Wealth Advisors, LLC
|
BUY
|
- |
1.39K+ 7.5% |
$165K - $188K
|
20K
$2.72M
|
|
|
Aug 11, 2025
Q2 2025
|
Morling Financial Advisors, LLC
|
BUY
|
- |
1.31KNew |
$155K - $176K
|
1.31K
$178K
|
|
|
Jul 29, 2025
Q2 2025
|
Koshinski Asset Management, Inc.
|
BUY
|
- |
1.26K+ 18.26% |
$149K - $170K
|
8.16K
$1.11M
|
|
|
Jul 30, 2025
Q2 2025
|
Whittier Trust CO Of Nevada Inc
|
BUY
|
- |
1.26K+ 7.22% |
$149K - $170K
|
18.7K
$2.54M
|
|
|
Jul 29, 2025
Q2 2025
|
Hoese & CO LLP
|
BUY
|
- |
1.22K+ 37.25% |
$144K - $165K
|
4.5K
$612K
|
|
|
Aug 14, 2025
Q2 2025
|
Hilltop Holdings Inc.
Dallas, TX |
BUY
|
- |
1.2K+ 4.84% |
$143K - $162K
|
26.1K
$3.55M
|
|
|
Jul 22, 2025
Q2 2025
|
Olistico Wealth, LLC
Tulsa, OK |
BUY
|
- |
1.2K+ 169.49% |
$142K - $162K
|
1.91K
$260K
|
|
|
Jul 25, 2025
Q2 2025
|
Welch Group, LLC
|
BUY
|
- |
1.2K+ 36.82% |
$142K - $162K
|
4.46K
$607K
|
|
|
Jul 22, 2025
Q2 2025
|
Powell Investment Advisors, LLC
|
BUY
|
- |
1.19K+ 1.27% |
$141K - $161K
|
95K
$12.9M
|
|
|
Aug 14, 2025
Q2 2025
|
Wfa Of San Diego, LLC
|
BUY
|
- |
1.18K+ 59.65% |
$140K - $159K
|
3.16K
$430K
|
|
|
Aug 04, 2025
Q2 2025
|
Amg National Trust Bank
|
BUY
|
- |
1.15K+ 0.39% |
$136K - $155K
|
299K
$40.7M
|
|
|
Jul 25, 2025
Q2 2025
|
Astoria Portfolio Advisors Llc.
|
BUY
|
- |
1.14K+ 25.51% |
$134K - $153K
|
5.59K
$761K
|
|
|
Aug 14, 2025
Q2 2025
|
Alliancebernstein L.P.
New York, NY |
BUY
|
- |
1.13K+ 3.86% |
$134K - $153K
|
30.4K
$4.14M
|
|
|
Aug 14, 2025
Q2 2025
|
Ep Wealth Advisors, LLC
Torrance, CA |
BUY
|
- |
1.1K+ 4.96% |
$130K - $149K
|
23.3K
$3.17M
|
|
|
Jul 25, 2025
Q2 2025
|
Mgo One Seven LLC
Beachwood, OH |
BUY
|
- |
1.08K+ 21.84% |
$128K - $146K
|
6.04K
$822K
|
|
|
Jul 23, 2025
Q2 2025
|
Winthrop Advisory Group LLC
|
BUY
|
- |
1.06K+ 13.63% |
$126K - $143K
|
8.85K
$1.2M
|
|
|
Aug 05, 2025
Q2 2025
|
Simplex Trading, LLC
|
BUY
|
- |
1.06K+ 58.3% |
$125K - $143K
|
2.87K
$391K
|
|
|
Aug 11, 2025
Q2 2025
|
Nations Financial Group Inc,
Cedar Rapids, IA |
BUY
|
- |
1.05K+ 24.61% |
$124K - $141K
|
5.3K
$722K
|
|
|
Aug 07, 2025
Q2 2025
|
Evoke Wealth, LLC
|
BUY
|
- |
1.01K+ 6.74% |
$120K - $137K
|
16.1K
$2.19M
|
|
|
Aug 05, 2025
Q2 2025
|
Mission Wealth Management, LP
|
BUY
|
- |
1.01K+ 4.4% |
$120K - $136K
|
24K
$3.26M
|
|
|
Aug 07, 2025
Q2 2025
|
Flagship Wealth Advisors, LLC
Wakefield, MA |
BUY
|
- |
989+ 13.41% |
$117K - $133K
|
8.36K
$1.14M
|
|
|
Jul 25, 2025
Q2 2025
|
North Rock Partners, LLC
|
BUY
|
- |
981+ 10.15% |
$116K - $132K
|
10.6K
$1.45M
|
|
|
Aug 04, 2025
Q2 2025
|
Pinnacle Associates LTD
|
BUY
|
- |
921+ 2.94% |
$109K - $124K
|
32.2K
$4.38M
|
|
|
Aug 11, 2025
Q2 2025
|
Invenio Wealth Partners LLC
Coral Gables, FL |
BUY
|
- |
910+ 9.19% |
$108K - $123K
|
10.8K
$1.47M
|
|
|
Jul 16, 2025
Q2 2025
|
Townsend Asset Management Corp
|
BUY
|
- |
907+ 2.91% |
$107K - $122K
|
32.1K
$4.37M
|
|
|
Aug 06, 2025
Q2 2025
|
South State Corp
|
BUY
|
- |
899+ 19.71% |
$106K - $121K
|
5.46K
$743K
|
|
|
Jul 23, 2025
Q2 2025
|
Tyche Wealth Partners LLC
Plano, TX |
BUY
|
- |
861+ 8.27% |
$102K - $116K
|
11.3K
$1.53M
|
|
|
Jul 14, 2025
Q2 2025
|
Southland Equity Partners LLC
Wildwood, MO |
BUY
|
- |
808+ 43.09% |
$95.6K - $109K
|
2.68K
$365K
|
|
|
Aug 13, 2025
Q2 2025
|
Scotia Capital Inc.
|
BUY
|
- |
793+ 2.38% |
$93.9K - $107K
|
34.1K
$4.64M
|
|
|
Jul 31, 2025
Q2 2025
|
Oak Harbor Wealth Partners, LLC
|
BUY
|
- |
765+ 11.93% |
$90.6K - $103K
|
7.18K
$977K
|
|
|
Jul 10, 2025
Q2 2025
|
Sterling Investment Advisors LLC
|
BUY
|
- |
749+ 42.92% |
$88.7K - $101K
|
2.49K
$339K
|
|
|
Aug 11, 2025
Q2 2025
|
First American Trust, Fsb
|
BUY
|
- |
748+ 2.34% |
$88.5K - $101K
|
32.7K
$4.45M
|
|
|
Aug 13, 2025
Q2 2025
|
Brown Advisory Inc
|
BUY
|
- |
745+ 1.75% |
$88.2K - $100K
|
43.4K
$5.91M
|
|
|
Aug 04, 2025
Q2 2025
|
Carret Asset Management, LLC
|
BUY
|
- |
739+ 1.53% |
$87.5K - $99.7K
|
49.2K
$6.69M
|
|
|
Jul 30, 2025
Q2 2025
|
Carnegie Capital Asset Management, LLC
|
BUY
|
- |
695+ 5.61% |
$82.3K - $93.7K
|
13.1K
$1.78M
|
|
|
Aug 05, 2025
Q2 2025
|
Peregrine Asset Advisers, Inc.
Portland, OR |
BUY
|
- |
688+ 4.29% |
$81.4K - $92.8K
|
16.7K
$2.27M
|
|
|
Jul 24, 2025
Q2 2025
|
Ifp Advisors, Inc
|
BUY
|
- |
672+ 1.55% |
$79.5K - $90.6K
|
44.1K
$6M
|