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 07, 2025
Q2 2025
|
Parallel Advisors, LLC
|
BUY
|
- |
271+ 1.69% |
$32.1K - $36.5K
|
16.3K
$2.22M
|
|
|
Aug 07, 2025
Q2 2025
|
Ironwood Investment Counsel, LLC
|
BUY
|
- |
263+ 10.76% |
$31.1K - $35.5K
|
2.71K
$369K
|
|
|
Aug 04, 2025
Q2 2025
|
Welch & Forbes LLC
|
BUY
|
- |
260+ 2.43% |
$30.8K - $35.1K
|
11K
$1.49M
|
|
|
Aug 14, 2025
Q2 2025
|
Qube Research & Technologies LTD
London, X0 |
BUY
|
- |
258New |
$30.5K - $34.8K
|
258
$35.1K
|
|
|
Jul 18, 2025
Q2 2025
|
Parsons Capital Management Inc
|
BUY
|
- |
250+ 7.97% |
$29.6K - $33.7K
|
3.39K
$461K
|
|
|
Aug 12, 2025
Q2 2025
|
Cornerstone Wealth Management, LLC
|
BUY
|
- |
248+ 4.27% |
$29.4K - $33.4K
|
6.05K
$824K
|
|
|
Aug 05, 2025
Q2 2025
|
Simmons Bank
|
BUY
|
- |
245+ 1.98% |
$29K - $33K
|
12.6K
$1.72M
|
|
|
Aug 15, 2025
Q2 2025
|
Lgl Partners, LLC
West Conshohocken, PA |
BUY
|
- |
235+ 0.78% |
$27.8K - $31.7K
|
30.3K
$4.12M
|
|
|
Jul 18, 2025
Q2 2025
|
Madrona Financial Services, LLC
|
BUY
|
- |
234+ 5.94% |
$27.7K - $31.6K
|
4.17K
$568K
|
|
|
Aug 13, 2025
Q2 2025
|
Kilter Group LLC
Rhinebeck, NY |
BUY
|
- |
234New |
$27.7K - $31.6K
|
234
$31.8K
|
|
|
Jul 17, 2025
Q2 2025
|
One Wealth Advisors, LLC
San Francisco, CA |
BUY
|
- |
226+ 0.74% |
$26.8K - $30.5K
|
30.8K
$4.19M
|
|
|
Aug 04, 2025
Q2 2025
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
BUY
|
- |
225+ 1.81% |
$26.6K - $30.3K
|
12.6K
$1.72M
|
|
|
Jul 17, 2025
Q2 2025
|
Independence Bank Of Kentucky
|
BUY
|
- |
225+ 1.48% |
$26.6K - $30.3K
|
15.4K
$2.1M
|
|
|
Jul 10, 2025
Q2 2025
|
Trust Point Inc.
La Crosse, WI |
BUY
|
- |
219+ 2.25% |
$25.9K - $29.5K
|
9.96K
$1.36M
|
|
|
Aug 12, 2025
Q2 2025
|
Argent Trust CO
Nashville, TN |
BUY
|
- |
210+ 0.81% |
$24.9K - $28.3K
|
26.3K
$3.57M
|
|
|
Jul 21, 2025
Q2 2025
|
Creative Capital Management Investments LLC
San Diego, CA |
BUY
|
- |
207+ 82.14% |
$24.5K - $27.9K
|
459
$62.5K
|
|
|
Aug 14, 2025
Q2 2025
|
Parvin Asset Management, LLC
Sioux Falls, SD |
BUY
|
- |
206New |
$24.4K - $27.8K
|
206
$28K
|
|
|
Aug 11, 2025
Q2 2025
|
Vanguard Group Inc
Valley Forge, PA |
BUY
|
- |
205+ 0.65% |
$24.3K - $27.6K
|
31.9K
$4.34M
|
|
|
Aug 04, 2025
Q2 2025
|
Blb&B Advisors, LLC
|
BUY
|
- |
202+ 7.87% |
$23.9K - $27.2K
|
2.77K
$377K
|
|
|
Jul 14, 2025
Q2 2025
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
BUY
|
- |
200+ 3.24% |
$23.7K - $27K
|
6.37K
$866K
|
|
|
Aug 05, 2025
Q2 2025
|
Dunhill Financial, LLC
London, X0 |
BUY
|
- |
192+ 12.18% |
$22.7K - $25.9K
|
1.77K
$241K
|
|
|
Jul 18, 2025
Q2 2025
|
Victrix Investment Advisors
Stuart, FL |
BUY
|
- |
190+ 9.41% |
$22.5K - $25.6K
|
2.21K
$301K
|
|
|
Jul 30, 2025
Q2 2025
|
Avidian Wealth Solutions, LLC
|
BUY
|
- |
188+ 8.53% |
$22.3K - $25.4K
|
2.39K
$326K
|
|
|
Aug 07, 2025
Q2 2025
|
Davis R M Inc
Portland, ME |
BUY
|
- |
188+ 6.99% |
$22.3K - $25.4K
|
2.88K
$392K
|
|
|
Aug 14, 2025
Q2 2025
|
Operose Advisors LLC
Milwaukee, WI |
BUY
|
- |
185+ 0.83% |
$21.9K - $24.9K
|
22.5K
$3.06M
|
|
|
Aug 05, 2025
Q2 2025
|
Optivise Advisory Services LLC
Franklin, TN |
BUY
|
- |
183+ 2.93% |
$21.7K - $24.7K
|
6.43K
$875K
|
|
|
Aug 12, 2025
Q2 2025
|
Tcp Asset Management, LLC
Columbus, OH |
BUY
|
- |
182+ 3.6% |
$21.5K - $24.5K
|
5.24K
$713K
|
|
|
Jul 31, 2025
Q2 2025
|
Hixon Zuercher, LLC
|
BUY
|
- |
175+ 5.28% |
$20.7K - $23.6K
|
3.49K
$475K
|
|
|
Aug 11, 2025
Q2 2025
|
Guidance Point Advisors, LLC
|
BUY
|
- |
171+ 0.69% |
$20.2K - $23.1K
|
25K
$3.41M
|
|
|
Jul 21, 2025
Q2 2025
|
Team Financial Group, LLC
Temecula, CA |
BUY
|
- |
171New |
$20.2K - $23.1K
|
171
$23.3K
|
|
|
Aug 13, 2025
Q2 2025
|
Ken Fisher
Fisher Asset Management, LLC | Camas, Wa
|
BUY
|
- |
164+ 10.33% |
$19.4K - $22.1K
|
1.75K
$238K
|
|
|
Aug 12, 2025
Q2 2025
|
Wealth Bridge Capital Management, LLC
Westerville, OH |
BUY
|
- |
162+ 1.07% |
$19.2K - $21.8K
|
15.3K
$2.08M
|
|
|
Jul 21, 2025
Q2 2025
|
Patriot Financial Group Insurance Agency, LLC
|
BUY
|
- |
160+ 6.36% |
$18.9K - $21.6K
|
2.68K
$364K
|
|
|
Jul 29, 2025
Q2 2025
|
Mine & Arao Wealth Creation & Management, Llc.
Campbell, CA |
BUY
|
- |
159+ 0.56% |
$18.8K - $21.4K
|
28.6K
$3.89M
|
|
|
Aug 11, 2025
Q2 2025
|
Mill Creek Capital Advisors, LLC
Conshohocken, PA |
BUY
|
- |
158+ 0.7% |
$18.7K - $21.3K
|
22.8K
$3.1M
|
|
|
Jul 29, 2025
Q2 2025
|
Sigma Investment Counselors Inc
|
BUY
|
- |
155+ 8.2% |
$18.3K - $20.9K
|
2.05K
$278K
|
|
|
Jul 15, 2025
Q2 2025
|
Regatta Capital Group, LLC
El Segundo, CA |
BUY
|
- |
154+ 3.86% |
$18.2K - $20.8K
|
4.14K
$563K
|
|
|
Jul 07, 2025
Q2 2025
|
Fox Hill Wealth Management
Dedham, MA |
BUY
|
- |
152+ 1.4% |
$18K - $20.5K
|
11K
$1.5M
|
|
|
Jul 16, 2025
Q2 2025
|
Embree Financial Group
Chicago, IL |
BUY
|
- |
148+ 1.72% |
$17.5K - $20K
|
8.74K
$1.19M
|
|
|
Aug 14, 2025
Q2 2025
|
Cadence Bank
Tupelo, MS |
BUY
|
- |
145+ 1.87% |
$17.2K - $19.6K
|
7.89K
$1.07M
|
|
|
Aug 05, 2025
Q2 2025
|
Plante Moran Financial Advisors, LLC
|
BUY
|
- |
138+ 6.52% |
$16.3K - $18.6K
|
2.26K
$307K
|
|
|
Jul 21, 2025
Q2 2025
|
Verus Financial Partners, Inc.
|
BUY
|
- |
136+ 0.23% |
$16.1K - $18.3K
|
58.3K
$7.94M
|
|
|
Aug 13, 2025
Q2 2025
|
Visionary Wealth Advisors
O'fallon, IL |
BUY
|
- |
135+ 8.72% |
$16K - $18.2K
|
1.68K
$229K
|
|
|
Aug 13, 2025
Q2 2025
|
Hsbc Holdings PLC
London, X0 |
BUY
|
- |
131+ 0.8% |
$15.5K - $17.7K
|
16.6K
$2.26M
|
|
|
Aug 14, 2025
Q2 2025
|
Bbr Partners, LLC
New York, NY |
BUY
|
- |
130+ 3.31% |
$15.4K - $17.5K
|
4.06K
$552K
|
|
|
Jul 29, 2025
Q2 2025
|
Northeast Investment Management
|
BUY
|
- |
127+ 6.2% |
$15K - $17.1K
|
2.17K
$296K
|
|
|
Aug 14, 2025
Q2 2025
|
Clark Capital Management Group, Inc.
Philadelphia, PA |
BUY
|
- |
124+ 3.64% |
$14.7K - $16.7K
|
3.53K
$481K
|
|
|
Jul 21, 2025
Q2 2025
|
Cornell Pochily Investment Advisors, Inc.
|
BUY
|
- |
122+ 0.9% |
$14.4K - $16.5K
|
13.7K
$1.87M
|
|
|
Jul 14, 2025
Q2 2025
|
Proathlete Wealth Management LLC
Boca Raton, FL |
BUY
|
- |
122New |
$14.4K - $16.5K
|
122
$16.6K
|
|
|
Aug 13, 2025
Q2 2025
|
Nicolet Advisory Services, LLC
Green Bay, WI |
BUY
|
- |
121+ 7.33% |
$14.3K - $16.3K
|
1.77K
$241K
|