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 22, 2025
Q2 2025
|
Simplicity Wealth,Llc
|
BUY
|
- |
637+ 22.61% |
$75.4K - $85.9K
|
3.45K
$470K
|
|
|
Jul 16, 2025
Q2 2025
|
Worth Financial Advisory Group, LLC
Charlotte, NC |
BUY
|
- |
625+ 29.04% |
$74K - $84.3K
|
2.78K
$378K
|
|
|
Jul 25, 2025
Q2 2025
|
Courage Miller Partners, LLC
|
BUY
|
- |
621+ 28.56% |
$73.5K - $83.7K
|
2.8K
$380K
|
|
|
Jul 18, 2025
Q2 2025
|
Trust CO Of Vermont
|
BUY
|
- |
601+ 14.38% |
$71.1K - $81.1K
|
4.78K
$651K
|
|
|
Aug 14, 2025
Q2 2025
|
Synovus Financial Corp
Columbus, GA |
BUY
|
- |
599+ 0.29% |
$70.9K - $80.8K
|
205K
$27.9M
|
|
|
Aug 13, 2025
Q2 2025
|
Cary Street Partners Financial LLC
Richmond, VA |
BUY
|
- |
589+ 5.3% |
$69.7K - $79.4K
|
11.7K
$1.59M
|
|
|
Aug 06, 2025
Q2 2025
|
Ae Wealth Management LLC
|
BUY
|
- |
574+ 7.81% |
$67.9K - $77.4K
|
7.92K
$1.08M
|
|
|
Jul 22, 2025
Q2 2025
|
Berkshire Money Management, Inc.
|
BUY
|
- |
566New |
$67K - $76.3K
|
566
$77K
|
|
|
Jul 09, 2025
Q2 2025
|
Pallas Capital Advisors LLC
Braintree, MA |
BUY
|
- |
565+ 2.9% |
$66.9K - $76.2K
|
20.1K
$2.73M
|
|
|
Aug 11, 2025
Q2 2025
|
Elequin Capital LP
New York, NY |
BUY
|
- |
518New |
$61.3K - $69.9K
|
518
$70.5K
|
|
|
Aug 13, 2025
Q2 2025
|
Continuum Advisory, LLC
Eagle, ID |
BUY
|
- |
517+ 5.72% |
$61.2K - $69.7K
|
9.55K
$1.3M
|
|
|
Aug 11, 2025
Q2 2025
|
Main Street Investment Advisors LLC
|
BUY
|
- |
515+ 12.43% |
$61K - $69.5K
|
4.66K
$634K
|
|
|
Aug 12, 2025
Q2 2025
|
Alpha Core Capital LLC
La Jolla, CA |
BUY
|
- |
514New |
$60.8K - $69.3K
|
514
$70K
|
|
|
Aug 12, 2025
Q2 2025
|
Titleist Asset Management, LLC
San Antonio, TX |
BUY
|
- |
512+ 6.05% |
$60.6K - $69K
|
8.98K
$1.22M
|
|
|
Aug 07, 2025
Q2 2025
|
Gryphon Financial Partners LLC
|
BUY
|
- |
508+ 3.12% |
$60.1K - $68.5K
|
16.8K
$2.29M
|
|
|
Aug 13, 2025
Q2 2025
|
Smith, Moore & Co.
Clayton, MO |
BUY
|
- |
501+ 5.43% |
$59.3K - $67.6K
|
9.73K
$1.32M
|
|
|
Jul 17, 2025
Q2 2025
|
Jackson, Grant Investment Advisers, Inc.
|
BUY
|
- |
496+ 1.23% |
$58.7K - $66.9K
|
40.9K
$5.57M
|
|
|
Jul 23, 2025
Q2 2025
|
Eagle Strategies LLC
New York, NY |
BUY
|
- |
481+ 3.04% |
$56.9K - $64.9K
|
16.3K
$2.22M
|
|
|
Aug 14, 2025
Q2 2025
|
Wick Capital Partners, LLC
Wayne, PA |
BUY
|
- |
466+ 29.61% |
$55.2K - $62.8K
|
2.04K
$278K
|
|
|
Jul 16, 2025
Q2 2025
|
Signaturefd, LLC
Atlanta, GA |
BUY
|
- |
455+ 25.56% |
$53.9K - $61.4K
|
2.24K
$304K
|
|
|
Jul 08, 2025
Q2 2025
|
Massmutual Trust CO Fsb
|
BUY
|
- |
450+ 21.13% |
$53.3K - $60.7K
|
2.58K
$351K
|
|
|
Jul 14, 2025
Q2 2025
|
Armstrong Advisory Group, Inc
Needham, MA |
BUY
|
- |
419+ 81.2% |
$49.6K - $56.5K
|
935
$127K
|
|
|
Aug 08, 2025
Q2 2025
|
Foundations Investment Advisors, LLC
|
BUY
|
- |
403+ 12.42% |
$47.7K - $54.3K
|
3.65K
$497K
|
|
|
Jul 11, 2025
Q2 2025
|
Sea Crest Wealth Management, LLC
Purchase, NY |
BUY
|
- |
401+ 10.86% |
$47.5K - $54.1K
|
4.09K
$557K
|
|
|
Aug 11, 2025
Q2 2025
|
Perennial Investment Advisors, LLC
Los Angeles, CA |
BUY
|
- |
400+ 24.97% |
$47.3K - $53.9K
|
2K
$272K
|
|
|
Aug 14, 2025
Q2 2025
|
Moneta Group Investment Advisors LLC
St Louis, MO |
BUY
|
- |
397+ 0.45% |
$47K - $53.5K
|
87.9K
$12M
|
|
|
Aug 11, 2025
Q2 2025
|
Brown Brothers Harriman & CO
New York, NY |
BUY
|
- |
390+ 9.29% |
$46.2K - $52.6K
|
4.59K
$624K
|
|
|
Jul 24, 2025
Q2 2025
|
Jfs Wealth Advisors, LLC
|
BUY
|
- |
380+ 1.65% |
$45K - $51.2K
|
23.4K
$3.18M
|
|
|
Jul 15, 2025
Q2 2025
|
Mather Group, Llc.
Chicago, IL |
BUY
|
- |
380+ 13.35% |
$45K - $51.2K
|
3.23K
$439K
|
|
|
Aug 13, 2025
Q2 2025
|
Allie Family Office LLC
|
BUY
|
- |
370+ 12.33% |
$43.8K - $49.9K
|
3.37K
$459K
|
|
|
Jul 09, 2025
Q2 2025
|
Lbmc Investment Advisors, LLC
|
BUY
|
- |
360+ 0.16% |
$42.6K - $48.5K
|
232K
$31.5M
|
|
|
Jul 09, 2025
Q2 2025
|
Focus Wealth Advisors, LLC
|
BUY
|
- |
359+ 0.9% |
$42.5K - $48.4K
|
40.3K
$5.48M
|
|
|
Jul 23, 2025
Q2 2025
|
Joel Isaacson & Co., LLC
|
BUY
|
- |
356+ 1.54% |
$42.1K - $48K
|
23.5K
$3.2M
|
|
|
Jul 10, 2025
Q2 2025
|
Peoples Bank/Ks
Pratt, KS |
BUY
|
- |
343+ 2.32% |
$40.6K - $46.3K
|
15.1K
$2.06M
|
|
|
Aug 14, 2025
Q2 2025
|
Captrust Financial Advisors
Raleigh, NC |
BUY
|
- |
328+ 0.36% |
$38.8K - $44.2K
|
90.4K
$12.3M
|
|
|
Aug 14, 2025
Q2 2025
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
326+ 0.42% |
$38.6K - $44K
|
77.9K
$10.6M
|
|
|
Aug 14, 2025
Q2 2025
|
Silvercrest Asset Management Group LLC
New York, NY |
BUY
|
- |
326+ 13.37% |
$38.6K - $44K
|
2.76K
$376K
|
|
|
Aug 05, 2025
Q2 2025
|
First Horizon Advisors, Inc.
|
BUY
|
- |
321+ 2.0% |
$38K - $43.3K
|
16.4K
$2.23M
|
|
|
Jul 24, 2025
Q2 2025
|
Fifth Third Wealth Advisors LLC
Cincinnati, OH |
BUY
|
- |
313+ 0.22% |
$37K - $42.2K
|
146K
$19.8M
|
|
|
Aug 04, 2025
Q2 2025
|
Simon Quick Advisors, LLC
|
BUY
|
- |
306+ 1.29% |
$36.2K - $41.3K
|
24.1K
$3.28M
|
|
|
Aug 13, 2025
Q2 2025
|
Providence Capital Advisors, LLC
Charlotte, NC |
BUY
|
- |
298+ 10.98% |
$35.3K - $40.2K
|
3.01K
$410K
|
|
|
Jul 10, 2025
Q2 2025
|
Capital Advisory Group Advisory Services, LLC
Bloomington, MN |
BUY
|
- |
295+ 1.34% |
$34.9K - $39.8K
|
22.3K
$3.03M
|
|
|
Aug 12, 2025
Q2 2025
|
Country Trust Bank
|
BUY
|
- |
291+ 36.28% |
$34.4K - $39.2K
|
1.09K
$149K
|
|
|
Aug 14, 2025
Q2 2025
|
Hancock Whitney Corp
|
BUY
|
- |
290+ 1.01% |
$34.3K - $39.1K
|
29K
$3.95M
|
|
|
Aug 14, 2025
Q2 2025
|
Headlands Technologies LLC
Chicago, IL |
BUY
|
- |
288New |
$34.1K - $38.8K
|
288
$39.2K
|
|
|
Aug 08, 2025
Q2 2025
|
Wealth Shield Partners, LLC
Cary, NC |
BUY
|
- |
285+ 31.88% |
$33.7K - $38.4K
|
1.18K
$160K
|
|
|
Aug 14, 2025
Q2 2025
|
First Manhattan CO
New York, NY |
BUY
|
- |
285+ 5.5% |
$33.7K - $38.4K
|
5.47K
$744K
|
|
|
Aug 05, 2025
Q2 2025
|
Csenge Advisory Group
|
BUY
|
- |
283+ 1.51% |
$33.5K - $38.2K
|
19.1K
$2.6M
|
|
|
Jul 23, 2025
Q2 2025
|
Integris Wealth Management, LLC
Monterey, CA |
BUY
|
- |
281+ 7.48% |
$33.3K - $37.9K
|
4.04K
$549K
|
|
|
Jul 31, 2025
Q2 2025
|
Burke & Herbert Bank & Trust CO
|
BUY
|
- |
280+ 0.67% |
$33.1K - $37.8K
|
41.8K
$5.69M
|